Taly

Taly is job management software for trade businesses in Australia. Connect it to Claude to work with nearly everything you do in Taly, other than drawing plans.

Jobs: find, make, change, copy and complete projects and job cards, move them through their stages, and keep their tasks, notes, files and folders in order.

Calendar and time: see who is booked when, book people on a job, move bookings or take them off, add time off, and approve hours and timesheets.

Customers: look up and update contacts, sites and leads, and turn a lead into a job card.

Money: make quotes from your price list, revise them and email them to the customer; make invoices and progress claims and approve them to send to Xero; link each expense to its job; and read what a job or the business made.

Team: read and post in a job's chat, reply to pins on plans, post notices and catch up on the Recap.

For example: "Book Sam on the Norwood job for Tuesday and Wednesday, then let the crew know in its chat." Or: "Go through this week's expenses and link each one to its job."

To add receipts, photos or files to a job, Claude gives a link that opens the upload in Taly.

Claude asks before each change and says what it will delete before it does. Only managers can connect, and Claude can see and do only what that person can in Taly.