Built-In AI Assistant Inside Results – Starting with Ask Claude

Results introduces Ask Claude, an integrated AI assistant built directly into the platform, giving staff instant access to AI-powered help, insights, and productivity tools without leaving Results.

Ask Claude can be accessed as a general-purpose assistant or as a context-aware assistant directly from Contact and Activity records, creating a smarter, more seamless user experience.

Note: The new Results AI Integration requires a license to use its features, and access to Claude requires an API license from Anthropic (the maker of Claude). Instructions for signing up for the Claude API and configuring the integration are available in Results’ built-in documentation.

What's New?

AI Assistant from the Main Navigation Menu – Users can now launch Ask Claude directly from the main navigation menu as a private AI assistant tied to their Results User account. Staff can use it for:

    1. Business-related questions
    2. Task assistance
    3. Content generation
    4. Process guidance
    5. General personal productivity questions

Each session remains private to the logged-in user.

Future Multi-AI Engine Support – This framework is designed for future expansion to support additional AI engines, including:

    1. ChatGPT
    2. CoPilot
    3. Gemini
    4. Grok
As additional providers become available, users will be able to select their preferred AI engine, and the feature naming and prompts will evolve accordingly.

Why This Matters?

  • Faster Access to Information – Users can get answers, summaries, recommendations, and assistance instantly without leaving Results or switching applications.
  • Improved Operational Efficiency – Teams can save time on research, communication drafting, note summarization, and workflow assistance using AI directly inside their daily processes.
  • Scalable AI Platform for the Future – The new architecture lays the foundation to support multiple AI providers, giving organizations flexibility as AI technology continues to evolve.

Standard Payment Receipt Enhancement

Results includes a Standard Payment Receipt in the Payments module, giving users a convenient way to generate and access a standardized receipt for payment records. Standard Payment Receipt –...

FSM Portal Job Card Quick Access Enhancements

Results now provides improved navigation on the FSM Portal with new Quick Access buttons on the Job Card, allowing users to jump directly to key sections of a job. These shortcuts help field service...

Create a QB Job Along with an Opportunity or a Project

Results makes it easier to create QuickBooks (QB) Jobs from Parent Contact records. New menu options let you create a QB Job along with an Opportunity or Project. These enhancements simplify record...

Unit Price and Cost Decimal Precision Enhancements

Greater precision and flexibility in managing financial values with a new setting in Admin Settings > Billing Settings. This enhancement lets users configure up to five decimal places for Unit...

Quantity Decimal Precision Enhancements

Greater precision and flexibility in managing quantities are available in Admin Settings > Billing Settings. This enhancement allows users to configure the number of decimal places displayed for...

Split Activity – Simplifying Team Assignments and Scheduling

The Split Activity feature in Results provides greater flexibility in activity management, allowing users to divide an existing activity into up to three additional activities and assign them to...

Expanded User Permissions and Key Utilities Access

Results provides administrators with greater control over user access to key utilities and integration configurations. New permission options have been added to the Users module, making it easier to...

Streamlined Refund Processing in Results Payments Integration

Results Payments Integration now provides a more streamlined way to process and track Refunds directly from Results. With the new “Issue Refund” functionality and enhanced transaction tracking,...

Generate Payment Links for Deposits

Results Payments Integration now makes it easier to collect Deposit payments directly from Projects. With the new Generate Payment Link for Deposit option, users can generate a secure payment link...

Who’s Working Module Enhancements

Results offers greater flexibility and convenience in the Who’s Working module, with enhancements to how Assigned Activity information is displayed and how users manage settings.Default Assigned...