AI MODULE
AI Suggestions — the next action per job, right on the record.
AI Suggestions are job-specific: per job and customer one concrete next action — follow-up timing, upsell, price adjustment. 'On job #1234 you should call the customer today, no response for 5 days.' Different from AI Opportunities (new leads and reactivation at the customer level) and AI Insights (aggregated reports across all jobs).
Secure your spot now- ✗Opportunities slip away unnoticed
- ✗You react instead of planning ahead
- ✗Customer needs get forgotten
- ✗Revenue potential stays invisible
- ✗Same blind spots every single day
- ✓AI flags opportunities before you miss them
- ✓Proactive suggestions, not guesswork
- ✓Every customer need is recognized
- ✓Hidden revenue becomes visible
- ✓Your digital advisor thinks along with you
THE PROBLEM
You miss opportunities you can't see
Your best customer hasn't ordered in 6 weeks. A quote has too low a margin. A job has been waiting for approval for 4 days.
No one can keep all the details of 50 active jobs in their head
THE SOLUTION
Smart suggestions right in your dashboard
The AI continuously analyzes your data and generates prioritized suggestions
From price adjustments to follow-up reminders to material recommendations
- Context-based analysis
- Prioritized actions
- 1-click execution
- Uses smart rules based on your data
- Daily updates
How it works
AI scans your data
Jobs, customers, quotes are continuously analyzed
Pattern recognition
Inactive customers, low margins, forgotten follow-ups
Generate suggestions
Prioritized by urgency and revenue potential
1-click action
Act directly from the suggestion
Sign makers juggle dozens of jobs, customers and quotes daily. Details inevitably slip. PlotonIQ's AI Suggestions continuously scan your business data and deliver prioritized action recommendations.
How your AI suggestions are created
The AI analyzes your jobs, customers, revenue and quotes daily
Concrete suggestions are generated from patterns
Suggestions are prioritized by urgency and revenue potential
Execute or dismiss with one click — the AI learns
YOUR BENEFITS
- ✓Automatic detection of upselling opportunities
- ✓Early warning for inactive customers
- ✓Margin optimization through AI recommendations
- ✓Uncover forgotten follow-ups
- ✓Smart rules — improves with every decision
Frequently Asked Questions
How often are suggestions updated?
Daily, with fresh suggestions every morning.
Can I ignore suggestions?
Yes, you always decide. The rules are based on your business data.
What data is analyzed?
Jobs, customers, quotes, revenue and activities.