Finding a record, putting together a quote, or catching up on email all take attention. Tell West what you need in plain English. It can retrieve the context or prepare the next piece of work for you to review.
Call West. Give it the details. Review the work.
Quote preparation example.
You: Draft a quote for the Miller kitchen repaint. Wall painting: 400 sq ft at $2.50. Preparation: $300. Trim: $200. Exclude tax for now.
West: I’ve prepared the quote. The subtotal is $1,500 before tax. You can review the scope and rates alongside it.
You: Change the wall painting rate to $2.75 per sq ft.
West: Updated. The new subtotal is $1,600 before tax. Ready for your review.
Final quote: wall painting $1,100, preparation $300, trim painting $200. Subtotal $1,600 before tax.
Include the customer or project and the result you want. West can ask for missing details.
Read the answer or inspect the proposed draft. Ask for a revision when it needs one.
Approve supported changes before they are applied. Review delivery separately before a message is sent.
Ask about records instead of opening each page to look for them.
What comes back: An answer based on the records your account can access.
Give West the customer, scope, and amounts. Review a structured draft and ask for revisions.
What comes back: A proposal to check before it becomes a saved business record.
Prepare customer, project, task, expense, purchase, and catalog changes in the conversation.
What comes back: The proposed change, with approval before it is applied.
Find threads, summarize the conversation, and prepare or revise a response.
What comes back: A draft to review. Sending uses a separate delivery approval and mailbox permissions.
Find scheduled projects and files. Prepare a project schedule change or summarize supported documents.
What comes back: Relevant information or a proposed change; you check dates and details.
Get a current workload or financial summary, or review a financial reporting period.
What comes back: A summary of recorded information, subject to your role and access.
Choose work you already understand, so you can judge the result. Quote preparation, finding project details, and email summaries are practical places to begin.
Your first project in West →Name the customer, reference the project, and supply the scope and amounts. Better context makes the draft easier to check.
Check site conditions, pricing, customer commitments, and the final result. West works with recorded information; it cannot inspect the project site for you.
Available actions depend on your role, account access, and connected services. Use the workspace directly whenever you want hands-on control.
Add a customer, bring the project into West, and try handing off the first piece of admin.