AI Site Coach

What is the AI Site Coach?

It's like having a smart assistant that reads through all your data and tells you what's important today.

Every time you open the AI Coach, it checks:

• Overdue tasks
• Equipment that's down
• Low inventory items
• Unresolved complaints
• Gauge readings out of range
• Staffing status

Then it gives you a simple summary in plain English.

How to Use It

1. Click AI Site Coach in the sidebar
2. Wait a few seconds while the AI analyzes your data
3. Read your personalized briefing

What You'll See

AI Summary

At the top, a short summary highlighting only the most important items: the AI picks the top issues so you don't have to read everything.

The summary is marked All clear, Needs attention or Critical, the same three words the Portfolio Coach uses for each site.

KPI Sections (All Stacked)

Below the summary, every area of your operation is shown at a glance, all on one page, stacked vertically:

• To-Do: Completion %, Overdue count
• Work Orders: Assign & Start, In Progress, Waiting on parts, Avg Fix Time
• Complaints: Open, In Progress, Resolved, Avg Resolution Time
• Reviews: Current Rating, New Reviews
• Gauges: Out of Range, Not Checked
• Equipment: Offline, Maintenance, Total Downtime
• Orders: Pending, Urgent
• Chemicals: Low Inventory, Excessive Inventory
• Time Clock: Worked Today

Each section has a status dot (green/yellow/red) and a "View" link to jump directly to that feature.

How It Connects

The AI Coach pulls from everywhere:

AI Site Coach reads from:
  ├── Daily Tasks → Completion rate & overdue
  ├── Work Orders → Active & awaiting
  ├── Complaints → Open & resolution time
  ├── Reviews → Rating & new reviews
  ├── Gauges → Out-of-range readings
  ├── Equipment → Offline & downtime
  ├── Orders → Pending & urgent
  ├── Chemicals → Low & excessive levels
  └── Time Clock → Who worked today

Tip

Check the AI Coach first thing every morning. The summary at the top tells you what matters most in seconds.