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Field service · Compliance

AI inspection report generator that catches missing data on site.

Compliance reports rendered after a tech has driven home are reports rewritten the next day. With DocExport, the technician dictates findings to Claude on their phone, the agent runs preview_generate to confirm every required field is present, and the signed PDF leaves the customer's site at the same time the technician does.

For: Facilities-services companies, HVAC and elevator inspectors, environmental compliance teams, and any field operation generating regulator-bound paperwork.

Start free See the workflow

The problem

Inspection paperwork is the slowest part of a service call. Techs hand-write notes, then re-key them into a portal that night, then a back-office admin formats them into the regulator-required PDF. Errors caught at any step mean a return visit — or, worse, a non-compliant report sitting in a regulator inbox.

How DocExport solves it

DocExport hosts your regulator-approved inspection .docx as a Claude tool. The tech's mobile assistant dictates findings, runs preview_generate to flag any required field that's missing, then commits — producing a signed PDF the customer and the regulator can fetch via short-lived URL. The cost of fixing a typo drops from a return visit to a follow-up sentence.

The workflow

From .docx to AI-generated document.

1
Upload the regulator-approved template

The exact .docx the regulator already accepts. Mark every legally required field as required.

2
Tech dictates findings on site

Voice-to-Claude assistant on the technician's phone fills the placeholders from natural language.

3
Preview, then commit

preview_generate flags any missing field before the tech leaves. generate_document returns a signed URL ready for the customer and the regulator portal.

Example

What the prompt looks like.

“Job 4471 at 88 Industrial Way — annual fire-suppression inspection, all six zones tested, zone 4 valve replaced, customer rep was M. Reyes, generate the report.”

Template fields exposed to the agent

{{JobNumber}}{{SiteAddress}}{{InspectorName}}{{InspectionDate}}{{TableStart:Findings}}{{ZoneId}}{{TestResult}}{{Remediation}}{{TableEnd:Findings}}{{CustomerRepName}}{{NextInspectionDue}}{{CertificateNumber}}
Why teams choose DocExport for this

Built for the agent on the other side.

✓
Catch missing data before leaving site

preview_generate returns missing-field and unresolved-placeholder lists. Fix it in 30 seconds, not 30 miles down the road.

✓
Regulator-shaped output, every time

The .docx is the source of truth — match the format the regulator already accepts, no portal re-entry.

✓
Short-lived signed URLs

The PDF download URL is HMAC-signed and expires in 15 minutes. Customers and regulators fetch without needing an API key.

✓
Works on mobile

No native app needed — Claude on a phone calls the MCP endpoint just like Claude on a laptop.

FAQ

Common questions.

How does Claude know the regulator format?
It doesn't need to. The .docx encodes the format; Claude only fills the placeholders. If the regulator changes the format, edit the .docx in Word — no agent retraining.
Can multiple inspection types share one workflow?
Yes. Upload one template per inspection type. Claude picks the right one via list_templates based on the job description.
What if the network drops mid-inspection?
Generation is a single HTTP request once the data is collected. The agent can retry from cached findings without losing the dictation.
Is the audit trail enough for regulator review?
Every generation is logged with timestamp, user, and payload inside your DocExport tenant. Combined with the .docx version history in your repo, that's typically what auditors ask for.
Related use cases

More ways teams generate documents with Claude.

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25 documents / month on the free tier. No credit card. Connect Claude in under 10 minutes.

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