Barry is the AI operations agent for trades and home-services businesses — it connects to the software you already run. In the video, Barry is connected to Jobber, QuickBooks Online, and Gmail over WhatsApp, then given two recurring jobs. Each one is a single text.
How do I get a weekly revenue report from Jobber and QuickBooks?
Connect Jobber and QuickBooks Online, then text Barry what you want in the report and when. Barry turns that text into a routine and sends the report to the chat you use with him at the time you set. The numbers come straight from Jobber and QuickBooks each time, so nobody has to build the report by hand.
Every Monday morning, give me booked revenue for the next seven days from Jobber, cash collected month to date from QuickBooks, and every past-due invoice with the client and amount.
WhatsApp
Text
TelegramWhen asked for a sample on demand, Barry had the finished report back in about 30 seconds.
How do I follow up on Jobber quotes automatically?
Ask Barry to check Jobber every weekday for quotes that have waited three or more days for a response. For each one, Barry writes a follow-up email in your Gmail drafts, in your own tone, and texts you that it's ready. The email sits in Drafts until you review it and hit send.
Every weekday, check Jobber for quotes awaiting a response for three or more days, draft a follow-up email to that client in my mailbox, and tell me it's ready.
Barry scheduled it for 8 AM each weekday. Its first pass through the Jobber quotes took about a minute and left one draft in Gmail.
What do I need to connect?
- Jobber
Text Barry “connect Jobber.” He replies with a link — tap it and approve.
- QuickBooks Online
Same text, same link. Now Barry can see payments and invoices.
- Gmail
Only needed for the follow-up drafts. Outlook works too — see every tool Barry connects to.