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The AI Job Report is a one-page summary of a closed job, generated by Claude AI. It captures everything that happened so you (and your team after you) have a clear, written record without anyone writing it manually.

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When the report generates

The report generates automatically the moment you click Complete Inspection at the end of Return & Inspect. You can also regenerate it later by opening the job and clicking Regenerate Report on the Overview tab — useful if you’ve added documents, photos, or notes after the original generation.

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What the report includes

The AI Job Report has four sections:

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1. Equipment summary

A line-by-line list of what went out and how it came back:

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2. Issues & damage

Any item marked Damaged or Missing, with the notes you wrote and photos you attached. For each issue:
  • Item name and asset ID
  • Condition assigned
  • Your notes
  • Estimated repair / replacement cost (you fill this in)
  • Whether it was deducted from the deposit
If there were no issues, this section reads No issues recorded — clean return.

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3. Customer feedback & notes

Anything captured during the job:
  • Notes added during On Site
  • Photos from delivery or pickup
  • Any communications logged in the job’s Activity panel
This is useful for the next time this customer rents — it gives you context without having to dig through email.

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4. Recommendations

The AI suggests follow-up actions based on what happened:
  • “Camera Kit A’s UV filter has been damaged on 3 of the last 5 jobs — consider switching to higher-grade filters.”
  • “Customer requested an extension twice in the last 6 months — they may be interested in a long-term contract.”
  • “Outstanding deposit deduction of ฿1,200 needs to be reconciled in accounting.”
These are just suggestions. You can ignore, action, or share them with your team.

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Accessing the report

Once a job is closed, the AI Job Report is available from:
  • The job’s Overview tab → AI Report section
  • The job’s Documents tab → as a downloadable PDF
  • The customer’s portal (a friendlier version, without internal cost figures)
  • Reports → Job History with the report linked from each row

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What the customer sees

The customer sees a portal-friendly version of the report:
  • Equipment list (friendly names, no asset IDs or internal SKUs)
  • Issues — only items they were told about and that were deducted from their deposit (full transparency)
  • A thank-you message
  • A direct link to leave feedback
Internal cost estimates and recommendations are NOT shown to the customer.

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Plan availability

The AI Job Report is available on the Operations plan and above. On lower plans, the same job has a non-AI summary that lists the equipment, durations, and damage flags but doesn’t include the natural language summary or recommendations.
The AI Report is also a great handover document if your operations team rotates. New staff get caught up on a customer’s history by reading the last 2–3 reports rather than reading raw activity logs.