AI Search - Ask Anything About Your Reports

Search your reports for any information

The AI Search feature allows you to use natural language to find specific data, trends, or history buried across all your previous reports. Instead of filtering through spreadsheets, you can simply ask the system a question.

Getting Started

1. Navigate to the Reports/Tasks screen.
2. Click the AI Search button to open the search dialog, Ask Anything About Your Completed Reports.

Crafting Your Prompt

The search engine understands context, so you can speak to it like a colleague. Your prompts can include:

• Action Verbs: Use words like List, Count, or Show.
• Customer & Property Specifics: Type a customer name, and the system will automatically match it to your database.
  • Note: If a customer has multiple properties or similar names, use the Customer dropdown in the dialog to refine your selection before searching.
• Timeframes: Specify dates naturally, such as “Last year,” “This month,” or “Between June 2025 and August 2025.”
• Keywords & Findings: Search for specific phrases found within report notes, such as:
  • “Pool fill issue”
  • “Moisture detected”
  • “Leak present in master bedroom”

Examples of Powerful Prompts

• “Count how many pool fill issues we found last summer.”
• “Show all reports for Smith between January and March.”
• “List all properties where moisture was detected in 2025.”

Reviewing Results

Once the AI generates your list, the results table shows the date, property, report, how well it matched and a short summary:

• View Details: Read the Summary column to see why each report matched.
• Open Report: Click the report link in a row to open the published report in a new tab.