EasyBase Assistant

Talk to your business.

Ask anything, change anything — by text or completely hands-free by voice. Backed by 41 real CRM actions, one-tap undo and a visible trail of exactly what it looked up.

Included with every EasyBase Cloud subscription.

01 — It acts, it doesn’t advise
An assistant with hands

Any AI can read your data. This one writes to it.

It books the appointment, records the payment, files the holiday — against your live company data, not a copy.

41

server-side actions. Seventeen you’ll use every day.

Reads
What every AI can do
06
  • search contacts
  • list jobs
  • list open enquiries
  • check the calendar
  • check team holidays
  • pull your daily briefing
Writes
What almost none can
11
  • create an enquiry
  • create a contact
  • book an appointment
  • complete a task
  • add a note
  • move a stage
  • send an SMS
  • send an email
  • record a payment
  • convert a won enquiry into a job
  • file a holiday request
One instruction, start to finish
You ask

Record a £500 deposit from Anna Wright

Typed, or spoken hands-free.

It runs
search_contacts

1 match · Anna Wright

record_payment

£500 · Installation

One lookup, one change. Both shown.

It writes
record_payment
£500 Deposit
ContactAnna Wright
JobInstallation
On the record the office sees Removed. Nothing left behind.

Undo is built into the platform, not bolted on — the API tracks what each action created, and reverses exactly that.

02 — Out where the work is

The desk is the one place your day never happens.

One shift, end to end. The dim stretch is the dead zone.

  1. 07:30
    First light
    EasyBase now

    2 fittings, 3 tasks, 1 quote to chase.

  2. 09:10
    In the van

    Text Mrs Smith I’m ten minutes away

    Spoken, not typed. Hands-free.

  3. 12:45
    On site
    Supplier quote.pdf Shared from Mail

    Camera, library or share sheet.

  4. 17:20
    Keys in the ignition

    “What’s first tomorrow?”

    First tomorrow is a survey at 9:30, then two fittings.

    Read aloud in the voice you pick.

Everywhere you are

It isn’t trapped in an app icon.

Four places you already look, answering from the same live records.

  • Home screen Today’s numbers before you unlock — 2 fittings, 3 tasks, 1 to chase.
  • Siri App Intents open it ready to act.
  • Morning push A daily digest of the company summary — yours to switch on.
  • Web CRM The same AI in the sidebar, under Workspace — one click from every page.

Answers on the phone arrive as links. Tap one and the contact, job or enquiry opens at your desk.

Conversations are saved to your account.

Frequently Asked Questions

Straight answers, before you commit to anything.

What can it actually change?
41 server-side actions. It creates enquiries and contacts, books appointments, completes tasks, moves stages, sends SMS and email, records payments, converts won enquiries into jobs and files holiday requests.
What if it gets something wrong?
Every action has one-tap undo, and it's built into the platform rather than bolted on.
How do I know what it looked at?
Each answer shows its working — the lookups it ran and the changes it made, listed before the result.
Is it an extra?
It's included with every EasyBase Cloud subscription. No separate licence.
Where does it live?
Four places: the phone app, a home screen widget showing today's numbers before you unlock, Siri, and the sidebar of the web CRM under Workspace.
EasyBase Companion

The office, in your van.

The day’s jobs, checklists, photos and chat in every fitter’s pocket — running on the same live CRM the office uses.

Today’s jobs, in order Checklists and photos Signed at the door

What the crew does with it on site.

Meet Companion £7.50 per user, per month.
EasyBase Companion on a phone — the My Jobs list with overdue jobs grouped first, and View Job and Directions on every card