Invoices, payments and follow-up, while the books stay in QuickBooks Desktop
- Before
- Billing depended on one person remembering who owed what.
- Now
- Invoices go out by text or email, and payments post straight back into QuickBooks.
The director of a busy office was its switchboard: every call, every voicemail and every email went through him. Now an assistant answers the line, takes the messages, sorts the mail by his own rules, books the appointments and drafts the replies, and he makes only the decisions.
Client A director whose office ran through him
The phone rang all day, and the voicemail filled up with messages that had to be played twice to catch the names. The inbox mixed suppliers, customers, partners and newsletters, and each email had to be read before anyone knew whether it mattered. Appointments lived in his head and on scraps of paper. Nothing moved while he was in a meeting.
He had already tried telling a general AI chat what to do with each email, one at a time. What he needed was an assistant that already knew his rules, worked while he was away, and never sent anything in his name without asking.
He asked for something simple, with not so many tabs. The assistant is one dark screen: what needs him, what is ready to send, this week's appointments, calls and voicemails, and what happened today. The email, people and settings screens use a row of switches instead of more menus.
Nothing goes out in his name until he approves it. Only the kinds of email he switched on are answered by themselves, and never to the people on his do-not-touch list. Every action is written down, so he can see what was said and why.
Callers always know they are talking to the assistant. It follows a fixed script, so it cannot drift, and when a caller would rather leave a message it takes one he will see, then offers the next best person in the office.
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