Copilot for jobs
Ask how a job's doing. Get the real number.
- Answers from your own books
- Nothing changes until you approve
- With Max
Ask like it's your bookkeeper
A plain question gets your real number.
Answers on the job site
- Ask from your phone on the job
- No need to get back to a desk
- Answers come from your own books
Your numbers, not a guess
- Reads the same books as Projects
- Ask where a job will land
- Get the real figure, not a guess
No report to dig out
- Ask where a job's money went
- Split into materials, subs and labor
- No digging through bills at night
It drafts, you approve
Nothing changes until you press the button.
Say it, it's written up
- Tell it to bill the next draw
- The invoice is written up for you
- It stays a draft until you send it
Nothing moves without you
- Every change waits on a card
- Typing yes won't approve it
- Press its button, or turn it down
Change your mind? Undo
- Undo puts back what a card did
- Budgets and drafts have no Undo
- Set it again, or delete the draft
Job watch, every night
Catch a slipping job before the walkthrough.
Trouble found overnight
- Checks every job every night
- Flags profit that's sliding
- By morning a note names the job
Money you forgot to bill
- Spots jobs that are under billed
- Behind by 10% and at least $1,000
- That's your money, so go bill it
Writes only when it matters
- Names jobs heading to a loss or late
- Quiet when nothing changed
- Never touches your books
In Claude and ChatGPT
Ask from the AI you already use.
Already use Claude or ChatGPT?
- Connect BooksGPT to your AI app
- Ask how a job's doing in the chat
- Real job figures, no other app
It can't save anything
- It can get a budget ready
- It can't save it on its own
- You press the button in BooksGPT
Pay rates stay home
- It sees job figures and hours
- Never hourly pay or estimated labor
- Those stay in BooksGPT
How it works
Questions, answered.
Your own books. Copilot reads the same figures as your Projects and Work in progress pages, so what it tells you on a job site is what you'd see at your desk. If a number looks wrong, the fix is in the books: put the missing bills or invoices on the job, or set its budget.
No. Copilot can only get a change ready. It sits on a card in the chat until you press that card's button, and typing yes won't do it. Job watch never changes anything. Owners and bookkeepers approve job cards, and anyone who can edit the books can approve a drafted invoice.
Set up or edit jobs, change a job's status, add a cost code or cost type, set a budget, draft a change order, draft the next draw or a progress invoice, and set a job's percent complete. Most can be undone. A budget you set again, and a drafted invoice you delete.
Profit fading by $5,000 or 2 margin points, a job heading to a loss, under billing of at least 10% of the contract and $1,000, a schedule that's late or slipping, and a job that came off the schedule still carrying a balance. It checks every night and after each month you close.
No. Copilot never shows pay rates or estimated labor cost, because anyone in your workspace can read a chat. Job watch never names people or pay either. You and your bookkeeper see those figures on the job's page and on the Time page.
Yes. Connect BooksGPT to the AI app you already use and ask about your jobs from there. It can get a budget or a draw ready too, but you approve it in BooksGPT. Pay rates and estimated labor stay in BooksGPT.
Your jobs come with Max. So do Job watch and most of the changes Copilot can get ready. Only the workspace owner can upgrade to it.