Commands & Actions

Quick reference for what Bob can do.

Slash Commands

Type / for quick commands:

Project Commands

Creating

• "Create a new project called [name]"
• "New project for [client name]"
• "Start a project at [address]"

Finding

• "Show project [name]"
• "Go to my active projects"
• "Find projects for [client]"
• "What projects are over budget?"

Updating

• "Change [project] status to active"
• "Update [project] budget to $50,000"
• "Archive [project]"

Quote Commands

Creating

• "Create a quote for [project]"
• "New estimate for [client]"
• "Start a quote from the takeoff"

Managing

• "Show quotes pending approval"
• "Open quote [number]"
• "What quotes did I send this week?"

Actions

• "Send [quote] to [email]"
• "Duplicate [quote]"
• "Mark [quote] as accepted"

Document Commands

Finding

• "Show recent documents"
• "Find invoices from [vendor]"
• "What documents need processing?"

Actions

• "Upload a document to [project]"
• "Extract data from this invoice"
• "Search documents for [term]"

Task Commands

Creating

• "Add task [description] to [project]"
• "Create a task for [person]"
• "New task due [date]"

Viewing

• "Show my tasks"
• "What's due this week?"
• "Show overdue tasks"

Updating

• "Mark [task] complete"
• "Assign [task] to [person]"
• "Change [task] due date to [date]"

Financial Commands

Invoices

• "Show unpaid invoices"
• "What invoices are overdue?"
• "Total invoices this month"
• "Mark invoice [number] as paid"

Reports

• "Show cash flow for March"
• "What did I spend on [vendor]?"
• "Compare budget to actual for [project]"

Team Commands

Finding

• "Show team members"
• "Who's working on [project]?"
• "What is [person] assigned to?"

Actions

• "Add [person] to [project]"
• "Send reminder to [person]"
• "Show [person]'s activity"

Inventory Commands

• "Show available vehicles"
• "What equipment is assigned to [project]?"
• "Find inventory at [location]"
• "Add vehicle to inventory"

Navigation Commands

Quick Navigation

• "Go to projects"
• "Open documents"
• "Show dashboard"
• "Take me to quotes"

Specific Items

• "Open [project name]"
• "Show quote [number]"
• "Go to [person]'s profile"

Analysis Commands

Comparisons

• "Compare [quote A] to [quote B]"
• "How does this project compare to [other project]?"

Summaries

• "Summarize [project]"
• "What happened this week?"
• "Give me a status update"

Calculations

• "What's the total for [project]?"
• "Calculate markup on [quote]"
• "Average invoice amount this month"

Reminders & Notifications

• "Remind me about [task] tomorrow"
• "Set a reminder for [date]"
• "Notify me when [event] happens"

Help Commands

• "Help"
• "What can you do?"
• "How do I [action]?"
• "Show me how to [task]"

Examples by Scenario

Morning Routine

"Good morning, what do I need to focus on today?"

Bob shows:

• Tasks due today
• Overdue items
• New notifications
• Upcoming meetings

End of Day

"Wrap up my day"

Bob summarizes:

• Completed tasks
• Outstanding items
• Tomorrow's priorities

Finding Something

"I need that invoice from ABC Lumber from last month"

Bob searches and finds the matching document.

Next Steps

• Tips & Best Practices - Advanced usage
• Chat Interface - Using the chat
• What is Bob? - Overview