Connect the AI assistant you already use to SupaHandi. Ask about a job, create a draft estimate, or check your profit—right from a conversation.
AI connection requires SupaHandi Pro and a supported AI app or plan.
Your AI assistant · Pro
I created a draft estimate for Maria’s pullout shelf installation. You can review the details in SupaHandi before sending it.
DRAFT ESTIMATE
Pullout shelf installation
Maria Lopez · 3 shelves
$450.00
DraftTry an example
Interactive preview with sample data. No account is connected.
Connect the AI app you already use
Less busywork. More clarity.
Your assistant can work with the information in the SupaHandi account you connect. Here are a few ways to put it to work.
01 / What you can ask
Create draft estimates and invoices from the details you provide. Review them in SupaHandi before they go out.
You
Create a draft estimate for 3 shelves, $450.
Your AI assistant
Your estimate is saved as a draft, ready for you to review.
02 / What you can ask
Look up customer details and recent work, or add a new customer to your account.
You
Find Maria and show me her recent jobs.
Your AI assistant
I found Maria’s record. Here’s her recent work.
03 / What you can ask
Look up and create jobs, update details, and add notes so the work stays organized.
You
Add a note to the kitchen cabinet job.
Your AI assistant
What would you like the note to say?
04 / What you can ask
Check recorded revenue, expenses, profit, and the items that need your attention.
You
What was my net profit this month?
Your AI assistant
Here’s your net profit for this month, based on your recorded revenue and expenses.
05 / What you can ask
Log expenses and manual payments against jobs, and create receipts from eligible payments.
You
Log an $86 materials expense for the shelf job.
Your AI assistant
I’ve recorded the materials expense on the shelf job.
06 / What you can ask
Ask your assistant to email an estimate, invoice, or receipt to your customer. Sending is a real action.
You
Email the estimate to Maria after I review it.
Your AI assistant
Let’s review the recipient and estimate before sending.
Examples are illustrative. Available actions depend on your SupaHandi role and AI app.
How it works
01
Sign in to your SupaHandi account and make sure you have a supported AI app that allows a custom connection.
02
Follow the setup guide in a desktop browser and sign in through SupaHandi to authorize the connection.
03
Open your AI app and ask about customers, estimates, jobs, or finances. Review details before the assistant sends anything.
Your account. Your control.
The connection works with the SupaHandi account you authorize. Know what the assistant can do before you ask it to take action.
Use SupaHandi’s sign-in to authorize access. Don’t share your password with an AI assistant.
Viewers have read-only access. The connection does not include tools to delete records.
Email and payment-request texts can reach real customers. Check the recipient and details before confirming.
Good to know
You need a SupaHandi Pro account, a verified email, and a supported AI app that lets you add a custom connector. Start setup on a computer and sign in through SupaHandi. Availability may depend on your AI provider and plan.
The SupaHandi setup guide covers ChatGPT, Claude, Grok, and Cursor. Their connector support and permissions vary by app, plan, and workspace; some may allow reading without allowing actions. Check your provider’s current plan and settings.
Yes. It can email estimates, invoices, and receipts, and can send supported payment-request texts. These are real messages. Review the document, customer, and recipient before confirming a send.
The AI connection does not provide tools to delete records or create contracts. Manage those directly in SupaHandi.
The connection uses the permissions of the signed-in SupaHandi account member. Viewers can look up information but cannot make changes. AI app and workspace permissions can also affect what actions are available.
No. The interactive example on this page uses sample information and does not connect to an AI provider or your SupaHandi account.
Start with SupaHandi, then connect your assistant when you’re ready. The AI connection is included with Pro.
