Equipment marked on site will appear here for readings.
Materials
Tap a room to add or view material readings.
Tap a room to add or view material readings.
Room
Add Material
%
Add Material to Room
Add New Material
%
Quick Add from This Job
No materials added to this job yet.
Review, move, or remove equipment for this visit in Equipment on site.
Departure Questions
Choose a departure time or select Now. If left blank, End Visit records the time you finish.
Complete the questions and readings, or document why a reading is missing. Replaces any text already in the summary note; you can edit after generating.
Dry Report Preview
Preview and send saved Arrival and Departure Notes to selected team members.
Select items to remove with Remove Selected below. Use Move to change an item’s location.
You are correcting a finished visit. A reason is helpful but optional. The visit will remain finished.
Dry Standards
Add materials and set their target moisture. These become quick options when adding materials to rooms in Monitoring.
No dry standards yet.
Add / Edit Dry Standard
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Zones, Rooms & Scope
↑ ↓Arrange zones and rooms in the order you want them shown.
Visits
General Conditions
Type at least 3 letters or digits. Only the closest matches are shown.
Equipment
Select a column heading to sort
For unnumbered equipment
A visit must be selected or created before equipment can be added.
Job Notes
Initial Job Note
Job Overview
Initial Job Note
Scope Review
#
Copy Line Items
Copy selected items from this room to another room. Copied quantities will be set to 0 so measurements can be re-entered.
Source room:
Profile & Team
Your Profile
Edit your display name, initials, phone number, language, and status-change email preference.
If provided, your number is visible to your company team for calls. It will not opt you into text messages.
You will still receive email notifications for your assigned jobs when they move to In Review, even when this setting is off.
Two-Factor Authentication
(Required by company)
Device trust refreshes every 7 days — you will be asked to re-enter your 2FA code when it expires.
Changes below require Save Company Settings to persist.
Enter a valid email address above and click "Save Company Settings" to add it.
This controls team sign-in. When off, 2FA is optional for ordinary access. A company owner or super admin still needs 2FA to download the company archive.
⚠ Click "Save Company Settings" to apply this change.
days
When enabled, team members must change their password after the specified number of days. They cannot reuse their current password or any of the last three passwords.
⚠ Click "Save Company Settings" to apply this change.
When enabled, predefined default notes from RAiS are appended to line items on generated PDF and Excel scope sheets.
⚠ Click "Save Company Settings" to apply this change.
When enabled, every non-WTR line item and general condition on PDF and Excel scope sheets gets an automatic disclaimer note.
⚠ Click "Save Company Settings" to apply this change.
When enabled, the app asks for disposal measurements while cabinets and linear-foot countertops are entered, then uses verified removal quantities during Scope Review. Truck-load disposal is capped at 3.00. Dumpster items are used only when a dumpster was actually used.
⚠ Click "Save Company Settings" to apply this change.
When enabled, custom company notes mapped to line item codes are appended to matching line items on generated PDF and Excel scope sheets.
⚠ Click "Save Company Settings" to apply this change.
Equipment picker source
Choose one numbered list for the picker. Manual equipment numbers and unnumbered equipment remain available with any choice.
⚠ Click "Save Company Settings" to apply this change.
Add and edit equipment on your company inventory page. Completed changes save automatically; retiring equipment preserves job history.
Company Default Notes By Code
Notes entered here are appended when generating scope sheets. They do not change notes added to created line items under Zones, Rooms & Scope or General Conditions.
Company Dry Standards
Add common material targets here so they appear in the Quick Add list when adding materials to a room.
Company Logo
No file chosen
Company logo will appear on generated scope sheets
Company Phone Number
Optional. Visible in Company Settings to your team.
Optional. Visible to company admins in settings; RAiS support can use it when you request a call. No text-message opt-in.
Only company admins can change these settings.
Role Management
Hide default roles your company does not use and add custom roles that appear in the invite and edit-role dropdowns.
The shared view hides names, company identity, callback details, and job context.
Feedback from your team. Most recent first.
Anonymous feedback shared by beta users across all companies.
Account InformationBeta
Plan:Beta
Monthly job limit:—
Current month count:—
Excluded (canceled with no billable work):—
Canceled jobs only count toward your monthly limit if they have rooms, line items, general conditions, or equipment entered.
Beta has no monthly job limit. Your job count is shown to help you understand your usage; AI service limits are separate.
Job Assistant
Listening... tap again to stop
Press Enter to send, Shift+Enter for a new line.
All Jobs
Create New Job
Job Details
BETA
Ask RAiS
General support only — this chat cannot view or edit jobs.
For help with a specific job, use the chat panel inside that job.
Conversations are logged for quality, safety, and audit purposes.
Open Help Center →
Listening... tap again to stop
Beta Feedback
Request a Protected Role Change
Help Center
Company owners and admins can view their company's recorded AI usage in Profile & Team. AI allowances are not configured during beta, and usage records may be incomplete and are not a bill.
Plans may change as RAiS evaluates beta feedback and reliability.
This is a selected roadmap, not a release schedule. Expand an item to learn more.
Planned after beta
Reusable company room-scope templates
Company administrators could create templates with preset line items assigned to room sections and calculations initially blank. Users could apply one to a room, enter measurements, remove unneeded items, and add anything missing.
Selectable room-section context
Focus a room section so item search, custom-item entry, and Job Assistant proposals can use that room and section as context without moving existing items.
Scope Review improvements
Expand reviewed related-item coverage, make incomplete coverage clear, and add visible review status with a way to change or revisit answers.
Being considered
Scope and estimating
Manual or optional suggested scope-sheet item ordering
Keep the entered order, let users manually reorder line items within each section, or optionally apply an editable suggested sequence based on the natural progression of the work.
Program-job guideline support
Where a company participates in an insurance-carrier or managed-repair program, allow administrators to configure approved program requirements so applicable scope and estimate workflows can surface required procedures, documentation, permitted scope practices, charge restrictions, and review steps. The active program would remain visible, users would review the result, and RAiS would not independently interpret contractual rules or set prices.
Assistant-proposed custom scope items
When no suitable catalog item exists, allow the Job Assistant to prepare a clearly marked custom/OSC item for review and confirmation rather than forcing an incorrect match. The Assistant would not price the item.
Debris-estimate refinements
Improve supported debris calculations and explanations while keeping assumptions visible and reviewable.
Catalog and service-source details
Improve catalog details, source information, and reconciliation while clearly identifying incomplete or unavailable coverage.
Additional job-type workflows
Add guided workflows appropriate to supported job types without changing the user's selected scope automatically.
Sketching and room diagrams
Create room or layout measurements and connect them to rooms and scope context.
Estimating-software scope transfer
Where supported, automatically place an approved RAiS scope into a compatible estimating-file format so the user can select the appropriate price list and complete the final estimate review in their estimating software.
Field documentation and monitoring
Photo and video documentation
Provide an intuitive job-site workflow to capture or upload media, organize it by job, room, documentation type, and date, offer reviewable suggested labels, and help reduce missing documentation.
Secure media storage and sharing
Make it easier to store and share authorized media with customers, adjusters, and team members while preserving company control and access boundaries.
Monitoring trend charts and reporting refinements
Improve drying-progress charts and comparisons over visits by room, material, atmospheric area, or equipment reading where applicable.
Equipment inventory refinements
Improve company equipment records and field placement workflows without combining them with media or monitoring charts.
Customers, teams, and documents
Customer-detail reuse for repeat customers
Reuse approved customer and contact details when creating another job for the same customer without silently carrying unrelated job information.
Team-member timesheet tracking
Connect time entries to employees, jobs, visits, tasks, or work orders, with review and correction controls.
Customer portal
Provide a company-branded, permission-limited page for scheduling, approved progress information, documents, and company contact information.
Job communication and work orders
Add job-linked internal messages, assignments, or work orders with clear recipients and history.
Company forms and digital signatures
Allow company administrators to manage approved form templates, collect customer signatures, and retain signed copies with the job.
Business operations and reporting
Detailed job costing and profitability
Provide an easy way to enter labor, supplies, materials, equipment, subcontractor, and other job costs, along with revenue. RAiS could organize those user-provided amounts and calculate totals, margins, and profitability, but would not independently determine or invent prices, costs, or revenue.
Billing and payment workflows
Explore company-controlled invoicing or payment tracking based on information the company provides or authorizes. RAiS does not currently calculate pricing or perform billing.
Larger-company reports and exports
Provide additional reporting and controlled export options for companies with larger teams or operational needs.
Assistant-accessible operational insights
Allow authorized users to ask read-only questions about saved company-wide or current-job records, such as active job counts, equipment currently on job sites, and monitored materials that have not reached their drying goals. Answers would use deterministic calculations, identify their scope and as-of time, disclose incomplete data, and preserve company, role, job-assignment, and selected-visit access boundaries.
Development would begin with current-job drying-goal and equipment summaries, then add administrator-authorized company-wide job and deployed-equipment totals, followed by a controlled registry of additional operational metrics.
Connections and platform capabilities
Support-request tools
Add a Help Center support-request flow and protected support tools with clear access, audit, and privacy boundaries.
Broader Assistant workflows
Expand the actions Assistants can help prepare or perform while preserving permissions, confirmation, audit history, and manual alternatives.
Native mobile apps
Explore dedicated mobile applications in addition to the browser experience.
Optional passkeys
Explore passkeys as an additional secure sign-in option.
Controlled API access
Allow company-authorized access to selected fields and records with explicit permissions, tenant isolation, audit history, and revocation.
Read-only ChatGPT connection
Allow an authorized user to ask ChatGPT about selected RAiS information without permitting changes to RAiS records.
Company-provided AI model or agent connection
Allow an eligible company to connect an approved model or agent from its own account for supported Assistant reasoning. RAiS permissions, confirmations, tenant isolation, audit history, and safety controls would still govern every action.
If your idea is not listed, or you want to explain why one of these would help your work, please send Feedback.
Voice recordings require sign-in and have a five-minute limit. Record longer notes in separate clips.
If the microphone button does not work or recordings are too quiet:
Two-factor authentication adds an extra layer of security to your account. Even if someone knows your password, they cannot log in without the code from your authenticator app.
Each code can only be used once. After logging in, generate new backup codes from your Profile so you are not locked out again.
Yes. Your company administrator can require all team members to use two-factor authentication. If this setting is enabled and you have not set up 2FA, you will be prompted to configure it on your next login.
For security, we ask for your 2FA code again once every 7 days on each device. After that, you can stay logged in on trusted devices until the next 7-day refresh.
Ask either assistant How do I do this? or How do I ask you to do this? For a supported action, the Assistant gives you an example of exactly what to say. For an unsupported action, it explains the manual route.
Ask RAiS explains the whole app but cannot see your screen, inspect an open job, or change job records. Job Assistant works inside the open job, provides the same workflow and troubleshooting help, and can perform its supported job actions. Some complete, explicit requests save directly; protected actions require you to review and press a confirmation button.
Example: ask How do I ask you to create a zone? and the Job Assistant can answer You can say, “Create a zone called Main Floor.” If you ask how to create a job and add a customer name, it directs you to Create New Job on the Home page or left side panel because that action is not currently supported.
For troubleshooting: quote the exact red message or error and name the page or control, what you were trying to do, and whether you were online. Neither Assistant automatically sees the message on your screen. For a recognized message, it can explain the documented meaning, whether the message confirms a save, safe next steps, and the manual route. If it cannot identify the message, it should say so rather than guess.
Every action the Job Assistant can perform is also available through the normal app controls. If the Assistant does not understand or complete a request correctly, use the manual controls. Use Feedback to report the problem or request a new Assistant capability. If you want to request a support call, select Please call me about this; no callback time is promised. A how-to question by itself never saves or deletes anything.
RAiS saves supported chat records, but the visible history and the assistant’s memory can differ. Long messages may be shortened, and automatic recovery on another device is not guaranteed. Signing out or resetting Ask RAiS does not delete saved records. See the article for privacy and verified transcript exports.
Chrome, Edge, Firefox, and Safari (latest versions). For voice recording, Chrome and Edge work best.
Connections to RAiS use HTTPS. Two-factor authentication is available in Profile & Team; your company may require it.
Keep an existing job open when service drops. With the browser open, you can queue a Visit, zones, rooms, materials and readings, atmospheric readings, equipment and dehumidifier readings, answers, and manual visit notes. New work is marked Queued offline until it reaches the server; check its status after reconnecting. Ending a Visit requires an online review. AI note generation, transcription, email, the optional external weather website, and downloads require a connection.
The normal app may not reopen while disconnected after a full browser or phone restart. Reconnect and open RAiS with the same account to continue editing.
Changes marked Queued offline are separate drafts in this browser. They may still be present after a restart if its site data was retained. Unsaved form text may be lost. Do not clear site data. After reconnecting, review pending changes and their save status before continuing.
Yes. Admins can request a chat transcript for any job or team member. The transcript is ordered by timestamp and user, includes original messages and translation history, and is delivered as a PDF by email.
Each job is assigned to the calendar month it was created. A job counts toward that month unless it is Canceled and has no rooms, zones, line items, general conditions, or equipment entered. This is checked continuously, so canceling a job with no scope information entered frees up the slot right away. If a Canceled job with no scope information entered is later reopened, it counts toward the month its status is changed away from Canceled. Month-end counts are locked as a snapshot; changes made in later months do not affect past months. During Beta the limit is shown for reference only and is not enforced.
Yes. A canceled job is not deleted. You can change its status from Canceled to any other status at any time. While it is Canceled and has no rooms, zones, line items, general conditions, or equipment entered, it does not count toward your monthly job limit.
Once its status is changed away from Canceled, it counts toward the calendar month in which that change happened. If scope information was already entered before cancellation — for example, an estimate built inside the app with rooms, zones, or line items — the job counts toward the month that scope information was entered, even if the job is later canceled.
No. Monitoring is optional. You can create a complete scope without ever opening the Monitor tab.
That said, using the monitoring feature helps RAiS automatically track what equipment is on site and when it is removed. That leads to more accurate, complete scopes for billing — especially when equipment counts affect line items or drying charges. If your company already uses its own proprietary software to track monitoring and equipment, you do not have to duplicate that work inside RAiS.
GPP stands for grains per pound. It is a psychrometric value that shows how much moisture the air is holding. RAiS automatically calculates GPP for any monitoring row where you enter both a temperature and a relative humidity (RH) reading.
Grain depression is the difference between the GPP in an affected zone and the GPP of the air coming out of a dehumidifier on that job. It tells you how much drier the dehumidifier output is compared to the affected air. RAiS calculates this automatically whenever both readings are available.
If there is no Unaffected Area, or a Zone does not apply to readings, enter 0 for both Temp and RH. This records the area as not applicable, clears its missing indicator, and leaves GPP and GDEP blank. Do not use 0/0 for Outside or HVAC. An Unaffected Area or Zone that is 0/0 for every Visit is omitted from the Monitoring report.
Open a job and go to the Monitor tab
Click Download Drying Report and choose PDF or Excel
The file downloads directly to your device, even if some readings are still missing or incomplete. You can email or upload it to your carrier or client as needed.
The red dot on the Monitor tab is only a reminder that a required reading has not been entered yet. It does not block the download.
Your team is responsible for keeping each job's status up to date. Statuses are designed to help organize and track work, but they are not required except for the automatic In Review transition. New jobs start in Contact & Schedule and can be changed from there.
Statuses follow the typical restoration flow:
Contact & Schedule — initial outreach and still needing to schedule an estimate visit or the start of services.
Estimate — when an estimate is requested, or completed but waiting for approval.
New — job accepted and scheduled; work can begin.
Demo — demolition and debris removal in progress. Stabilization, drying, and monitoring can start during this status, but demo is needed or ongoing.
Drying — demo has been completed and the focus is on active drying and monitoring.
In Review — drying and/or work is finished, the scope is complete, and the job is awaiting final review before billing.
Billing — ready for invoicing.
Closed — work finished and account settled.
On Hold — pauses a job until it can resume.
Canceled — ends a job before completion; a reason note is required. Canceled jobs with no scope items or equipment entered do not count toward your monthly job limit.
Archived — freezes the job for historical reference only, only notes can be entered.
The only automatic status change happens when a job is marked Closed and all equipment has been removed. The job then moves to In Review so an estimator can review the scope before billing.
Company default recipients and job team members designated as scope recipients are notified by email when this occurs.
Found a bug or have a suggestion? Use the Feedback button in the bottom-right corner. You can type or speak your feedback.
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Paste the code from your email. It expires in one hour and can be used once.
Status History
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Initial Job Note
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Translator: person-to-person communication
Ask RAiS Translator uses the same translation-only utility. Its separate global workspace is tied to your signed-in company, account and browser tab, not to any job. Opening or closing it never inserts translation text into the ordinary Ask RAiS conversation or its browser drafts; returning shows the unchanged support conversation. Close/reopen and same-tab refresh restore its workspace. Explicit Clear, logout, account changes, or four hours of translator inactivity erase it. Job exits, job switches, and visit changes do not erase the Ask RAiS workspace. The Job Translator and Ask RAiS Translator never share text.
Choose Translator in the Job Assistant header to open a separate overlay. It supports the same 19 languages as Ask RAiS, with a source language or Auto-detect, a target language, and Swap languages when both are explicit. It cannot read or change job data, send or insert Assistant commands, or confirm actions. The Assistant below is temporarily blocked; its draft, history and pending proposal are preserved. Finish recording or sending before opening the Translator.
Temporary translation workspace. Translations are not added to your job or chat history. Text is sent to the configured AI translation service; usage records may be retained. Provider processing may have its own retention. This is not permanent job documentation.
Your workspace belongs to your signed-in company, account, job and browser tab. Closing either panel does not clear it. Reopening and refreshing the same tab can restore it.
It expires after four hours without intentional Translator interaction: typing, changing/swapping languages, translating, selecting/copying text, or opening/closing the Translator. Expiry is checked when returning to a hidden tab. Merely rendering a result does not extend this period.
Clear workspace, deliberately leaving or switching jobs, signing out, or changing company/account clears the temporary text and results. Changing or ending a visit does not clear them.
You can select and copy any portion of either field on desktop or mobile. Copy All is an optional shortcut. To keep a translation as a job note, manually copy the desired text, open the normal Notes controls, paste it and review it before saving.
Offline, provider or quota failures preserve your text and previous result. If account access can no longer be confirmed, temporary workspaces are cleared. A previous result is marked when the text/languages change. Nothing is automatically resent; choose Translate again yourself.
Browser-cleared sessions, a crash or forced close can lose temporary work. Do not rely on it as permanent storage.
Use the right assistant
Ask RAiS explains how to use the app. It does not see or change the job you have open.
Job Assistant works only inside the job you opened. It explains supported in-job workflows and can perform the supported job actions below when your account has permission. Use Ask RAiS or this Help Center for broader app guidance.
How-to questions are read-only. Asking “How do I add equipment?” gives instructions. To request an action, use a direct command such as “Add air mover AM-006 to the Kitchen on Visit 3.”
If you are unsure how to ask
Ask either assistant How do I ask you to…? or How do I tell you to…?
For a supported action, the Job Assistant gives you a usable example. Ask How do I ask you to create a zone? and it can answer: You can say, “Create a zone called Main Floor.”
For an unsupported action, the Assistant says it cannot currently perform that action and directs you to the normal controls. For example, job creation and customer information remain manual: select Create New Job on the Home page or left side panel, enter and review the information, and save it yourself.
Use Feedback to request that an unsupported action be considered for the Assistant.
Every action the Job Assistant can perform can also be completed manually. If the Assistant is not understanding or completing your request correctly, cancel any pending action and use the normal app controls.
How to make a clear request
Open the correct job and then open its Job Assistant.
Name the exact zone, room, item, equipment number, or visit when it matters.
Include the measurement, destination, effective visit, or correction reason when you already know it.
Review what the Assistant understood. Answer any clarification question before continuing.
If an action card appears, review it and use its button to confirm or cancel.
Useful examples: Create a zone called Main Floor; Add Kitchen and Hallway to Main Floor; Add 25 LF of baseboard removal to the Kitchen walls; Move AM-006 to the Hallway on Visit 3; or Record 72°F and 55% RH in the Main Floor zone.
How the selected visit is used
Visit-specific work defaults to the visit you have selected. This includes monitoring readings and materials, equipment placement, and Site Arrival and Site Departure questions. Review the Assistant's reply or confirmation card to make sure it identifies the intended visit before saving.
If no visit is selected, the Assistant preserves a supported reading, material, or equipment-placement request and asks you to choose or create a visit. It does not silently assign the work to the latest visit.
Site Arrival and Site Departure walkthroughs require you to open or select the intended visit first, even when the job has only one visit. If you change visits during a walkthrough, the Assistant stops rather than saving an answer to a different visit.
For a supported equipment move or pickup, you may name an existing visible visit number in the request. The preview must show that effective visit. If the visit is missing or unclear, select it or answer the Assistant's visit question before continuing.
Not every job action is visit-specific. Zone and room organization is job-level. Scope can be job-level when no visit is selected; when supported scope is added from a selected visit, that visit context is retained. Creating a new visit is a separate confirmed action.
Supported job actions
Zones, rooms, and room settings
Create one or more zones and rooms. If required information is missing, the Assistant asks for it. Once the request is complete, an explicit create command may save directly.
Rename, reorder, or move an exact zone or room.
Change supported zone, room, Ceiling, Walls, or Floor categories.
Enable Cabinets & Countertops or Doors & Windows for a room.
Prepare deletion of one exact empty room or zone. A location containing scope, equipment, readings, or retained history cannot be deleted through this workflow.
Room scope and General Conditions
Add a catalog scope item to a confirmed room and section, choose the intended action, and enter a calculation or measurement.
Add a measurement to an existing matching scope total, replace that total, or delete an exact numbered saved scope item when the Assistant can identify it. Say delete scope item 12 when you mean the saved row; selecting the Remove action for a line item is different.
Copy all active non-equipment scope items from one room to another after reviewing the preview. Copied calculations stay blank, and the Assistant walks through the replacement measurements.
Add, edit, or delete supported General Conditions items. Service Call and Monitoring rows keep their existing guarded workflows.
Ask about a catalog code, action, description, UOM, definition, or where an item belongs. The Assistant does not provide pricing.
Visits and equipment
Create a current visit after reviewing its date, type, notes, after-hours choice, and monitoring-scope hours. Future-dated visits are not supported.
Add or place equipment in an exact room, including numbered company equipment where required.
When placing an air scrubber, the Assistant resolves its size first, then asks whether to add the matching HEPA filter. The confirmation preview shows the selected filter or No filter; if no catalog match can be determined, the Assistant asks for the filter size. Nothing is saved until you confirm.
Move or reset identified equipment to another room on the applicable visit.
Pick up equipment without deleting its history, or open the Equipment tab and delete an exact erroneous equipment entry through the protected destructive workflow.
Linked filters and equipment history follow the same lifecycle rules used by the normal Equipment controls.
Monitoring readings and materials
Record supported atmospheric readings for outside, unaffected, or zone locations. If you name a room, the reading is recorded for the zone containing that room.
Record supported dehumidifier temperature, RH, hours, and notes.
Add monitored materials, enter material readings, and remove or delete an exact material where the current visit and record allow it.
Use the selected visit when one is required. If no visit is selected, the Assistant preserves the request and asks you to choose or create one.
Notes, dry standards, review, and undo
Add supported job notes and create, update, remove, or read dry standards.
Continue supported Site Arrival or Departure question walkthroughs and save their answers. Completing a walkthrough does not automatically start a scope review.
Run supported scope-review conversations and discuss missed items or estimate comparisons. Suggestions do not become saved scope until the required choices and confirmation are complete.
Request undo my last change. Undo is limited to the latest eligible receipted action, shows its own preview, and never acts as a general rollback.
Saving, confirmation, and recovery
Some complete, explicit requests save directly after the Assistant validates them. The reply must say what was actually saved.
Actions that require protected confirmation show an action card. Review that preview and use its button. A clarification dialogue alone is not confirmation, and typing or speaking yes, confirm, or similar words never presses the card’s confirmation button.
Cards can expire or become stale when the job changes. Review a refreshed preview instead of relying on the old card.
If the connection fails or the outcome is unclear, reopen the Job Assistant and check the action status before repeating the request. Do not create a second request just to see whether the first one worked.
After a confirmed save, the affected job screen should update without a manual refresh. If it does not, verify the saved record before trying again.
Destructive actions are specific. Pickup is not permanent equipment deletion. Deleting a saved scope item is not selecting a line item's Remove action. Read the action card and affected record before confirming.
Actions that remain manual
Create the job and change fields in Job Edit, including customer, claim, address, contacts, and job-status controls.
Manage your profile, team members, invitations, company settings, authentication, exports, or other app-wide administration.
Complete unsupported or ambiguous actions that the Assistant directs you to perform with the normal controls.
The Job Assistant cannot bypass your company membership, job permissions, selected-visit requirements, archived-job restrictions, catalog rules, or required confirmation. It requires a connection; ordinary offline drafts do not make Assistant actions available offline.
Voice and troubleshooting
You may dictate a request, but review and edit the transcript before sending it. If the Assistant misunderstands a name or number, cancel the pending action and restate the request with the exact zone, room, visit, code, or equipment number. Use the manual controls when the Assistant is not completing the task correctly. Use Feedback when a supported request repeatedly routes incorrectly, the saved result does not match the confirmed preview, or you want to request a new Assistant capability.
Both Assistants can explain documented workflows and recognized app messages, but neither automatically sees a red message on your screen. Quote the exact message and include the page or control, what you attempted, and whether the device was online. A recognized message can be explained with its documented save state and safe next steps. If the message is not recognized, the Assistant should not guess; use Feedback and optionally select Please call me about this to request a support call. A callback time is not promised.
Traductor: comunicación entre personas
El Traductor de Ask RAiS usa la misma herramienta exclusivamente de traducción. Su espacio global independiente está vinculado a la empresa, cuenta y pestaña del navegador con sesión iniciada, no a un trabajo. Abrirlo o cerrarlo nunca agrega traducciones a la conversación normal de Ask RAiS ni a sus borradores del navegador; al volver se muestra la conversación de soporte sin cambios. Se conserva al cerrar/reabrir o actualizar la misma pestaña. Borrar, cerrar sesión, cambiar de cuenta o cuatro horas sin interacción con el traductor lo eliminan. Salir o cambiar de trabajo y cambiar de visita no borran el espacio de Ask RAiS. Los dos traductores nunca comparten texto.
Seleccione Traductor en la cabecera del Asistente del trabajo para abrir una ventana superpuesta independiente. Admite los mismos 19 idiomas que Ask RAiS: elija el origen o Detectar automáticamente, el destino y, cuando ambos sean explícitos, Intercambiar idiomas. No puede leer ni cambiar datos del trabajo, enviar o insertar órdenes al Asistente ni confirmar acciones. El Asistente queda temporalmente bloqueado debajo; se conservan su borrador, historial y propuesta pendiente. Termine de grabar o enviar antes de abrir el Traductor.
Espacio temporal de traducción. Las traducciones no se agregan al trabajo ni al historial del chat. El texto se envía al servicio de traducción con IA configurado; los registros de uso pueden conservarse. El proveedor puede aplicar sus propias condiciones de conservación. Esto no es documentación permanente del trabajo.
El espacio pertenece a su empresa, cuenta, trabajo y pestaña del navegador. Cerrar cualquiera de los paneles no lo borra. Puede recuperarse al volver a abrirlo o actualizar la misma pestaña.
Caduca después de cuatro horas sin interacción intencional con el Traductor: escribir, cambiar/intercambiar idiomas, traducir, seleccionar/copiar texto o abrir/cerrar el Traductor. Se comprueba al volver a una pestaña oculta. Mostrar un resultado no prolonga ese plazo.
Borrar espacio temporal, salir deliberadamente del trabajo o cambiar de trabajo, cerrar sesión o cambiar de cuenta borra el texto y los resultados temporales. Cambiar o finalizar una visita no los borra.
Puede seleccionar y copiar cualquier parte de ambos campos en computadora o móvil. Copiar todo es un atajo opcional. Para conservar una traducción como nota del trabajo, copie manualmente el texto deseado, abra los controles normales de Notas, péguelo y revíselo antes de guardar.
Los fallos de conexión, proveedor o cuota conservan su texto y el resultado anterior. Si ya no se puede confirmar el acceso a la cuenta, se borran los espacios temporales. El resultado anterior se marca cuando cambia el texto o los idiomas. Nada se reenvía automáticamente; seleccione Traducir nuevamente cuando lo desee.
Una sesión borrada por el navegador, un fallo o un cierre forzado puede hacer perder el trabajo temporal. No lo use como almacenamiento permanente.
Use el asistente correcto
Ask RAiS explica cómo usar la aplicación. No ve ni cambia el trabajo que usted tiene abierto.
El Asistente del trabajo funciona solo dentro del trabajo abierto. Explica los flujos admitidos dentro del trabajo y puede realizar las acciones que se indican abajo cuando su cuenta tiene permiso. Use Ask RAiS o este Centro de ayuda para obtener orientación más amplia sobre la aplicación.
Las preguntas de ayuda son de solo lectura. Preguntar “¿Cómo agrego equipo?” muestra instrucciones. Para solicitar una acción, use una orden directa como “Agrega el equipo AM-006 a la Cocina en la Visita 3”.
Si no sabe cómo pedirlo
Pregunte a cualquiera de los asistentes ¿Cómo te pido que…? o ¿Cómo te digo que…?
Para una acción admitida, el Asistente del trabajo ofrece un ejemplo que puede usar. Pregunte ¿Cómo te pido que crees una zona? y puede responder: Puedes decir: “Crea una zona llamada Planta principal”.
Para una acción no admitida, el Asistente indica que actualmente no puede realizarla y lo dirige a los controles normales. Por ejemplo, la creación de trabajos y la información del cliente siguen siendo manuales: seleccione Create New Job en la página principal o en el panel izquierdo, ingrese y revise la información y guárdela usted mismo.
Use Feedback para solicitar que se considere una acción no admitida para el Asistente.
Toda acción que pueda realizar el Asistente del trabajo también se puede completar manualmente. Si el Asistente no entiende o no completa correctamente la solicitud, cancele cualquier acción pendiente y use los controles normales de la aplicación.
Cómo hacer una solicitud clara
Abra el trabajo correcto y luego su Asistente del trabajo.
Indique la zona, habitación, partida, número de equipo o visita exactos cuando corresponda.
Incluya la medida, el destino, la visita efectiva o el motivo de corrección si ya lo conoce.
Revise lo que entendió el Asistente. Responda cualquier pregunta de aclaración antes de continuar.
Si aparece una tarjeta de acción, revísela y use su botón para confirmar o cancelar.
Ejemplos útiles: Crea una zona llamada Planta principal; Agrega Cocina y Pasillo a Planta principal; Agrega 25 LF de retiro de zócalo a las paredes de la Cocina; Mueve AM-006 al Pasillo en la Visita 3; o Registra 72 °F y 55 % de HR en la zona Planta principal.
Cómo se usa la visita seleccionada
El trabajo específico de una visita usa de forma predeterminada la visita que tiene seleccionada. Esto incluye lecturas y materiales de monitoreo, colocación de equipo y preguntas de Llegada y Salida del Sitio. Antes de guardar, revise la respuesta o la tarjeta de confirmación del Asistente para comprobar que identifique la visita prevista.
Si no hay una visita seleccionada, el Asistente conserva una solicitud admitida de lectura, material o colocación de equipo y pide elegir o crear una visita. No asigna el trabajo silenciosamente a la visita más reciente.
Los recorridos de Llegada y Salida del Sitio requieren abrir o seleccionar primero la visita prevista, aunque el trabajo tenga una sola visita. Si cambia de visita durante un recorrido, el Asistente se detiene en vez de guardar una respuesta en otra visita.
Para un traslado o recogida de equipo admitidos, puede indicar en la solicitud el número visible de una visita existente. La vista previa debe mostrar esa visita efectiva. Si falta la visita o no está clara, selecciónela o responda la pregunta del Asistente antes de continuar.
No todas las acciones del trabajo son específicas de una visita. La organización de zonas y habitaciones corresponde al trabajo. El alcance puede corresponder al trabajo cuando no hay una visita seleccionada; cuando se agrega alcance admitido desde una visita seleccionada, se conserva el contexto de esa visita. Crear una visita nueva es una acción confirmada por separado.
Acciones admitidas en el trabajo
Zonas, habitaciones y ajustes de la habitación
Crear una o más zonas y habitaciones. Si falta información necesaria, el Asistente la solicita. Una vez completa la solicitud, una orden explícita de creación puede guardarse directamente.
Cambiar el nombre, el orden o la ubicación de una zona o habitación exacta.
Cambiar las categorías admitidas de zona, habitación, Techo, Paredes o Piso.
Activar Gabinetes y encimeras o Puertas y ventanas para una habitación.
Preparar la eliminación de una habitación o zona vacía exacta. No se puede eliminar mediante este flujo una ubicación que contenga alcance, equipo, lecturas o historial conservado.
Alcance de la habitación y Condiciones generales
Agregar una partida de catálogo a una habitación y sección confirmadas, elegir la acción prevista e ingresar un cálculo o una medida.
Sumar una medida al total de una partida coincidente, reemplazar ese total o eliminar una partida guardada numerada exacta cuando el Asistente pueda identificarla. Diga elimina la partida de alcance 12 si se refiere a la fila guardada; seleccionar la acción Remove de una partida es diferente.
Copiar todas las partidas activas que no sean equipo de una habitación a otra después de revisar la vista previa. Los cálculos copiados quedan en blanco y el Asistente guía el ingreso de las medidas nuevas.
Agregar, editar o eliminar partidas admitidas de Condiciones generales. Las filas de Service Call y Monitoring conservan sus flujos protegidos actuales.
Preguntar por el código, la acción, la descripción, la UOM, la definición o la sección de una partida del catálogo. El Asistente no proporciona precios.
Visitas y equipo
Crear una visita actual después de revisar la fecha, el tipo, las notas, la opción fuera de horario y las horas de alcance de monitoreo. Las visitas con fecha futura no están admitidas.
Agregar o colocar equipo en una habitación exacta, incluido el equipo numerado de la empresa cuando sea obligatorio.
Al colocar un purificador de aire, el Asistente primero determina su tamaño y luego pregunta si desea agregar el filtro HEPA correspondiente. La vista previa de confirmación muestra el filtro seleccionado o Sin filtro; si no puede determinar una coincidencia del catálogo, el Asistente solicita el tamaño del filtro. No se guarda nada hasta que usted confirme.
Mover o cambiar la ubicación de equipo identificado a otra habitación durante la visita aplicable.
Recoger equipo sin eliminar su historial, o abrir la pestaña Equipo y eliminar una entrada de equipo errónea exacta mediante el flujo destructivo protegido.
Los filtros vinculados y el historial del equipo siguen las mismas reglas de ciclo de vida que los controles normales de Equipo.
Lecturas de monitoreo y materiales
Registrar lecturas atmosféricas admitidas para el exterior, áreas no afectadas o zonas. Si indica una habitación, la lectura se registra en la zona que contiene esa habitación.
Registrar temperatura, HR, horas y notas admitidas de deshumidificadores.
Agregar materiales monitoreados, ingresar lecturas de materiales y retirar o eliminar un material exacto cuando la visita y el registro actuales lo permitan.
Usar la visita seleccionada cuando sea obligatoria. Si no hay una visita seleccionada, el Asistente conserva la solicitud y pide elegir o crear una.
Notas, estándares de secado, revisión y deshacer
Agregar notas de trabajo admitidas y crear, actualizar, eliminar o consultar estándares de secado.
Continuar recorridos admitidos de preguntas de Llegada o Salida y guardar sus respuestas. Completar un recorrido no inicia automáticamente una revisión del alcance.
Realizar conversaciones admitidas de revisión del alcance y analizar partidas omitidas o comparaciones con un estimado. Las sugerencias no se convierten en alcance guardado hasta completar las selecciones y la confirmación requeridas.
Solicitar deshaz mi último cambio. Deshacer se limita a la última acción elegible con recibo, muestra su propia vista previa y nunca funciona como una reversión general.
Guardado, confirmación y recuperación
Algunas solicitudes completas y explícitas se guardan directamente después de que el Asistente las valida. La respuesta debe indicar lo que realmente se guardó.
Las acciones que requieren confirmación protegida muestran una tarjeta de acción. Revise esa vista previa y use su botón. Un diálogo de aclaración por sí solo no es una confirmación, y escribir o decir sí, confirmar o palabras similares nunca presiona el botón de confirmación de la tarjeta.
Las tarjetas pueden vencer o quedar desactualizadas cuando cambia el trabajo. Revise una vista previa actualizada en lugar de depender de la tarjeta anterior.
Si falla la conexión o el resultado no está claro, vuelva a abrir el Asistente del trabajo y compruebe el estado de la acción antes de repetir la solicitud. No cree una segunda solicitud solo para comprobar si funcionó la primera.
Después de guardar una acción confirmada, la pantalla afectada del trabajo debe actualizarse sin recargar manualmente. Si no ocurre, verifique el registro guardado antes de intentarlo otra vez.
Las acciones destructivas son específicas. Recoger equipo no es eliminarlo permanentemente. Eliminar una partida de alcance guardada no es seleccionar la acción Remove de una partida. Lea la tarjeta de acción y el registro afectado antes de confirmar.
Acciones que siguen siendo manuales
Crear el trabajo y cambiar campos de Editar trabajo, incluidos los controles de cliente, reclamo, dirección, contactos y estado del trabajo.
Administrar su perfil, miembros del equipo, invitaciones, ajustes de la empresa, autenticación, exportaciones u otra administración de toda la aplicación.
Completar acciones no admitidas o ambiguas que el Asistente le indique realizar con los controles normales.
El Asistente del trabajo no puede omitir su membresía de empresa, permisos del trabajo, requisitos de visita seleccionada, restricciones de trabajos archivados, reglas del catálogo ni confirmaciones obligatorias. Requiere conexión; los borradores sin conexión normales no hacen que las acciones del Asistente estén disponibles sin conexión.
Voz y solución de problemas
Puede dictar una solicitud, pero revise y edite la transcripción antes de enviarla. Si el Asistente interpreta mal un nombre o número, cancele la acción pendiente y vuelva a expresar la solicitud con la zona, habitación, visita, código o número de equipo exactos. Use los controles manuales cuando el Asistente no complete correctamente la tarea. Use Feedback cuando una solicitud admitida se dirija repetidamente al flujo incorrecto, el resultado guardado no coincida con la vista previa confirmada o quiera solicitar una nueva función del Asistente.
Ambos Asistentes pueden explicar flujos documentados y mensajes reconocidos de la app, pero ninguno ve automáticamente un mensaje rojo en su pantalla. Cite el mensaje exacto e indique la página o el control, qué intentaba hacer y si el dispositivo estaba conectado. Para un mensaje reconocido, pueden explicar el estado de guardado documentado y los pasos seguros. Si no reconocen el mensaje, no deben adivinar; use Feedback y, si desea solicitar una llamada de soporte, seleccione Quiero que me llamen sobre esto. No se promete un plazo de devolución de llamada.
Saved history and assistant memory
RAiS saves supported chat messages and conversation summaries on the server. The history you can reopen, the records available in a transcript, and the context used for the next AI reply are not the same thing. Long messages may be shortened, and earlier details may be summarized or left out of a reply. Keep important decisions in the job notes and scope; do not rely on chat as a complete record.
Reopening a conversation
Job Assistant conversations belong to the signed-in user and job. Ask RAiS is general app help, separate from job chat. Reopening history depends on your account and the conversation still being available. A new browser or device, signing out, or resetting a conversation may prevent the previous chat from reopening automatically. Missing history on screen does not prove that its saved records were deleted.
Unsent Ask RAiS text may be kept for your account in the current browser tab. It is not a cross-device backup. Closing the tab or clearing browser data can lose that draft. If a reply is unconfirmed, check the conversation before sending the same message again.
Translator is separate from ordinary support chat. Open Translator in the Ask RAiS header for a signed-in, temporary person-to-person translation workspace with all 19 supported languages, source/Auto-detect, target and language swap. It cannot read or change jobs or send Assistant commands. Its text never enters the ordinary support conversation or permanent job/chat history. Text is sent to the configured AI translation service; usage records may be retained and provider retention may apply. Closing/reopening or refreshing the same tab restores it; four hours without intentional translator interaction, Clear, logout or account change erase it. Changing jobs or visits does not erase this global workspace. Job Translator has a different workspace and additionally clears when deliberately exiting or switching jobs. Select/copy any part of either field or use Copy All; manually paste into notes if needed. Offline, provider, or quota failures preserve drafts and previous results, marked stale when inputs changed; nothing resends automatically. If account access can no longer be confirmed, temporary workspaces are cleared. A crash, forced close or cleared browser session can lose temporary content.
Who can review chat records?
Other team members do not automatically see your private assistant conversation when they open the same job. Authorized company administrators can export available chat records for users and jobs in their company.
Administrator transcript exports
Use the chat-history export control in Profile & Team and choose a date range. Authenticator two-factor authentication must be enabled. Enter a fresh authenticator code, then the code sent to your account email within 10 minutes. Choose Download PDF or Email to me. Email delivery is restricted to your account address; there is no alternate recipient field.
Verification applies only to the selected transcript and can be used once. Changing the selection requires a new request. Attempts are limited. To request another code, cancel and start again with a new authenticator code; wait if a limit is shown. Successful email verification records the exact address and time. Changing the account email clears that verification. Both codes remain required for each export.
An email accepted for delivery is not proof it reached your inbox. If delivery is unconfirmed, check your inbox and spam folder before requesting another export. RAiS records export activity without copying the transcript into the export activity record.
Sign-in, reset and deletion
Your sign-in session can expire and require you to sign in again. Session expiry is separate from chat retention. Signing out or resetting Ask RAiS is not a request to delete saved chat records. Do not assume archiving a job removes its chats.
For a chat-data or deletion request, contact your company administrator or support@prorestoration.ai with the job number or date range. Request review is required; these controls do not guarantee immediate erasure, a fixed retention period, or removal of backup copies.
AI, translation and dictation
Assistant requests send message text and relevant context to configured external AI services. Translation may also use these services. Recorded dictation is sent to a transcription service; it is not guaranteed to stay on your device. Text you submit as chat or save as a note becomes part of that record.
Do not include passwords, verification codes or unrelated sensitive information in chat. This article does not promise zero provider retention, exclusion from provider training, or encryption of every stored backup. Ask support for current information about those protections.
Historial guardado y memoria del asistente
RAiS guarda en el servidor los mensajes de chat admitidos y resúmenes de conversaciones. El historial que puede volver a abrir, los registros disponibles en una exportación y el contexto usado para la siguiente respuesta de IA no son lo mismo. Los mensajes largos pueden acortarse y los detalles anteriores pueden resumirse u omitirse de una respuesta. Guarde las decisiones importantes en las notas y el alcance del trabajo; no dependa del chat como registro completo.
Volver a abrir una conversación
Las conversaciones del Asistente de Trabajo pertenecen al usuario conectado y al trabajo. Ask RAiS ofrece ayuda general de la app, separada del chat del trabajo. Recuperar el historial depende de su cuenta y de que la conversación siga disponible. Un navegador o dispositivo nuevo, cerrar sesión o reiniciar una conversación puede impedir recuperar automáticamente el chat anterior. Que no aparezca en pantalla no demuestra que se eliminaron sus registros guardados.
El texto sin enviar de Ask RAiS puede conservarse para su cuenta en la pestaña actual. No es una copia de seguridad entre dispositivos. Cerrar la pestaña o borrar los datos del navegador puede perder ese borrador. Si una respuesta no se confirma, revise la conversación antes de enviar el mismo mensaje otra vez.
El Traductor es independiente del chat normal de soporte. Ábralo en la cabecera de Ask RAiS con sesión iniciada para disponer de un espacio temporal de traducción entre personas: los 19 idiomas admitidos, origen/Detectar automáticamente, destino e intercambio de idiomas. No puede leer ni cambiar trabajos ni enviar órdenes al Asistente. Su texto nunca entra en la conversación normal de soporte ni en el historial permanente del trabajo/chat. El texto se envía al servicio de traducción con IA configurado; los registros de uso pueden conservarse y el proveedor puede aplicar su propia conservación. Se recupera al cerrar/reabrir o actualizar la misma pestaña; cuatro horas sin interacción intencional, Borrar, cerrar sesión o cambiar de cuenta lo eliminan. Cambiar de trabajo o visita no elimina este espacio global. El Traductor del trabajo tiene otro espacio y además se borra al salir o cambiar deliberadamente de trabajo. Seleccione y copie cualquier parte de ambos campos o use Copiar todo; pegue manualmente en notas si hace falta. Los errores de conexión, del proveedor o por límites de uso conservan borradores y resultados previos, marcados desactualizados si cambió la entrada; nada se reenvía automáticamente. Si ya no se puede confirmar el acceso a la cuenta, se borran los espacios temporales. Un fallo, cierre forzado o borrado de la sesión del navegador puede perder el contenido temporal.
¿Quién puede revisar los registros de chat?
Los demás miembros del equipo no ven automáticamente su conversación privada con el asistente al abrir el mismo trabajo. Los administradores autorizados pueden exportar los registros de chat disponibles de usuarios y trabajos de su empresa.
Exportación de conversaciones para administradores
Use el control de exportación del historial de chat en Perfil y Equipo y elija un rango de fechas. Debe tener activada la autenticación de dos factores con autenticador. Ingrese un código actual del autenticador y luego el código enviado al correo de su cuenta dentro de 10 minutos. Elija Descargar PDF o Enviarme por correo. El envío se limita al correo de su cuenta; no hay un campo para otro destinatario.
La verificación solo autoriza la conversación seleccionada y se usa una vez. Cambiar la selección requiere otra solicitud. Los intentos son limitados. Para pedir otro código, cancele y comience de nuevo con un código nuevo del autenticador; espere si aparece un límite. La verificación del correo registra la dirección exacta y la hora. Cambiar el correo de la cuenta borra esa verificación. Cada exportación sigue requiriendo ambos códigos.
Que un correo sea aceptado para entrega no demuestra que llegó a su bandeja. Si la entrega no se confirma, revise la bandeja de entrada y correo no deseado antes de pedir otra exportación. RAiS registra la actividad de exportación sin copiar la conversación en ese registro de actividad.
Sesión, reinicio y eliminación
Su sesión puede caducar y requerir que inicie sesión otra vez. La caducidad de la sesión es independiente de la conservación del chat. Cerrar sesión o reiniciar Ask RAiS no solicita eliminar los registros de chat guardados. No suponga que archivar un trabajo elimina sus chats.
Para una solicitud sobre datos de chat o eliminación, contacte al administrador de su empresa o a support@prorestoration.ai con el número de trabajo o rango de fechas. La solicitud requiere revisión; estos controles no garantizan eliminación inmediata, un plazo fijo de conservación ni eliminación de copias de seguridad.
IA, traducción y dictado
Las solicitudes al asistente envían el texto del mensaje y contexto pertinente a servicios externos de IA configurados. La traducción también puede usarlos. El dictado grabado se envía a un servicio de transcripción; no se garantiza que permanezca en su dispositivo. El texto enviado al chat o guardado como nota pasa a formar parte de ese registro.
No incluya contraseñas, códigos de verificación ni información sensible ajena al trabajo en el chat. Este artículo no promete que los proveedores no conserven datos, que no los usen para entrenamiento ni que cada copia de seguridad esté cifrada. Pida a soporte información actual sobre esas protecciones.
