Skip to main content

AI Service Template Search Assistant

Written by Derek Batishev
Updated over 4 months ago

Overview

ETS now includes an AI-powered search assistant that helps you quickly find and add the right, existing, service types when creating services or estimates. As you type, it automatically suggests matching service types from your existing catalog.

How It Works

Creating a New Service/Estimate

  1. Navigate to create a new Service Order or Estimate

  2. In the service line item field, start typing what you need

  3. The AI assistant will instantly show matching service types from your catalog

  4. Click on the suggested service to add it

Smart Matching

The AI search understands variations and related terms. For example:

  • Type "oil" β†’ suggests "Oil Change", "Oil Filter Replacement", "Synthetic Oil Service"

  • Type "brake" β†’ suggests "Brake Inspection", "Front Brake Pad Replacement", "Brake Fluid Flush"

  • Type "diagnostic" β†’ suggests all your diagnostic service types

Benefits

  • Faster service writing - No more scrolling through long service lists

  • Consistency - Always uses your predefined service types and pricing

  • Reduces errors - Ensures correct service codes and descriptions

  • Training friendly - New techs can find services without memorizing types

Tips

  • Keep typing if you don't see what you need immediately

  • The more specific your search, the better the suggestions

  • All suggestions come from YOUR service catalog, not generic services

Troubleshooting

Not seeing suggestions?

  • Check that you have service types created in your system

  • Try different keywords or abbreviations

Wrong services appearing?

  • Review and update your service type descriptions for better matching

Did this answer your question?