Watch: reviewing a diagnosis
Swipe the screen to move between steps.
When you can review
When the technician submits, the ticket moves to Diagnosis submitted. Open it on the web and select the Diagnosis tab.
The notes are editable only by Super Admins and Operations Managers, and only while the ticket is at Diagnosis submitted. After the quotation is sent they are read-only.
Edit or rewrite the notes
- Edit the Diagnosis notes directly if you only need small fixes.
- To rewrite them, pick a language next to Rewrite into: English, Arabic, Urdu or Bengali. The AI translates when the technician wrote in another language.
- Select Rewrite with AI. It can take up to a minute.
- Read the result and edit it as needed. Nothing is saved yet.
- Select Save changes.
The AI only suggests text. You decide what is saved.
Mark it reviewed
Select Mark reviewed and confirm. Any unsaved edits are saved at the same time.
Badges above the notes show what happened: AI-rewritten when the saved text came from the AI, and Reviewed with the reviewer's name. Once the notes change, the technician's words are kept under Original technician notes.
What else to check
Below the notes are the Spare parts, the Estimated cost and the Before photos. Use them when you build the quotation.
If the AI rewrite fails
- AI rewriting isn't configured: the server has no Gemini key. Edit the notes by hand.
- The AI rewrite service is unavailable right now: try again in a moment.
- Usage limit reached: wait a minute, or try again tomorrow if the daily allowance is used up.
Tips
- Rewrite into the client's language when the diagnosis will feed a technical report.
- Compare with Original technician notes after saving, to make sure no measurement or part was lost.
- Diagnosis review is on the web only. The mobile app shows the diagnosis but has no editing or AI rewrite.
Frequently asked questions
- Does the client see the diagnosis?
- No. The client sees only the quotation built from it.
- Does the AI rewrite the notes automatically?
- No. Notes are rewritten only when you select Rewrite with AI, and saved only when you save.
- Why can't I edit the notes?
- The ticket has moved past Diagnosis submitted, or your role isn't Super Admin or Operations Manager.
Still stuck?
Our team can look at your request or account with you.