A few quick questions — then Donna's ready.
Private to your account. Nothing sends until you approve it.
Your answers are saved to your shared profile — visible and editable any time under My Account → My Profile.
My Customers
Your customer database. Tap anyone to see their full history.
Estimates
Every estimate you've drafted and sent — who it was for, the total, and whether it went out.
Invoice Builder
Invoices you've created from approved estimates. Turn an estimate into an invoice from Estimates, then send and track it here.
Invoice Chaser
Get paid. Donna finds your unpaid, past-due invoices and drafts a polite reminder for each — biggest amount first. Nothing sends until you approve it. See your numbers in Money →
Follow-ups
No estimate goes quiet. When an estimate you sent sits 3+ days with no answer, Donna drafts a friendly check-in overnight and parks it here. Nothing sends until you approve it.
Reviews
Turn finished jobs into Google reviews. When an invoice is paid, Donna drafts a friendly review request — an email, plus a text you can copy and send from your phone. Nothing sends until you approve it.
Leads
New inquiries from your website. Donna acknowledges each one in seconds so you're first to respond — that's who wins the job.
Current Jobs
Active work — what's on the calendar this week and what's in progress.
Previous Jobs
Job history — what you did and what it brought in.
My Projects
Multi-job builds — group several jobs under one project. What's the difference? →
My Notes
Notes Donna keeps for you, organized by customer.
Setup Connections
Connect the tools you already use. One connection works for Office and Money both.
QuickBooks Online
So Donna's estimates, invoices, and expenses land in your books automatically.
Gmail
So Donna can send estimates and invoices from your own email address.
Google Calendar
So scheduled jobs show up on your calendar and customers get reminders.
How to use Donna
Plain-English answers. Find what you're stuck on, then get back to work.
Type "estimate for [customer name]" into the chat, or tap + → New estimate. Donna pulls your labor rate, markup, and tax settings from your profile automatically. Review the draft on the right, then approve to send.
Same as estimates — type "invoice [customer]" or tap + → New Invoice. Donna pulls the job, calculates totals, and drafts the email. If QuickBooks is connected, it syncs there too.
Job = a single visit / a single ticket. One day of work for one customer.
Project = a bigger build that has multiple jobs under it. Example: "Smith Kitchen Remodel" is a project; "Demo day," "Cabinet install," and "Final paint" are jobs inside it.
Most simple service work is just jobs — you only need Projects when one customer's work spans multiple visits.
Three ways: tell Donna in chat ("add customer Jane Smith, 555-1212"), tap + → New Customer, or go to My Customers and tap + Add Customer. Anything Donna drafts for a new customer name auto-creates the record.
Bottom-left sidebar → Setup Connections → QuickBooks Online. You'll sign in to Intuit once and Donna will sync estimates, invoices, and receipts after that. One connection covers both Office and Money.
No. Donna drafts — you approve. Every estimate, invoice, email, and calendar event waits in the right-hand panel until you tap Approve. Receipt uploads and customer adds happen instantly because they're not communications.
Donna only shows green when she's actually verified the connection against your account. Red means either you haven't set it up yet or the token expired — tap Setup Connections to reconnect. She'll never fake a green light.
Donna sticks to paperwork — estimates, invoices, receipts, customers, jobs, and scheduling. She does not handle:
- Payroll, employee tax forms (W-2 / 1099)
- Tax filing, tax advice, sales-tax filing
- Bank-account access, bank reconciliations, transferring money
- Raw QuickBooks JournalEntry edits or chart-of-accounts changes
- Depreciation schedules or year-end adjusting entries
- Legal advice, contracts, lien filings, license / permit advice
Those belong with your accountant, bookkeeper, or lawyer. Ask Donna to do one of these and she'll decline and point you to the right place — Money for the numbers, your accountant for the rest.
Email [email protected] with what you were doing when it broke. We normally respond within 2 business days.