Your technicians see goldmine opportunities every day—the aging unit, the inefficient system, the safety risk. But by the time the invoice is sent, that critical insight is buried in a service note, lost to the daily grind. What if you could automatically surface every upgrade and preventative sale from your field notes? The key is systematic, AI-powered Opportunity Identification . This isn't about complex AI; it's about teaching a simple system to recognize the signals your experts already see. Build Your "Opportunity Trigger" Word Bank Start by codifying your team's expertise. Gather the exact phrases that indicate a future need. For example: Age & Model: "manufactured in," "R-22," "at least 15 years old." Performance: "short cycling," "low airflow," "hard water scale." Safety & Risk: "carbon monoxide," "cracked," "frayed wiring." This list becomes your AI's training manual. Feed these triggers into an automation platform like Zapier .…