The accountant, consultant or family member who reads the books but doesn't change anything.

Who can: Owner, Winemaker, Cellar hand, Accountant

1. Read the Spotlight, the active fermentations, the 14-day strip and the attention list. The Spotlight opens on the pick in the headline. Choose any other pick in the list under it to see that one in full. Every item comes from a record, and shows that record and the control for dealing with it.

RecordsNothing.

NoticeThe 14-day strip has a minimum scale, so a quiet two weeks doesn't look like a crisis.

Who can: Owner, Winemaker, Cellar hand, Accountant

1. Press Ask at the top of any page and type a question in your own words: where a lot is, what went into it, what a block read on a certain day, what sold last month, what needs doing today. First read the line under the box. It shows how many of the month's thirty free questions are left.
2. Read the answer at the top, then the rows under it. Each number in the answer comes from a row below, and each row opens its page while the panel stays open beside it.
3. Read the line under the answer that shows what it looked at. If it understood your question differently than you meant, ask again using a lot's code or a block's name.
4. If it asks which record you meant, choose one. It then answers your question for that record, without your having to ask again.
5. In the app on a phone or iPad, the same box is at the top of today's work. Tap the microphone beside it and say your question, check what it heard, then press Ask. It stops listening when you pause, and Read aloud under an answer reads it to you.
6. If your hands are full, ask Siri. Say "Hey Siri, ask Fermata" on an unlocked phone, then say your question when Siri asks for it. Siri reads the answer aloud. If a question would use a credit, Siri tells you the price and asks first. Open in Fermata on Siri's card opens the answer with its rows. On an iPhone with an Action button, set the button to Fermata's Speak a question, which opens the box with the microphone already listening.

RecordsNothing in the winery's records. A question that gets an answer with rows counts toward the month's thirty free questions, and after those it uses a credit. A question the cellar book couldn't answer is counted without its words. The words are kept only if an owner turned that on under Ask your cellar book on Settings, which adds one extra AI credit to each month while it stays on.

NoticeEvery figure in the answer appears in a row below it. The cellar book adds things up only where a page in the app does, and for sales, where each sale it adds is listed under the total. For any other total, it gives each row's figure and tells you it doesn't add them. It doesn't answer questions about what you should do, and points you to where Fermata gives advice instead.

ExerciseWith the Demo cellar loaded, ask where the Traminette is, then what readings it's had since it was pitched, and follow a row to its lot.

Who can: Owner, Winemaker, Cellar hand, Accountant

1. Read the operations report, the filed returns archive and each return's working paper. This role can't change anything here, and every control shows which role can.

RecordsNothing.

NoticeA closed period is shown from the copy saved when it was filed, never recalculated, so what you read is exactly what was filed.

Who can: Owner, Winemaker, Cellar hand, Accountant

1. Open a lot's history and print it.
2. Export any table as a CSV file from Settings, so you always have a copy of your records outside the app.

RecordsNothing.

NoticeEvery role can export the tables, because your subscription controls filing, never your ability to leave. A role that can't see the winery's costs gets the tables without the money columns.