Business Insights

Ask your business a question. Get an answer.

The AI Copilot understands your live data — jobs, customers, invoices, techs — and answers questions in plain English.

AI Copilot chat surface on the Ratchly dashboard.

The problem

The answer is in your data. Getting to it isn't.

You know the info exists somewhere — 'which customers haven't been serviced in 12 months?' — but building the report is a Saturday project.

Simple questions require complex report-building
New owners can't self-serve without training
Insights die because they're too much work to surface

How Ratchly solves it

Chat with your business.

Ask Copilot: 'Who's late today?' 'Which customers haven't been serviced in a year?' 'What's revenue trending this month vs. last?' It answers instantly, with clickable links to the underlying records.

Grounded in your live data

Copilot only answers from your jobs, customers, invoices, and techs — no hallucinations.

Cited answers

Every response links to the underlying records for verification.

Role-aware

Owners see all data; techs see only their own — Copilot respects the same permissions.

Powered by Lovable AI

Uses top-tier models under the hood at no extra cost to you.

Walkthrough

See it in the real product.

Every screenshot below is a live capture from a Ratchly account — not a mockup.

One tap from the dashboard

The Copilot button lives on every page — always one tap from an answer.

Rich context from every page

Ask from a customer profile and Copilot understands you mean that customer.

Benefits

What it means for your shop.

Answer any question about the business in seconds
New owners onboard in hours, not weeks
Insights surface constantly instead of once a quarter

FAQ

AI Copilot — quick answers.

Does Copilot cost extra?

No. The AI Copilot is included in every plan at no additional charge.

Can Copilot take actions?

Yes — with permission. Owners can allow Copilot to send an invoice reminder, reassign a job, or draft a message.

Related features