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AI closeout review

Before a job closes, something actually reads the paperwork.

A closed job should mean the work is documented, not just marked done. Photon reads the technician's notes, the completed forms, and the booked service against each other before your office approves — and shows you exactly which words it's reading, not a verdict out of nowhere.

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A different job from the chatbot — same name, a different task.

This isn't the Ask Photon assistant that answers questions about your account — it's a separate, purpose-built capability that reads a job's closeout evidence before your office approves it. Same name, different job: one answers questions, this one checks paperwork.

Every closeout runs through a set of plain, deterministic checks first — is there at least one photo, are the required form fields filled in, does the note actually describe work, is there an invoice (or a stated reason there isn't one), was a follow-up booked if the outcome implies one's needed. None of that needs AI; it's just checked every time.

On top of that, Photon reads the technician's note, the completed form answers, the outcome, and the booked service as text — not the photos themselves — and judges whether the work described actually matches what was booked, whether the note is substantive, and whether a follow-up is implied but missing. Every judgment comes with a quoted excerpt from the actual source text, checked to make sure that excerpt is real before it's ever shown — Photon can't cite something that isn't there.

It's advisory. A flagged item is labeled for your office to look at before approving, but approving is still a person's decision — nothing here blocks a job from closing on its own.

  • Runs automatically as each closeout becomes visible — no button to click
  • Checks photos exist and required form fields are filled, separately from the AI reading
  • Reads the tech's note, form answers, outcome, and booked service as text — not photo content
  • Every AI judgment comes with a real quoted excerpt from the source, verified before it's shown
  • Flags a mismatch between what was booked and what was actually done
  • Advisory only — your office still approves every closeout; nothing closes a job automatically
  • Also informs suggestions on the Service Loop board, not just Closeout Review

How it works

A reading of the record, with the receipts to back it up.

📝

Reads the record, not the photos

Notes, form answers, outcome, and booked service — compared as text, not an image scan.

🔍

Quoted, not guessed

Every flag comes with the actual excerpt it's based on, checked to make sure it's really there.

✅

Plain checks, every time

Photo present, required fields filled, invoice exists — deterministic checks that don't depend on AI at all.

🙋

Advisory, not a gate

A flagged item is a suggestion for your office to look at. Approving is always a person's call.

Frequently asked questions

Is this the same as Ask Photon?

No — Ask Photon answers questions in the app. This is a separate capability, also branded Photon, that reads a job's closeout evidence before approval. Same name, different task.

Does it look at the photos themselves?

No. It checks that photos exist, but the AI reading is based on text — the technician's note, completed form answers, the outcome, and the booked service.

Can it block a job from closing?

No. It flags items that look incomplete or mismatched for your office to review, but approving a closeout is always a person's decision.

How do we know it's not just making things up?

Every judgment has to be backed by a real excerpt from the source text — notes, form answers, the outcome. That excerpt is checked server-side to confirm it actually appears in the source before it's ever shown to your office.

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