Things to Consider

The Recommendations workflow provides better visibility for your Sales team by centralizing all Recommendations in a single table.
This allows Sales Managers to track Recommendations and see how many are being converted into Quotes.

What Is a Recommendation?

The Recommendations workflow helps document potential opportunities identified in the field or in the office and streamlines the process of converting them into Quotes.

Recommendations can be created from:

The BuildOps Mobile App
BuildOps Web

All Recommendations are tracked in the Recommendations table, giving Sales Managers visibility into follow-ups, conversion status, and next steps.

Recommendation Use Cases

Recommendations are commonly used in the following scenarios:

A technician identifies a potential opportunity onsite and records it in a Technician Report in the Mobile App.
A technician flags a Visit as “Quotes Needed” after an initial walkthrough.
A Sales Manager creates a Recommendation in BuildOps Web after receiving a call from a technician.
A Sales Manager finds existing Recommendations for the same Property while creating a Quote and includes them.
An office manager reviews technician notes and adds Recommendations to capture follow-up work and highlight opportunities for the customer.

Creating a Recommendation From a Technician Report (Mobile App)

If a technician identifies a potential opportunity while onsite, they can record it as a Recommendation directly in the Technician Report.

Depending on your account settings, the Recommendations section may be optional or required.

Steps

From the Technician Report, tap Recommendations.
Tap the On Property tab to view existing Recommendations for the Property.
- This helps prevent duplicate Recommendations.
Tap an existing Recommendation to review its details, if applicable.
From the On Visit tab, tap + Add to create a new Recommendation.
Fill out the fields.
- Only Name is required, but adding more information is recommended.

Recommendation Fields

Asset
- Select a Property Asset, if applicable
- If the Asset does not exist, tap Create New Asset
Name (required)
- Enter a clear Recommendation name
Priority
- Highest, High, Medium, or Low
Description
- Add more detail about the Recommendation
- You may copy the Name or expand further
- Tap Improve Spelling and Grammar to let BuildOps AI refine the text
Quote Forms
- Add a quote form to provide context for quote creation
- Forms will be included as Quote attachments
Attachments
- Add photos, videos, or documents
Labor
- Add labor details such as labor type, description, payroll hour type, and labor hours
Parts & Materials
- Select items from your Item List
- Quantity, cost, and pricing details will populate automatically

Unit Cost and Unit Price fields may be hidden depending on your account settings.

6. Tap Save.

Once saved:

The Recommendation appears under the On Visit tab
It is also visible in BuildOps Web and can be managed from the Recommendations table

Adding a Recommendation From a Visit Flag (Mobile App)

If a technician determines a Quote is needed after a walkthrough:

Tap the flag icon on the Visit
Select Quotes Needed
Tap Yes to add a Recommendation
Fill in the Recommendation fields following the same steps above

Creating a Recommendation From BuildOps Web

Sales Managers can also create Recommendations directly from BuildOps Web.

Steps

Hover over Operations → click Recommendations
Click Create Recommendation
Fill in the required fields:
- Property
- Customer and Billing Customer (auto-populate)
- Asset, if applicable
- Recommendation Name
- Department
Complete optional fields:
- Priority
- Action Needed
- Description
- Forms
- Attachments
- Labor
- Parts & Materials
Click Create Recommendation

Adding more detail upfront saves time during Quote creation, as Recommendation data carries over directly.

Navigating the Recommendations Table

To access the table:

Hover over Operations → click Recommendations

From the table, you can:

Sort, filter, hide, or show columns
Create and save custom table views
Perform actions from the three-dot menu:
- Add to New Quote
- Add to Existing Quote
- Edit
- Reject
- Archive
- Delete

You can also:

Bulk-select Recommendations to add them to Quotes, archive, or delete
View archived Recommendations and restore them if needed

Bulk adding to Quotes is only available when Recommendations belong to the same Property.

Adding Recommendations to Quotes

To add a recommendation successfully, ensure the quote is for the same property as indicated in the recommendation and is in the Draft status. Recommendations cannot be added to quotes in Approved or In Job statuses.

Add to a New Quote

Click the three dots next to a Recommendation
Select Add to New Quote
Save the Quote
The Recommendation appears as a section in the Pricing tab

Add to an Existing Quote

Select Add to Existing Quote
Choose the Quote
The Recommendation is added to both the Pricing and Recommendations tabs

Add From the Notification Bar

When creating a Quote, a blue notification appears if Recommendations exist for the same Property
Select and add them directly to the Quote

Removing a Recommendation From a Quote

Removing a Recommendation from the Recommendations tab does not remove the Pricing section.

Removing the Pricing section does not remove the Recommendation.

These actions must be done separately depending on your goal.

If you need to edit or remove a recommendation from an Approved or In Job quote, you must first disassociate the job (if applicable) and revert the quote's status to Draft. After making changes, re-approve the quote or associate it back with the job as needed.
Canceling a quote is required to remove associated recommendations if they were incorrectly added. Once canceled, you can create a new recommendation or adjust existing ones through the BuildOps platform.