Create National Account Work Orders Automatically With AI

If you do inspection and repair work for National Accounts, that's the part nobody warns you about.

Here's how it lands on your desk. A National Account provider signs a contract to handle ITM work for a nationwide brand. They don't have technicians in every city, so they subcontract the work out to local fire protection companies like yours. Each job comes to you as a PDF work order. When a brand rolls out a round of inspections or repairs, that can mean a lot of work orders hitting your inbox at once.

Then someone on your office team opens your ITM software and builds a job for every one of them, by hand.

Ember's National Account workflow takes that data entry off your plate. Upload the work orders, and Ember's AI reads each PDF and creates the job for you, automatically.

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Upload once, and let Ember do the reading

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Instead of opening each PDF and typing all its details into a new job, you simply upload the whole batch at once. Ember's AI reads every file, matches it to the right customer and location, and pulls out the scope of work, the due date, and the PO number, then attaches the original PDF. And you don't have to babysit it. Navigate away and handle other work in Ember and return to a stack of ready-to-schedule jobs.

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Every work order becomes a dedicated home for that piece of work

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Inside Ember, each work order becomes its own job, a single page that holds everything related to that piece of work. The schedule, the technician's reports, field notes, and signatures, the inspection and customer history for that location, and eventually the invoice, all live in one place. Nothing gets pieced together later from email threads, a shared drive, and whatever software your technicians happen to be using that week.

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When Ember creates a job from a work order PDF, it's already filled in with:

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• The customer and location, matched automatically, no re-typing or guesswork
• The full scope of work description
• The due date and PO number, pulled straight from the PDF
• The original work order attached, so nobody has to go looking for it later

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Click into any job to double check the details before you schedule it.

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From there, the work runs itself

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Because the customer, location, and work order are already sitting on the job, scheduling takes seconds: pick the date and time and the technician. Nothing to look up, nothing to re-enter.

Your technician gets the appointment pushed straight to their phone, work order attached. Out in the field, they complete the inspection report, then open that same PDF right inside the app to add their notes and collect the customer signature, without ever leaving Ember. Online or offline, their progress saves automatically, so a dropped signal or a closed app never costs them their work.

Back in the office, once the report is reviewed, Ember automatically builds the invoice for the  job. It can be edited before being pushed to your accounting platform, such as QuickBooks Online, with the reports and completed work order PDF attached. Nothing has to be hunted down, because it was all sitting on the job from the moment the PDF came in.

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From a stack of PDFs to a sent invoice

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That's the value: one upload replaces a stack of manual entries, and everything downstream, scheduling, field work, review, and invoicing, happens from that same job record, without typing the same customer, location, and PO number a hundred times over.

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If National Account work orders are eating up your office team's day, schedule a demo and see how much time it hands back to your office team.

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See how it works