EIIƎ User Guide
Modules

E2E Survey Assistant

Voice-First Field Data Collection — Hands Free, Eyes Free, Error Free


The Problem

Your field teams are juggling ladders, tools, and safety equipment — then you hand them a clipboard or a tiny phone keyboard and expect accurate data. Forms get half-filled. Handwriting gets misread. Technicians skip fields because typing in gloves isn't practical. By the time incomplete surveys reach the office, the job is already over and the data gaps are permanent.

Field data collection was designed for desks. Your teams don't work at desks.


The Solution

E2E Survey Assistant transforms structured data collection into natural conversation. Instead of tapping through forms, your field teams simply talk — and an AI assistant captures, validates, and organises everything in real time.

"Serial number is Alpha Bravo Charlie one two three."

The assistant saves ABC123, confirms it back, and moves to the next field. No typing. No looking down. No mistakes.

Built into the E2E platform and available as a companion mobile app for iOS and Android, Survey Assistant works wherever your teams do — on rooftops, in plant rooms, up ladders, or in crawl spaces.


How It Works

Speak Naturally. The AI Understands Context.

There are no rigid voice commands to memorise. Say "the width is about twelve hundred millimetres" and the system saves 1200 to a numeric field with mm units. Say "next Tuesday" for a date field and it resolves the calendar date. The AI understands your industry vocabulary — equipment model numbers, technical specifications, compliance terminology — and gets smarter with every template you build.

Conversational Navigation

The assistant guides your team through complex, nested survey structures using conversation:

  • Repeatable sections"Add another room" or "That's the last window"
  • Nested hierarchies — Room → Window → Measurement, tracked automatically
  • Jump anywhere"Go back to the kitchen" or "Skip to the exterior section"
  • Smart completeness — The AI knows what's been collected, what's missing, and what to ask next

Dual Mode: Voice + Form

Start in the field with voice. Finish in the office with a traditional form. Switch between modes at any time — all data persists seamlessly. Your team uses whichever input method suits the moment.


Key Capabilities

AI-Powered Accuracy

  • Real-time validation — Invalid entries caught instantly with spoken feedback
  • Intelligent type handling — Words convert to numbers, abbreviations expand, codes normalise to uppercase
  • Confirmation on critical fields — Serial numbers and measurements are read back before saving
  • Conditional logic — The survey adapts in real time based on previous answers

Enterprise Voice Recognition

  • 95%+ accuracy in noisy field environments
  • Multi-accent support — UK, US, Australian, and international English
  • Industry vocabulary — HVAC terms, equipment models, trade-specific jargon
  • Sub-500ms latency — Speech appears as text almost instantly

Rich Media Capture

  • Photo attachment — Capture images tied to specific fields or the overall session
  • Reference images — Template authors embed guidance photos showing where to find nameplates, measurement points, or safety markings. The AI surfaces them on request: "Show me where the label is"
  • Voice notes — Record extended observations with automatic transcription and AI-powered data extraction

Offline-First Mobile App

  • Complete surveys with zero connectivity — Data stores locally on-device
  • Automatic background sync — Changes upload the moment a connection returns
  • Photos and voice notes queued — Media syncs in the background without blocking the surveyor
  • Resume anywhere — Start on mobile in the field, finish on the web app in the office

Professional Output

  • A4 print-ready reports — One-click PDF export with collected data, photos, reference images, and field notes
  • Organised by section — Groups and nested instances rendered in logical reading order
  • Client-ready quality — Professional formatting suitable for direct delivery

Built for the Conditions Your Teams Actually Work In

ChallengeHow Survey Assistant Helps
Wearing gloves80×80px touch targets; voice-first means minimal screen interaction
On a ladderHands-free operation — no need to hold or look at a device
Noisy environmentsEnterprise-grade speech recognition tuned for field noise
Poor connectivityOffline-first mobile app with automatic sync
Battery anxietyAuto-save every 2 seconds; resume hours or days later with zero data loss
Complex surveysAI navigates nested structures conversationally — no training needed
Multiple item typesConditional fields show only what's relevant to the current context

Template Builder: Your Surveys, Your Way

Design surveys visually with a drag-and-drop template builder. No developer required.

  • 8 field types — Text, number, boolean, select, multi-select, date, long text, and star rating
  • Repeatable groups — Define sections that field teams can duplicate on the fly (rooms, windows, equipment items)
  • Nested groups — Parent-child hierarchies for complex asset structures
  • Conditional display rules — Fields appear or hide based on previous answers (9 operators including equals, contains, between, is empty)
  • AI guidance per field — Add specific instructions the assistant will use when asking about each field ("Look for the nameplate on the left side of the unit")
  • Voice aliases — Map shorthand terms to full values ("arc weld""Electric Fusion (Arc) Weld / Spiral Weld (0.8)")
  • Reference images — Upload up to 5 guidance photos per section, shown to the surveyor on demand

Performance That Doesn't Get in the Way

Field teams won't use tools that slow them down. Survey Assistant is engineered for speed:

  • 2–4 second AI responses — Powered by Gemini 2.5 Flash with EU data residency
  • Incremental text-to-speech — The assistant starts speaking before the full response is generated
  • Optimistic UI updates — Progress reflects instantly, confirmed by the server within 100ms
  • Batch field saves — The AI captures multiple values in a single round-trip
  • Parallel data loading — Templates, progress, and media fetch concurrently on session open

Security & Compliance

  • Multi-tenant data isolation — Each organisation's data is completely separated at the database level
  • EU data residency — AI processing in Belgium (Gemini) with no data leaving the EU
  • Private file storage — All media stored in encrypted S3 buckets with time-limited access URLs
  • Role-based permissions — View, edit, and export controls per user and per survey type
  • Session-based authentication — Secure login with Bearer token support for mobile devices

Platform Availability

PlatformStatus
Web App (Chrome, Edge, Safari, Firefox)Available
iOS (native app via App Store)Available
Android (native app via Play Store)Available
Mobile Web (any browser)Available

Install the Survey App on Your Computer or Phone

You can run the Survey App as its own app — separate from your normal web browser — on Windows, Mac, iPhone, iPad, or Android. Once installed, it opens from your dock, taskbar, or home screen like any other app. It works offline, and it updates automatically when you're back online.

You don't need an App Store account, and there's nothing to download manually. Installation is built into your browser.

Install on Windows or Mac (Chrome or Edge)

  1. Open Chrome or Microsoft Edge and go to your Survey App URL (for example, survey.e2e-ipgn.com)
  2. Look at the right-hand side of the address bar at the top of the window
  3. Click the small install icon — it looks like a monitor with a downward arrow
  4. Confirm by clicking Install in the dialog that appears

The app will open in its own window, and you'll find it alongside your other applications:

  • Windows: Start menu, taskbar, and the apps list
  • Mac: Launchpad, Spotlight search, and Applications → Chrome Apps (or Edge Apps)

If you don't see the install icon in the address bar, the app might already be installed — check your Start menu or Applications folder.

Install on iPhone or iPad

iPhones and iPads use Safari for installing web apps (Chrome on iOS doesn't support it).

  1. Open Safari and go to your Survey App URL
  2. Tap the Share button at the bottom of the screen (the square with an arrow pointing up)
  3. Scroll down in the share menu and tap Add to Home Screen
  4. Tap Add in the top-right corner

The Surveys icon will appear on your home screen alongside your other apps. Tap it to open the app — it'll run full-screen without Safari's address bar.

Install on Android

  1. Open Chrome and go to your Survey App URL
  2. Tap the three-dot menu at the top right
  3. Tap Add to Home screen or Install app
  4. Tap Install to confirm

The Surveys icon will appear on your home screen and in your apps list.


Working Offline

The installed app keeps a local copy of itself on your device. This means:

  • You can open the app and use it even when you're offline (no internet)
  • Surveys you've already opened on your device remain available offline
  • New data you collect offline is saved locally and uploaded automatically when you're back online
  • The app remembers your sign-in for up to 24 hours so you don't get logged out at sea or in remote locations

When you reconnect, the app checks for any updates and offers to install them with a single tap.


Keeping the App Up to Date

When a new version of the app is released, you'll see a "New version available" banner at the top of the screen. Tap Update to apply the new version — the app will reload once and you'll be on the latest.

You don't need to update immediately. The banner remains visible until you decide, so you can finish what you're doing first.

For longer offline trips, the app may show an "Update required" screen when you reconnect. This happens when a major update is needed to keep your data compatible with the server. Tap Update Now and you'll be back to work in a few seconds.


If the App Stops Working

If the installed Survey App shows a blank screen, refuses to load, or behaves strangely after an update, you can reset it with one URL:

  1. Open any web browser (Chrome, Safari, Edge — not the installed Survey app)
  2. Type or paste this URL: https://survey.e2e-ipgn.com/?reset=1
  3. Wait a few seconds — you'll see "Resetting app…" briefly, then the app will reload normally

Your survey data is safe. This only resets the cached app files. Anything you've already collected and synced to the server is unaffected. Any unsynced data on your device is also preserved.

If the reset URL doesn't work, you can fully reinstall:

  • Windows / Mac: Open Chrome, go to chrome://apps, right-click the Surveys icon, choose Remove from Chrome. Then visit the Survey App URL again and reinstall.
  • iPhone / iPad: Press and hold the Surveys icon on the home screen, tap Remove App, then re-add it from Safari.
  • Android: Press and hold the Surveys icon, tap Uninstall, then re-add it from Chrome.

If a fresh reinstall doesn't fix the problem, contact your system administrator with a screenshot of what you're seeing.


The Bottom Line

Survey Assistant doesn't just digitise your paper forms — it fundamentally changes how field data gets collected. Natural conversation replaces tedious typing. AI validation replaces human error. Offline sync replaces lost paperwork. And professional PDF reports replace hours of office reformatting.

Your field teams already know how to talk. Now that's all they need to do.


E2E Survey Assistant is part of the E2E CRM platform. Available on web, iOS, and Android.

View the full Services user guide →

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