--- title: "AI-powered field service reporting for manufacturers | Ortoo" url: https://ortooapps.com/events/ai-powered-field-service-reporting-for-manufacturers description: "Join Ortoo and Documill on 28 October 2026, 2pm UK / 3pm CET: a 30-minute live demo of one field service case in Salesforce. Recording for every registrant." lang: en --- 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 (https://www.salesforce.com/en-us/wp-content/uploads/sites/4/documents/PDF/state-of-service-7th-edition.pdf). 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: 1 ### Before the visit Ortoo Ortoo Orchestrator triages the case, sets its priority and assigns the right technician by skill, capacity and SLA. 2 ### During the visit The technician captures notes, voice and photos in the Salesforce Field Service app. 3 ### After the visit AI drafts a structured visit summary and image descriptions. The technician reviews and approves it. 4 ### The report Documill Documill 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. 5 ### What happens next Ortoo Orchestrator 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 01 Where admin hides in the field service lifecycle, and which steps to hand to the system first. 02 How to apply AI to visit summaries and reports while compliance sections stay locked and a person approves every report. 03 How to get signed reports back on the Salesforce record faster, shortening the path to invoice. Speakers ## Who's running the demo Image: Aaron Poulton, Enterprise Account Executive at Ortoo (https://ortooapps.com/__l5e/assets-v1/cb603023-0f7b-446c-b0dc-df07217ba9ed/aaron-poulton.png) ### Aaron Poulton Enterprise Account Executive, Ortoo LinkedIn (https://www.linkedin.com/in/aaronpoulton/) Image: Mark McGinn, Account Manager at Documill (https://ortooapps.com/__l5e/assets-v1/7fb1827d-0c59-4fb9-8bec-c4a28477a41e/mark-mcginn.jpg) ### Mark McGinn Account Manager, Documill LinkedIn (https://www.linkedin.com/in/markchrismcginn/) 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 → (https://www.documill.com/) 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. Form not loading? Register on Vimeo (https://vimeo.com/event/6237658) Can't wait until 28 October? 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