EZ Assistant

Meet EZ: the AI assistant for service businesses.

Ask by chat or voice and EZ gets it done: new quotes, invoices, jobs, and appointments, answers about any customer, and financial reports on request. EZ is built into EzBiz Pro, so it works with your real customers, jobs, and books.

30-day free trial. No credit card required.

EZ

EZ Assistant

Chat or voice

Invoice Sarah Chen for the furnace repair and text it to her.
Done. Invoice #1058 for $340.00 sent to Sarah by SMS with a secure payment link.

One-tap skills

Morning briefingOverdue invoice sweepCustomer 360

Tap the mic to talk. EZ is tuned to your customer and item names.

An assistant that does the work, not just the talking

EZ works across chat and voice, and every action respects the same role-based permissions as the rest of EzBiz Pro.

One assistant that knows your whole business

Ask about customers, leads, jobs, quotes, invoices, your catalog, the schedule, or the books. EZ understands which part of the business you mean and pulls in the right specialty.

Voice input that hears your business correctly

Press the mic, talk, and EZ transcribes and acts. Transcription is tuned to your own customer and item names, so industry and business-specific terms come through right.

Create and update records by asking

Customers, contacts, leads, jobs, quotes, invoices, catalog items, appointments, events, and tasks: describe what you need once and EZ writes it into the right place.

Send quotes and invoices without leaving chat

Ask EZ to send a quote or invoice by email or SMS. Your customer gets a secure magic link to view it, and you stay in the conversation.

Answers from your books on request

Ask accounting questions and request financial reports in plain English. EZ runs the query against your real data and brings back the numbers.

Eleven built-in skills, one tap each

Guided workflows for the moments that repeat: morning briefing, overdue invoice sweep, customer 360, close out a job, connect an integration, new customer, new lead, new quote, new invoice, new job, and financial reports.

Stop tapping through screens. Just ask EZ.

Try EzBiz Pro free for 30 days. No credit card required.