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Set up and use the AI field co-pilot

AI copilot adds voice-to-finding routing, SOP completeness checks, and buyer summaries to the field writer. Here is how to turn it on and what each feature does.

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1. Step 1

   Add AI copilot to your plan

   AI copilot is included on Scale. Solo and Team users add it for $39/mo under Account → Billing → Add-ons. It activates immediately after billing confirms.

2. Step 2

   Expand: voice-to-finding routing

   In the field writer, hold Voice and describe what you see. When you release, tap Expand. The AI splits your transcript across the correct systems and components, matches phrases to your narrative library, and fills the finding form. Review and confirm — nothing saves until you approve it.

3. Step 3

   Ask: answers from your library

   The Ask button in the writer answers questions using your narrative library and checklist, not a code book or generic knowledge base. Use it to check your own notes mid-walk without leaving the inspection.

4. Step 4

   Data plate scan

   Point the camera at a mechanical data plate (HVAC, water heater, panel). The writer reads brand, model, and serial number and fills those fields. Works best with good lighting and a steady hold.

5. Step 5

   Buyer summary

   After the walk, the writer can generate a plain-language summary for buyers — major items, safety flags, and recommended next steps — written at a reading level for someone who is not a home inspector. Review and edit before including it in the report.

6. Step 6

   SOP completeness check

   If your template has required SOP captures (photos or notes marked required in Report look), the writer highlights missing items in the path before you publish. AI copilot does not change which items are required — that is set in the template.