Use the per-customer ASK REV agent: what it can read, the one-tap confirm cards for write actions, and how to jump to what it created.
Every customer has an ASK REV tab — a chat with Rev scoped to that customer's complete file. Instead of describing the job to an assistant, you are talking to one that has already read the file: ask a question, get an answer grounded in what is actually on the record, and turn the answer into action without leaving the chat.
§What Rev can read
Rev can read every tab on the customer: photos (it can actually look at them, not only their labels), documents, contracts, work orders, estimates and invoices, financials, reports, text threads, notes, proposals, the timeline, notifications, and the portal. While it works, live tool status shows what it is checking.
- ◆"What's our current balance on this job?"
- ◆"Summarize the text thread from the last two weeks."
- ◆"Do the completion photos show the ridge cap installed?"
§Write actions: one-tap confirm cards
When you ask Rev to do something rather than tell you something, the action comes back as a confirm card — a one-tap approval. Nothing is written to the record until you tap it.
- ◆Propose an estimate, invoice, contract, or proposal.
- ◆Record a payment, add an expense, or mark an invoice paid.
- ◆Draft a work order or create a note.
- ◆Build a supplement from the carrier scope.
After you confirm, the card flips to ✓ Created — OPEN, and OPEN jumps straight to the tab that owns what was created — the new invoice in the estimates/invoices workspace, the note on NOTES, and so on.
§The conversation keeps its memory
The conversation persists. Leave the tab, come back next week, and the thread picks up where it left off, so context builds over the life of the job instead of resetting every visit.
⤢ FULL SCREEN expands the chat. Rev is also available inside the document viewer — useful when your question is about one specific document.§Related
- ◆See "AI supplements" in INSURANCE + CLAIMS for the supplement flow in depth.
- ◆See "AI credits and usage" — Ask Rev conversations draw on company AI credits.