What can I ask the AI Copilot?

You can ask Copilot anything about your business in plain English — for example which leads you haven't followed up, which invoices are overdue, your best lead source this month, or to draft a reply to a customer. It uses your live data to answer accurately.

Can Copilot take actions for me?

Yes. Beyond answering questions, Copilot can draft quotes, replies and follow-ups, and with your approval take actions such as chasing unpaid invoices or sending a follow-up to stale leads.

Does Copilot work on my phone?

Copilot is available on both web and mobile, including voice responses, so your assistant is always with you whether you're in the office or on site.

Is my business data kept private?

Yes. Copilot only uses your own business data to help you, and that data is encrypted and held securely on EU servers in line with GDPR. We never sell your data.

Home/Features/AI Copilot

AI Copilot

Your always-on business assistant, powered by AI

Ask Copilot anything — from 'chase my unpaid invoices' to 'what's my best lead source this month?' It knows your business, drafts your replies and gets work done while you're on the tools.

14-day free trial All features

24/7

always available

Plain

English answers

1 tap

to take action

Daily

briefings & nudges

Running a trade business means a hundred small decisions and follow-ups every day. Copilot is the assistant that handles them — it understands your leads, jobs, quotes and invoices, answers questions in plain English, drafts messages for you, and proactively flags what needs attention, so nothing slips and you stay focused on the work.

How it works

Up and running in four simple steps

Ask in plain English

Type or speak a question about your business — no menus, no training.

Copilot knows your data

It draws on your live leads, jobs, quotes and invoices to answer accurately.

It drafts and acts

Copilot writes replies and follow-ups and can take actions on your say-so.

Stay ahead with nudges

Daily briefings and end-of-day nudges keep you on top of what matters.

Capabilities

Everything ai copilot includes

The detail that makes the difference — every capability, built for the way trades actually work.

Natural-language Q&A

Ask anything about your business and get a clear, accurate answer instantly.

Drafts quotes, replies & follow-ups

Copilot writes professional messages you can review and send in a tap.

Surfaces overdue invoices

It flags unpaid invoices and can chase them for you automatically.

Spots stale leads

Copilot highlights leads going cold so you can win them back.

Daily briefing

Start the day with a summary of what needs your attention.

End-of-day nudge

Wrap up with a reminder of anything left undone.

Suggested next actions

Get a prioritised list of the highest-impact things to do next.

Customer history summaries

Instantly summarise everything that's happened with a customer.

Voice responses

Hear answers read aloud — handy when your hands are full on site.

Works on web & mobile

Your assistant is always in your pocket, wherever the job is.

Get answers about your business in seconds

Let AI handle the chasing and the admin

Never let an invoice or lead slip again

FAQs

AI Copilot questions, answered

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