Surveys

The Survey module provides a flexible data collection platform with two input modes: voice-first for hands-free field work and form-based for traditional data entry. Field technicians can complete structured surveys using natural conversation with an AI assistant or via a responsive web form.

Context in the Services Hierarchy

Surveys are part of the broader Services workflow. A Survey Session can optionally be linked to a Job Line (which belongs to a Service Job) or to a Maintenance Job (which contains allocated rental assets). When linked to a job line, job metadata (title, assignee, dates, reference) can automatically pre-populate survey fields. When linked to a maintenance job, repeatable group instances can be auto-created for each allocated asset.

Surveys can also be used standalone — without any parent — for ad-hoc data collection.

Who Uses Surveys?

Field Technicians

• HVAC inspections and equipment audits
• Site surveys and compliance checks
• Hands-free data collection during installations/repairs

Template Builders (Administrators)

• Create and configure survey templates
• Set up PDF report mappings
• Manage field validation and conditional logic

Managers

• Track completion rates and survey progress
• Review completed surveys and generate reports
• Export data for analysis

Key Concepts

Concept	Description
Survey Template	A reusable definition of the survey structure with field groups and fields
Survey Session	An instance of a template being completed by a user
Field Group	A logical grouping of related fields (e.g., "Equipment Details", "Measurements")
Field	An individual data point to collect (text, number, select, etc.)

Input Modes

Voice-First Mode

Built for harsh field conditions where typing is impractical (gloves, ladders, tight spaces):

• Speak naturally - the AI extracts data from your conversation
• Hands-free operation with audio feedback
• Multi-field input in a single utterance
• Reference images displayed by AI when relevant

Learn more about the Voice Assistant →

Form Mode

Traditional data entry for office-based work or when voice isn't practical:

• Fill out fields directly in a responsive form
• Auto-save prevents data loss
• Works on any device with a browser

Both modes can be used interchangeably during a single survey session.

Survey Lifecycle

1. Create Template    →  Admin defines fields, groups, and validation
2. Start Session      →  User begins a new survey from a template
3. Collect Data       →  User completes fields via voice or form
4. Review & Complete  →  User reviews data and marks session complete
5. Generate Findings  →  System auto-scans for non-conformances (if configured)
6. Generate Report    →  System populates PDF with survey data

Features at a Glance

Feature	Description	Learn More
Voice Assistant	AI-powered hands-free data collection	Voice Assistant
Voice Note Extraction	Record voice notes in form mode, AI auto-fills fields	Mobile App
Survey Templates	Configure fields, validation, and conditional logic	Templates
PDF Reports	Auto-populate PDF forms with survey data	PDF Reports
Survey Findings	Track non-conformances and deficiencies from inspections	Survey Findings
Mobile App	Native app with offline support	Mobile App

Getting Started

For Field Technicians:

1. Open an assigned survey or start a new session from a template
2. Choose voice mode (microphone button) or form mode
3. Complete all required fields
4. Mark the survey as complete
5. Generate a PDF report if needed

For Administrators:

1. Create a survey template with the required fields
2. Add conditional logic and validation rules
3. Upload PDF templates and configure field mappings
4. Assign surveys to team members