Talk to your assistant
What your assistant can do, how to ask for it on Telegram or in the dashboard, and why it never sends anything without your tap.
Where to find it
- HomeSign in to open
Your assistant is one brain with two windows: Telegram on your phone, and the chat on Home (and down the side of every dashboard page). Both see the same business — customers, quotes, invoices, leads, files — so you can start something on your phone and finish it at your desk.
Talk the way you talk
Type, or send a voice note. Afrikaans, English or a mix is fine — half-sentences from the bakkie too. It asks when it isn't sure. Whatever language you use, your quotes and invoices always come out in English.
Say it to your assistant
- “Who still owes me money?”
- “Maak 'n faktuur vir Koos — R5 150 vir die geyser”
- “Book Jaco tomorrow at 9 at Steyn's place, two hours”
- “Remind me on Friday to get Koos's form signed”
- “Make a spreadsheet of my unpaid invoices”
What it can do
- Answer questions about your business — who paid, what's outstanding, what's on today.
- Draft quotes and invoices, and turn an accepted quote or logged work into an invoice.
- Add customers and leads, and remind you to follow up.
- Book jobs on your schedule and set reminders.
- File photos and documents in My Files, and make Word documents, spreadsheets and letters.
- Sort your bank statements into income and expenses (Money Matters).
- Read your connected email and draft replies for you to approve.
- Search the web for things like prices, regulations or the weather.
It drafts. You send.
Your assistant never sends anything to a customer without your tap. A drafted quote or invoice arrives as a card with buttons — on Telegram 📧 Email, 📲 WhatsApp or 🗑 Discard; in the dashboard Send or Discard. Drafted emails wait for Approve & send. It also never makes up a price: it uses your price list and what you tell it.
Your morning message
Every morning at about 7:00 your assistant sends you one Telegram message with what needs attention: overdue invoices, new leads nobody has followed up yet, and reminders due today.
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