First Mate
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🐾 First Mate is ReadyHelm's AI assistant for your business. It looks things up across the boats your organization services and can draft work for you to review. It's on Pro Standard and Pro Plus. On Pro Free the sidebar item is greyed out with an upgrade note.
Asking a question
+ New conversation starts a chat about All boats or one boat you pick. You can also click one of the suggested questions to start. Good questions to ask:
- "What maintenance is overdue across the fleet?"
- "What's open on Sea Spray?" (details, recent service, open work orders and quotes, what's due)
- "Which quotes are still waiting on an owner?"
- "What's assigned to me this week?"
- "Which invoices are unpaid?" (if your organization uses QuickBooks, see Admin & Settings)
First Mate answers only from your organization's records, for the boats you have Service Provider access to. If it can't find something, it says so rather than guessing.
Drafting and updating work
Ask First Mate to write something up and it creates:
- an open work order, with labor, parts and fees if you give it prices;
- a draft quote, which isn't sent. An Admin or Manager reviews it on the boat's Quotes tab and sends it (see Quotes);
- a maintenance task on a boat's schedule, repeating every so many days or engine hours.
Each one shows as a card under the reply, for example Draft quote created: Bottom paint. Click it to open that boat on the right tab. If a price, quantity or boat is missing, First Mate asks instead of making one up.
It can also update work you already have:
- change a work order's description, due date, status, priority, assignee or lines;
- edit a draft quote (it stays a draft);
- for service staff: complete a work order, which logs a verified service entry on the boat's record, or log verified service on one of your fleet's boats without a work order.
Completed work and verified service show in the owner's service history, so First Mate checks the details with you before doing either.
First Mate never sends anything to an owner, never sends invoices to QuickBooks, and never deletes anything.
Conversations and credits
Your conversations are private to you. Others in your organization can't see them, and they don't show in the owner app. ✎ renames a conversation and 🗑 deletes it.
Replies use your organization's monthly First Mate credits, shared by the whole team: 1,000 a month on Pro Standard and 3,000 on Pro Plus. The bar above your conversations shows how many are used and when they renew, on the 1st of each month. Admins can click Who used it to see each person's share. When the month's credits run out, First Mate stops answering until they renew, or until an Admin upgrades the plan (see Admin & Settings).