Sales.
Respond to new leads automatically, even when you’re on site. Keep follow-ups on schedule so fewer opportunities get missed.
AI-powered solutions.
Estimate request
12 fixtures + install
Use the current price list.
Can you send a quote?
Draft estimate
- 12 fixtures
- $1,800
- Installation
- $600
- Total
- $2,400
Site notes and photos
Delivery arrived. Room 2 done.
Waiting on access to room 3.
Daily report
- Completed
- Room 2
- Received
- Materials
- Next step
- Room 3 access
Unpaid invoice
Invoice #1042 · $850
Due last Friday
Follow up with customer
Payment reminder
Invoice #1042 follow-up
- Scheduled
- Monday, 9 AM
- Balance
- $850
Estimating & proposals.
Turn plans, takeoffs, and pricing into draft estimates and proposals clients can sign from their phone. Keep change orders moving through approval before extra work begins.
Scheduling & dispatch.
Let customers book appointments and receive reminders automatically. Keep your team’s schedule up to date when plans change.
Job reporting.
Your team already captures what happened today. Turn those notes, photos, and updates into the reports your clients expect.
Invoicing & bookkeeping.
Send invoices on time, follow up on unpaid balances, and move receipts and timesheets into your books without typing them twice.
Customer support & reviews.
Use AI to answer common questions day or night and route the rest to your team. When a job wraps up, make it easy for customers to leave a review.
Plus custom tools for whatever keeps getting stuck: dashboards, an assistant trained on how your business works, and more.
From assessment to ongoing support.
Assess
Talk with the people doing the work. Get a written recommendation on what to change, buy, or build.
Starts with one call. You keep the plan either way.
Build
Put AI-powered solutions in place, test them with your team, and train employees to use them in their daily work.
Scoped from what the assessment finds.
Support
Maintain what’s running, help your team, and tackle the next agreed improvement.
Month to month, for as long as it pays off.
Start with the work that keeps getting stuck.
Let’s see whether an assessment is the right next step.
Book an assessment