Name: SuiteHUD
Author: SuiteHUD

Question 1

How do I start my free trial? Is a credit card required?

Accepted Answer

No credit card is required to start your trial. Here's all it takes: 1. Create a free account at suitehud.com using your email or Google sign-in. 2. Install SuiteHUD from the Chrome Web Store (works in both Chrome and Edge) and open NetSuite in your browser. 3. The HUD will have a button to Unlock Pro, click that and connect to the extension. 4. That's it — your trial starts the moment you connect, with no payment info needed.

Question 2

What is SuiteHUD?

Accepted Answer

SuiteHUD is a browser extension for NetSuite that adds a Heads-Up Display on top of the NetSuite interface. It is designed to help users work faster inside NetSuite by reducing tab switching, previewing content side-by-side, exporting reporting packages, managing shortcuts, mapping fields, and viewing record context without constantly leaving the page. It also includes SuiteHUD AI, a built-in assistant that can answer questions about your records and drive SuiteHUD's tools for you.

Question 3

Is SuiteHUD available on all browsers?

Accepted Answer

The SuiteHUD extension is available on Google Chrome and Microsoft Edge via the Chrome Web Store, and our engineers have tested both browsers extensively. Support for other browsers is TBD.

Question 4

Who is SuiteHUD for?

Accepted Answer

SuiteHUD is for NetSuite power users, admins, consultants, implementers, finance teams, operations teams, and anyone who spends a meaningful part of their day inside NetSuite. It is especially useful for users who regularly jump between records, export reports, trace field IDs, review attachments, or answer questions that require context from multiple pages.

Question 5

What problems is SuiteHUD trying to solve?

Accepted Answer

SuiteHUD is built to solve common NetSuite workflow pain points such as: Too many tabs opened while researching transactions and related records; Slow report export workflows; Friction when finding field IDs for saved searches, scripts, CSV imports, or integrations; Constant context switching when previewing records, files, and PDFs; Difficulty building repeatable personal workflows inside NetSuite; Copying record data out to a separate AI tool to get answers — SuiteHUD AI brings the assistant to the page you're already on

Question 6

How is SuiteHUD different from a standard browser extension popup?

Accepted Answer

A standard browser extension often lives in a small browser popup. SuiteHUD is designed more like a working layer inside NetSuite itself — adding tools directly into your NetSuite browsing experience rather than forcing you into a separate application. That lets it support side-by-side viewing, page-level actions, inline utilities, context-aware tools, and an embedded AI assistant that can see the record you're on — all of which are much harder to deliver from a simple popup alone.

Question 7

Is SuiteHUD affiliated with Oracle NetSuite?

Accepted Answer

No. SuiteHUD is not affiliated with Oracle NetSuite.

Question 8

How do I install SuiteHUD?

Accepted Answer

Install SuiteHUD from the Chrome Web Store — this works in both Google Chrome and Microsoft Edge. Then pin the extension in your browser and open NetSuite. Once installed, the extension overlays its functionality inside supported NetSuite pages.

Question 9

Which browser does SuiteHUD support?

Accepted Answer

SuiteHUD supports Google Chrome and Microsoft Edge — both install from the Chrome Web Store, and both are tested by our engineers. Other Chromium-based browsers that support Chrome extensions may work but aren't officially supported yet.

Question 10

Do I need to change anything in NetSuite to use it?

Accepted Answer

In most cases, no NetSuite customization is required just to begin using SuiteHUD. Since it runs as a browser extension, setup is generally lighter than any native NetSuite bundle or customization. That said, your available results will still depend on your NetSuite role, permissions, and the pages or records you can access.

Question 11

Does SuiteHUD use my existing NetSuite permissions?

Accepted Answer

Yes. SuiteHUD works within the context of the NetSuite session and role you already have. If you cannot access a record, page, or file in NetSuite, SuiteHUD should not be expected to grant access beyond that.

Question 12

What is Search Studio?

Accepted Answer

A workspace for NetSuite saved searches. It previews the search you're editing before you save it, so you can change criteria and columns and see your actual rows update as you go — then drag to reorder, write formulas, and copy the results straight into Excel.

Question 13

Why would I use it instead of NetSuite's own saved search page?

Accepted Answer

Because NetSuite makes you save and run a search to find out whether it's right. Search Studio reads the form you're already filling in and runs it as-is, so the save-run-go-back-edit loop becomes one screen.

Question 14

Can I add formulas to criteria, not just columns?

Accepted Answer

Yes — formula columns and formula criteria, both editable in place, with the same syntax highlighting SuiteHUD adds to NetSuite's own formula fields.

Question 15

Can't I just ask a general AI chatbot for a NetSuite formula?

Accepted Answer

You can, and it will confidently hand you something you then have to go test yourself. SuiteHUD AI is inside the search you're editing: it can see your actual criteria and columns, including changes you haven't saved, and when it writes a formula it runs the search and checks the result before showing it to you. If the formula errors, you never see it — it tries again. What reaches you is a fix that already worked on your own data, dropped into the exact column or criterion it belongs to, with the before and after side by side. Nothing is saved to NetSuite until you say so.

Question 16

What is Page-In-Page, and how does it relate to File Viewer and PDF Preview?

Accepted Answer

Both are side-by-side viewing features built to keep you anchored to your current page. Page-In-Page opens related records, hyperlinks, reports, and other supported content in a split view so you can reference a linked transaction or look up context without losing your place. File Viewer and PDF Preview extend this to attached documents — printed transaction forms, PDFs, and other supported file types — so you can validate backup documentation without downloading files or switching windows. They are most useful for anyone who regularly juggles related records or document-heavy workflows such as AP, AR, accounting, and procurement.

Question 17

What are Reporting Packages and who are they for?

Accepted Answer

Reporting Packages let you bundle multiple reports, saved searches, workbooks, or lists into a single repeatable deliverable instead of handling each one individually. They are built for finance, accounting, operations, and anyone responsible for recurring reporting deliverables — particularly month-end or audit-support exports that are run the same way every time. Building and managing packages is available on the free Community tier; one-click package exports are a Pro feature. Enterprise teams can also share packages across the team for standardized output.

Question 18

What is Field Map, and how does it relate to the CSV Builder and REST Builder?

Accepted Answer

Field Map is a field-finding utility that helps users identify NetSuite field IDs on records — essential for saved searches, SuiteScript, workflows, CSV imports, and integrations. The CSV Builder sits alongside it to help generate CSV import templates that match the fields you need. REST Builder goes further for technical teams by generating example JSON from real records in your NetSuite environment, making it easier to shape the right payload structure for integrations. These tools are most used by admins, consultants, developers, and power users who bridge the gap between the UI and technical implementation.

Question 19

How do Shortcuts work in SuiteHUD?

Accepted Answer

Shortcuts are a built-in way to manage repeatable navigation inside NetSuite. Unlike browser bookmarks, SuiteHUD Shortcuts are environment-agnostic — they work across sandbox, release preview, and production environments, as well as across multiple client accounts. This makes them especially valuable for consultants, admins, and accounting teams who visit the same pages every day and move between environments throughout the week.

Question 20

What is Live View?

Accepted Answer

Live View is a panel inside SuiteHUD that presents a record's System Notes as a clean, readable timeline instead of the raw NetSuite System Notes tab. It groups events chronologically so you can quickly see what changed, when it happened, and who made the change. It is most useful for auditing transactions, troubleshooting unexpected data, and validating that workflows or approvals occurred in the expected sequence — particularly for finance teams, admins, consultants, and auditors.

Question 21

What is SuiteHUD AI?

Accepted Answer

SuiteHUD AI is a built-in, Claude-powered chat assistant that lives inside the SuiteHUD heads-up display on your NetSuite pages. You can ask it questions about NetSuite and your records, and it can drive SuiteHUD's own tools. When connected, it can also query and act on your NetSuite data directly. There's no copying prompts into a separate AI tab.

Question 22

Who can use SuiteHUD AI?

Accepted Answer

SuiteHUD AI is a Pro feature. It's available to anyone on an active Pro trial or subscription, anyone granted Pro access, and members of an Enterprise team. Free Community users won't see it.

Question 23

How do I turn it on and open the chat?

Accepted Answer

Open the SuiteHUD extension popup (or Settings), find the AI provider dropdown, and select SuiteHUD AI. You'll be asked to consent before it's enabled. Once on, click the sparkle (✦) button in the HUD bar to slide in the chat panel, which you can resize by dragging its left edge.

Question 24

Do I have to connect NetSuite to use it?

Accepted Answer

No. SuiteHUD AI works right away using SuiteHUD's built-in tools. It can open and read your records through SuiteHUD panels (Field Map, Live View, Transaction Insight), run and export Reporting Packages, preview attached files, and more. Connecting NetSuite is an optional upgrade that adds NetSuite's own data tools.

Question 25

What does connecting NetSuite add, and how do I do it?

Accepted Answer

The optional NetSuite AI Connector lets the assistant query records, run Saved Searches, execute SuiteQL, and create or update records directly in your NetSuite system. To connect, choose to connect during setup (or later from Settings), enter your Integration Client ID and NetSuite Account ID (e.g. 1234567 or a sandbox like 1234567-sb1), then complete the NetSuite login and authorize prompt. You can skip this and connect anytime later.

Question 26

What do I need before I can connect NetSuite?

Accepted Answer

An administrator must create a NetSuite Integration Record with OAuth 2.0 (PKCE) enabled for the AI Connector. The person connecting should use a role that has the relevant record permissions. Avoid the Administrator role, which NetSuite's AI Connector Service doesn't support.

Question 27

How do I ask it to look at the record I'm currently on?

Accepted Answer

Include /sendrecord in your message. It reads the current record's fields and ID and attaches them as context. For example, you could send "/sendrecord What is the status and total amount of this order?" Sensitive values are automatically redacted before anything is sent.

Question 28

What are slash commands?

Accepted Answer

Type / in the input to open a command picker. They're shortcuts for common actions: /sendrecord attaches the current page or record as context.; /runfieldmap, /runsystemnotes, and /runtxinsight pull live record data in for analysis.; /fieldmap, /systemnotes, /txinsight, /reporting, and /filepicker open a SuiteHUD panel.; /navigate jumps to a record.; /quickexport and /exportpackage trigger export workflows.

Question 29

Can it create or edit NetSuite records?

Accepted Answer

Only when the NetSuite AI Connector is connected. In that mode it can create or update records through NetSuite's own tools. Without the NetSuite connection, it can read context and drive SuiteHUD panels but cannot write to NetSuite.

Question 30

Can I attach a file or screenshot?

Accepted Answer

Yes. Click the + button in the chat input, or paste an image directly with Ctrl+V. You can attach one image, PDF, or text file (CSV/TXT/JSON) per message.

Question 31

Does it remember earlier messages, and how do I start fresh?

Accepted Answer

Yes. It remembers earlier messages within the same conversation, so you can ask follow-ups without repeating context. Your past conversations are also saved with titles — open the history list in the panel to revisit any earlier chat. Click the trash icon in the panel header to clear the current conversation, or export it as text or JSON from the same header. If you move to a different record mid-conversation, use /sendrecord to refresh the context.

Question 32

Which AI model does it use?

Accepted Answer

By default it runs on Auto, where a lightweight classifier picks the most efficient model for each request. You can override this with the model pill in the panel to cycle and pin Auto, Haiku, Sonnet, or Opus. Haiku is the fastest and cheapest, while Opus is the most capable.

Question 33

How am I billed, and how do I see costs?

Accepted Answer

Two options. With SuiteHUD billing, usage is charged in credits (1 credit = $0.01) and you can see your remaining balance. Alternatively, choose BYO API Key to use your own Anthropic API key, in which case usage is billed to your key. Either way, each reply shows the model used, an estimated cost, credits charged, and your remaining balance. On Enterprise, teams also have a shared team credit balance that admins can distribute to members' personal balances.

Question 34

Will I get charged for something expensive without warning?

Accepted Answer

No. For larger requests, the assistant shows a confirmation with the estimated cost and your remaining balance before proceeding. Credits are consumed per response, based on the model used and the amount of data sent. A Stop button also appears while it's working so you can cancel a response that's taking too long.

Question 35

How can a team control its members' AI usage and cost?

Accepted Answer

Team admins manage all of it from the team page on suitehud.com, and what they set applies to every seat on the team: Choose which models members are allowed to run, set the default, and lock the model picker so every request routes to that default. Restricting the team to cheaper models is the most direct cost control.; Decide how the cost warning behaves — confirm every time an expensive model runs, never warn, or let each member decide for themselves.; Fund everyone from one shared team credit balance. Distribute credits to individual members or split them evenly, see how much each member has left, and choose whether members may draw on the team balance when their own runs out.; Set whether conversations can be private (incognito) and whether AI Memory is on, off, or the member's choice — with a separate purge for deleting AI Memory notes across the team.; Override any of these for one member without changing the team default. These rules are enforced on SuiteHUD's servers rather than in the client, so they hold even if someone alters their own copy. A change reaches your members' machines within about five minutes.

Question 36

Where do my messages and credentials go?

Accepted Answer

Your messages are sent to the AI through SuiteHUD's service, and when you attach record context that data is included too. That's why you consent before enabling the feature. Your Anthropic API key and NetSuite tokens are stored encrypted on SuiteHUD's backend, not inside the browser extension, so the extension never holds them. When you send record context, values like tokens, emails, and phone numbers are automatically redacted and sensitive URL parameters (session, auth, and CSRF values) are stripped first.

Question 37

What are AI Lessons?

Accepted Answer

Lessons are reusable, community-created guides that teach SuiteHUD AI about a workflow — yours or someone else's. You can draft a lesson with the assistant's help, keep it in your own library, or submit it for review to share with the community. Browse the approved catalog on the SuiteHUD AI page and download any lesson — it syncs straight to your extension so the assistant can apply it in chat.

Question 38

What does "local tools only" or a Connect/Reconnect banner mean?

Accepted Answer

It means the assistant is working with SuiteHUD's built-in tools, but the NetSuite data tools aren't currently available. This happens either because you haven't connected NetSuite, or because your NetSuite session expired. The assistant keeps working either way, so use the Connect or Reconnect link in the banner to enable or restore the NetSuite connection when convenient.

Question 39

I navigated to a different record and it warned me the context is stale.

Accepted Answer

That's expected. Conversation history carries over, but the page context may no longer match the record you're now on. Use /sendrecord to refresh the context for the current record.

Question 40

Does SuiteHUD change what users are allowed to see in NetSuite?

Accepted Answer

No. SuiteHUD respects your role and permissions. This extension is not meant to work around proper controls, but rather enhance your experience within your role's guardrails.

Question 41

Does SuiteHUD handle sensitive information?

Accepted Answer

SuiteHUD is designed with data minimization in mind. SuiteHUD never reads your NetSuite record data — transactions, financial records, and entity data — off the page and sends it to its servers. What does reach SuiteHUD's backend is your personal tool settings (shortcuts, report package definitions, preferences) and content you write yourself in optional features: Notes and Tasks you create, and SuiteHUD AI conversations, which are saved as chat history by default once you've opted into AI (you can turn history off per conversation or entirely, and delete it any time). SuiteHUD AI itself is off by default and requires explicit opt-in; when used, SuiteHUD sanitizes NetSuite page context before sending, stripping sensitive parameters like tokens and session values from URLs and redacting obvious token patterns. Full details are available in the Privacy Policy.

Question 42

Is SuiteHUD appropriate for internal finance and operations work?

Accepted Answer

Yes — finance and operations is one of the core use cases SuiteHUD is built for. The extension operates entirely within your existing NetSuite session and role boundaries. It does not harvest record data and does not modify your NetSuite data model or permissions. NetSuite content is not sent to external servers unless you explicitly opt in to SuiteHUD AI and choose to share record context, which is sanitized and redacted first. For teams handling sensitive financial workflows, the key assurance is that your records stay in NetSuite. SuiteHUD only syncs the tool configuration you build yourself — shortcuts, report packages, and preferences. You can review the full Privacy Policy and Terms of Service for complete details.

Question 43

Is SuiteHUD better for individual users or teams?

Accepted Answer

Both. Individual users can get immediate productivity gains, while teams can benefit from more standardized workflows, especially around repeat reporting, navigation patterns, and shared process conventions.

Question 44

How should a company evaluate SuiteHUD?

Accepted Answer

A good evaluation usually starts with the most painful workflows. Ask questions like: Where are users opening too many tabs?; Which exports are repeated manually every week or month?; Where do users waste time searching for field IDs?; Which tasks require constant record-to-record comparison?; Where do attachments or printed forms interrupt flow?

Question 45

Which teams are usually the strongest candidates?

Accepted Answer

Finance, accounting, admins, consultants, implementation teams, operations, integration teams, and internal NetSuite power users.

Question 46

What if SuiteHUD doesn't solve any issues I'm facing?

Accepted Answer

SuiteHUD has an Ideas page where the community is shaping what's next. Head over there to create and vote on ideas. The goal of this platform is to help all users, so dream big with us!

Question 47

Why might a feature not behave the same on every page?

Accepted Answer

NetSuite experiences can vary by record type, page structure, role, environment, and permissions. Some tools may naturally provide more value or more complete support on certain page types than others.

Question 48

If a feature does not work on a specific page, does that mean SuiteHUD is broken?

Accepted Answer

Not necessarily. It may reflect page-specific support boundaries, permissions, or workflow differences.

Question 49

What should users do if they are not sure how a feature fits their workflow?

Accepted Answer

Users can visit the Guides page to see a walkthrough of how SuiteHUD is intended to run.

Question 50

What if I run into an issue I can't resolve on my own?

Accepted Answer

You can submit a support ticket and the SuiteHUD team will follow up. For quicker context, the Guides page covers most common workflows step by step before you need to reach out.

Question 51

How do I know whether SuiteHUD is worth it for my team?

Accepted Answer

SuiteHUD is most valuable when your team has meaningful NetSuite volume and repeated workflow friction. If your users constantly navigate between related records, inspect documents, export the same collections of data, need field-level visibility for technical work, or find themselves copying NetSuite data into external AI tools for answers, the time savings can be substantial.

Question 52

What is the difference between the free, Pro, and Enterprise plans?

Accepted Answer

The free Community tier includes Shortcuts, Field Map, Reporting Packages, Live View, the CSV and REST JSON Builders, File Preview, PDF Preview, and the Transaction Previewer — enough to meaningfully improve everyday navigation, previewing, and technical discovery work. Pro adds SuiteHUD AI, HUD Notes & Tasks, Report Package Exports, and Transaction Insight, along with priority support. Enterprise builds on Pro with team-level sharing — collaborative HUD Notes & Tasks, shared Report Packages, publishable Shortcuts, packaged user seats, and dedicated support. You can compare all plans side by side on the Pricing page.

Question 53

What is the Beta Tester Program?

Accepted Answer

The Beta Tester Program gives you access to new SuiteHUD releases before they ship to the public. It is application-based and spots are rolled out in waves rather than opened all at once. If you are interested, you can submit an application and the team will review it and notify you when your spot is ready.

Question 54

Can I try SuiteHUD before purchasing?

Accepted Answer

Absolutely. SuiteHUD is free to download and we are always running trials for our Pro tier.

Question 55

Does Enterprise have a trial option?

Accepted Answer

Not currently, but we recommend having a member of your team trial the Pro tier first. If they love it, signing the team up for Enterprise is a natural next step.

Question 56

What's on SuiteHUD's roadmap?

Accepted Answer

Visit the Ideas page to see what the team at SuiteHUD is exploring, building, and shipping. You can also submit and vote on ideas to help shape what comes next.

Question 57

What do I earn for referring someone to SuiteHUD?

Accepted Answer

Every referral pays the same two things: a one-off reward the moment they first pay, and 100 AI credits every month for as long as they keep paying. Refer one person and the one-off is a whole free month of Pro — up to 6 in a rolling year. Introduce a whole company and it is considerably bigger; there is a separate answer below for that. Both halves start together, so you are never waiting on one before the other kicks in. Point 6 people at SuiteHUD who stick around and you have covered half a year of your own subscription.

Question 58

When does a referral actually pay out?

Accepted Answer

The moment they become a paying customer. Sign-ups, installs and trials all move them along in your tracker so you can watch someone getting close, but a trial has not paid us anything yet — so it does not pay you either. The first time real money changes hands, both rewards unlock together.

Question 59

How do I refer someone?

Accepted Answer

Open your Account page. Grab your personal link or code and share it however you like, or fire off an email invite straight from the page. The tracker underneath shows everyone you have invited and how far along they are — invited, signed up, installed, paying — so you can see who is nearly over the line. Email invites hold that address for 30 days, and you can send up to 20 a day.

Question 60

How long do the monthly referral credits keep coming?

Accepted Answer

For as long as they stay. There is no limit on how many referrals can be earning for you at once, no end date on any of them, and they all run in parallel — the credits just keep arriving in your AI balance month after month, and only stop if that customer moves on. Each one is worth about $1.00 of AI usage a month at $0.01 a credit, which quietly adds up in the background while you get on with your day.

Question 61

How do the free months of Pro work?

Accepted Answer

This is the half most people notice first. Every referred Pro customer banks you a free month, up to 6 in a rolling 12 months. It comes off your next Pro bill automatically — and if you are not subscribed when it lands, it extends your Pro access instead, so it is never wasted. It is a proper full month too, AI credit allowance and all, not a watered-down version. They do expire a year after you earn them, so enjoy them rather than hoarding them.

Question 62

What if I introduce a whole company rather than one person?

Accepted Answer

Introduce a company paying for at least 5 seats and you earn 100 AI credits for every paid seat they hold, on top of the usual 100 credits a month while they stay. Anything smaller counts as an ordinary referral. What you get off your own bill depends on how you subscribe: On a team: your team gets a month comped, up to the number of seats you already pay for.; Subscribed to Pro on your own: your Pro goes free, and stays free for as long as at least one company you introduced keeps paying.; Not subscribed yet: a free month, banked and waiting for whenever you decide to start.Seat credits above 2,000 — a company with more than 20 paid seats — get a quick check from us before they land.

Question 63

What if someone else already invited the same person?

Accepted Answer

First invite wins. Everyone can only be linked to one referrer, so if two of you reach the same person, whoever got there first takes it. You cannot refer yourself, and colleagues who would simply be joining your own team do not count — add those from the Team page instead. And if someone forgot to use your code when they signed up, it is not necessarily lost: they can still add it from their Account page, as long as they have not paid for anything yet and your code already existed when they created the account. Once they have subscribed, that door closes.

Question 64

What happens if a referred customer stops paying or their payment is reversed?

Accepted Answer

If they simply move on, the monthly credits stop there and everything you have already earned stays yours. The only time anything is taken back is when a payment is reversed — a refund or chargeback means the money never really arrived, so that referral stops counting and any reward from it you have not spent goes with it. Rare, and never a surprise.

SuiteHUD FAQ — Common Questions for NetSuite Users

What is SuiteHUD?

How do I install SuiteHUD?

What is Search Studio?

What is the difference between the free, Pro, and Enterprise plans?

Does SuiteHUD work in NetSuite sandbox environments?