Intelligence reviews the BOM, sources parts, suggests pricing, and presents a finished draft quote for your team to review. The research is done before your team opens the work order.
The shift: Intelligence gives everyone on the job a personal assistant. It reviews the BOM and builds quote suggestions so your estimator isn’t researching line by line. It finds qualified technicians so your shop manager isn’t checking certifications manually. It sends customer updates so nobody forgets to follow up. It tracks scope, budget, and schedule so problems surface before the customer calls. One agent, coordinating across every piece of the work order.
Building a work order quote means reviewing every BOM line from the inspection, searching for parts across multiple inventory locations, looking up historical pricing, and assembling a quote the customer can approve.
That research happens across multiple screens and takes significant time, especially for complex teardowns with dozens of lines.
The Work Order Agent reviews the BOM records from the inspection, runs the Source of Supply Model to find parts across on-hand inventory, alternates, on order, on repair, and secondary locations, then reviews historical pricing to build quote suggestions. All of this appears in a recommendation pane right next to the work order quote. Your team reviews a finished draft with pricing rationale instead of building every line from scratch.
A work order touches estimators, shop managers, technicians, purchasing, and customer service. Today, the coordination between all of them is manual: emails, phone calls, spreadsheets, and hoping nothing falls through the cracks. The Work Order Agent acts as a personal assistant across all of it. It runs directly on the work order record, coordinates the handoffs between teams, and follows the instructions you configure.
Analysis on every work order record. Insights refresh automatically via batch job or on demand with the “Enrich WO Insights” action.
On-time, scope, and budget indexes tracked per work order. See at a glance whether a job is on track, expanding in scope, or running over budget.
When you open an Account Record, the insight is already there. No separate report. No analytics platform.
The WO Overview component surfaces key intelligence right on the work order record: status, risk signals, and recommended actions. No separate report to pull.
MRO workflows depend on finding the right parts at the right time. These shared models power the sourcing decisions across your shop.
This is how Intelligence finds parts for your work orders.
When a work order needs a component, the Source of Supply Model defines the search: which inventory locations to check, how to match condition codes, what trace documentation is required, and how to rank by lead time. Instead of your team manually searching across locations, the model finds the best match automatically.
This is how Intelligence knows who should work on what.
When a work order needs a technician assigned, the Technician Suggestion Model recommends the best match based on certifications, qualifications, availability, and skills. Instead of shop managers manually checking who’s qualified and who’s free, the model surfaces the right person for the job.
This is how Intelligence helps plan the work.
The MRO Planning Model assists with work order scheduling: date validation, task sequencing, and timeline estimation based on historical performance on similar work scopes. It helps shop managers plan realistically instead of optimistically.
When you don’t have it, this is how Intelligence knows who does.
For parts not in stock, the Vendor Suggestion Model identifies the best vendors to source from based on your transaction history, past pricing, vendor performance, and lead times. Combined with the RFQ Agent, it turns a stock-out into an automatic sourcing action.
MRO example: A work order requires a part that isn’t in stock. The Source of Supply Model finds no matching inventory and triggers a NO_STOCK signal. The RFQ Agent picks it up, identifies qualified vendors, and prepares outbound RFQs (sending automatically or pausing for approval, depending on your configuration). When the vendor responds, Smart Inbox parses the reply and matches it to the original request. The work order parts list updates with sourcing options, before the shop manager knew there was a gap.
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