01
AI Receptionist
Answers your business line 24/7, introduces itself, and captures the caller's name, phone, address, and what they need.
The lead lands in your pipeline before the call ends. It respects your business hours and transfers to a real person whenever a call needs one.
02
Pipeline CRM
A visual board that takes every lead from first call to closed job. Drag a card to move the deal forward, and the whole office sees the same truth.
Every customer has one record: calls, estimates, invoices, jobs, and notes in a single timeline, with service addresses that follow the work.
03
Estimates customers can act on
Build the estimate in the app and email it with a secure link. The customer approves or declines right from their phone.
Who decided, what they saw, and when is written to an audited, permanent record.
04
Invoices & jobs that create themselves
The moment an estimate is approved, the invoice and the job exist, duplicate-guarded, with a PDF invoice generated instantly.
No re-typing, no forgetting to bill, no lost approvals.
05
Scheduling on a real calendar
Jobs land on the schedule with a live view of the week, and a private calendar feed subscribes into Google Calendar or any calendar app your crew already uses.
Book it once and it's everywhere.
06
Lead capture everywhere
An embeddable lead form drops into any website, and QR codes put the same form on trucks, yard signs, and door hangers.
Every submission joins the same pipeline as your phone calls, with email notifications that track real delivery.
07
Your team, with real roles
Invite the office and the crew by email. Owners and employees see what their role allows, nothing more.
Five seats are included, so the whole operation works out of one system.
08
Notes & an encrypted vault
Job notes live with the customer, and an encrypted vault keeps gate codes, lockbox combos, and account passwords where the right people can reach them.
Off the sticky notes, out of the group chat.
09
An AI assistant you approve
The built-in assistant drafts follow-ups, documents, and next steps from what's already in your CRM.
Nothing is sent or changed until a human clicks approve. Every action is logged.