🌅 Morning check-in
“Give me a rundown of today: what’s scheduled, who’s assigned, and anything that’s missing an employee.”
“What jobs are on the schedule today and what’s their status?”
“What recurring jobs are coming up this week that haven’t been scheduled yet?”
Catches gaps in the recurring schedule before the week starts — not after a customer calls wondering where you are.
💰 Chasing money
“Show me all unpaid invoices over 1000, sorted by how long they’ve been outstanding.”
“Which customers have a balance over 5,000?”
“Pull up every invoice that’s more than 30 days past due.”
“Which customers have jobs completed in the last 2 weeks that haven’t been invoiced?”
A common revenue leak — jobs get done, invoices never go out. This catches it before it compounds.
📋 Estimates pipeline
“What are my 10 largest open estimates right now?”
“Which estimates haven’t been updated in more than 2 weeks?”
“How much total revenue is sitting in open estimates?”
“Show me all estimates that were declined this month. What reasons were given?”
Understanding why you’re losing estimates is more valuable than knowing you lost them.
👥 Employee & crew check
“Who’s working tomorrow and what are they assigned to?”
“Show me any visits this week that don’t have an employee assigned.”
“How many hours has [employee name] logged this month?”
“Show me [employee name]’s schedule for the next 7 days.”
Useful before a 1:1 or before assigning more work — check if someone’s already maxed out.
👤 Customer lookup
“Pull up everything we have on [customer name].”
“Show me customers who haven’t had a job in the last 90 days.”
“Who are my top 10 customers by total job value this year?”
Your best customers often go unrecognized. Know who they are before a renewal push or end-of-year outreach.
🌇 End of day wrap-up
“Summarize today — what got completed, what’s still open, and anything I should follow up on.”
“Which jobs completed today still need to be invoiced?”
A single prompt that closes the revenue loop each night.
📅 Jobs & scheduling
“Which jobs were marked complete today?”
Quick EOD confirmation of what actually got done, without opening the calendar.
“Are there any jobs still open from last week?”
Catches carryover work before it quietly slips through the cracks.
“Show me all jobs for [customer name] in the last 6 months — status, dates, and who did the work.”
Perfect before a renewal conversation or a customer service call. Everything in one place.
📊 Performance & budget analysis
These take a few seconds more than a lookup — but deliver insights that used to take hours in a spreadsheet.
“For all [job type] jobs last month, compare clocked hours to budgeted hours. Which jobs went over, and by how much?”
One of our earliest members uses this monthly to drive repricing decisions.
💬 Example answer: “Residential mowing: avg 1.2 hrs clocked vs 1.0 budgeted. 23 of 87 jobs over budget. Biggest overrun: Smith property — 3.1 hrs vs 1.5 budgeted.”
“Which job types have the worst clocked-vs-budgeted ratio over the last 90 days?”
Surfaces which services are consistently underpriced or misbid — before it eats into your margin all year.
“How many hours were logged across all jobs last week, broken down by employee?”
A payroll sanity check in one question. Spot who’s over-logged, who’s under-logged, and where time actually went.
🔄 Win-back & retention
“Show me customers who had regular jobs last year but have nothing scheduled this year.”
Your most likely lapsed customers. This list is ready-made for a win-back campaign.
“Who hasn’t had a job in 6 months but was active before that?”
A tighter cut — these are the ones worth a personal call, not just an email blast.
“Find all customers tagged as [tag name].”
If you’re using tags for customer segments, this surfaces them instantly for targeted outreach or pricing reviews.
💡 Tip: The more specific you are, the better your AI assistant’s answers. Add a customer name, date range, or dollar amount and you’ll get sharper results.
Full reference: everything you can ask about
Not looking for a ready-made prompt? Here’s the full list of what your AI assistant can access.
Scheduling & Jobs
“What’s on the schedule tomorrow?”
“Which jobs are unassigned this week?”
“Show me all open jobs for [customer name].”
“What recurring jobs are coming up in the next 30 days?”
Estimates & Sales
“What are my 10 biggest open estimates?”
“How many estimates did we send this month, and what’s the total value?”
“Which estimates haven’t had any activity in 30+ days?”
“Show me all estimates for [customer name].”
Invoices & Billing
“Which customers have unpaid invoices over 00?”
“What’s my total outstanding balance right now?”
“Show me all invoices from this week.”
“Which invoices are more than 60 days past due?”
Customers
“Find the contact info for [customer name].”
“Show me customers who haven’t had a job in 6 months.”
“How many active customers do I have?”
“Which customers have the most open jobs?”
Time Tracking
“How many hours did [employee name] log this week?”
“Show me all time entries for [job name].”
“Which jobs went over their budgeted hours this month?”
Employees & Crews
“Who’s scheduled to work tomorrow?”
“Show me [employee name]’s upcoming jobs.”
“Which crew members are unassigned this week?”
End-to-End Workflows
“Pull up all invoices over 60 days past due and summarize them.”
“Show me this week’s schedule and flag any jobs without an assigned employee.”
“Give me a daily summary — open jobs, unassigned visits, and unpaid invoices over ,000.”
There are some things not yet available. See Known Limitations & What’s Coming for the full list.