Your AI,now knows your jobs.
Tell an AI what happened on the job (the receipt, the hours, the change) and it lands in your books. Use Dash, built into Bill-The-Job, or connect the assistant you already use: Claude, ChatGPT, Grok or Gemini.
Here's the receipt from Home Builders Supply. It's for the Henderson deck, but the drill bits are shop stock and the PVC is for the Alvarez bath.
record_receiptRecorded $616.32 at Home Builders Supply: Henderson deck $522.59, General / Overhead $53.49, Alvarez bath $40.24, tax included.
Your AI is smart. It just doesn't know your jobs.
Ask a good assistant how to price a deck and you get a thoughtful answer about decks in general. It doesn't know your labor rate, what the Henderson job has cost so far, or which invoice is 40 days late. So you paste numbers in, the chat ends, and next week you start over.
An assistant without your books is giving advice about someone else's business.
Bill-The-Job gives it the real thing. It reads your clients, jobs, estimates, invoices, hours and expenses, and it writes back through the same rules the app uses. Totals, tax and your contractor fee are worked out by Bill-The-Job, not guessed in a chat.
Dash inside the app, or your own AI from outside it.
Both work from the same records, so a change made in one shows up in the other.
Dash
Built in · no setupOpen it from any page. It knows which job or document you're looking at.
Attach receipt photos in the chat. On paid plans, talk to it by voice.
Every plan includes Dash each month: 3 turns on Free, 30 on Starter, 100 on Pro, 500 on Ultimate.
Your own AI
Claude · ChatGPT · Grok · GeminiPaste one address into your assistant and sign in. There is no key to copy.
49 tools for the same clients, jobs, documents, hours, expenses and receipts Dash works with.
Works on every plan, Free included. Your plan's limits apply the same as in the app.
The same questions, answered from your books.
Three ordinary asks, and the tool each one reaches for.
Who still owes me money, and how late are they?
get_ar_agingReads your open invoices and sorts what's owed by how long it has waited, so you know who to call first.
Here's the receipt from Home Builders Supply. It's for the Henderson deck, but the drill bits are shop stock and the PVC is for the Alvarez bath.
record_receiptFiles each line to its job, puts the sales tax with the lines it was charged on, and reads back what landed where. The receipt is below.
Turn the accepted Henderson estimate into an invoice.
convert_documentMakes a new draft invoice from the estimate and leaves the estimate as it was. You review it and send it from the app.
One receipt, three jobs, the tax where it belongs.
Most supply-house runs aren't for one job. Lumber for one, fittings for another, a drill bit set for the shop. Say what was for what. Bill-The-Job splits the receipt, gives each job its share of the sales tax, and keeps shop purchases in General / Overhead, which doesn't count against your plan's active projects.
Your own assistant reads the photo itself and sends only the lines. With Dash, Bill-The-Job reads the photo and passes Dash the figures. Either way the photo isn't kept.
Anything an AI records is marked for you to review, and its reply ends with a line you can check at a glance:
Recorded $616.32 at Home Builders Supply: Henderson deck $522.59, General / Overhead $53.49, Alvarez bath $40.24, tax included.
Home Builders Supply
2x6x12 lumber × 20
Henderson deck$412.00
Joist hangers
Henderson deck$86.40
Instant savings
Henderson deck−$10.00
Drill bit set
General / Overhead$49.99
PVC fittings
Alvarez bath$37.61
Subtotal
$576.00
Sales tax
$40.32
Total
$616.32
Henderson deck
incl. $34.19 tax$522.59
General / Overhead
incl. $3.50 tax$53.49
Alvarez bath
incl. $2.63 tax$40.24
What it does, and what waits for you.
An assistant that can reach your books should make you pause. The answer isn't a promise about how it behaves. It's which tools exist. Anything you can't easily undo, like deleting something, recording a payment or merging two clients, isn't done by the assistant. It asks, and you get a link.
You open the link in Bill-The-Job, see exactly what would change, and approve it or ignore it. A request you ignore expires after 24 hours.
It can
- Add and update clients, jobs, workers and hours
- Build estimates, proposals and invoices, and turn one into the next
- Record receipts and expenses against the right job
- Draft a Spanish or English copy of a document for you to review
- Pull reports: who owes you, what a job has cost, what needs following up
- Hand you a document's PDF, the same one your customer gets
It asks you first
- Delete a document, expense or hours entry
- Record a payment
- Merge duplicate clients or projects
- Move something filed under the wrong client or job
It can't
- Send anything to your customer. You send from the app.
- Read your customers' full names, emails, phone numbers or addresses in its results
- Change your billing, plan, team or sign-in settings
- Reach any business but yours
Your numbers, yes. Your customers' contact details, no.
To answer about your business, an assistant needs your jobs, amounts, dates, line items and hours, so those are sent in full. Your customers' personal details aren't. A client comes through as a short handle; on a single record the name, email and phone are masked, and lists leave them out. Addresses and private notes are left out of every result.
It can still set those details. Tell it a client's new email and it saves it; it just doesn't read the full value back. The one exception is a PDF you ask for: that's the copy your customer gets, so it has their name and address.
Need a customer's phone or address? Ask your assistant for it, and you get a link that opens the client in Bill-The-Job, with everything on it.
Every result is built from a hand-written list of allowed fields. A field added to Bill-The-Job later stays invisible to your assistant until someone deliberately adds it.
Jobs, documents, line items and totals
SentHours, expenses and receipts
SentPayments and what's still owed
SentA client's handle and masked name
SentA link that opens the full details in Bill-The-Job
SentCustomers' full names, emails and phones
WithheldAddresses and private notes
WithheldYour user id and sign-in details
WithheldBilling and payment card details
WithheldYou decide which assistants get in.
You approve each assistant by name.
The first time an assistant connects, it waits in Settings → Connections until you approve it. A name the assistant chose for itself is marked unverified, because nothing confirms it.
Your account comes from the sign-in, never the request.
No tool takes an account id, so there's no request an assistant could make that reaches another business. The database checks it again on every query.
Revoke it any time.
Revoking an assistant in Settings → Connections stops it on its next request.
One thing we don't control.
Once an answer reaches your assistant, its provider's settings decide what happens to it. Before you connect, consider turning off training on your conversations and memory. The quickest way to find those switches is to ask the assistant itself.
Four steps, about five minutes.
Nothing here needs a developer. Settings → Connections shows the steps for your assistant.
https://api.billthejobs.com/mcp/
Create a free account and set up your business
Your assistant works with what's in the account. Add your business details; clients and jobs can come later, or from the assistant.
Open Settings → Connections
Everything for outside assistants is on one page. Nothing is connected until you connect it.
Paste the address into your assistant and sign in
Claude, ChatGPT, Grok and Gemini take the address https://api.billthejobs.com/mcp/ and send you to a normal Bill-The-Job sign-in. Other tools that speak MCP sign in the same way.
Approve it, then ask something
The first time it tries, it's turned away until you approve it under Connected AI clients. Approve it and ask again.
Things worth asking once it's connected.
Questions
Model Context Protocol (MCP) is an open standard that lets an AI assistant use tools on another service. Bill-The-Job runs an MCP server, so an assistant you already use can read your jobs and documents and make changes, instead of you copying numbers into a chat.
Claude, ChatGPT, Grok and Gemini, and other tools that speak MCP. You paste the address and sign in. Some plans of those assistants don't offer custom connectors; Settings → Connections says which.
Use Dash if you want nothing to set up: it's in the app on every plan. Connect your own if you already work in Claude or ChatGPT and want your jobs in the same conversation. Many people use both; they work from the same records.
No. Sending to a customer is done by you, from the document in the app. The assistant can build the document and hand you its link and PDF.
Only by asking. Deleting a document, expense or hours entry, recording a payment, merging duplicates and moving something to another client or job each produce a link. Nothing changes until you open it in Bill-The-Job and approve it. An ignored request expires after 24 hours.
Not in full. Clients come through as a short handle, with name, email and phone masked on a single record and left out of lists. Addresses and private notes are left out of every result. A document's PDF, if you ask for one, is the customer's copy and has them. The assistant can still update those details for you.
No. Connecting your own assistant works on every plan, Free included, and every plan includes some Dash turns each month. Your plan's limits apply the same way they do in the app, such as how many active projects you can have and which reports are included.
Revoke the assistant in Settings → Connections. It stops working on its next request.
Bill-The-Job doesn't train AI models on your data. What your connected assistant's provider does with a conversation is set by that provider, so turn off training and memory there if you'd rather it not keep them.