Ask your business anything.
Spot trends, understand margins, and get plain-English answers about your numbers — the AI assistant turns your data into decisions.
Data lives where you work
Jobs, quotes, invoices, clients, and team all update the same living dataset — so insights reflect reality.
Ask in plain English
"What's my margin on quotes this month?" — the assistant answers with numbers, trends, and context.
See it before it bites
Reports on revenue, job completion, and team performance surface the trends that deserve your attention.
Questions about this workflow
What can I ask about?
Revenue, quotes, job completion, clients, team performance, and more — using your actual platform data.
Where do the numbers come from?
Directly from your quotes, jobs, invoices, and CRM records in Service Zen — no external model or guessing.
Is it private?
Insights run on your provider data, in your account. Only you (and your team, as configured) can see it.