Tips & Best Practices

Get the most out of Bob with these tips.

Communication Tips

Be Conversational

Bob understands natural language:

Good: "Can you show me the projects that are running behind schedule?"

Also good: "What projects are late?"

Both work equally well.

Provide Context

More context = better results:

Less context: "Create a project" More context: "Create a kitchen remodel project for John Smith at 123 Oak Street"

Use Follow-ups

Build on previous messages:

You: "Show me the Smith Kitchen project" Bob: [Shows project] You: "What tasks are incomplete?" Bob: [Shows tasks for Smith Kitchen - knows the context]

Productivity Tips

Morning Briefing

Start your day:

"What do I need to focus on today?"

Bob shows tasks, overdue items, and priorities.

Quick Data Entry

Instead of navigating menus:

"Add a note to Smith Kitchen: Client approved cabinet selection"

Bob adds the note directly.

Fast Navigation

Jump anywhere:

"Go to the electrical rough-in quote"

Faster than clicking through menus.

Batch Operations

Handle multiple items:

"Mark all electrical tasks as complete"

Bob confirms and executes.

Advanced Techniques

Complex Queries

Ask multi-part questions:

"Show me all projects in Austin that are over budget and have overdue tasks"

Bob filters on all criteria.

Comparisons

Analyze differences:

"Compare the original Smith Kitchen quote to the revised one"

Bob highlights changes.

Summaries

Get quick overviews:

"Give me a summary of this week's progress on the Johnson addition"

Bob compiles activity.

Calculations

Do math on the fly:

"What's a 20% markup on $15,000 worth of materials?"

Bob calculates: $18,000.

Voice Usage

When to Use Voice

• In the field with hands full
• Quick questions while driving
• Note-taking on site

Voice Tips

• Speak clearly and naturally
• Pause between sentences
• Review transcription before sending

Keyboard Power Users

Quick Access

Cmd/Ctrl + K opens Bob from anywhere.

Slash Commands

Type / for quick actions without full sentences:

• /new project
• /search invoices
• /go dashboard

History Navigation

Press ↑ to edit your last message.

Common Workflows

Creating a Quote from Scratch

"Create a new quote for a bathroom remodel for the Martinez project. Include demo, plumbing rough-in, electrical, and tile work."

Bob creates the structure, you add prices.

Finding Old Documents

"Find the contract we signed with ABC Electric last year"

Bob searches across all documents.

Status Updates

"What happened on the Smith project this week?"

Bob compiles all activity into a summary.

Budget Checks

"How much have I spent on the Johnson project versus the budget?"

Bob shows budget comparison.

When Bob Struggles

Too Vague

Problem: "Send that thing" Solution: "Send the Smith Kitchen quote to john@email.com"

Ambiguous References

Problem: "Update the project" Solution: "Update the Smith Kitchen project budget to $50,000"

Complex Multi-Step

If one request is too complex, break it up:

1. "Create a project for 123 Main Street"
2. "Now add John Smith as the client"
3. "Set the budget to $75,000"

Safety Confirmations

Bob asks before:

• Deleting anything
• Sending to clients
• Making large changes
• Irreversible actions

Always review before confirming.

Learning More

Ask Bob

"What else can you help me with?" "How do I create a change order?" "Teach me about the takeoff feature"

Bob can explain features too.

Experiment

Try things! Bob will let you know if something isn't possible.

Feedback

Reporting Issues

If Bob does something wrong:

"That's not right" or "That's wrong"

Bob notes the feedback.

Suggestions

"I wish you could..."

Feedback helps improve Bob.

Next Steps

• Commands - Quick command reference
• Chat Interface - Using the chat
• What is Bob? - Overview