You don’t need to fill forms or send emails to raise a new work order. You can describe the job directly to Merlo AI in plain language.
What you need before you start:
- The Merlo AI app open in Microsoft Teams
- The strata plan number
- A description of the job (title and what needs to be done)
- The contractor’s name (and ideally their email, though the assistant can look this up if they are already in the system)
- An estimated completion date
Steps: #
- Open the Merlo AI app in Microsoft Teams.
2. Type your request in plain language. Be as specific as possible. For example:
“Create a work order for Plan 12345. The job is to repair the roof leak above Unit 4. Contractor is ABC Roofing. Estimated completion by 30 June 2025.”
3. If any required details are missing, the assistant will ask follow-up questions one at a time. For example:
- “What is the estimated completion date for this job?”
- “I couldn’t find an email address for ABC Roofing. Can you provide one?”
- “Would you like to mark this job as urgent?”
Answer each question and the assistant will continue building the work order.
4. Before creating the record, the assistant will show you a summary of all the details it has collected and ask you to confirm. Review this carefully — check the plan number, job description, contractor details, and completion date.
5. Confirm, and the assistant will create the work order record (status: Pending), generate the PDF, and present the draft contractor email — just as described in steps 6–9 above.Tip: You can include urgency in your request: “This is urgent — the roof is actively leaking.” The assistant will mark the job as urgent.
Tip: You can also specify the job number if you have a reference from another system: “Job reference is WO-2045.”
