Start with the ask. It does the rest.
You don't need to remember menus or magic words. Say what you want as the first thing you say, and the line asks you for whatever it still needs, one question at a time.
Starting a quote or invoice
Lead with the word quote or invoice and who it's for. Any of these work, word for word:
“New quote for Mrs French”
Starts a quote from nothing. The line then asks you for everything else, one question at a time.
“Quote for Mrs French, bathroom refit, four hundred and eighty”
The same quote with the job and the price said up front, so the line has less to ask.
“New invoice for Sid, five hundred”
Starts an invoice for the figure you say.
“Invoice Mrs Jones 250 for the tap swap”
An invoice with the job named, ready to send once you approve it.
Then it asks, in this order
- 1
Who it's for. A name is enough; if they're new it says so and sets them up.
- 2
Their mobile, if they're new. Say skip and it drafts without one.
- 3
Where the work is, if they're new. Street and postcode; skip is fine.
- 4
What's going on it. Parts and labour with prices, or rate-card work like “2 days”.
- 5
A start date. Say a day, or no.
- 6
The office code, right at the end. Nothing is made or sent before you give it.
The other things worth saying
“What's waiting on me?”
Reads out your cards and to-dos, and you decide them by voice.
“Add a note to the Davies job: tap is seized”
Puts a note on the job, in your exact words.
“Book Mrs French in Tuesday at 10”
Books the hour, and makes it if nothing is open then.
“Has Alice paid?”
Who owes what, and what has landed.
“Stop chasing Mrs French”
Stops the reminders going out for one customer.
“What have I got on today?”
Today's diary, read out.
“Send me the summary again”
Texts you the morning report.
“What can you do?”
The line explains itself, honestly, for whoever is asking.
Everything the line can do
This list is generated from the line's own catalogue, so it can't promise anything the line doesn't do. Ask the line “what can you do?” and you'll hear the same answer.
Quotes and invoices
draft them, price them, change a line, send them. "Quote Sid 500 for a new tap"
Money
who owes what, what has landed, marking things paid and putting a wrong figure right. "Has Alice paid?"
Chasing
stopping and starting the reminders that go out for you. "Stop chasing Mrs French"
The diary
booking, moving, cancelling, opening hours and blocking time off. "Open every day 16:00 til 17:00"
Jobs and customers
starting one, finishing one, killing one, and keeping their details right. "Chris has pulled out"
What is waiting on you
your cards and your to-do list, read out and decided. "What is waiting?"
Messages and the day
texting a customer, your morning report, and what the phone has been doing. "Send me the summary again"
Your own jobs, on the site line
what you are on today, your hours, your spend, and marking a job done.
Staff ringing the site line get a shorter list by design: their own jobs, hours, spend and drafts, never money or sending. Customers ringing the business number reach the receptionist, not this line.
Worth knowing
The office code is asked once per call. Give it when asked and everything after rides on it.
Your VAT answer and your deposit policy are standing choices. Once set, the line stops asking and says what it applied.
Say “scrap it” at any point in a quote or invoice and nothing drafts.
Nothing reaches a customer without your yes. Drafts wait on your approval, always.
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