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 your data 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 on the sparkle icon at the top of the right sidebar to open your AI chat threads.
The Analyst AI team member is represented by the yellow glasses icon.
Start asking the Analyst AI team member all of your business coaching questions!
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.