What Sherpa will and won't do.

A contact's open Lead cycle, if any

“is Maria Lopez an open lead”

A property's own timeline: notes, emails sent to its alias, files, equipment and changes

“what happened at the Hendricks lake house”

Add a note to a contact, company or dealCan undo

“note on Hendricks: gate code is 4471, dog in backyard”

Add a note to a property's timelineCan undo

“note on the Elm St property: shutoff valve is behind the water heater”

Add a phone to a contact, or correct an existing one

“add 801-555-0188 to Dale Hendricks”

Add a property (service address) and link it to a customerCan undo

“add a property for Maria Lopez: 412 Elm St, Provo”

Add an email to a contact, or correct an existing one

“add dale.hendricks@example.com to Dale Hendricks”

AI actions waiting for a confirmation or an approval, and recent decisions

“what's waiting on me to approve”

AI spend this month, by feature and by model

“how much have we spent on ai this month”

API keys for connecting an AI client (the secret is never returned)

“which ai keys do we have connected”

Appointments in a window

“what's on the schedule thursday”

Assign an open lead to a member of the workspace (or nobody)

“give this lead to Sam”

Available playbooks with their intake questions

“what playbooks can I install”

Best performing automations, ranked by goal rate

“which automations are working best”

Broadcast campaigns and their results

“how did the spring broadcast do”

Browse the asset library

“show me the photos in the Lehi folder”

Check a draft against the brand voice and compliance rules

“check this against our brand voice: we're the best court builder in Utah, guaranteed”

Choose which email is the primary one

“make Dale's work email his main one”

Choose which phone is the primary one

“make 801-555-0147 Dale Hendricks' primary phone”

Company goals with progress measured from CRM data, or logged by hand where no source is connected

“how are we doing on our goals”

Complete or reopen a task

“mark the Hendricks call done”

Compliance problems with a review-request message, as plain sentences

“check this review request: 'Hi Dale, loved your court? Leave 5 stars please'”

Confirm (or cancel) your own AI request that is waiting for a yes

“confirm my pending contact update”

Connected social accounts and their health

“which social accounts are connected”

Connection and health history for one provider

“has the google connection been healthy”

Create a companyCan undo

“add Wasatch Dental as a company, wasatchdental.example”

Create a contact, or merge into an existing one on a matching email or phoneCan undo

“add Dale Hendricks 801-555-0147 as a lead, wants a court in his backyard in Lehi”

Create a dealCan undo

“new deal: Hendricks backyard court, 28k”

Create a taskCan undo

“remind me to call Maria Lopez friday at 10”

Create an asset folder

“make a folder called Draper court photos”

Data copy destinations (CSV, webhook, Google Sheets, BigQuery) and what each can do today

“where are we sending data copies”

Draft an automation (trigger, messages, timing) from a plain-English sentence; nothing is saved

“set up an automation that texts new leads within 5 minutes”

Email templates in this workspace

“what email templates do we have”

Email, SMS and social playbooks, with what each needs and whether it is installed

“which playbooks are installed”

Engagement and deliverability across email and SMS

“how are our texts and emails doing”

Every message in one conversation

“show me the whole thread with Dale Hendricks”

Every metric that can be put on a dashboard, with its definition

“what metrics can I put on the dashboard”

Every operation remote AI can reach, with its default and effective policy tier per role

“what can the assistant do without asking me”

Every permission string and which roles hold it, for the override drawer

“what permissions can I give someone”

Every step a run executed, with skip reasons and outputs

“what did that workflow run do for Dale”

Everyone who has opted out

“who has opted out”

File an uploaded document or photo on a property (permit, plan, warranty, invoice...)Can undo

“file the Draper permit pdf on the Elm St property”

Find contacts, deals and jobs by name, phone or email — every match, so ambiguity is visible

“find Hendricks”

Find the CRM contact behind another Peak app’s customer (email, then phone), or add one; never merges

“link the customer on estimate #1042 to their CRM contact”

Follow-up drafts waiting for a person to approve (nothing in this list has been sent)

“which follow-ups are waiting for approval”

Foundation at a glance: checklist score, next steps, goals and competitors

“give me the foundation overview”

Free slots on a calendar over a date range

“any open slots on the estimates calendar next week”

GA4 properties and Search Console sites the connected Google account can read

“which google analytics properties can we pick from”

Generated content awaiting approval

“what's waiting for my approval”

Get a workflow with its live version, its working draft and version history

“show me the quote follow-up workflow”

Get one company with its contacts

“pull up Timp Ridge Homes”

Get one contact with its emails, phones and associations

“pull up Dale Hendricks”

Get one deal by id with its contact, pipeline and stage

“pull up the Johnson court deal”

Get one form with its fields

“show me the contact form fields”

Get set up: one ordered setup list with one progress number

“how far along is setup”

Lead's own settings (agent mode, speed-to-lead target, channels). Everything else comes from the workspace

“is the lead agent on”

Lead's playbooks: the questions the assistant works through, its tone and its guardrails

“what questions does the lead assistant ask”

Lifecycle series, with their workflow status

“what lifecycle series are running”

Lifetime value, repeat customers, win-back list, survey results and service reminders

“who should we win back”

List and filter contacts

“show me leads from Draper”

List calendars with their members and upcoming counts

“what calendars do we have”

List companies

“show me all our companies”

List deals, optionally filtered to one pipeline, stage, status or owner, and sorted

“show me open deals over 20k”

List forms with their submission counts

“how many submissions did each form get”

List inbound webhook sources

“what lead sources are hooked up”

List likely duplicate contacts by shared email or phone

“do we have any duplicate contacts”

List pipelines with their stages

“what stages are in the sales pipeline”

List properties (service addresses), optionally for one customer or matching an address

“what properties does Maria Lopez have”

List property definitions for an object type

“what custom fields do contacts have”

List tags with their contact counts

“what tags do we use”

List tasks — mine, everyone’s, overdue, due today or upcoming

“what's due today”

List the configured lost reasons

“what are our lost reasons”

List workflows with their enrollment stats

“what workflows do we have”

List workspace members with their roles and overrides

“who's on the team”

Mark the deal won when its estimate is accepted (or add a won deal), as an internal updateCan undo

“estimate #1042 was accepted, mark the Hendricks deal won”

Notes on a contact, company or deal — pinned first, then newest

“what notes are on Dale Hendricks”

One property with its people, equipment (warranty status), files and email alias

“show me the Hendricks lake house”

Open a Lead cycle for a CRM contact (no-op if one is open) and mark a subscriber as a lead. Sends no message

“add Maria Lopez to leads”

Open leads grouped by stage, with a count per stage

“how many leads are qualified”

Open leads, the ones that need attention first (missed speed-to-lead, waiting on a person, no reply yet)

“which new leads need a reply”

Per-platform variants for a draft, with the issues each one has

“how will this post look on instagram and facebook”

Per-step volume, skips and failures for a workflow

“where do people drop off in the quote follow-up”

Phone numbers and their missed-call text-back settings

“what phone numbers do we have”

Posts waiting for review or approval

“what posts are waiting for review”

Record a piece of equipment at a property, with its warrantyCan undo

“the Elm St property has a Carrier furnace, installed 2019, warranty until 2029-05-01”

Record another Peak app’s event on a contact’s timeline (once per event)

“put "Estimate #1042 accepted" on the customer’s timeline”

Referrals, where they came from, and the top referrers

“who's referred us the most”

Reject a waiting follow-up (nothing is sent)

“skip the follow-up to Maria”

Resolve named metrics for a period, with period-over-period change

“how many leads did we get this month vs last”

Review links, request timing and templates, widget, referral and retention settings

“what are our review request settings”

Review requests with delivery, click and review tracking

“which review requests got clicked”

Runs for a workflow, with their current step and outcome

“show me runs for the quote follow-up workflow”

Saved replies for the composer

“what saved replies do we have”

Saved views for a table — shared ones plus your own

“what saved views do we have”

Scheduled and published posts in a window

“what's posting this week”

Segment count and encoding for a draft SMS

“how many segments is this text: 'Hi Dale, your crew arrives thursday at 8am'”

Sending domains and their verification and warm-up state

“is our sending domain verified”

Sites this workspace is connected to, and when the tracking script last checked in

“is the tracking script on our site”

SMS templates, with their segment counts

“what sms templates do we have”

Speed to lead, how many leads were answered, handed to a person, qualified and booked, over a window

“how fast are we answering new leads”

Summarise a deal and suggest the next step with AI

“summarize the Hendricks deal and tell me what to do next”

Test a version (usually the draft) on a contact as a dry run

“test the quote follow-up on Dale Hendricks without sending”

The AI providers configured for this workspace, and what is available

“which ai providers are hooked up”

The availability rules on a calendar

“what hours is the estimate calendar open”

The digital-foundation checklist with each item’s status, evidence and guide

“what's left on the digital foundation checklist”

The inbox list, filtered by view

“what's in my inbox”

The kanban view: every stage of a pipeline with its deals, totals and weighted forecast

“how much is in the pipeline right now”

The numbers and addresses this workspace can send from

“what numbers can we text from”

The onboarding checklist, with every auto-check re-evaluated

“what's left to set up”

The provider grid with connection status and health

“what's connected right now”

The reviews inbox, with rating and unreplied filters and headline numbers

“any reviews I haven't replied to”

The submission log with raw payloads, mapping results and errors

“show me the latest form submissions”

The unified activity timeline for a contact

“what's happened with Dale Hendricks so far”

The workspace audit log

“who changed the Hendricks deal last week”

The workspace brand kit

“what's our brand voice”

The workspace in context, with its effective feature flags and limits

“what plan are we on”

Today: who is waiting on a reply, new leads not contacted, stale deals, tasks overdue or due today

“what needs me today”

Update a company

“change Timp Ridge Homes' industry to builder”

Update a contact

“Dale Hendricks moved to Provo, update his city”

Variants generated for one asset

“what sizes do we have of the logo”

Verify the audit log hash chain for this workspace

“is the audit log intact”

Watched competitors with their latest known numbers, your own for comparison, and what changed

“how do our competitors look”

Website analytics: GA4 and Search Console, last 28 days against the 28 before

“how's the website doing vs last month”

What this workspace has connected of the bring-your-own requirements

“what have we got connected”

Which workspace attestations the current user still owes

“do I owe any agreements to sign”

Whose provider carries this workspace’s live email and texts

“who sends our texts and emails”

Workspace overview: leads, pipeline, tasks, capture health

“how are we doing this week”

Create or update a post and regenerate its variants

“draft a post about the finished Lehi court”

Create or update a workflow definition as a new draft version

“draft a workflow that texts new leads within 5 minutes”

Create or update an email template

“save an email template for the quote follow-up”

Create or update an SMS template

“save an sms template for the arrival reminder”

Draft a follow-up for an open lead who already wrote in (saved for approval, never sent)

“draft a follow-up text for Maria”

Draft a reply to a review with AI (saved as a draft, never posted)

“draft a reply to the 3 star review from Kyle B.”

Save an edited reply draft

“save my edit to the reply for Kyle's review”

Add or edit a competitor to watch

“start watching Summit Courts in Provo”

Add sample Google reviews to try the inbox (development and demo only)

“load some sample reviews so I can try it”

Archive this workspace: it disappears for everyone now and is deleted after 30 days unless restored

“archive this workspace”

Ask the connected data source for a fresh competitor snapshot

“refresh the Summit Courts numbers”

Assign, star, snooze or close a conversation

“assign the Hendricks conversation to Jake”

Book a slot

“book Dale Hendricks for a site visit thursday at 2 in Lehi”

Cancel a scheduled review request before it goes out

“cancel the review request to Dale Hendricks”

Confirm, complete, no-show or cancel an appointment

“mark the Orem walkthrough as completed”

Edit a note

“change the Hendricks note to say gate code is 4417”

Edit a property's name, address or notes

“the Elm St property is actually unit 4B”

Edit a snippet

“change the arrival snippet to say friday”

Edit a task — title, notes, due date, assignee — or reopen it

“move the Hendricks call to monday”

Edit equipment at a property (model, serial, warranty)

“the Elm St furnace warranty was extended to 2031-05-01”

Fetch fresh analytics instead of today’s cached copy

“refresh the website numbers”

Link a contact to a property as owner, tenant, manager or other

“Jen Ortiz is the tenant at 412 Elm St”

Log the current number for a goal that has no connected data source

“log 14 booked estimates for the monthly goal”

Move a deal to another stage, enforcing that stage’s required properties

“move the Hendricks court deal to scheduled”

Move a lead to a stage. Moves the CRM contact's lifecycle forward to match (never backward), which can start the workspace's lifecycle workflows

“mark Maria Lopez as qualified”

Move a post to another time

“move the Draper court post to friday at noon”

Move an appointment to a new time

“move the Hendricks site visit to friday at 10”

Pin a note to the top of the record, or unpin it

“pin the gate code note on Hendricks”

Pull new reviews from every connected source now

“pull in new google reviews”

Record a finished job (fires job_completed)

“record the Hendricks job as completed so the review follow-up starts”

Record what you see on a competitor’s profiles today (reviews, rating, posting, website)

“log what Summit Courts shows today: 4.6 stars, 120 reviews”

Remove a company goal

“remove the monthly leads goal”

Remove a phone from a contact

“remove the second phone number from Kyle Brown”

Remove an email from a contact

“take the old email off Dale Hendricks”

Rename a view, re-save its filters and columns, or change who sees it

“rename the Draper leads view to Utah County leads”

Rename, retag or re-file an asset

“rename that photo to Hendricks backyard before”

Save a confirmed automation draft as a new, unpublished workflow

“yes, save that automation”

Save a reply snippet. Merge fields like {{contact.first_name}} fill in at send time.

“save a reply: 'Thanks {{contact.first_name}}, we'll be out thursday'”

Save the current filters and columns as a named view

“save this as a view called Draper leads”

Set a checklist item’s status, evidence link or notes

“mark the google business profile item as done”

Set a target for a company goal

“set a goal of 40 booked estimates a month”

Set the order of deals inside one stage column

“put the Hendricks deal at the top of the quote sent column”

Set the trade that picks which optional checklist items apply

“we're a sport court builder, set the trade”

Stop watching a competitor (its history is kept)

“stop watching Summit Courts”

Suppress an address or number by hand

“Kyle Brown asked to stop getting texts, suppress him”

The customer’s personal referral link and code (created on first use)

“get Dale Hendricks' referral link”

Unlink a contact from a property

“Jen Ortiz moved out of 412 Elm St”

Update a deal

“bump the Hendricks deal to 42k”

Update a referral’s status or the referrer’s reward

“mark the Hendricks referral as won”

Upload a file and generate its standard variants

“upload the Draper site plan pdf”

Withdraw a scheduled message before it goes

“cancel the text to Dale that's set for tomorrow”

Approve (and optionally edit) a waiting follow-up; it is sent as you, through the same checks as any message

“approve the follow-up to Maria”

Approve, reject or edit a generated asset

“approve the spring email draft”

Ask one customer for a review now (contact or deal action)

“ask Dale Hendricks for a review”

Enroll a contact manually, optionally as a dry run

“put Dale Hendricks in the quote follow-up workflow”

Move a post through review, approval and scheduling

“schedule the Lehi court post”

Send a reply (now or scheduled), or add an internal note

“text Dale Hendricks that we're running 30 min late”

Start a new SMS or email to a contact

“text Kyle Brown to ask how the quote looks”

Try a failed message again

“that text to Dale failed, try it again”

Add a custom line that is not in the price bookCan undo

“add a drainage line to the Best option on Hendricks”

Add a good/better/best option to an estimate versionCan undo

“add a "Best" option called Premium Cushion to the Hendricks estimate”

Add a measured area (rectangle, polygon, takeoff from an image, etc.) to an estimateCan undo

“add a 60 by 120 court area to Hendricks”

Add a price-book assembly (a priced bundle of lines) to an optionCan undo

“add the court resurfacing assembly to Hendricks Better with 7200 sqft”

Add a price-book item to an optionCan undo

“add 2 windscreens to the Better option”

Change a line’s description, quantity, or add-on / recurring / taxable flags, or a person’s price overrideCan undo

“change the windscreen quantity on Hendricks Better to 4”

Change the inputs of an assembly on an option; its lines recalculateCan undo

“change the resurfacing area on Hendricks to 7800 sqft”

Check a price book CSV before importing: column mapping and every row’s problems

“check this price list csv before importing it”

Check a price book version for stale costs, placeholders and failing assemblies

“is anything in the price book out of date”

Check whether an estimate is ready to send, and what is blocking it

“is the Hendricks estimate ready to send?”

Copy an option as a new tier, optionally swapping price-book itemsCan undo

“copy the Better option as a Best option called Tournament”

Edit a draft estimate: customer, site, notes, scope, inclusions/exclusions, schedule, valid-until, deposit %, hide line pricesCan undo

“change the email on the Hendricks estimate to hendricks@example.com”

Estimates linked to one Peak CRM contact, with how many are open and their total

“which estimates belong to crm contact 7a3c1f2e-0b4d-4e5f-8a9b-1c2d3e4f5a6b”

Estimates that need a nudge today: opened by the customer but not answered (oldest look first), and offers running out within 3 days

“which estimates have customers looked at but not answered?”

Explain what Sherpa and AI drafts will and won’t do in Estimator, with the rule for each AI action

“can the AI set prices on my estimates?”

Find price book items by name, key, vendor or SKU

“what does the price book charge for windscreens”

Follow a Peak CRM contact merge: move every estimate and invoice from one contact to another

“crm contact 7a3c1f2e-0b4d-4e5f-8a9b-1c2d3e4f5a6b was merged into 0e1d2c3b-4a59-4687-9a0b-c1d2e3f4a5b6”

Invoices linked to one Peak CRM contact, with what is owed and what is paid

“which invoices belong to crm contact 7a3c1f2e-0b4d-4e5f-8a9b-1c2d3e4f5a6b”

Invoices past their due date with money still owed, most overdue first, with the total outstanding

“which invoices are past due?”

Link an estimate or invoice to a Peak CRM contact (and deal)

“link estimate 1b2c3d4e-5f60-4718-8a9b-0c1d2e3f4a5b to crm contact 7a3c1f2e-0b4d-4e5f-8a9b-1c2d3e4f5a6b”

List awarded subcontractor prices from PeakPM waiting for review or already decided, for one estimate or all

“any awarded sub prices to review”

List contracts and change orders, optionally for one estimate

“which contracts are still waiting on a signature?”

List estimates, newest first, optionally by status

“which estimates are still in draft?”

List invoices, optionally by status or estimate

“which invoices are still unpaid?”

List recent payments received

“what payments came in this week?”

List Sherpa actions waiting for a yes or an owner’s approval

“what is waiting for my approval in estimates”

List the AI drafts (line items and scope) on an estimate and whether they were accepted

“are there any AI drafts waiting on the Hendricks estimate?”

List the assemblies (priced job recipes) in a price book version

“what assemblies do we have for resurfacing”

List the contract templates

“what contract templates do we have?”

List the estimate templates new estimates can start from

“what templates do we have?”

List the price books and their versions

“what price books do we have”

List the starter price books a workspace can import (six trades)

“which starter price books are there”

Look up one estimate: customer, site, status, scope, options, lines and totals

“what’s on the Hendricks estimate?”

Measure a takeoff (area, length or count) from image points and a scale reference, with the audit trail, without saving

“how many square feet is this court outline at 10 pixels per foot”

Open one contract with its signers, signing history and change orders

“has Dave Brown signed his contract yet?”

Open one invoice with its lines, payments, credits and balance

“what is still owed on the Lopez deposit invoice?”

QuickBooks sync status: connected company, last sync, waiting and failed pushes

“is QuickBooks syncing?”

Read the AI house rules (standing instructions) applied to every AI draft

“what are my AI house rules”

Read the business settings: brand, legal text, tax, timezone and CRM pipeline

“what sales tax rate is set up”

Recent QuickBooks sync activity and the pushes that need attention

“what failed in the QuickBooks sync?”

Recent Xero sync activity and the pushes that need attention

“what failed in the Xero sync?”

Reject an AI draft so it is not applied

“toss the AI line-item draft on Hendricks”

Rename an option, change its tier or summary, or mark it recommendedCan undo

“make the Premium option the recommended one”

Show how a takeoff area’s quantity was measured: scale, points and every step

“show me how the Hendricks court area was measured”

Show or hide a site photo in the customer proposalCan undo

“hide the drainage photo from the Hendricks proposal”

Show the billing settings: numbering, payment terms, reminders and whether Stripe is connected

“what are our default invoice terms?”

Show the recent history of an estimate (who changed, sent or accepted what)

“what happened on the Hendricks estimate this week?”

The payment schedule of an accepted job: each step’s amount today, retainage held, and which steps are invoiced

“what is the payment schedule on the Hendricks job”

What has been billed on an estimate and which invoice can come next

“can I bill the final on the Hendricks job yet?”

Xero sync status: connected company, last sync, waiting and failed pushes

“is Xero syncing?”

Ask the AI to draft options and line items from the measured areas

“draft the line items for the Hendricks estimate”

Ask the AI to draft the scope of work, inclusions and exclusions

“write up the scope for the Hendricks job”

Copy an estimate into a new draft, for the same customer or a new oneCan undo

“copy the Hendricks estimate for Susan Park”

Draft a contract from an accepted estimateCan undo

“draft the contract for the Hendricks job”

Draft a deposit, progress or final invoice from an accepted estimateCan undo

“draft the deposit invoice for the Hendricks job”

Draft an estimate’s scope from a description of the job, using only the price book

“draft the Hendricks estimate: resurface two courts, add net posts and haul away the old fence”

Draft an estimate’s scope from a transcript of a voice walkthrough

“turn my walkthrough into a draft for the Hendricks estimate”

Draft an estimate’s scope from its job-site photos

“draft the Hendricks estimate from the photos I took”

Draft the invoice for one payment-schedule step (deposit, progress draw with retainage, or final)Can undo

“draft the base coat progress invoice from the Hendricks schedule”

Edit a draft contract’s title, wording, initials setting or signers

“add Maria Lopez as a co-signer on the Lopez contract”

Edit a draft invoice: title, memo, customer details, terms, or (people only) prices, discounts and tax

“change the memo on the Hendricks invoice to "Thanks for your business"”

Record a subcontractor price awarded in PeakPM against the matching estimate line, as a draft for the owner to confirm

“log the awarded concrete sub price on the Hendricks estimate”

Start a blank draft invoice for a customerCan undo

“start a blank invoice for Dave Brown”

Start a new draft estimate for a customerCan undo

“start an estimate for Dave Brown, 2 pickleball courts in Lehi”

Start a new draft estimate from a saved templateCan undo

“start a new estimate for the Lopez family from the two-court resurface template”

Apply an AI draft to the estimate (optionally edited first, or with the answers to a job draft’s questions)

“apply the AI line items to the Hendricks estimate”

Change a measured area; linked quantities recalculate

“the Hendricks court is actually 64 by 120, update the area”

Change the AI house rules for one estimate only (extra instructions, markups, tax scope, fees)

“for the Hendricks estimate only, use a 40% labor markup”

Confirm an AI-suggested assembly input

“confirm the court area input on the Hendricks resurfacing assembly”

Confirm an AI-suggested measured area

“confirm the court area on Hendricks”

Confirm an AI-suggested quantity on a line

“confirm the court surface quantity on Hendricks”

Confirm an awarded sub price: on a draft estimate it becomes the line’s cost; on a sent or accepted one it is only recorded

“confirm the excavation sub price on that estimate line”

Dismiss an awarded sub price without changing the estimate

“ignore that sub price, it was for the old scope”

Import a trade starter price book as a new draft (starter estimates from public cost guides)

“import the roofing starter price book”

Import price book items from a CSV into a draft (new items added, matching keys updated)

“import my supplier price list csv into the price book”

Queue every sent invoice that is not in QuickBooks yet

“send my older invoices to QuickBooks”

Queue every sent invoice that is not in Xero yet

“send my older invoices to Xero”

Re-price a draft estimate to a newer published version of its price book

“re-price the Hendricks estimate to the latest price book”

Retry a failed CRM hand-off or deal-stage update

“retry the GHL hand-off on the Hendricks job”

Retry one failed QuickBooks push

“retry the failed QuickBooks invoice”

Retry one failed Xero push

“retry the failed Xero invoice”

Send a draft estimate to a manager for margin review

“send the Hendricks estimate to a manager for review”

Set an accepted job’s payment schedule: deposit, progress draws and final as percents of the contract, plus retainage

“set the Hendricks schedule to 30% deposit, 40% at base coat and the rest at completion”

Set an option’s pick-one choice groups (e.g. “Net system: standard or pro”), with a preselected, locked or repriced choice

“let the customer choose between the standard and pro net on the Hendricks option”

Sync with QuickBooks now: send waiting invoices and payments, and bring in payments recorded in QuickBooks

“sync QuickBooks”

Sync with Xero now: send waiting invoices and payments, and bring in payments recorded in Xero

“sync Xero”

Email a signer their signing link

“email the Hendricks contract to Tom Hendricks to sign”

Get a fresh customer link for a sent invoice

“give me the payment link for the Lopez invoice”

Get a fresh signing link for one signer

“get me Maria Lopez’s signing link”

Make a fresh link to an already-sent proposal

“get me a new link for the Hendricks proposal”

Record a cash, check, bank transfer or card payment received outside online checkout

“Lopez paid invoice INV-1042 in full by check #1043 today”

Record a deposit received offline (check, wire, cash …)

“Hendricks paid the $2,500 deposit by check today”

Record that the customer accepted an option by phone or in person

“Hendricks said yes to the Premium option on the phone”

Record that the customer signed the contract outside Estimator (DocuSign)

“Hendricks signed the DocuSign, mark the contract signed”

Reopen a sent or accepted estimate as a new editable version

“reopen the Hendricks estimate so I can change it”

Send a draft contract out for signature

“send the Hendricks contract for signature”

Send a draft invoice to the customer by email or as a copy-link

“send the Hendricks deposit invoice”

Send the proposal to the customer by email, or freeze it and make a link to share

“send the Hendricks estimate”

A job’s confirmed material, equipment and other receipt costs by category, awarded sub bids, and how many receipt drafts wait.

“what have we spent on materials for Hendricks”

A project’s daily logs, newest first: who was on site, hours, weather, work done and delays.

“show me the daily logs for the Hendricks job”

A project’s milestones with their target and reached dates.

“what milestones are left on the Hendricks job”

Add a customer with their name, phone, email and address.Can undo

“add a customer: Dana Hendricks, 801-555-0142, 412 Maple Street”

Add a dated note to a project (gate codes, site access, customer requests).Can undo

“note on the Hendricks job: gate code is 4471”

Add tags to photos, or take tags off them.Can undo

“tag those three pics "punch list"”

Answer or tick one checklist item on a started phase.Can undo

“check off forms installed on the Johnson court”

Attach a photo or pic someone texted in (MMS) to the right project, or to the project named.Can undo

“add these pics to the Hendricks job”

Change a customer’s name, phone, email, address or notes.Can undo

“the Hendricks new cell is 801-555-0177”

Change a photo’s caption, or star it as a favourite.Can undo

“caption that last photo "net posts set, waiting on concrete"”

Change an issue’s title, description, severity or owner.Can undo

“bump the Hendricks drainage issue to critical”

Clock yourself in on a job (optionally a phase and cost code). Safe to retry: the same punch id never makes a second shift.

“clock me in on the Hendricks job”

Clock yourself out of the shift you are on. Safe to retry.

“clock me out”

Close an open issue with a note on how it was resolved.Can undo

“the concrete showed up, close that issue on the Johnson court”

Crews booked on two jobs at once inside a date window (two weeks from today by default).

“is anybody double booked next week”

Day-by-day load for every crew over a date window: who is open and who is overbooked.

“which crews are open next week”

Every change to one work type’s production rate: adopted, declined or typed, by whom, from what to what, and how many jobs stood behind it.

“when did we last change the coating rate”

Every correction made to one time entry: who changed it, when, why, and the values before and after.

“who changed Marco’s hours on that entry”

Every crew and the jobs it is booked on today.

“who is working where today”

Every crew booking (phase, project, crew, dates) inside a date window.

“what is on the calendar the week of November 2”

Every photo tag the company uses.

“what photo tags do we have”

Every production rate (units of work per labor hour) by work type: what it bids at, whether that number is our seeded guess, typed by the owner or learned from finished jobs, and what the crews actually measured.

“what production rates are we bidding with”

Every recurring maintenance plan: the work, the customer, how often, the last visit and when the next one is due.

“which customers are on a maintenance plan”

Fetch one photo with its caption, tags, phase, who took it and when.

“who took that fence photo and when”

Find customers by name, phone, email or address.

“look up the Hendricks customer record”

Find projects by name, reference, customer name or job-site address.

“find the Hendricks job”

Find the customer a phone number belongs to, however it is formatted.

“whose number is 801-555-0142”

Job costing for one project: are labor hours tracking over or under the estimate, per cost code, and which code is the biggest cost mover.

“are we over on labor on the Hendricks job”

List a project’s phases in order, with planned and actual dates, crew and status.

“what are the phases on the Hendricks job”

List active projects (jobs), newest activity first, optionally filtered by status or health.

“what jobs do we have going right now”

List crews by name, active ones only unless asked for inactive crews too.

“what crews do we have”

List customers alphabetically.

“show me our customer list”

List issues and delays, open ones by default, for one project or every project.

“what problems are open on the Hendricks job”

List job expenses from receipts: drafts waiting to be checked, confirmed costs, or voided ones, for a job or everywhere.

“which expense drafts are waiting to be checked”

List subcontractor bid requests, for a job or all, with who was invited, who bid and which bid is lowest.

“which sub bids are still open”

List the active project templates by name.

“what templates do we have”

Log an issue or delay on a project or one of its phases (weather, material, inspection and so on).Can undo

“log a weather delay on the Hendricks base pour, rained out today”

Log machine hours on a job (one machine, one day). Priced in job costing at the machine’s hourly cost that day. Safe to retry.

“ran the skid steer 6 hours on Hendricks today”

Machine hours logged on jobs, newest first, for one machine or one job.

“how many hours did the skid steer run on the Hendricks job”

Machines due or overdue for service by their hour meter (oil changes, filters, greasing).

“which machines need service”

Mark a milestone reached today.Can undo

“we hit substantial completion on the Hendricks job”

Mark a phase as started (the crew is on site and working it).

“we just started excavation on the Johnson court”

Mark a phase complete (finished). Refused while required checklist items or photos are missing.

“base is done on the Hendricks job”

Measured rates worth adopting: work types where at least 3 finished jobs measured a rate 10% or more away from the bid rate. Silent otherwise.

“are our crews faster or slower than we bid”

Milestones due in the next few days across every project.

“what milestones are coming up this week”

Move PeakPM customers and jobs from a merged PeakCRM contact to the contact it was merged into. Used by Peak automations only.

“two CRM contacts were merged, carry their PeakPM jobs over”

One bid request side by side: each sub’s bid, timeline, the lowest and fastest, and the scope.

“compare the fencing bids side by side”

One crew with its members and the work booked for it over the next two weeks.

“who is on Alpha crew”

One customer with their contact details and every project for them.

“what is the Hendricks phone number”

One issue with its type, severity, delay days and resolution.

“what was the rain delay on the Hendricks job about”

One phase with its checklist and what still stands between it and complete.

“show me the concrete pour phase on Hendricks”

One photo report with its photos and the note under each.

“open the Hendricks completion report”

One project in full: its status, health, projected finish date, phases, milestones and customer.

“how is the Hendricks job looking”

One template with its phases, durations, dependencies and checklists.

“what phases are in the pickleball court template”

Pair two photos of the same spot as a before/after.Can undo

“make a before and after from the old slab pic and the finished court”

Phases on a project that can start right now (every predecessor done).

“what can the crew start next on the Hendricks job”

Photo share links and the portal for a project: active, expired or turned off, and view counts.

“what photo links have we sent for the Hendricks job”

Photos taken on one project on one day.

“what did the crew shoot at the Johnson court on Tuesday”

Preview the maintenance visits coming due (default the next 60 days): each job that would be created, its due date, and whether it would be booked on the calendar or wait for a crew. Creates nothing.

“what maintenance is coming due this month”

Projects by status, delay reasons, and estimated vs actual phase durations.

“what is causing most of our delays”

Projects not on the schedule yet: the backlog waiting for a start date.

“what jobs still need to be scheduled”

Rank the week’s booked jobs by gross profit per crew day (not contract size), list each crew’s open days, and suggest unbooked work that fits them. Suggests only; nothing moves.

“which jobs this week make the most per crew day”

Record a machine’s hour-meter reading. Hour meters only count up. Safe to retry.

“the skid steer reads 1,312 hours”

Record which PeakCRM contact (and deal) a PeakPM customer or job belongs to. Used by Peak automations only.

“attach the CRM contact record to this PeakPM customer”

Save a marked-up copy of a photo (arrows, circles, notes); the original is kept.Can undo

“circle the crack in the corner of that slab photo”

Show (pull up) a project’s photos, newest first, with tags, optionally by phase, tag or day range.

“show me the photos from the Hendricks job”

Show the photo inbox: texted, emailed or uploaded photos not filed yet, with the candidates for each.

“what’s in the photo inbox”

Show what moving or delaying a phase would do to the rest of the schedule, without changing anything.

“what happens if we push the Hendricks pour 3 days”

The before/after photo pairs on a project.

“any before and afters on the Hendricks job”

The checklist for a phase: each item, whether it is required, and the answer so far.

“what’s left on the site review checklist for Hendricks”

The cost codes time can be filed under (Base prep, Coating, Travel…).

“what cost codes can I clock to”

The daily log for one project on one day.

“who was on the Johnson court yesterday”

The dispatch board view for a week: every crew lane with its bookings, work with no crew, and double-bookings.

“pull up the dispatch board for this week”

The machines: hour meter, what is due for service, and (for the office) what an hour of each really costs.

“what machines do we have and how many hours are on them”

The options for each crew clash (another crew of the same trade, or the crew’s next free day), without changing anything.

“how do we fix the clash on Alpha crew”

The PeakPM jobs for one PeakCRM contact: status, health, finish dates and the next phase. For the CRM contact page.

“which PeakPM jobs belong to this CRM contact”

The phases a crew is assigned to in a date window (two weeks from today by default).

“what jobs does Alpha crew have lined up”

The photo reports made for a project.

“what photo reports do we have for Hendricks”

The production overview: active, delayed and blocked projects, crews working today, conflicts.

“how are we doing today”

The project timeline: who did what and when, newest first.

“what happened on the Hendricks job this week”

The project’s customer portal: whether it is on, what it shows and how often it was viewed.

“is the Hendricks portal turned on”

Time entries between two days (this week by default), by person and job. Without payroll access you only get your own.

“show the timesheet for this week”

Today’s attention list for the jobs: crew clashes coming up (by crew name), work phases overdue or due today, and milestones past their target.

“what needs my attention on the jobs today”

What a phase still needs before it can be marked complete: checklist answers and photos.

“what do we still need before we can close out base prep”

What one crew is working on a given day (today by default), with the job site and customer.

“where is Alpha crew working tomorrow”

Whether you are on the clock right now, on which job, and your hours so far today.

“am I still clocked in”

Which site is at a GPS location: the open projects whose geofence or pin area holds those coordinates.

“which site is at these GPS coordinates”

Work out which project a texted-in photo belongs to, from the sender’s phone, their crew’s bookings and what they typed.

“which job is this photo from 801-555-0134 for”

Write or update the day’s log for a project: crew and hours, weather, work done, delays and linked issues.Can undo

“log today on Hendricks: Alpha crew, 3 guys 8 hours, poured the base”

Read a receipt or supplier invoice photo from the photo inbox with your own AI and save it as a draft expense.Can undo

“read that Home Depot receipt I texted”

Add a machine: name, kind, unit number, starting hour meter and (for the office) what it costs to own and run.

“add our new Bobcat T66 skid steer, 12 hours on the meter”

Add a milestone to a project, optionally tied to the phase that reaches it.Can undo

“add a “permit approved” milestone to the Hendricks job for November 6”

Add a phase to a project, after a given phase or at the end, and rebuild the schedule.Can undo

“add a 2 day fence install after the coating on the Hendricks job”

Add a service-by-hours plan to a machine (e.g. oil and filter every 250 hours), starting from its current meter.

“service the skid steer every 250 hours”

Add a shift for someone that the phone never recorded (forgotten clock-in, dead phone). Needs a reason; audited.

“add 7 to 3:30 on Hendricks for Marco yesterday, his phone died”

Add a subcontractor to a bid request and make their private no-login bid link (shown in the app to copy).

“invite Rosa Concrete to bid on the Hendricks excavation”

Add an item to a phase’s checklist (a box to tick, a question, a measurement, a photo).Can undo

“add “HOA approval letter on file” to the Hendricks site review checklist”

Adopt the measured production rate for one work type, so every future bid uses it. Pass the measured and current rates exactly as rates.suggestions showed them; refused if either changed since.

“yes, switch coating to the measured rate”

Award a bid request to one subcontractor’s bid: the others are declined and the price becomes the job’s committed sub cost.

“award the Hendricks pour to Rosa Concrete”

Book one open-day suggestion from dispatch.profit: put that phase on that crew from that day, and schedule its job if it was waiting. Refused if the suggestion changed.

“book the Baker coating into Alpha’s open days”

Build a photo report from chosen photos on a project, with a title and summary.Can undo

“make a completion report for Hendricks with the final six photos”

Build a project’s phases, checklists and milestones from a template, then schedule them.

“use the court template on the Hendricks job”

Change a crew’s name, type, colour, service area, capacity, lead or working days.Can undo

“make Jess the lead on Alpha crew”

Change a machine’s name, kind, unit number or (for the office) its ownership and running costs.

“rename unit 7 to the small compactor”

Change a maintenance plan (name, interval, start date, lead time, booked or waiting, template, notes) or pause and resume it.

“pause the Alder Ridge cleaning plan”

Change a phase’s name, description, duration, wait time or notes; the schedule recalculates.Can undo

“make the cure phase on Hendricks 10 days instead of 7”

Change a photo report’s title, summary, or the note under a photo.Can undo

“retitle the Hendricks report "Final walkthrough"”

Change project details: name, start date, target completion, project manager, address or notes.Can undo

“push the Hendricks target completion to December 12”

Close a bid request with no winner; the subs’ links stop taking bids.Can undo

“we’re doing the fence ourselves, close that bid request”

Confirm a draft expense with the checked job, total, date and category so it counts in the job’s costs.Can undo

“yes, that receipt is $412.18 of materials for the Hendricks court”

Correct a machine’s hour meter after a wrong reading (it may go down). Needs a reason; the correction is kept on record.

“the skid steer reading of 12,000 was a typo, it is 1,200”

Correct someone’s time entry (clock-in or clock-out time, job, phase or cost code). Needs a reason; the before and after are kept in the audit trail.

“Marco forgot to clock out yesterday, set it to 4:30 pm”

Create a project, optionally from a template so its phases and schedule are built.Can undo

“start a new job for Dave Brown, two pickleball courts, use the court template”

Create the jobs for previewed maintenance visits: pass the keys from maintenance.preview. Refused if any visit changed since the preview.

“yes, create those maintenance jobs”

File unfiled inbox photos to the one the sender picked, after a texted photo matched several.Can undo

“it’s the Hendricks pool deck, file those inbox photos there”

Hide photos from the customer by marking them internal (office only), or clear the mark.Can undo

“hide the damaged fence photos from the customer”

Keep the current production rate and record the measured one as refused. The suggestion stays quiet until the measurement moves another 10%.

“no, keep the coating rate where it is”

Load labor lines (hours and cost rate per line, optional cost code, optional quantity and unit) into a job’s labor budget, replacing an earlier import.

“load the labor hours from the Hendricks estimate into the job budget”

Lock a phase to its current dates (or unlock it) so recalculation flags it instead of moving it.Can undo

“lock the concrete pour date on Hendricks, the truck is booked”

Make a new project template: a name and its phases in order, each with a length in days.Can undo

“make a template called Court resurface with prep 1 day, coatings 2 days, lines 1 day”

Make a team member the project manager on a project, or clear it.Can undo

“make Sarah the PM on the Hendricks job”

Make one phase wait for another to finish (optionally plus a few days), then rebuild the schedule.

“equipment install on Hendricks can’t start until the inspection passes”

Mark days a crew cannot work (PTO, training, equipment down), or clear them.Can undo

“Alpha crew is off November 26 and 27 for Thanksgiving”

Move a phase to another crew, another start day, or both (a drag on the dispatch board). Warns if that double-books the crew.

“drag the Hendricks coating over to Bravo crew on Thursday”

Move a project to a new stage: planning, ready to schedule, scheduled, in progress, on hold, complete or canceled.Can undo

“put the Hendricks job on hold”

Move or delay a phase and shift everything after it; with a reason it is logged as a delay issue.

“rain delay, push the Hendricks concrete 2 days”

Move photos to another phase or to another project.Can undo

“those pics belong on the Johnson court, not Hendricks”

Put a crew on a phase. Warns (without refusing) if that double-books the crew.Can undo

“put Alpha crew on the Hendricks base prep”

Put a retired machine back in service.

“bring the old compactor back into service”

Put a team member on a crew.Can undo

“add Tyler to Alpha crew”

Record a job’s full estimated cost (labor, materials, subs) from its estimate, so it ranks on real gross profit instead of labor only.

“the Hendricks estimate cost us $31,200 all in”

Record a service done on a machine (optionally for one of its service plans, which restarts that plan’s interval at this meter reading).

“we changed the oil on the skid steer at 1,250 hours”

Record how many units of one kind of work a job actually was (e.g. 7,400 sq ft of coating), replacing the estimate’s number. Finished jobs measure production rates from it.

“the Hendricks court ended up 7400 sq ft of coating”

Rename a milestone, change its target date, the phase that reaches it, or whether it syncs to the CRM.Can undo

“move the Hendricks substantial completion milestone to December 4”

Reset the customer portal link: the old address stops working and a new one replaces it.

“kill the old Hendricks portal link and make a new one”

Resolve a crew clash by applying one fix: `reassign` hands the later job to the free crew, `shift` starts it on the crew’s first free day.

“fix the Alpha double booking by giving the second job to Bravo”

Retire a crew so it no longer shows for scheduling or capacity.Can undo

“retire Charlie crew”

Retire a machine (sold, scrapped, stolen). It leaves the list but its hours and service history stay; nothing is deleted.

“retire the old mini excavator, we sold it”

Send work out to bid: start a subcontractor bid request for a job with the scope subs will price and an optional due date.Can undo

“get bids from concrete subs for the Hendricks base pour”

Set or clear a geofence (a circle or polygon around the site) so GPS-tagged photos file there.Can undo

“set a 200 metre geofence circle around the Hendricks court”

Set up a new crew with a name, type, colour, capacity and crew lead.Can undo

“add a new crew called Bravo crew for resurfacing”

Skip one previewed maintenance visit (the customer declined this time). The plan keeps going; the next visit comes due as usual.

“skip the Jensen court cleaning this year”

Start a recurring maintenance plan: what work, for which customer or finished job, every how many months from which date, and whether each visit is booked on the calendar automatically or waits for a crew.

“put the Jensen court on a resurfacing plan every 4 years from its finish date”

Stop tracking one service plan on a machine (its past service records stay).

“stop tracking the hydraulic filter on the skid steer”

Take a team member off a crew.

“take Tyler off Alpha crew”

Take the crew off a phase, leaving it unassigned.Can undo

“pull Alpha crew off the Hendricks base prep”

Turn off a photo share link (or the portal) so it stops working.

“turn off the gallery link we sent the Hendricks customer”

Turn off one subcontractor’s bid link; any bid they posted is withdrawn.

“turn off the bid link we sent to Acme Excavating”

Void a machine-hours entry logged by mistake (wrong job or machine). Needs a reason; the entry stays on record as voided.

“those skid steer hours went on the wrong job, void them”

Void an expense entered by mistake; it stops counting on the job but the record stays.Can undo

“that fuel receipt was personal, void it”

Share a photo report with the customer: an expiring link to its page and PDF.

“send the Hendricks completion report to the customer”

Share chosen photos with the customer: an expiring photo-gallery link, good for a day, a week or longer.

“send the Hendricks customer a link to the finished court photos”

Show (or stop showing) a day’s log highlight to the customer on their portal.

“share Tuesday’s Hendricks update with the customer: base is poured and curing”

Turn on the customer portal, or change what it shows: schedule, chosen photos, daily updates and a message.

“turn on the portal for the Hendricks job with the schedule and photos”