What can the assistant do for me?

Ask in your own words and it answers from your records, drafts quotes, invoices and replies, and makes jobs, bookings, time, quotes and invoices, and records payments, once you press Confirm on its card. Bigger things, like a long quote or a credit note, it builds a question at a time, and Show me walks you to the right button for the rest. It never sends, posts or pays anything by itself, voids, card refunds and deletes stay on their own screens, and it won't answer general questions or say how to do electrical, gas, plumbing or other regulated work.

In more detail, it can:

• answer how-to questions from these help guides
• answer questions about your business, such as who owes you money, from your own records
• list work you have not billed, such as finished jobs with no invoice or hours left off one, and bill it once you confirm. See Money found
• draft quotes, invoices, job sheets and replies to customers for you to check
• make and change jobs, book and move crew, add and correct time, add parts, make, change and send quotes and invoices, send a payment reminder and record a payment, but only after showing you exactly what it will do and you press Confirm
• keep the rest up to date the same way: customers' details and sites, repeating jobs and recurring invoices, parts and job costs, notes and follow-ups, vehicles and equipment, price list prices, refunds paid elsewhere, sending to Xero again, project stages, claims and retention, suppliers, orders and bills, and documents' expiry days
• answer a customer's question on a quote, or text a customer back, each as a card of its own that shows the whole message
• build up bigger things a few answers at a time, such as a long quote from your price list, a credit note, a recurring invoice, a project with its stages, a variation, a progress claim or a purchase order, with a card that shows what it still needs
• walk you through a screen with Show me, such as connecting Xero, uploading your logo, importing customers or voiding an invoice

For example: "Add time for Dave on the Smith job yesterday, 7:30 to 11:30", "Quote Fixileaks for a $180 call-out and 2 hours labour at $95", "Invoice this job" on a job's page, or "Fixileaks paid $200 on INV-0042", "Pause the lawn mowing repeating job", "Approve the Tipworth bill".

Anything that reaches a customer is a card of its own that says who it goes to. Your crew have their own assistant on each of their jobs. AI drafts are included on Connected and Unlimited; Base has 20 a month to try them. See Ask the assistant and Get the assistant to do things.