The job has a completion note taken from what the tech typed.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
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Function notes: Meeting write-ups and the copying between tools you already use.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to write the note when a job is finished
The job has a completion note taken from what the tech typed.
Time: About half a day for the first run.
Difficulty: Easy
Tools: Jobber, Claude
Finished jobs are marked complete with no note, so the invoice and the next visit both start from scratch.
The job has a completion note taken from what the tech typed.
A completion scratch note, then a clean note, then the job.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · Jobber
A job is ready to close Nothing is sent yet.
Action · Claude
A draft is made from the tech's scratch note. A person reads it before it goes anywhere.
Check · Jobber
A person keeps the accepted text on the job.
First setup: About half a day for the first run.
After it is running: The retyping of the same note each week, once the source stays tidy.
These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.
Industries: Trades and field services. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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