Assistant guides

Live chat answers your customers on your website and by chat link from answers you've checked, hands over when it should, and answers your own team in Staff chat.

Invoice Entry reads supplier invoices, checks them, and enters each in Xero as a draft or approved bill when a person says so. It can also check supplier statements and make your creditors journal.

Get Paid drafts your invoices in Xero, sends them with Pay now and your bank account, chases politely, reads the replies, and tells you when you're paid.

The Accounting Assistant gathers each client's rental records for the year, reads them, codes the bank lines and prepares the rental schedule, every figure traced to its evidence.

Quoting prices each job from your own pricing, sends a branded quote your customer accepts online, and writes the orders once they do.

The Booking Assistant takes bookings from your booking page, chat and email into your Google Calendar, then confirms, reminds and handles changes by text and email.

The Follow-up Assistant follows up every quote and enquiry until the customer says yes or no, reminds past customers when they're due again, and stops the moment someone replies.

The Inbox Assistant sorts your business email in your own Gmail, drafts replies in your words for you to send, and keeps track of who owes you an answer.

Training makes short courses from what your business already knows, trains your people on their phones, inducts everyone at your sites, and keeps every licence and certificate current.

Reviews asks every customer for a Google review once their invoice is paid, and has a reply ready for each review that comes in.

Cashflow tells you every Monday morning whether cash is fine for the next 13 weeks, when the tight week is and why, with every tax payment ahead and your budget against actual each month.

The Phone Assistant answers your phone when you can't, puts urgent calls through, and makes calls for you: say what you need, approve, and it rings.

Receipts gets every card receipt from your people's phones, matches it to the card purchase, checks it and puts it in Xero ready to reconcile.