Using the AI Report Builder

What Is the AI Report Builder?

The AI Report Builder lets you generate business reports by describing what you want in plain English — no spreadsheet skills or SQL required. It's connected to all your CrewBrix data: jobs, invoices, payments, expenses, customers, and team performance.

Access it at Reports → AI Report Builder.

Asking Questions

Type your question or request in the chat interface. Examples:

Revenue and billing:

• "Show me revenue by month for the last 6 months."
• "Which 10 customers generated the most revenue this year?"
• "What's my average invoice value compared to last quarter?"

Operations:

• "How many jobs did each technician complete this month?"
• "What percentage of jobs are completed on the first visit?"
• "Show me jobs that went over the estimated time by more than 30%."

Cash flow:

• "What's my current accounts receivable balance?"
• "How much revenue is expected in the next 30 days from outstanding invoices?"

Customers:

• "Who are my at-risk customers with an open balance?"
• "How many new customers did we add each month this year?"

Built-In Report Types

For common reports, use the quick-access buttons:

• P&L Statement — revenue, cost of goods sold, gross profit, operating expenses, net profit for any date range.
• Cash Flow — money in vs. money out by month.
• Balance Sheet — assets, liabilities, and equity snapshot.
• Expense Report — expenses by category, technician, or job.
• Technician Performance — jobs completed, hours worked, revenue generated, satisfaction scores.

Exporting Reports

Every report can be exported:

1. After generating a report, tap Export.
2. Choose PDF (formatted for printing or sharing) or CSV (for Excel or your accountant).
3. The file downloads to your device or is emailed to you.

Scheduling Recurring Reports

Set up a recurring report that lands in your inbox automatically:

1. Generate the report you want.
2. Tap Schedule Report.
3. Set the frequency (weekly, monthly, quarterly) and recipients.
4. Tap Save.

The report runs automatically at the start of each period and is emailed as a PDF.