Field guides
Give Every Technician the Same Visual Service Guide
Your field team works far from the bench and far from each other. Film a repair once, let AI draft the service guide, and every tech follows the same steps on any device, step by step.
- Film the repair
- AI drafts the guide
- Techs follow anywhere
Under 10 min
from recording to a published guide
Film, not write
your techs record, AI drafts
Any device
open it by link or QR, no account to view
The problem
What slows your techs in the field
Service quality varies across the field team
Technicians work alone in different regions, so the same job gets done a different way each time. You cannot stand over every tech to keep the method consistent.
Your most experienced techs are heading for the door
A senior technician knows the tricks no manual captures. When they retire, the method walks out with them and the newer techs are left guessing.
Service manuals are long PDFs nobody follows
The real procedure is buried in a dense document. A tech in the field skims it on a small screen and misses the step that matters.
Writing the procedure is what never happens
You know which jobs need a guide. Sitting down to type one out is what gets pushed off, so techs keep calling you for the same answers.
What changes
How SOPX Helps
Capture a senior tech's method before they leave
Film an experienced technician doing the job once on any phone and AI drafts the full service guide, step by step, in under 10 minutes. The method stays with the team instead of walking out the door, and your tech reviews it in minutes instead of writing.
Point to the exact part on the frame
After the draft, trim each step's clip, edit the descriptions, and drop an arrow, rectangle, or callout on the right connector or torque value. On video, set when each marker shows, so every tech sees exactly which part the step means.
One guide for the whole field, in any language
Import old service manuals from PDF or build new guides, then share a public link or QR code, even with a contractor or customer. Techs open it on any device and read it in the language they speak, so service quality stops depending on who takes the call.
In Practice
How SOPX fits a field service manager's week
SOPX turns the procedures stuck in dense manuals and senior techs' heads into visual guides your field team actually follows.
- 01
Film the job before the expert leaves
Your most senior tech is retiring soon. You record the tricky repair on a phone so the method is captured while you still have them.
- 02
Mark the exact part on the frame
AI has already split the recording into steps. You drop an arrow on the right connector and a callout on the torque value, then publish.
- 03
Share a link with a contractor
An outside contractor needs the procedure for a job. You send a public link they open on any device, no account needed.
- 04
Modernize the old manuals
You import the old service PDFs so AI parses them into structured steps with images, and the field team finally has guides they can follow on any device. The previous version stays available if you need it.
How it works
How It Works
Step 1
Record or import the procedure
Film a senior technician doing the service job with any phone camera, or import an existing service manual from PDF.
Step 2
AI builds the guide
AI splits the recording into steps, each with a trimmed video clip and a description, in under 10 minutes. You review and annotate the exact part or connector on the frame.
Step 3
Send it to the field
Trim clips, edit the text, then share by link or QR code so technicians open the guide on a phone or tablet. Send a public link to a contractor or customer and export to PDF or Word when needed.
Explore
Industries Where This Fits
Field Service
Film any installation, repair, or maintenance task with a phone. AI generates a structured SOP. Technicians open it on mobile at the customer site, in their language.
Learn more →Engineering & Maintenance
Film maintenance procedures, equipment setup, and technical workflows. AI creates structured SOPs in minutes. Organize by equipment type or maintenance category. Control who can edit technical procedures.
Learn more →Healthcare
Film bedside, lab, or front-desk procedures with a phone. AI generates a structured SOP in minutes. Each clinician sees the procedure for their unit, in their language, accessible at the point of care.
Learn more →Related Use Cases
Multilingual SOPs
Every operator reads the SOP in the language they speak. AI handles the first translation pass. A side-by-side review editor lets a bilingual reviewer correct each step before publishing, so safety-critical procedures stay accurate.
Learn more →Work Instructions for Training
Film the job once on a phone. SOPX turns it into a visual work instruction. Put instructions in a training path, and new starters work through it at their own pace, in their own language. Each trainee signs off, and you see who is trained.
Learn more →Document Import
Import PDF documents into SOPX. AI extracts the text, pulls the images, translates if needed, and builds a structured digital SOP. Shareable, translatable, and versioned.
Learn more →Health & Safety
Safety binders do not prevent accidents. Generate visual safety SOPs from video. Workers open them at the workstation by QR code, in their own language.
Learn more →Related Roles
Production Supervisor / Team Lead
You answer the same questions every shift, and your best operators lose time to it too. Film the job once, let AI draft a step-by-step visual work instruction, and point your team to one link they open right at the workstation.
Learn more →Operations Manager
You do not have hours to write procedures, and your best operators should not either. They film the job on a phone, AI drafts a clear step-by-step SOP, and you review it in minutes. The line keeps running when someone is out.
Learn more →Training & L&D Manager
Your best people do not have hours to write training docs. Film the expert doing the task, and AI drafts a step-by-step SOP in under 10 minutes. Put SOPs in a training path, assign it to new hires, and see who has signed off.
Learn more →Key terms
Annotation (in SOPs and Work Instructions)
A visual marker (arrow, shape, text, or callout) added on top of an image or video frame in an SOP to point operators at the exact thing that matters.
Cross-training
Training employees to perform tasks outside their primary role so the team can cover absences, balance load, and keep operations running.
Job Instruction
A four-step training method from the Training Within Industry program, used to teach a job correctly the first time. Supported by a one-page Job Breakdown Sheet (JBS).
Work Instruction
A task-level document that tells one person, at one workstation, exactly how to perform a specific job using specific tools.
FAQ
Frequently Asked Questions
01How do I get every technician to do the same job the same way in the field?
02How long does it take to build a service procedure?
03Do my senior techs have to stop working to write guides?
04Can I point out the exact part or connector?
05Can technicians follow guides in the field?
06We already have service manuals in PDFs. Do we start over?
Start today