What business records can you license for AI?
The record types buyers look for, with examples, and what always stays out of a deal.
What counts
Records that show a job from request to result.
Buyers want the history behind the work: what was asked, what your team did and how it turned out. A contact list on its own is not enough.
ERP · Field service · SpreadsheetsWork orders and service history
Each job from the fault report to the fix, with parts, hours and outcome.
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- Request
- Pump 3 at Customer 41 loses pressure after start-up.
- Action
- Technician replaces the seal kit and recalibrates the valve.
- Result
- Pressure stable. Job closed in 2.5 hours.
CMMS · QMS · Inspection logsMaintenance and quality records
Planned maintenance, inspections, defects found and how they were resolved.
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- Inspection
- Weld seam on batch 1182 fails visual check.
- Cause
- Wire feed speed drifted on line 2.
- Result
- Setting corrected; batch reworked and released.
CRM · ERP · EmailSales and quoting history
Enquiries, quotes, revisions and why a customer said yes or no.
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- Enquiry
- Company 12 needs 40 custom brackets in stainless steel.
- Quote
- Two options sent; customer asks for a shorter lead time.
- Result
- Revised quote accepted. Order placed.
CAD · PDM · File serverEngineering and design files
Drawings, revisions and change requests, with the reasons behind each change.
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- Change request
- Customer reports interference with the mounting plate.
- Revision
- Hole pattern moved 4 mm; drawing revision C issued.
- Result
- Fit confirmed on the next delivery.
Project tools · Email · Shared drivesProject histories
Plans, handovers, delays and decisions across a project from start to finish.
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- Plan
- Line installation scheduled over three weekends.
- Issue
- Supplier delay on control cabinet.
- Result
- Sequence changed; commissioning one week late.
Helpdesk · Email · Phone notesCustomer support logs
A customer's problem, the steps your team took and how it was fixed.
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- Question
- Machine shows error E07 after a firmware update.
- Reply
- Support walks the customer through a sensor reset.
- Result
- Error cleared; fix added to the service notes.
Find out if your records qualify.
One 15-minute call. Rough figures are fine, and no files are needed.