Introducing Lumi, your AI-powered business intelligence assistant, powered by ServicePanda AI and built to help you understand your ServiceWorks business like never before.
Every day, your service business generates an incredible amount of information.
Customers schedule appointments. Technicians complete jobs. Parts are ordered and received. Invoices are generated. Payments are collected. Inventory moves. And hundreds of decisions are made along the way.
All of this information lives inside ServiceWorks.
But here’s the real question:
Are you getting the full value of the data your business generates every day?
Most business owners know their software contains valuable information. The challenge is finding it, connecting it, and understanding what it means.
That’s where Lumi comes in.
Meet Lumi: Your AI Business Companion
Lumi is your intelligent business assistant, powered by ServicePanda AI.
Designed specifically for the ServiceWorks ecosystem, Lumi helps you interact with your business information through natural, everyday conversation.
No complicated report configurations. No searching through endless screens. No need to know exactly which report contains the information you’re looking for.
Just ask Lumi.
Want to know how your business performed yesterday? Ask Lumi.
Wondering which technicians are generating the most revenue? Ask Lumi.
Trying to understand why jobs are taking longer to complete? Ask Lumi.
Need to identify customers with outstanding balances? Ask Lumi.
Lumi helps transform the information already stored in ServiceWorks into answers you can actually use.
One Business. Thousands of Data Points. One Intelligent Assistant.
ServiceWorks connects nearly every aspect of your field service operation.
Lumi is designed to understand that connected information, helping you explore data across different areas of your business.
Jobs and Service Operations
Ask about open jobs, completed services, appointments, scheduling activity, job statuses, and operational trends.
Technicians and Productivity
Explore technician performance, completed jobs, revenue generated, and productivity comparisons.
Customers and Service History
Understand customer activity, service history, repeat business, and outstanding accounts.
Inventory and Parts
Investigate inventory levels, purchase orders, pending parts, parts usage, and other inventory-related information.
Financial Performance
Explore invoices, payments, outstanding receivables, revenue patterns, and financial activity.
Business Trends and Insights
Compare performance across time periods, recognize operational patterns, and investigate areas that may need your attention.
Instead of treating every module as a separate source of information, Lumi helps you see the bigger picture.
What Can You Ask Lumi?
Imagine starting your day by opening ServiceWorks, selecting Ask Lumi from the menu, and typing a simple question.
“How is my business doing today?”
Lumi can help summarize relevant business activity, so you can quickly understand what’s happening.
“Which technicians completed the most jobs this month?”
Explore technician productivity and compare performance.
“How much revenue did we generate last week compared to the previous week?”
Understand revenue trends without manually calculating totals.
“Which customers have outstanding invoices?”
Identify unpaid balances and explore your accounts receivable.
“How many jobs are waiting for parts?”
Understand potential delays and where your team may need to focus.
“Which parts are used most frequently?”
Explore parts usage patterns that may help with inventory decisions.
“How many repeat customers did we have this quarter?”
Understand returning customer activity and service relationships.
These are examples of the types of questions Lumi is designed to support, based on the information available within ServiceWorks.
And the best part?
You don’t have to speak the language of software. Lumi is designed to understand the language of your business.
Go Beyond Reports. Start a Conversation.
Traditional reporting tools are powerful, but they generally require you to know what you’re looking for.
You select a report, choose filters, set a date range, and analyze the results.
But business questions don’t always fit neatly into predefined reports.
Sometimes one answer leads to another question.
For example:
You: “How many jobs did we complete last month?”
Lumi: Provides your completed job count.
You: “How does that compare to the previous month?”
Lumi: Helps you understand the change.
You: “Which technicians had the biggest decrease?”
Lumi: Helps you investigate technician-level performance.
You: “Were more jobs waiting for parts?”
Lumi: Helps you explore related parts and job information.
That’s the power of conversational business intelligence.
Instead of repeatedly navigating through different reports, you can explore your business information through a connected conversation.
From Data to Better Decisions
Lumi is about more than finding information.
It’s about helping businesses make better decisions.
Consider a service company that completes hundreds of jobs every week.
The owner notices that revenue is down, even though the number of scheduled appointments remains relatively steady.
Understanding what’s happening may require looking at several different areas:
- Jobs completed versus jobs scheduled
- Average revenue per completed job
- Technician productivity
- Jobs delayed by parts
- Invoicing and payment activity
- Changes in customer service volume
Traditionally, investigating these questions could require multiple reports and considerable analysis.
Lumi is designed to make this type of investigation more accessible by helping users explore their connected ServiceWorks information.
The goal isn’t simply to give you more data. It’s to help you understand what deserves your attention.
Business Intelligence for Everyone
You shouldn’t need to be a data analyst to understand how your business is performing.
Lumi is designed to bring accessible business intelligence to different roles across your organization.
For Business Owners: Understand revenue, business performance, customer activity, and operational trends.
For Service Managers: Explore job statuses, technician performance, scheduling activity, and operational bottlenecks.
For Parts Managers: Investigate parts usage, purchase orders, inventory availability, and pending parts.
For Accounting and Office Teams: Understand invoices, payments, accounts receivable, and customer balances.
Whether you’re running a small appliance repair company or managing a large field service operation, Lumi helps make your business information easier to understand.
Built for Field Service. Powered by ServicePanda AI.
Lumi is not just another generic AI chatbot.
It’s built around the ServiceWorks ecosystem and the operational realities of field service businesses.
From the moment a customer requests service to the moment the final payment is collected, ServiceWorks manages the information that keeps your business moving.
Lumi is designed to make that information more accessible through a conversational experience.
Powered by ServicePanda AI, Lumi represents our vision for the next generation of field service software—one where technology doesn’t just store and organize information, but helps businesses understand and use it.
And because Lumi works with information from your ServiceWorks environment, the experience is focused on your actual business activity, subject to available data and access permissions.
How to Get Started with Lumi
Getting started is designed to be simple.
- Log in to your ServiceWorks account.
- Navigate to the Ask Lumi menu.
- Type a question about your business in everyday language.
- Review Lumi’s response and continue exploring with follow-up questions.
No need to start with a complicated report.
Just start with a question you’ve always wanted to answer about your business.
The Future of ServiceWorks Is Intelligent
At ServiceWorks, we’ve always believed that technology should make running a service business easier.
Over the years, we’ve helped service companies manage scheduling, dispatching, customers, technicians, inventory, invoicing, payments, and much more.
Now, we’re taking the next step.
We’re making the information inside ServiceWorks more conversational, accessible, and intelligent.
Because the future of business software isn’t just about entering data.
It’s about understanding your business.
It’s about recognizing opportunities, identifying challenges, and making informed decisions faster.
It’s about spending less time searching for answers and more time acting on them.
And that future has a name.
Lumi.
Ready to Meet Lumi?
Your business already has the information.
Now it’s time to start asking better questions.
Open ServiceWorks. Find Ask Lumi. And discover what your business data can tell you.
Lumi is powered by ServicePanda AI. Specific insights and supported questions depend on available ServiceWorks data, user permissions, and enabled functionality.
