HelpConnecting to Claude
What you can ask for
It can look things up and it can make changes. Roughly: your schedule, your customers, your invoices, and your numbers.
Looking things up
What's on today. The details of one job. Your customers, or one customer's history. Your invoices, or just the unpaid ones. How business is doing: jobs this week, what came in this month, what you're owed.
Making changes
Book a job. Add a customer, or update one. Create an invoice. Email an invoice. Record a payment. Move a job to another time. Mark a job complete.
Completing a job does the usual things
Marking a job done through Claude behaves exactly as it does in the app: a recurring job books its next occurrence, and an invoice is created according to your settings. It isn't a separate, lesser path.
Ask in your own words
There are no commands to learn. "Who am I seeing first tomorrow?" and "what's my first job tomorrow" both work.
Related
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