Practical examples of what you can do with the AI Assistant and AI Agent Teams. Use this as a jumping-off point — anything here works verbatim if you paste it into the assistant.

AI Assistant

The AI Assistant is your on-demand helper. Open it from any page and type or speak what you need.

Create records fast

"Create a work order for a leaking pipe in Building A, high priority, assign it to Mike."
"Add a new piece of equipment — Carrier 50XC rooftop unit on Building A roof, serial 1234ABC."
"Create a quarterly PM for all rooftop units in Building A, assign it to the HVAC team."
"Add ABC Plumbing as a vendor — contact John Smith, 555-1234, Net 30 terms."

Update records without clicking around

"Update WO 3544 — change the status to in progress and assign it to Sarah."
"Reassign all open work orders from John to Maria."
"Change the priority on WO 2823 to emergency."
"Mark the elevator PM schedule as biweekly instead of monthly."

Ask questions about your data

"How many open work orders do we have right now?"
"Which equipment has generated the most work orders in the last year?"
"What was our total labor cost on work orders this month?"
"Which technician has the most overdue work orders?"

Filter a list page

"Show me all HVAC equipment at Building A that hasn't had a PM in 90 days."
"Filter to open work orders assigned to the HVAC team."
"Show me completed work orders in March with a total cost over $500."

Export data

"Export all equipment as an Excel file."
"Export completed work orders from Q1."
"Give me a spreadsheet of all inventory at the main warehouse."

Import from a spreadsheet

"Import work orders from this file." (upload the file first)
"Import our old equipment list — map 'Make' to manufacturer and 'SN' to serial number."
"Load this BMOC assessment into FlowPath equipment."

Log activity on a work order (from the detail page)

"Log 2.5 hours of labor on this work order."
"I used 2 air filters from the main storeroom on this work order."
"Add a vendor invoice from ABC Plumbing for $1,200, invoice number 4455."
"Log a meter reading of 14,350 hours on this work order."

Live stream from the field (mobile)

Tag new equipment: walk up to a unit, tap Live Stream Create, photograph the nameplate, and say "four-ton HVAC, basement mechanical room." Submit and move to the next one.
Update equipment via QR code: tap Live Stream to Update, scan the QR code, say "condition is fair, install date is January 2024."
Close out inspection items: open the inspection, tap Live Stream on item 1, snap a photo, say "door closed and locked, complete it."
Physical inventory count: open a variance adjustment, walk the shelves, scan each bin QR code, say "there's 12 of these." The assistant records each count in the background.

Voice-dictate a batch of updates

On a work order, tap Speak to Update and talk naturally — pause between thoughts:

"Add a do-not-exceed cost of 400." (pause) "Change the priority to low." (pause) "Schedule this for tomorrow at 4." (pause) "Add a comment that I'll be there Tuesday at 4."

Each instruction queues automatically. In autonomous mode they execute in order without confirmation.

Get help using the product

"How do I set up a recurring PM schedule?"
"How does the approval workflow for POs work?"
"How do I create an external form?"

AI Agent Teams

Agent Teams run autonomously in the background on a schedule. You configure them once and they report findings through Automation Alerts. Premium at $200/month per team.

Work Order Agent Team

Auto-create work orders from inbound email: a tenant emails the request inbox; the Inbound Parse Agent creates the work order with location, category, and requester filled in from existing data.
Assign unassigned work orders every morning: the Scheduler Agent runs daily, evaluates each technician's workload, and distributes new work orders automatically. If there's no strong fit, it posts an @all comment so someone can self-assign.
Flag slipping work orders before they're overdue: the Monitoring Agent watches open WOs and marks or comments on ones that are falling behind based on your custom rules.
Weekly slipping-pattern report: the Analysis & Trends Agent runs a scheduled analysis of slipping work orders and posts a narrative finding plus an Excel export to Automation Alerts every Monday.
Auto-close event work orders: write a custom rule — "Move event-related work orders to Completed seven days after the event date" — and the Monitoring Agent handles it.

Equipment Agent Team

Fill in missing equipment data overnight: the Standardization Agent runs on a schedule, finds equipment missing manufacturer, model, or warranty info, and enriches it based on model number lookups.
Create PMs for unprotected equipment: the PM Schedule Agent finds equipment with no PM coverage and creates schedules with the right recurrence and checklist based on equipment type.
Spot callback patterns: the Analysis & Trends Agent flags equipment generating repeat work orders in short windows so you can investigate root causes or evaluate replace-vs-repair.