Ask questions about your work history in plain English.

AI Assistant

Available on the Pro plan.

The TechsBox AI Assistant lets you ask questions about your shop's data using plain English. No reports to run, no filters to configure: just ask.

What Can You Ask?

The AI has access to your jobs, customers, invoices, and repair history. Here are some examples:

• "How many jobs did we complete last month?"
• "What's our average repair time for iPhone screen replacements?"
• "Which technician completed the most jobs this quarter?"
• "Show me all open jobs for Tech Time customers"
• "What's our revenue this week compared to last week?"
• "How many times has John Smith brought in his MacBook?"
• "What are the most common repairs we do?"

How to Use It

1. Click AI in the sidebar
2. Type your question in plain English
3. Get an answer

The AI understands context and follow-ups. Ask a question, then drill deeper:

"How many jobs did we complete last month?" 142 jobs completed in January.

"Break that down by technician" Mike: 58 jobs, Sarah: 47 jobs, Alex: 37 jobs.

Privacy & Data

• The AI only accesses your shop's data: it can't see other shops
• Conversations are saved to your shop's account so you can come back to them
• Answers come from Anthropic's Claude. Your question and the shop data needed to answer it, which can include customer names and contact details, are sent to Anthropic to generate the answer

Tips for Better Answers

• Be specific: "revenue last month" works better than "how are we doing"
• Use names: "jobs assigned to Mike" instead of "that tech's jobs"
• Ask follow-ups: the AI remembers context within a conversation