Field work order close-out
Reads work orders, photos, parts used. Produces closed orders, rework. Code works out every figure, the Judgement Engine answers the narrow questions, and whatever stays uncertain goes to a person.
Narrow questions, each with a check behind it.
Work done as recorded; billable
Cross-checked: photos, parts. A second source has to agree: a register, a contract, a list. When it does the judgement settles; when it doesn't, a person decides.
| Reads | Work orders, photos, parts used |
| Produces | Closed orders, rework |
| Who signs | A person on your team, with every figure traced to its document and every call on record |
| Process | Billing and revenue assurance |
| Industry | Energy and utilities |
Every line, decided where it's safest.
An example run. Each stage lights up as a line is decided there; pick a stage to see its lines.
| Ref | Item | Value | Decided by |
|---|---|---|---|
| WO-901 | Meter exchangePhoto and new serial recorded | Code · complete | |
| WO-902 | Line repair, 3 hParts match the job · 0.93 | Engine · cross-checked | |
| WO-903 | Visit, no accessBillable call-out? · 0.70 | To a person | |
| WO-904 | InspectionChecklist complete | Code · complete | |
| WO-905 | Extra parts usedFault type explains them · 0.90 | Engine · cross-checked | |
|
Settled 4
To a person 1
Settled wrong 0
| |||
Your volumes in. Your hours out.
In our tests, between 24% and 42% of items still went to a person after tuning. Set your own share; a pilot measures it on your data.
Start from what's closest.
Billing and revenue assurance in other work
Management and performance fee check
Fee basis, rates, periods
HealthcareCharge capture reconciliation
Services delivered vs billed
Retail and hospitalitySupplier rebates and promotional allowances
Rebate earned under which agreement
More for energy
What buyers ask
What happens when Sumarity isn't sure?
Nothing settles below the cutoff, or when the check disagrees. The item goes to a person in the inbox with what the engine saw, its best answer and the runner-up. The person's ruling is kept and tunes the next run.
How are its judgements checked?
A second source has to agree: a register, a contract, a list. When it does the judgement settles; when it doesn't, a person decides.
Can we change it to fit how we work?
Yes. Start from this workflow and describe your differences in plain words. The design assistant revises it, the validator checks it, your expert reviews it on the canvas, and your admin publishes it.
Does it read our files as they are?
Yes: spreadsheets and CSV in any layout, PDFs, bank formats and e-mail attachments. Sumarity suggests how each column maps, proves the mapping on a sample and remembers it once a person confirms it.
Where does our data go?
Sumarity runs in Zurich. Your data, backups and logs are stored in Switzerland.
How does it get better?
Your team's rulings become an answer key. Better questions and cutoffs are proposed, tested on data they haven't seen, and published only when your admin approves. It improves itself, with permission.
Start from this workflow. Run it on your data.
A pilot runs alongside your own process for a few weeks, at our cost, and ends in a line-by-line comparison.