Bob is not a chatbot bolted onto a dashboard. It's AV-native intelligence wired into every part of your business. Proposals, projects, change orders, supplier pricing, client health.
Bob handles the operational grind so you can stay on the tools. Scheduling, reminders, follow-ups, status.
Draft, send, or schedule emails tied to real CRM records. Bob writes in your tone of voice, references actual project details, and links every thread back to the right client.
Book site visits, reschedule appointments, check availability, find your next free slot. Bob syncs with your calendar so nothing gets double-booked.
Create work orders, check today's schedule, move jobs through stages. Ask Bob what's happening on site today and get a straight answer.
Create tasks on customers, projects, work orders, or opportunities. Mark them complete. Ask Bob what's outstanding and you'll get it back in seconds.
Ask Bob where your business stands and get a straight answer pulled from live data.
Search customers and leads, pull up full contact details, create new records. Bob deduplicates automatically, so you never get double entries.
Ask Bob where your pipeline stands. Bob breaks it down by stage, shows totals, and flags anything that's gone cold.
Create draft or approved invoices with line items. Pull up overdue invoices. Send payment reminders. Bob knows who owes you money and how long it's been.
Raise POs directly from chat. Bob pulls supplier details and product info from your inventory so you're not retyping anything.
Search projects, get task and work order summaries, create new projects for existing customers. Project status without opening a single dashboard.
Check stock levels, see what needs reordering, drill into product details. Bob knows what's in the warehouse and what's running low.
Bob writes in your voice, references your real installs, and structures documents the way your team already does.
Generate social media posts in your brand voice. Bob writes copy for installs you've completed, products you carry, and promotions you're running, without sounding like a robot.
Draft detailed scope of works documents from project briefs. Bob structures them properly, includes the right technical detail, and matches your writing style.
Every other AI tool in this industry is something you have to context-switch into. Bob is already inside your Specifi, with live data, tone of voice, and the ability to act.
Open Bob from anywhere in Specifi. Ask a question, give an instruction, or say what you need. Plain English, no commands.
Bob searches your CRM, invoices, projects, calendar, work orders, and inventory to find the answer or take action. Everything is live.
Bob shows you every action and every draft. Approve it, edit it, or ask Bob to try again. You're always in control.
Specifi has significantly improved the efficiency of our day-to-day business operations. The software is incredibly easy to use and has helped us create an organised and streamlined setup. Highly recommend.
What Bob can and can't do, how approvals work, and what happens when Bob gets something wrong.
Bob is included on every Specifi plan. Individual, Team, and Enterprise all get the same AI capabilities at no additional cost.
Bob can access your CRM, projects, invoices, calendar, work orders, POs, inventory, and email integrations. Bob only sees data within your Specifi account.
Bob drafts emails and creates records, but actions that affect clients (sending emails, issuing invoices, payment reminders) require your approval before they go out. You're always in control.
Bob learns your communication style from your existing emails and content within Specifi. Over time, the drafts match your natural writing style. Nothing to configure manually.
Yes. Bob is available on desktop and through the Specifi mobile app.
Bob shows the working and flags when something's uncertain. You see every draft, every record, every action before anything goes out. Edit it, approve it, or ask Bob to try again. Nothing is sent or created without your review.
Book a demo and let Bob analyse your business. 20 minutes. Real data. Real answers.
