Ask once. Whiz does the steps and keeps watch
Tell Whiz what needs doing, typed or with Hey Whiz. It works through the steps with your own prices and records, asks before anything reaches a customer, and tells you what has slipped before you have to look. On Starter and up.
One request, several steps
Paste an email from a new customer and ask Whiz to make the quote. It checks whether the customer already exists, makes them if not, opens a job at the right address, adds lines from your price list, sets the deposit, finds a free time and writes the email for you to approve. One request can run up to 12 changing steps, and you watch each one as it happens.
Every step presses the same button you would press, with the same checks for role and plan, so Whiz can only do what the person asking can do. If it runs out of steps it stops and says what is left.
What Whiz can do for you
Customers, jobs and enquiries
Makes them from typed words or a pasted email, after checking for duplicates by email, phone and close names.
Quotes and invoices
Adds and changes lines, kits, deposits and new quote versions, makes progress claims and variations, and invoices finished jobs or job costs.
Bookings and the day
Books a visit with a crew and checks for clashes. If someone is away it replans their day, one card to approve, customers not emailed.
Emails and reminders
Writes a customer email or a reminder as a draft card you can edit and approve. Approve all sends the lot, with a warning that emails cannot be recalled.
Tasks and checklists
Gives people tasks, finishes them, and makes a checklist from your words and puts it on the job.
Supplier bills
On Business, tells you which bills are waiting and files one to a job by line, with Undo.
It never guesses a price, and you stay in charge
- Prices. A line gets its price from your price list or from an amount you said. Anything else goes on at zero and Whiz names it for you.
- Customers. Emails wait on a card for your yes. Nothing reaches a customer until you say so.
- Money. Recording a payment always asks, one at a time.
- Undo. One Undo takes back every inside change of the request, newest first, for 60 seconds.
- Privacy. Phone numbers and email addresses are masked before your words reach the AI model.
Brief me: what needs you, right now
Whiz checks your live records with plain rules, no AI, so the answer is instant and always current. It sits on Today for the owner and office, in the Whiz panel and in Ctrl K.
What the brief looks for
- Late visits and missing check outs
- Enquiries nobody has answered
- Quotes not sent, and quotes with no answer after 7 days
- Overdue money
- Jobs not booked, and jobs done but not invoiced
- Low stock
Whiz keeps watch while you work
You do not have to ask. Inside your sending hours Whiz runs its checks and tells you once.
A brief each morning
The owner and office get one bell line that opens the brief. Technicians hear only about their own missing check outs.
Loose ends as they come up
A new loose end gets one bell line with Draft it, which opens Whiz with the fix filled in. It still asks before anything goes out.
Watches you ask for
Tell me when this quote is opened or answered, this invoice is paid or overdue, an enquiry waits too long, a visit runs late, or overdue money passes an amount.
Questions answered with your own numbers
Ask who owes you, how a month compares or how a job did. Whiz answers from the same sums as Reports, with a table or a bar chart by month or by customer, and shows a job’s profit three ways: as billed, by cash in, and with what is still to bill.
Which plan has what
- Free
- No AI features
- Starter
- Whiz and AI drafts, 500 AI actions a month
- Business
- Whiz and AI drafts, 2,000 AI actions a month
- Multi brand
- Whiz and AI drafts, 5,000 AI actions a month
- Whiz requests
- Up to 2,000 a person a month on every paid plan
AI actions are the drafts WhizInvoice writes for you, such as reading a bill or a work order. The brief and the watches are plain checks and use none. You turn drafts on in Settings.
Good to know
Can Whiz send emails to my customers by itself?
No. Whiz writes the email and it waits on a card until you approve it. Approve all can send several from one request, and it warns you first that emails cannot be recalled.
Can Whiz record a payment?
Yes, when you ask, and it always waits for your yes, one payment at a time.
Will Whiz make up a price?
No. Prices come from your price list or from an amount you said. A line with neither goes on at zero, and Whiz tells you which lines need a price.
Can my technicians use Whiz?
Yes. Whiz works as the person asking, so a technician can only do what their login allows.
What if I do not want AI at all?
Drafts stay off until you turn them on in Settings, and each kind has its own switch. The Free plan has no AI features.
Hand Whiz the next email
Start a 14 day free trial on Starter and ask Whiz to make your next quote.
Free plan forever. No card needed to start.