Visit Summary: AI Polish and Voice Dictation Now Work Offline
Two of the biggest Visit Summary limitations are gone: AI polish and voice dictation now both work without an internet connection, so techs in basements, mechanical rooms, and other dead zones don't have to wait until they're back online to clean up or dictate an entry.
What's new:
AI polish now works offline. Tapping "Improve spelling & grammar" on a Visit Summary entry now runs the cleanup right on the device when there's no connection, instead of showing an error.
Voice dictation now works offline on Android. The mic button on Visit Summary entries no longer requires a connection to transcribe speech to text. (iOS has supported offline dictation since our last release.)
A couple of small editor fixes. AI toolbar icons no longer get clipped, and tapping a blank area of the screen now dismisses the keyboard as expected.
How it works:
Complete a Service Visit and open the Visit Summary card.
Tap the plus button to add an entry.
Tap the mic icon to dictate — now works offline on Android.
Tap into the entry and select Improve spelling & grammar — also works offline on supported devices.
Notes:
Offline AI polish runs on devices with on-device AI — Apple Intelligence on iOS, or Gemini Nano on newer Android flagships (Pixel 8 and up, Galaxy S24 and up). Other Android 14+ devices use a slower on-device fallback, and Android 13 or earlier still requires a connection for polish.
Offline polish covers entries up to about 1,500 characters; longer entries will ask you to shorten the entry or reconnect.
On lower-end Android devices, offline polish may take a little longer to process.
AI polish only corrects spelling, grammar, capitalization, and punctuation — it doesn't pull in extra context like asset details, photos, or parts.
This applies for all customers with Visit Summary feature enabled.
Mobile Design Updates: Continued Rollout
The redesign we began rolling out previously keeps expanding, with more screens and components moving onto a single, consistent design system.
What's new:
Second wave of list component migration. Purchase Requisitions search screens now use the new list component, with the same improved spacing and layout already live elsewhere.
Keyboard behavior fixed on Android. Lists and scroll views no longer redraw at the wrong length when the keyboard opens.
Popout menus replace bottom-sheet menus on select screens, opening faster with less scrolling.
Buttons, popouts, lists, and search-filter components continue their gradual rollout as part of the same design system migration.
New header on the main Visit list
New search and list component
Popout menus — before and after:
Before | After |
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Actions like Add AR Tag, Take Photo, and Choose from Gallery appeared as a flat list beneath the content. | The same actions now appear in a cleaner popout menu that opens over the content — faster to reach, less scrolling required. |
This is a phased rollout to a small, targeted group of accounts — it is not yet available to all customers. Reach out to your Customer Success Manager if you'd like to be considered for an early cohort.
Job and Visit Creation: Department Matching and Quote Improvements
Two related fixes land this release: department selection on mobile now works the same way it does on web, and several small but frequently-hit quoting issues are cleaned up.
What's new:
Department inheritance now matches web
When creating a Visit from a Job, department behavior on mobile now matches the web app:
If the Job has one department, the Visit automatically inherits that department. During mobile creation, the Visit’s Department field is locked, and the Primary Technician list only shows technicians assigned to that department.
If the Job has two or more departments, the Visit starts without a department selected. You can choose any department assigned to the Job, and the Primary Technician list filters to the department selected for the Visit.
If the department needs to be corrected, edit the Job’s department on the web. The Visit’s department must match the Job’s department.
This update does not permanently lock the Job’s department or prevent it from being corrected.
Quote improvements
Email a quote to a real contact. The email field on the quote email screen is now a dropdown of the property's actual contacts, instead of free text you had to type in yourself.
"Sold By" fills itself in automatically with the technician who created the quote.
Property Details now shows the correct quotes for that property.
The email quote screen stops covering itself up. Tapping into the email field no longer pushes the rest of the screen out of view.
The Add Quote button no longer blocks the break toggles on the Visit Details screen.
Email a quote to a real contact:
The email address field now shows a dropdown of Property Contacts to choose from, instead of requiring you to type an address from memory.
How to enable: No action needed — this applies automatically for all customers on the app update.
Sync Reliability and Data Freshness
This release includes a big batch of behind-the-scenes reliability work. Most of it is invisible, but you should notice: fresher data, fewer crashes, and faster lists.
What's new:
See when your data was last synced. A new "Last synced N minutes ago" indicator lets you check for yourself whether your visit list is current.
New visits show up faster after being created.
Your connection can drop and come back without you needing to manually refresh.
Work you did offline still uploads, even if part of the sync process fails.
Fewer crashes right after logging in, including on Android.
Faster switching between Past, Today, and Future on the visit list.
Camera and photo picker crashes on Android are fixed.
Behind-the-scenes fixes for data accuracy (dropped text, incorrect inventory counts) and security.
Smart Recap and OpsAI: Reliability Fix, Safety Statement, and a Card Retired
Three changes to the AI features on mobile this release: one reliability fix, one addition to help you trust the output, and one deliberate removal.
What's new:
Smart Recap no longer fails on assets you just created. Asking for a recap on a newly created asset used to return an error — that's fixed.
A safety statement now appears in Smart Recap and OpsAI chat, so it's clear how much to trust the AI-generated output.
The "Next Step" suggestion card is removed from the visit detail screen. This is a deliberate removal, not a bug — the card and all its supporting code have been cleaned up.
Where to find it:
Mobile App → Asset → Smart Recap on a newly created asset — no longer errors.
Mobile App → Smart Recap and OpsAI chat, where the new safety statement appears.
Mobile App → Service Visit → Visit Details. The "Next Step" card that used to appear here is gone.
Notes:
If your techs are used to seeing the "Next Step" card on the visit detail screen, it will no longer appear — worth a heads-up so it doesn't come in as a surprise bug report. Every other AI surface (OpsAI chat, the Activity Timeline, and the rest) is unaffected.
This applies wherever Smart Recap is already enabled — it doesn't add any new Smart Recap surfaces.
How to enable: No action needed. These changes apply automatically wherever the relevant Smart Recap features are already on.