> ## Documentation Index > Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt > Use this file to discover all available pages before exploring further. # Recommendation Services: The Trades You Recommend on Defects > Manage the list of services, such as Plumbing Contractor or Roofing Professional, that you pick on defect comments in Hive Inspect. Add, rename, reorder and delete services, see where the list shows up in the web and mobile report editors, how the service appears in the digital report and the PDF, and how to hide it from clients. In the dashboard: **Business Tools → Recommendation Services** Every defect comment in Hive can name the kind of professional who should look at it, for example **Plumbing Contractor**, **Electrical Contractor** or **Roofing Professional**. That's the comment's **recommendation service**. Your client sees it on the defect in the digital report and the PDF, and it's how Hive matches defects to your [recommended contractors](/how-tos/recommended-contractors). **Recommendation Services** is your company's list of those services. It's the list you pick from in the template editor, the web report editor and the mobile app. Change it here, and every one of those dropdowns changes with it. ![The Recommendation Services page, Services offered in defect/deficiency recommendations, with an Add Service button and a list of services, each with a drag handle, a description and edit and delete buttons: No Recommendation (marked Default, with no delete button), Plumbing Contractor, Electrical Contractor, Roofing Professional, HVAC Professional, General Contractor, Structural Engineer, Handyman, Pest Control Pro, Qualified Professional, Air Duct Cleaning and Appliance Repair](https://mintcdn.com/hiveinspect-43c85ed1/vrZ2ENRo_JKDG-Pp/images/how-tos/recommendation-services-page.png?fit=max\&auto=format\&n=vrZ2ENRo_JKDG-Pp\&q=85\&s=bbade845b08f491ec260fbddadc1c8ce) ## Your starting list Every company starts with 67 common services, from **Air Duct Cleaning** to **Window Repair and Installation Contractor**, plus **No Recommendation**. They're in alphabetical order to begin with. Make the list yours: * [Add](#add-a-service) the trades you recommend that aren't there, such as **Sewer Scope Specialist**. * [Move](#put-them-in-order) the ones you use most to the top. * [Rename](#rename-a-service) any that don't match the words you use, for example **Licensed Electrician** instead of **Electrical Contractor**. * [Delete](#delete-a-service) the ones you never use, so the dropdowns are shorter. **No Recommendation** is marked **Default** and can't be deleted. Pick it on a defect when no professional is needed. Your client sees nothing for it. ## Add a service 1. Click **Add Service** at the top right. 2. Type the **Service Name**, for example **Sewer Scope Specialist**. 3. Add a **Description (optional)**. Only you see it, on this page. 4. Click **Add Service**. ![The Add Service window: Add a new service to offer in defect/deficiency recommendations. Service Name Sewer Scope Specialist, Description (optional) Camera inspection and repair of the main sewer line, and Cancel and Add Service buttons](https://mintcdn.com/hiveinspect-43c85ed1/vrZ2ENRo_JKDG-Pp/images/how-tos/recommendation-services-add.png?fit=max\&auto=format\&n=vrZ2ENRo_JKDG-Pp\&q=85\&s=90b2a9ba2c2de80c2573b3ce44d5b4fc) The new service goes to the bottom of the list. Drag it up if you want it higher in the dropdowns. ## Put them in order Drag a service by the handle on its left. The order saves by itself. The dropdowns in the template editor, the web report editor and the mobile app list services in this order. Put the trades you pick most often, such as **Plumbing Contractor**, **Electrical Contractor** and **Roofing Professional**, at the top so you don't scroll through the whole list on every defect. ## Rename a service Click the pencil on the service, change the **Service Name** or the description, and click **Save Changes**. ![The Edit Service window: Rename the service or update its description. The new name shows everywhere this service is used, including existing templates, reports and recommended contractors. PDFs already created keep the old name until they are regenerated. Service Name Electrical Contractor, Description (optional) Professional electrical services and repairs, and Cancel and Save Changes buttons](https://mintcdn.com/hiveinspect-43c85ed1/vrZ2ENRo_JKDG-Pp/images/how-tos/recommendation-services-edit.png?fit=max\&auto=format\&n=vrZ2ENRo_JKDG-Pp\&q=85\&s=38a9f7cea4bd524e25473c8d41105b01) A rename changes the name everywhere the service is used, because Hive saves the service on each comment, not its name. Comments that already use it stay linked to it, and they show the new name: * in your templates and in the web and mobile report editors * in your clients' digital reports, including reports you've already published * in new PDFs. A PDF that was already made keeps the old name until it's made again, for example when you publish the report again. * on your [recommended contractors](/how-tos/recommended-contractors), who stay matched to the service Use rename to change wording. To start recommending a different trade, add a new service instead. ## Delete a service Click the red trash button on the service and confirm **Delete**. ![The Delete Service window: Are you sure you want to delete Pest Control Pro? Note: Existing report fields and recommended contractors that reference this service keep their value and will still display it, the service just stops being offered for new selections. Cancel and Delete buttons](https://mintcdn.com/hiveinspect-43c85ed1/vrZ2ENRo_JKDG-Pp/images/how-tos/recommendation-services-delete.png?fit=max\&auto=format\&n=vrZ2ENRo_JKDG-Pp\&q=85\&s=6938b22ca8c32302dc93727c9e632f76) Deleting a service takes it out of the dropdowns. It doesn't change anything that already uses it: * Template comments and report comments that already have the service keep it, and your client still sees it. * Recommended contractors tagged with it keep it, and clients can still find them from those defects. * You just can't pick it for new comments any more. > [!NOTE] > > If you rename a service and later delete it, comments that used it go back to a name based on the service's **original** name, the one it had when it was added. To stop using a service everywhere, change it on your template comments first (see [Set one service for every defect comment](#change-the-service-on-a-defect-comment)), then delete it. You can't undo a delete. To bring a service back, add it again. ## Where the list shows up while you write Changes on this page reach every place you pick a service. You don't have to edit your templates or reports one by one. **Template editor** Open a template, then open a defect comment with the pencil, or click **New Comment** in the **Defects/ Deficiencies** group. Pick the service under **Defect/ Deficiency Service**, below the category. ![The defect comment window in the template editor: Defect/ Deficiency Category with Maintenance Item, Recommendations (selected) and Safety Concern, and Defect/ Deficiency Service set to Plumbing Contractor with the list open: No Recommendation, Plumbing Contractor (ticked), Electrical Contractor, Roofing Professional, HVAC Professional, General Contractor, Structural Engineer and Handyman](https://mintcdn.com/hiveinspect-43c85ed1/vrZ2ENRo_JKDG-Pp/images/how-tos/recommendation-services-template-editor.png?fit=max\&auto=format\&n=vrZ2ENRo_JKDG-Pp\&q=85\&s=85e0f793e279ff1cc341428b2f2881db) The service you pick on a template comment is copied into every new report made from the template. The window loads your latest list each time you open it. **Web report editor** In the report editor, open a defect comment with the arrow on its right. Pick the service under **Recommendation Service**, below the category buttons. ![A defect comment, Defect at TPR Valve Discharge, opened in the web report editor: the Maintenance Item, Recommendations and Safety Concern buttons, and Recommendation Service set to Plumbing Contractor with the list open: No Recommendation, Plumbing Contractor (ticked), Electrical Contractor, Roofing Professional, HVAC Professional, General Contractor, Structural Engineer and Handyman](https://mintcdn.com/hiveinspect-43c85ed1/vrZ2ENRo_JKDG-Pp/images/how-tos/recommendation-services-report-editor.png?fit=max\&auto=format\&n=vrZ2ENRo_JKDG-Pp\&q=85\&s=4a8647f238d8b70060e68bfa1dbd115d) When you add a new defect comment to a report, choose its **Service Type** in the add window. It's required there. The editor loads your list when it opens. If you change the list while a report is open, refresh the page to see the change. **Mobile app** In the mobile app, the service is on each defect comment in the report, next to the category button. Tap it to choose from your list. When the list is longer than 10 services, a search box appears at the top. When you add or edit a comment, or review a Smart Add result, pick the service under **Defect/ Deficiency Service**. It starts at **No Recommendation**. The app downloads your list when it starts with an internet connection, and keeps a copy so it works offline. After you change the list in the dashboard, close the app completely and open it again, or sign out and back in, to get the new list. ### Change the service on a defect comment * **One comment:** open it and pick a different service, as shown above. * **Every defect comment in a template at once:** open the template's **Template Tools** and use **Set one service for all defect comments**. See [Template Tools](/how-tos/template-and-report-tools). Changing a template comment changes new reports only. Reports you've already started keep the service they had. Change those in the report editor. > [!TIP] > > Comments written with Comment Assist, including the ones Smart Add writes, start with **No Recommendation**. Pick the service before you publish, so your client sees who to call and the right contractors show up. ## What your client sees The service shows on each defect in the reports your client gets. **No Recommendation** never shows. **Digital report** The service is the green label under the defect's description, for example **Handyman**. ![A defect in the digital report, 2.38 Hose Bib - Exterior, Hose Bib Not Properly Secured, with an orange header, the Recommendations description, a Hive Context panel, a green Handyman label on the right, and Estimated Cost 600 to 1,000 dollars and Estimated Timeline Within 6 months below it](https://mintcdn.com/hiveinspect-43c85ed1/vrZ2ENRo_JKDG-Pp/images/how-tos/recommendation-services-digital-report.png?fit=max\&auto=format\&n=vrZ2ENRo_JKDG-Pp\&q=85\&s=c27de766d7a704d99e31aa5e741a1e05) If you've added a [recommended contractor](/how-tos/recommended-contractors) for that service, the label becomes a button that reads **Find a pro**, for example **Electrical Contractor · Find a pro**. Your client clicks it to see your contractor's phone number, email and website. The service also shows in the **View Summary** view, and in the defect's **Read more** window. **PDF** In the PDF, each defect has a gray **Service:** line under its title, for example **Service: Electrical Contractor**. The summary PDF shows it the same way. ![A defect in the PDF report: 2.32 Light Fixtures, Switches and Receptacles (outlets), Receptacle - Reverse Polarity, a red Safety Concerns label, the line Service: Electrical Contractor, the description and a Hive Context panel](https://mintcdn.com/hiveinspect-43c85ed1/vrZ2ENRo_JKDG-Pp/images/how-tos/recommendation-services-pdf.png?fit=max\&auto=format\&n=vrZ2ENRo_JKDG-Pp\&q=85\&s=d63c6056c4e81e0721d6d10d9d996577) Recommended contractors aren't in the PDF. Your client finds them in the digital report. **In the defects summary.** The summary at the top of the report lists each defect on one line, without the service. If you turn on **Detailed Summary Items** in [Report Customization](/how-tos/report-customization), each item also shows **Recommended:** and the service, in the digital report and the PDF. The service also shows in [re-inspection](/how-tos/re-inspections) reports, in the [repair addendum](/how-tos/repair-addendum) (**Service Required:**), and in TREC reports (**Recommended Service:**). The [Repair Estimator](/how-tos/repair-estimator) uses it to decide which trade's prices to use. ## Hide the service from your client If you don't want clients to see a service on defects, turn it off with **Remove Recommendation Service**: * **For a template:** open the template's **Template Tools**. Every new report from that template starts with it off. * **For one report:** open **Report Tools** (the **⋮** button in the web report editor). Only that report changes. Turn on **Hide recommendation service in customer view** and click **Save**. See [Template Tools and Report Tools](/how-tos/template-and-report-tools#remove-recommendation-service). **Off (default)** ![A defect in the digital report, Receptacle - Reverse Polarity, with a green Electrical Contractor, Find a pro button under the Hive Context panel](https://mintcdn.com/hiveinspect-43c85ed1/vrZ2ENRo_JKDG-Pp/images/how-tos/recommended-contractors-find-a-pro.png?fit=max\&auto=format\&n=vrZ2ENRo_JKDG-Pp\&q=85\&s=a0e9f7c8bf53d45ef3c85b259b08579d) **On** ![The same defect with no service label and no Find a pro button: the description and Hive Context panel are followed directly by the photo](https://mintcdn.com/hiveinspect-43c85ed1/vrZ2ENRo_JKDG-Pp/images/how-tos/recommendation-services-hidden.png?fit=max\&auto=format\&n=vrZ2ENRo_JKDG-Pp\&q=85\&s=cfe943fa065e4a7702fea8f714635b9e) With it on, your client sees no service anywhere: * The green label and the **Find a pro** button disappear from every defect, so clients can't open your contractors from the report. * The **Get repair quotes** section at the end of the digital report disappears. * The **Service:** line disappears from the PDF, and **Recommended:** disappears from the detailed summary. * The [repair addendum](/how-tos/repair-addendum) your client or their agent builds doesn't show the service, on screen or in its PDF (**Service Required:**). An addendum PDF made before you turned the setting on keeps the service until it's generated again. You still pick services while you write, in the template editor, the web report editor and the mobile app. Turning it off later shows the services again. Nothing is lost. You can also just leave defects on **No Recommendation**. Your client then sees nothing for those defects, but you lose the contractor matching. ## Who can change the list Team members who can open **Business Tools** can add, rename, reorder and delete services. Everyone who writes reports picks from the list. See [Team permissions](/business-tools/team-permissions). The list belongs to your company. Every inspector on your team sees the same services in the same order. ## Common questions > **I changed my list, but the mobile app still shows the old one.** > > The app gets your list when it starts. Close the app completely (swipe it away), make sure you have internet, and open it again. Signing out and back in also works. > **I changed my list, but the report editor still shows the old one.** > > Refresh the report editor page. It loads the list when it opens. The template editor's comment window loads the newest list every time you open it. > **Will renaming a service change reports I've already sent?** > > Yes, the digital report shows the new name the next time it's opened. A PDF that was already made keeps the old name until it's made again. > **I deleted a service. What happens to defects that used it?** > > Nothing changes. They keep the service and your client still sees it. You just can't pick it for new comments. > > In the template editor and the web report editor, the deleted service still shows on those comments, at the top of the dropdown, so you can see what they use. The mobile app shows it in a code-like format (for example `pest_control_pro`). The comment keeps the service until you pick another one. > **Can I delete No Recommendation?** > > No. It's needed for defects that don't need a professional, and it's the starting value in the mobile app. You can rename it or drag it to another spot in the list. > **Can a defect have more than one service?** > > No. Each defect comment has one service. Mention a second trade in the comment text. > **Can two services have the same name?** > > Yes, but avoid it. They're two separate services, so you and your contractors could pick different ones by mistake. > **Does Hive choose the service for me?** > > No. Comments written with Comment Assist, including Smart Add's, start with **No Recommendation**. When you merge comments with Comment Merge, the merged comment takes the service of one of the comments you merged. Check it before you publish. > **Does the list change my recommended contractors?** > > It's the list you tag contractors with. Renaming a service renames it on your contractors too, and they stay matched. Deleting a service doesn't remove it from contractors already tagged with it. See [Recommended Contractors](/how-tos/recommended-contractors). ## Where to go next * [Recommended Contractors](/how-tos/recommended-contractors) * [Template Tools and Report Tools](/how-tos/template-and-report-tools) * [Edit a template](/how-tos/editing-templates) * [Customize your report](/how-tos/report-customization) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.