Get set up

A few things we need before your setup call, so we can get straight into it. It takes about an hour all up.

You can stop any time and come back on this phone or computer. We'll remember where you were up to.

About youStep 1 of 9

First, who are we talking to?

Please add your name.

Please add your business name.

Please add your mobile.

About 15 minutes. Do this on the computer that stays on during work hours, not your phone. Tick each one as you go.

Use your business email. Pro or higher.
On the computer that stays on.
The Claude in Chrome extension, on the same computer.
In Claude: Settings, then Capabilities.

What you use now. Best guess is fine.

Business email
Job app
Xero plan
The computer that stays on during the day

The numbers in your head when you quote and invoice. These go into the setup so drafts come out right.

Payment terms
Registered for GST?

Just the main ones. One per line is perfect.

Add any special rates, terms or PO numbers they have.

And how each one sends you bills: email PDF, portal, or paper.

Snap a photo or pick a PDF. Your files go straight into your own private folder with us.

Before you upload: black out bank account or BSB numbers, card details and tax file numbers.
3 recent quotes

Ones you've sent in the last couple of months.

    3 recent invoices

    Invoices you've sent to customers.

      3 supplier or subbie bills

      Bills you pay, especially ones you pass on to customers.

        1 message chasing a payment

        A screenshot of an email or text you sent asking to be paid.

          Your terms and conditions

          Only if you have them.

            Easier on the computer? You can come back to this step there. Or email them to hello@thedigitalapprentice.com.au.

            A best guess is fine. We use these as your "before" so we can show you what's changed at day 30.

            Hours a week on admin
            How long customers usually take to pay
            Owed to you right now
            How many did you follow up?

            How it works: Claude drafts, you decide. Nothing goes to a customer until you check it and say "send". On top of that, is there anything you never want it to touch or do?

            Here's what you've done. Anything not finished, we can sort out on the setup call. Send it when you're ready.

              All sent. Thanks!

              Jason and Jacob have your checklist. Jason will have a read before your setup call and text you if anything's missing.

              On the day: sit at the computer that stays on, with Claude open. We'll connect your email and Xero together on the call.

              Set up Claude

              Do this on the computer that stays on during work hours.

              AI ADMIN FOR TRADIES
              Does the grunt work. Never calls in sick.              Your details and files only go to The Digital Apprentice and are never shared.
              Questions? Text Jason on 0428 936 717