What is Analyst AI?
Managing business finances can be complex, but Analyst AI is here to simplify the process. Analyst AI eliminates manual setup, making it easy to generate a report based on your desired criteria.
Simply ask Analyst a question about data within your reporting dashboard in Housecall Pro, and it will handle the rest—returning a ready-made report that can be saved with just a click of a button.
By leveraging Analyst AI, you’re able to optimize your business operations, improve profitability, and streamline your expense tracking and revenue forecasting.
Here are just a few examples of the great questions you can ask our Analyst AI team:
What is my job revenue year to date?
How much money did I make last week?
What is my gross profit on jobs completed last week?
Can you compare my job types in 2024?
Which technician had the highest average ticket last month?
What is my average job size for November 2024?
How to Use Analyst AI
To use Analyst AI:
When logged into your Housecall Pro account on the web, click the sparkle icon ✨ at the top of the right sidebar to open your AI Team chat threads.
The Analyst AI team member is represented by this avatar.
Ask Analyst AI to generate a report using your real business data.
Analyst AI on Reporting Pages
A faster, easier way to get insights, right where you need them.
You’ll now see an "Ask Analyst AI" button across all reporting screens in Housecall Pro. This gives you a quick way to start a conversation with Analyst AI and get instant answers to your data questions, without ever leaving the page.
When clicked, the chat opens in the right sidebar, making it easy to stay focused while getting real-time insights based on your reporting data. You can also save custom reports from the chat directly to your dashboard for fast access later.
What you can expect:
Faster Reporting Help: Get immediate answers to your reporting questions without needing to contact support.
Effortless Custom Reports: Ask Analyst AI to build and save reports tailored to your needs, with no manual setup required.
Integrated Experience: Available right in your reporting tools, so it fits naturally into your workflow.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.