Modules
Surveys
Overview

Surveys

The Survey module provides a flexible data collection platform with two input modes: voice-first for hands-free field work and form-based for traditional data entry. Field technicians can complete structured surveys using natural conversation with an AI assistant or via a responsive web form.

Who Uses Surveys?

Field Technicians

  • HVAC inspections and equipment audits
  • Site surveys and compliance checks
  • Hands-free data collection during installations/repairs

Template Builders (Administrators)

  • Create and configure survey templates
  • Set up PDF report mappings
  • Manage field validation and conditional logic

Managers

  • Track completion rates and survey progress
  • Review completed surveys and generate reports
  • Export data for analysis

Key Concepts

ConceptDescription
Survey TemplateA reusable definition of the survey structure with field groups and fields
Survey SessionAn instance of a template being completed by a user
Field GroupA logical grouping of related fields (e.g., "Equipment Details", "Measurements")
FieldAn individual data point to collect (text, number, select, etc.)

Input Modes

Voice-First Mode

Built for harsh field conditions where typing is impractical (gloves, ladders, tight spaces):

  • Speak naturally - the AI extracts data from your conversation
  • Hands-free operation with audio feedback
  • Multi-field input in a single utterance
  • Reference images displayed by AI when relevant

Form Mode

Traditional data entry for office-based work or when voice isn't practical:

  • Fill out fields directly in a responsive form
  • Auto-save prevents data loss
  • Works on any device with a browser

Both modes can be used interchangeably during a single survey session.

Survey Lifecycle

1. Create Template    →  Admin defines fields, groups, and validation
2. Start Session      →  User begins a new survey from a template
3. Collect Data       →  User completes fields via voice or form
4. Review & Complete  →  User reviews data and marks session complete
5. Generate Report    →  System populates PDF with survey data

Features at a Glance

FeatureDescriptionLearn More
Voice AssistantAI-powered hands-free data collectionVoice Assistant
Survey TemplatesConfigure fields, validation, and conditional logicTemplates
PDF ReportsAuto-populate PDF forms with survey dataPDF Reports
Mobile AppNative app with offline supportMobile App

Getting Started

For Field Technicians:

  1. Open an assigned survey or start a new session from a template
  2. Choose voice mode (microphone button) or form mode
  3. Complete all required fields
  4. Mark the survey as complete
  5. Generate a PDF report if needed

For Administrators:

  1. Create a survey template with the required fields
  2. Add conditional logic and validation rules
  3. Upload PDF templates and configure field mappings
  4. Assign surveys to team members
WhatsAppVoice Assistant