AI MODUL

Probudite se. Uzmite kavu. Znajte sve

Svako jutro sažetak. Poslovi, ponude, računi, upozorenja — sve na jedan pogled

Osigurajte svoje mjesto
AI BRIEFING · MONDAY 30 MARCH
OPEN JOBS
12
3 overdue
QUOTES
5
2 pending
INVOICES
2
overdue
REVENUE VS. LAST MONTH
+18%
34.200 €
DUE TODAY
Autohaus Becker — Sprinter #314:00
Hotel Viktoria — Pylon Installation16:00
KI-Briefing Dashboard
Bez PlotonIQ-a
  • 30 minuta ujutro klikanje kroz 5 alata
  • Dospjeli račun primijećen tek nakon 3 tjedna
  • Monter stoji kod krivog klijenta
  • Nema pregleda otvorenih naloga
  • Odluke na temelju osjećaja
S PlotonIQ-om
  • 2 minute — sve važno na jednom mjestu
  • Dospjele stavke odmah se prikazuju
  • Dnevni plan sa svim terminima i rokovima
  • Poslovi, ponude, računi sažeti
  • KI preporuke temeljene na stvarnim podacima

PROBLEM

Nema pregleda ujutro

Svako jutro isti ritual: provjera e-mailova, pregled kalendara, otvaranje sevDesk-a, pregled liste poslova. 30 minuta prije nego što znate što je danas na redu

Dok se snalazite, prvi sat je već prošao

RJEŠENJE

Jedan briefing umjesto tri alata

KI-Briefing sažima sve: poslove, ponude, kupce, unose vremena, skladište

S usporedbom razdoblja i sevDesk integracijom

  • Dan/Tjedan/Mjesec
  • Upozorenja za nizak inventar
  • sevDesk integracija
  • Usporedba razdoblja
  • Caching po klijentu

Kako funkcionira

01

Otvorite dashboard

Briefing se automatski generira

02

Dobijte pregled

Poslovi, ponude, računi

03

Usporedite

Trenutno vs. prethodna period

04

Djelujte

Direktno u odgovarajući dio

Spending 30-40 minutes every morning across different tools just to get an overview is wasted management time. The AI Briefing summarizes all relevant information daily: what is overdue, where are the opportunities, what deserves attention today

Your daily management dashboard

1

Every morning at 7:00 AM, PlotonIQ automatically generates your briefing

2

Overdue invoices, blocked jobs and appointments due today are highlighted

3

Revenue comparison with previous week and month — trends immediately visible

4

AI analysis identifies action areas: which clients should you contact today?

VAŠE PREDNOSTI

  • Up to date in 2 minutes every morning
  • Never miss important appointments or deadlines
  • Revenue trends at a glance without opening reports
  • AI recommendations based on real business data
  • Saves 30-40 minutes daily for business owners

Često postavljana pitanja

When is the briefing generated?

You can configure the time. Default is 7:30 AM. The briefing is available when you open PlotonIQ

What data flows into the briefing?

Jobs, quotes, invoices, time tracking and client contacts from PlotonIQ. sevDesk data is included when the integration is active

Can I customize the briefing?

Yes. You can specify which sections appear in the briefing and which thresholds apply for warnings

Does the briefing work on weekends?

You can configure briefing days. Default is Mon-Fri. On Mondays, a weekly overview is automatically added

Aktivirajte management briefing

9 €/mjesec · Beta tester · 10 mjesta po zemlji

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