Articles tagged ai

Notes, tags, and the activity log all record information on an account — but they're for different things. Here's the rule for which to reach for, and how AI-summarized notes fit in.

Suprata generates an AI summary at the top of account and job pages so you can pick up context in seconds instead of minutes. How to get the most out of them.

Every note your team saves gets an AI-cleaned version stored alongside the original. Faster to read, easier to skim, and the original is always there when you need it.

Ask plain-English questions about your accounts, jobs, and invoices and get an answer back in seconds. The kinds of questions it handles best, and how to phrase them to get useful answers.

Custom Reports lets you build a report from almost anything in Suprata: jobs, invoices, payments, agreements, reservations, workflows and more. Compare periods, save the report to run again, or describe what you want in...

Give every category tile and price list item a picture in one consistent look, without a photo shoot. You see the cost before anything is drawn, approve a sample first, and review every picture before it goes on your pri...

Categories nest (Auto Glass › NAGS Glass, HVAC › Filters › Pleated) and can be reordered, renamed, merged and retired without breaking anything already sold. Let AI draft the tree and sort your items, add tile pictures f...

Every morning Suprata writes each person a short brief of what needs them today, from their customer email, their job notes and their dashboard. How it decides what matters, and how to get the most from it.