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VanessaH's avatar
VanessaH
Contributor 2
2 months ago

Tips to label 'Products & Services' and 'line items' so AI can identify

Can we get some tips please on best way to set up 'line items' or 'products & services' in QB to ensure Copilot and AI Receptionist can identify?

I tried the question 'how many deep cleans in 2024 have we served' in Copilot and it said it 'couldn't use real-time date to answer the question.'

We currently have our line items listed as follows for example:

  • Cleaning Services - Residential - Deep Clean
  • Cleaning Services - Residential - One-Time or Initial General House Clean
  • Cleaning Services - Residential - General House Clean - Every 2 weeks
  • Cleaning Services - Commercial - General Clean - Weekly
  • Cleaning Services - Commercial - Deep Clean