Help / Your workspace
Your workspace
Calls, inbox, jobs, diary, customers, quotes and invoices
Read and act on your callsEvery call Scarlett takes lands in the Inbox's Calls folder, with a summary, the recording and the transcript. Find a call, read it, and act on it.Manage every conversation in the InboxEvery call, text, email and WhatsApp with a customer in one list, like a mail app. Sort it with folders and tags, archive what's done, and reply with Scarlett's help.Track jobs from enquiry to doneEvery job Scarlett books lands in Jobs. Answer booking requests, move jobs through their stages, assign them, archive what's finished, or see everyone on the Board.Manage your diarySee everything Scarlett has booked on the Calendar, book jobs yourself, choose when she may offer appointments, and keep it in step with Google Calendar.Work with customer profilesEveryone Scarlett has spoken to becomes a contact, built automatically from their calls and messages. Tag them, add notes, see where they are, and see their whole history.Draft and send quotesDraft a quote or estimate, ask for a deposit if you want one, send it by email, and let the customer accept or decline with one tap — no login, straight from the link.Create and send an invoiceRaise an invoice, send it to the customer by email, and track what's paid and what's still owed — all from Scarlett.
Still stuck? Email hello@getscarlett.ai with your business name and, if it’s about a call, roughly when it came in.