jobs-getting-started
Use when it is the first conversation after someone imports the Job & Payments Log template, or when the owner asks to set up or redo their job log.
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Last checked Template updated
A plain-language job and payment log for local service businesses. Tell it about bookings and payments in your own words, and it keeps accurate prices, tax, tips, and balances and sends you daily or weekly money summaries.
Query this catalog from Claude, Cursor, or Grok via MCP.
Use when it is the first conversation after someone imports the Job & Payments Log template, or when the owner asks to set up or redo their job log.
Use when the owner tells you in plain words about a new booking, a change to a job, a cancellation, a no-show, or a completed job.
Use when the owner reports getting paid for a job (full, partial, deposit, or tip), by card, cash, Zelle, Venmo, check, or any other method.
Use when a scheduled daily/weekly summary runs, or when the owner asks how the day, week, or a date range went (jobs, money, balances, upcoming work).
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