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Before the visit
OrtooOrtoo Orchestrator triages the case, sets its priority and assigns the right technician by skill, capacity and SLA.
Live webinar · 28 October 2026
AI-powered field service reporting for manufacturers
How manufacturers run field service in Salesforce with Ortoo Orchestrator and Documill
Wednesday 28 October 2026 · 2pm UK / 3pm CET · 30 minutes
Can't make it live? Every registrant gets the recording.
Date
Wednesday 28 October 2026
Time
2pm UK / 3pm CET
Length
30 minutes: 20 minutes of live demo, then Q&A
Recording
Sent to every registrant
Who it's for
For manufacturers that run service in Salesforce
A live online demo, following one field service case end to end in Salesforce. Hosted by Ortoo and Documill.
Service leaders
Field service managers
Salesforce owners
Service operations teams
What you'll see
One case, from intake to sign-off, entirely in Salesforce
Manufacturers need service issues resolved faster, with every report accurate, compliant and ready to invoice. Yet service professionals spend less than half their time (46%) with customers, according to Salesforce's State of Service report, 7th edition. Much of the rest goes on admin and case notes.
In this live session, Ortoo and Documill follow one field service case from intake to sign-off, entirely in Salesforce:
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During the visit
The technician captures notes, voice and photos in the Salesforce Field Service app.
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After the visit
AI drafts a structured visit summary and image descriptions. The technician reviews and approves it.
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The report
DocumillDocumill assembles a branded report with locked compliance sections and sends it for e-signature in Salesforce. The signed report returns to the right record automatically.
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What happens next
OrtooOrchestrator runs the follow-up actions, from case status updates to new opportunities and reassignment.
You'll leave knowing where AI adds value in field service reporting, where rules should stay in control, and how to start with one workflow without replacing the systems you already run.
30 minutes. Live demo. Q&A with the speakers. Every registrant gets the recording.
What you'll take away
Three things to leave with
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Where admin hides in the field service lifecycle, and which steps to hand to the system first.
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How to apply AI to visit summaries and reports while compliance sections stay locked and a person approves every report.
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How to get signed reports back on the Salesforce record faster, shortening the path to invoice.
Joint session
Run with Documill
This is a joint session with Documill. In the demo, Documill handles the report step: it assembles the branded report, sends it for e-signature in Salesforce and returns the signed report to the right record.
Explore Documill →FAQ
Questions about the webinar
Is it free?
Yes. The webinar is free to attend.
What if I can't attend live?
Register anyway. Every registrant gets the recording.
How long is the session?
30 minutes: 20 minutes of live demo, then Q&A with the speakers.
Can I ask questions?
Yes. The last 10 minutes are Q&A with Aaron Poulton from Ortoo and Mark McGinn from Documill.
Register for the webinar
Wednesday 28 October 2026, 2pm UK / 3pm CET. 30 minutes, with the recording sent to every registrant.
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