Help Center · Using AI
Ask Claude, your AI assistant
0:45 · captions are built into the video · narrated by Hannah
Ask Claude, your AI assistant
Service Biz Pro has an AI assistant built into the office hub. It answers questions about your customers, jobs and money in plain English, and it can prepare changes for you to approve.
Open the assistant
- Click Ask Claude at the top right of any screen. (0:05)
- The Claude panel opens on the right.
Ask a question
- Type your question in the box at the bottom, or tap one of the suggested questions. (0:09)
- Example: "Who is due for a reseal in the next 60 days in Sarasota?" Claude checks your records and answers in seconds. (0:17)
- Example: "Which completed jobs have not been paid yet?" (0:26)
Let Claude prepare changes
- Claude can update a job, draft follow-ups and more. (0:29)
- Nothing is saved or sent until you click Approve. The box under the question bar reminds you: "Changes wait for your Approve."
Panel controls
- + starts a new conversation. (0:38)
- The expand button makes the panel larger.
- × closes it.
Good to know
- Claude can make mistakes. Check important numbers in the CRM before acting on them.
- Claude only sees your own company's data.