Ask the assistant

The assistant is a chat that answers how-to and what-next questions about LawnLedger, and questions about your own numbers. It reads these help guides to explain things, checks how far your setup has come, and reads your reports when you ask who owes you, how last month went or which jobs lost money.

It’s included with every plan, the trial included.

Where it is

Ask AI in the header, on a desktop-sized screen.
The ask bar on your dashboard, on every screen size. It has two ready-made questions: “What should I set up next?”, and “Who owes me money?” when your role can open Reports (“How do I send an estimate?” otherwise).
Search (⌘K, or the magnifier in the header on a phone), then Ask the assistant under Help.
The last card of the tour, Ask what to set up next.

The drawer opens on the right with three starter questions. Type anything else in the box.

What it can do

Explain how to do something. “How do I add a service address?” It reads the relevant guide and tells you in words: which sidebar item, which button.
Tell you what’s next. It checks which setup steps are done (company details, time zone, logo, services, customers, estimates sent, invoices sent, payments received, Stripe, QuickBooks, team) and points at the first ones that aren’t.
Read your numbers. “Who owes me money?”, “What did we invoice in May?”, “What did we spend on fuel last month?”, “Which jobs lost money?”, “Read me the P&L.” It reads the same report you would open, quotes its figures as the report shows them, and says which report and which days they came from:
- Accounts Receivable Aging - who owes you, and how far past due.
- Revenue Summary, Sales by Customer and Sales by Service - what was invoiced and collected.
- Expense Summary and Expenses by Vendor - what was spent.
- Job Costing - revenue, cost and margin per job.
- Income Statement and Balance Sheet - from your books, when they’re switched on.
Answer in Spanish when you write in Spanish, preferring the Spanish guides where one exists.
Set up a report or a draft for you to check. In the report builder, Describe the report you want turns “unpaid invoices by customer, last quarter” into the builder’s settings. On Invoices and Estimates, Draft with AI turns “invoice Sarah Williams for two mowing visits and a mulch install at $480” into a draft in the editor: it finds the customer by name in your own list, takes line prices from your services (or the price you stated), and says what it couldn’t match. Both only fill things in - you look, change anything, and save it yourself, and they stick to what you’re allowed to see and create.

Under each answer, From the guide: lists the pages it read, and From: the reports, as links. Click through when you want the full version.

It reads only what you could open yourself. A report your role can’t see, or one your plan doesn’t include, it can’t read either: it tells you why rather than guessing. A crew member limited to their own jobs gets their own jobs’ figures and nobody else’s.

What it can’t do

Change anything on its own. It reads reports and proposes; it won’t create, send, edit or delete anything until you do. It describes how you do it.
Do its own math. It quotes the report’s figures rather than adding them up itself. For a number no report shows, it tells you which report to open.
Know things the guides don’t. If a guide doesn’t cover it, it says so and points you to support.

Answers are generated and can be wrong. For anything that matters, open the guide or report it cites. Nothing you type is stored; the app keeps only how many questions were asked, what they cost, and which guides were read. When you ask about your numbers, the report it reads - customer names and amounts included - goes to the AI provider to write that one answer, and is not kept.

The monthly allowance

Each company has a monthly allowance of assistant usage, generous enough for a team learning the app. When it’s used up, the drawer says so and resets on the 1st. The help guides at docs.lawnledgercrm.com never stop working.

Troubleshooting

I don’t see Ask AI. On a phone it’s in the dashboard ask bar and the search menu, not the header. On a desktop, if it’s missing entirely, your plan doesn’t carry it; contact support and ask for it to be switched on.

“The assistant is busy right now.” Try again in a moment. Your question wasn’t lost.

“That took too many steps.” Ask a narrower question. One thing at a time works best.