Call and lead details: urgency and Book job pre-fill

Overview#

After a call is transcribed, or a lead arrives with a message, AI reads what the customer said: the service address, the equipment, the problem, how urgent it is, and what's still missing. The call or lead gets an AI urgency badge (Emergency, Urgent or Routine), and Book job can be pre-filled from it. Every pre-filled field is marked, and Clear AI suggestions removes them.

Before you start#

• Calls need a transcript (call recording and speech-to-text connected) or the AI receptionist's notes. Leads need message text.

• AI must be connected and Call details on in Settings › AI.

• Details are read every 15 minutes in the background. On a lead you can also click Read details with AI.

• Without AI nothing is filled in. TradesWork never guesses an address.

Steps#

See the details#

1. Go to Calls. Calls with details show an AI urgency badge and an AI read this box with the problem, equipment, address said and what's still needed.

2. Click Why? next to the urgency to see what it was based on.

3. To put the most urgent first, click Sort by urgency (AI). Click Newest first to go back. The default order never changes on its own.

4. Leads show the same badge in Bookings & Leads and on the lead page.

Book a job with the details#

1. On a call, click Book job with these details.

2. The Book job form opens with an AI suggested note listing the fields it filled. Those fields say "AI suggested: check it".

3. Check and edit the fields, then click Book job as usual.

4. On a lead page, the Book it form fills only the fields the lead left empty.

Clear AI suggestions#

1. In the AI suggested note, click Clear AI suggestions.

2. The form reloads without the AI values, and the badge and details go away for that call or lead.

Settings that change this#

• Settings › AI › AI assists › Call details.

• Settings › Phones: call recording and transcription.

Tips#

• Fields you or the lead already filled in are never replaced.

• "Still needed" is a quick checklist for the call back.

Troubleshooting#

• No badge on a call → there was no transcript, AI isn't connected, or the background read hasn't run yet (wait 15 minutes).

• Wrong address suggested → edit it on the form, or click Clear AI suggestions.

FAQ#

Are phone numbers sent to the AI? No. They're removed from the transcript first.

Does clearing delete anything? No. It stops the values from being used and is recorded in the audit trail.

Coming from ServiceTitan#

Book job is the same form as ServiceTitan's Calls › Book Job. The urgency badge and pre-fill are extra.