PayMow AI Assistant - Text Message Interaction Guide

Create A New Customer

To create a new customer, send a message that includes the first name, last name, or company name along with the address, phone number, and email. You can also specify a payment plan when creating the customer.

Can you create John Smith? He lives at 1437 South Fletcher Ave in Fernandina Beach, FL. His phone number is 904-528-8545. Let's charge him $250 a month.

Create John Smith. His number is 904-528-8545.

Update an Existing Customer

To update an existing customer's details, send a message specifying the new information you would like to update, such as address, phone number, or email.

Update John Smith’s phone number to 904-777-1212.

Change John Smith’s address to 456 Maple Street, Yulee, FL.

Schedule an Appointment

To schedule an appointment, specify the customer’s name, the appointment date and time, and a brief description of the appointment.

Schedule an appointment for John Smith on March 20 at 10 AM to discuss his lawn care plan.

Book a meeting with John Smith for Thursday at 2 PM about his payment plan.

Send an Estimate to a Customer

To send an estimate, provide the customer’s name and indicate that you would like to send an estimate.

Send an estimate to John Smith.

Email the estimate to John Smith for review.

Start a New Estimate

To create a new estimate, specify the customer’s name, project details, total amount, and any optional add-ons.

Create a new estimate for John Smith's driveway project. Remove existing concrete and replace it with Premier Pavers Oasis in a running bond pattern. Total cost: $6,500. Add an option for a 4x8 trash pad for $800.

Start a new estimate for John Smith’s patio renovation.

Attach a Photo to a Customer’s File

To attach a photo, include the customer’s name and send the image as an attachment.

Attach this photo to John Smith’s customer file.

Save this image to John Smith’s project record.

Change a Customer’s Service Day

To change a customer’s service day, specify their name and the new service day.

Change John Smith’s service day to Monday.

Move John Smith’s scheduled service to Fridays.

Send a Customer Their Payment Plan

To send a payment plan, provide the customer’s name.

Send John Smith his payment plan.

Text John Smith the payment plan details.

Retrieve a Customer by Address

If you need to find a customer by their address, send a message including the street address.

Who is at 1437 South Fletcher Ave?

Find the customer at 456 Maple Street.

Add a Task, Note, or Reminder

To create a new task or reminder, specify the task details and optionally associate it with a customer.

Add a task to follow up with John Smith about his invoice.

Remind me to check on John Smith’s project next Friday.

View Active Tasks, Notes, or Reminders

To retrieve a list of all active tasks and notes, simply request them.

Show me all my active tasks.

List all my pending reminders.

Log a Receipt or Expense

To log an expense, provide the vendor name, amount, and attach a receipt image.

Save a receipt for $75 at Home Depot.

Log an expense of $150 for materials at Lowe’s and attach the receipt.