AI-Powered Recommendation Scanning
We’ve added AI-powered scanning to Job Reports, making it easier than ever to spot and act on technician recommendations. Instead of reading through long notes line by line, BuildOps now highlights suggested recommendations for you automatically.
What’s New:
Automatic scanning of technician notes: When a technician submits notes, our AI reviews them and flags potential recommendations for you. If a recommendation is detected, just click View to review the AI-suggested item.
Quick actions right from the Job Report: Review suggestions, convert them into formal recommendations,
and take immediate actions by adding them to a quote without leaving the job report page.
Streamlined workflow: If a suggestion isn’t helpful, you can simply close the modal to dismiss it. You won’t be shown the same suggestion again.
Frequently Asked Questions
Q: Why don't I see a green OpsAI banner on a job report?
A: Either OpsAI hasn't detected any revenue signals on the completed visits for that job, or the visit summary notes weren't detailed enough for OpsAI to identify an opportunity. Check the visit summaries — if they're sparse or generic, encourage your technicians to add more specific observations.
Q: What happens if I close the OpsAI panel without clicking Create Recommendations?
A: The recommendations are not saved. You'll need to open the panel again and click Create Recommendations to save them as permanent records. Don't navigate away before saving.
Q: What's the difference between Reject, Archive, and Delete?
A: Reject marks the recommendation as declined and removes it from the active queue — use this when the recommendation isn't applicable. Archive removes it from the active view while keeping it on record — use this when you want to declutter the queue without losing the history. Delete permanently removes the recommendation and cannot be undone — use this only when you're certain.
Q: Can I edit a recommendation after it's been created?
A: Yes — click the three-dot menu on the recommendation row and select Edit. You can update the description, priority, action needed status, and other details.
Q: Does Revenue Surfacing work on all job types?
A: Revenue Surfacing scans completed visit summaries on jobs in BuildOps. The quality of what it surfaces depends on what the technician documented in the visit summary — regardless of job type.
Q: Can technicians see recommendations on mobile?
A: No — Revenue Surfacing recommendations are managed from the web-based job report. However, technicians directly influence recommendation quality through the visit summary notes they write on mobile.