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Monday morning

These questions bring several reports together into one answer. They're a good way to start the week.

  1. What needs my attention today?
  2. What's waiting for me to approve?
  3. What's the oldest thing waiting for approval?
  4. Which projects are behind and overspent?
  5. How is Riverside doing overall?

Money

  1. How much have we claimed this year?
  2. How much is left to claim?
  3. Which projects are overspent, and how much of it hasn't been accepted?
  4. Which cost codes are overspent?
  5. How much have we claimed but not been paid?
  6. What's approved but not paid?
  7. How long do invoices take to get paid?
  8. Which invoices haven't gone to Xero?
  9. How much CIS have we deducted this year?
  10. How much retention are we holding, and when is the next release?
  11. What's our margin on Riverside?

Projects and plots

  1. How far along is Riverside?
  2. Which plots are overdue?
  3. Which plots finish in the next two weeks?
  4. Which projects have tasks with outstanding issues?
  5. Which plot on Riverside is furthest behind?
  6. Compare Riverside and Hillside.

People and sites

  1. Who's on site right now?
  2. Who forgot to clock out this week?
  3. How many timesheets are waiting for approval?
  4. Who worked the most hours this month?
  5. Who's off next week?
  6. Whose documents expire in the next 30 days?
  7. Who has no pay rate set?
  8. Who hasn't logged in for a month?

Quality and aftercare

  1. What's our QC pass rate?
  2. Which plots failed QC this month?
  3. Where is remedial work outstanding?
  4. Which defects have been open more than 28 days?
  5. Which house type has the most defects?

Pricing and estimates

  1. Has the price of first fix gone up?
  2. How has the price of 1st fix wiring changed over the last two years?
  3. What do we spend most on in expenses?
  4. What quotes are out with clients?
  5. What's our win rate?

Some questions depend on the matching DuoApp feature. "Who's on site right now?" needs site attendance, for example, and "How much retention are we holding?" needs retention switched on. If your company doesn't use a feature, Duo AI can't answer questions about it.

Tips for good answers

  • Use the names you use in DuoApp. A project name, job code, person or house type is enough. "Riverside" works as well as the full project name.
  • Ask from the page you're on. Open a project and ask "How is this project doing?". Duo AI knows which project you mean.
  • Follow up. "And last month?", "Just the invoices" and "How about 2nd fix?" carry on from the previous answer.
  • Check the source. Every answer says which report it looked at and links to it in DuoApp, so you can open the full figures and act on them.
  • Be specific about time. "This month", "last quarter" or "since January" give you a tighter answer than "recently".

What it won't answer, on purpose

Ask Duo AI only reads, and it keeps away from personal details. It won't:

  • Change anything. It won't approve invoices, change a price or delete a task.
  • Read personal details. It won't give you phone numbers, email addresses, bank or VAT details, homeowners' details, locations, leave notes or appointment notes. It points you to the right page instead.
  • Forecast. It answers from what's recorded, so it won't tell you whether a project will finish on time.
  • Look outside your company. It only sees your own company's data, so it can't tell you how other firms price their work.

For the full picture of Duo AI, including the document reader, receipt scanning, the weekly digest and AI estimating, see the Duo AI page.