RoadBuddy AI voice assistant guide

RoadBuddy is the AI voice assistant inside Roadfolio. Tap the microphone, talk like you're texting an assistant, and it logs mileage, expenses, invoices, client notes, and reminders without you ever opening a screen. Available on Pro and Elite plans.

Getting started

1. Make sure you're on Pro or Elite (Settings > Plan).
2. Open the app. Tap the microphone icon (top-right or center floating button).
3. Grant microphone permission the first time.
4. Speak naturally. No special phrases needed.

Mileage commands

• "Log a trip from my office to 1234 Oak Avenue for the Henderson roof estimate."
• "Start a trip to the Smith property."
• "End trip. Mark it business, Henderson job."
• "Add 32 miles to the Patel kitchen job, dated yesterday."
• "How many business miles this month?"

Expense commands

• "Add a $47 Home Depot receipt to the Smith bathroom remodel."
• "Log $122 in materials at Ferguson, tag to Henderson job."
• "Add gas $58, business."
• "Quick expense: lunch with client Patel, $34, billable."

RoadBuddy will ask for a photo if you want one attached. Snap and continue.

Invoice commands

• "Create an invoice for the Henderson job. Eight hours at $95, plus $340 in materials. Send it."
• "Send the draft invoice for the Smith bathroom."
• "Has the Patel invoice been paid?"
• "Resend the unpaid invoice to the Williams family."
• "Mark the Garcia invoice paid in cash."

Client and job commands

• "Add a client: Maria Lopez, 555-1234, 87 Pine Street."
• "Note for the Henderson job: customer wants stainless fixtures, not chrome."
• "What's the gate code for the Patel house?"
• "Show me everything we've done for the Smith family."

Schedule and reminders

• "Remind me to follow up on the Henderson estimate Friday at 9 am."
• "What's on my schedule tomorrow?"
• "Block out 2-4 pm Wednesday for the Patel walkthrough."

Reporting

• "What did I earn this week?"
• "How much did I spend at Home Depot this month?"
• "How many invoices are outstanding?"
• "What was my best month this year?"

Best practices

Use names, not addresses, after the first time

Once a client is in your system, "Henderson" is enough. RoadBuddy knows the address, contact, and job history.

Speak naturally

"Add a hundred bucks for materials at the lumber yard to the deck job" works as well as "Log $100 expense, lumber, vendor Home Depot, tag deck project."

Stack commands

"End the trip and create an invoice for two hours of consultation, $90 an hour, the Henderson job, send it." That's one tap, three actions.

CarPlay and Android Auto

If you're hooked up, you can summon RoadBuddy from the steering wheel. Hands stay on the wheel.

Review before send

For invoices, RoadBuddy reads back what it's about to send. Listen for the right amount before saying "send."

What RoadBuddy doesn't do well

• Heavy editing of existing invoices. Better on the screen.
• Reading long client emails out loud. Use it for short follow-ups.
• Working without internet. RoadBuddy is cloud-based.

Privacy

RoadBuddy processes voice in the cloud. Audio is not stored after the command runs. Transcripts are stored only so you can scroll back through commands you gave. Toggle that off in Settings > RoadBuddy > History.

5 things to do this week

1. Upgrade to Roadfolio Pro.
2. Use RoadBuddy for one mileage log on Monday.
3. One expense by voice on Tuesday.
4. Send one invoice with RoadBuddy on Wednesday.
5. By Friday, you'll wonder how you ever ran your business without it.