Natural-language search and action across customers, jobs, estimates, invoices, inventory, vendors, and reports. Bring Your Own Key (OpenAI or Anthropic) on Growth and Scale, so cost and data stay with you.
Every example below is a real cross-module query — the answer reads CRM, jobs, invoices, inventory, maintenance, and reviews from one platform. No silos, no module switching, no exports.
Win-back priority: Acme HVAC. 3 late jobs · 2 invoices > 60d · 2★ last review · maintenance overdue 22d. Win-back probability 18%, recovery cost $1,400.
Top 3 leakage points: rework on AC installs (−9%), late-payment fees absorbed (−4%), parts marked up below cost on 11 jobs.
Rahul: $4,820 (4 jobs) · Priya: $3,560 (3 jobs) · Anand: $1,930 (2 jobs, 1 callback eating 22%).
8 jobs · 2 conflicts. Tech Rahul double-booked 10–12. Estimate for Bharath Properties needs sign-off before crew dispatch. Recommend: rebook Rahul's 11 AM service to Priya (free slot).
3 jobs flagged. J-2284 (Rahul, 14:00): 65% chance >90 min — historical mean for this customer is 110 min. J-2287: parts not yet picked from inventory.
12 renewals worth ₹4.8L. 9 high-confidence (paid on time, no escalations). 3 at risk: open complaints or last service NPS < 7. Draft renewal offers ready.
14 matches · ₹3.2L outstanding. Top 3: Whitefield Towers (₹68k, 47 days), Indiranagar Heights (₹52k, 41 days), Koramangala Office Park (₹38k, 35 days). Send dunning sequence?
Estimate pre-filled. Standard line items applied from price list. Per-line HSN/SAC tagged. GST split for Karnataka (CGST + SGST). Margin 31% — above your floor (25%). Review before sending.
Tuesday 10:30 AM via WhatsApp. Historical pattern: they read messages 09–11 AM weekdays, accept estimates within 36h of read receipt. Last estimate viewed but not opened in portal — token still valid 5 days.
7 SKUs flagged. R-410A refrigerant cans (4 days), 5kW capacitors (8 days), 2-ton compressors (11 days). Auto-draft POs ready for 2 vendors — your usual lead times applied.
Counter-proposal drafted. Reference quotes from 3 alt vendors (avg ₹1,820 vs their ₹1,964). Includes your usual NET-30 terms, 50-unit MOQ, and 12-month price-lock ask. Send via vendor magic-link.
Scope inferred from 4 photos. 2-ton split AC, condenser fan stalled, gas leak likely (oil residue on copper). Materials: compressor (₹14,800), capacitor (₹420), refrigerant top-up. Labour: 3.5h. Total ₹21,640 incl GST. Review & edit.
These examples are illustrative of the query shape and response style. Actual answers will reflect your tenant's data, your role's access, and your configured AI provider. Free Data Insights run without an LLM call; Smart Actions like Photo Estimator require your BYO API key on Growth+ (Scale for vision models).
Ask. The platform answers. Free on every plan. BYOK on Growth+.
