Field Promax

AI-Powered Reports

Use natural language to generate custom reports instantly. Type a question in plain English and the AI engine builds a report with the relevant data, columns, and formatting.

Before you start:

  • You must have an Administrator role to access AI Reports.
  • Your FieldPromax subscription must include the AI Reports feature.

How to Access

Navigate to Reports from the main menu. Click the AI Reports tab at the top of the reports selection page.

Enter a Natural Language Prompt

  1. On the AI Reports tab, you see a text input field with the prompt "Ask a question about your data...".
  2. Type your question in plain English. For example:
    • "Who are my top customers by revenue?"
    • "Show me all open work orders"
    • "Show technician performance for last month"
    • "What are my unapproved estimates?"
    • "Show me all payments from last month"
  3. Click Send or press Enter to submit the query.

Result: The AI engine processes your question, identifies the relevant data, and generates a report with appropriate columns and formatting. A loading indicator appears while the report is being built.

Sample Questions

If you are not sure what to ask, the AI Reports tab displays a list of sample questions you can click to use immediately:

  • "Who are my top customers by revenue?"
  • "What work orders are still open?"
  • "Show me all my customers"
  • "Show technician performance for last month"
  • "Show me all unapproved estimates"
  • "Show me all my payments from last month"
  • "Show today's routes"
  • "Show me all expenses"
  • "Show me new customers from last month"
  • "Show me all recurring work orders"

Click any sample question to run it instantly without typing.

Review the AI-Generated Report

Once the report is generated, the results appear in an interactive grid with:

  • Report Name — the AI assigns a descriptive name based on your query.
  • Reasoning — a brief explanation of how the AI interpreted your question and what data it pulled.
  • Confidence Score — a percentage indicating how confident the AI is in the results.
  • Processing Time — how long the query took to execute.
  • Data Grid — the report data displayed in a sortable, searchable grid with automatically sized columns.

The grid auto-formats currency values with dollar signs, dates in a readable format, and numeric values with appropriate precision.

Search and Sort Results

  1. Use the search box above the grid to filter results by any value.
  2. Click any column header to sort the data ascending or descending.
  3. The filtered count updates to show how many rows match your search.

Export AI Reports

Click the Export to Excel button to download the AI-generated report as a spreadsheet. This is useful for further analysis, sharing with team members, or archiving.

Tip: Be as specific as possible in your query for the best results. Instead of "show me work orders," try "show me open work orders assigned to John from the last 30 days." The more context you provide, the more accurate and relevant the report will be.

Clear and Start Over

Click the Clear button to reset the AI Reports tab. This removes the current query, results, and any search filters, letting you start fresh with a new question.

Next Steps