A Digital Brain of your company

That cuts management hours in half

Your AI Automations Can

Assign tasks → Track Progress → Chase due tasks

Give your office & crew context for work & decisions

Do repeatable work for $0 per hour

See your entire operation live

all on one screen

Office Tasks TodayCompleted34Total41
New Lead743
Contacted926
Est. Not Booked111
Estimate Booked155
Today's Estimates66
Estimate Visit
Complete
514
Estimate Made43
311
Estimate Sent
+ Follow-up
NameTime Since
Est Sent
Follow-ups
Dean Ross6 Days3
Jack Pope1 Day1
Kate Shaw0:040:050:060
Job Not Booked923
Job Booked114
Job Prep612
Today's Jobs55
Jobs In Progress714
Job Complete816
Invoice Prep43
Invoice Sent
+ Follow-up
1124
Invoice Paid187
Review Posted1325
Re-market2632
StageIn StageOverdueMoved
Today
Company Brain

How it works

Track & Organize Things As They Happen

Your Software, Communications, & Documents

Are Synced In One Secure Place.

Timesheets + MaterialsTexts + EmailsForms + FilesEstimates + InvoicesLeads + CustomersJobs + Schedule
Company Brain
Each Step's Automations Are Designed
Around Your Rules & Procedures
Retain &
Remarket
Lead Intake
Estimates &
Proposals
Billing &
AR
Site Work
Scheduling
Sales
Followup

How Automations Delegate For You

  1. 1.

    When an employee completes a task → it triggers the next steps.

    Example: Estimator marks the estimate as sold → parts & materials + job scheduling tasks auto-assigned to your admins task list.

  2. 2.

    When an event happens → it triggers a task clock.

    Example: Website form is filled → admin gets a 3 min countdown notification to call the lead.

  3. 3.

    Employees click their assigned task to see the context.

    Example: A quoted job followup task displays contact info, job quote, conversation history, and site visit notes on one screen.

  4. 4.

    Chases missing documentation and overdue tasks.

    Example: Closeout form still incomplete 2 hours after the job → automatic follow-up sent to the technician, then flagged to the admin if it remains incomplete.

AI works 24/7 so you and your team can be more productive.

  • ✓Turns estimate notes into a priced & written quote ready to edit & send
  • ✓Sends payment reminders for your unpaid invoices
  • ✓Sends sales follow-ups, organizes leads & builds the team's daily sales call list
  • ✓Texts reminders and updates to current customers
  • ✓Creates detailed weekly reports for each area of your business

Save $3,600-$7,200 a year on software + get more out of it.

Have a CRM?

Yes

Get full use of your CRM. All built out.

Jobber, Housecall Pro, ServiceTitan, JobTread, JobNimbus, GoHighLevel & more.

We set it up to fit how your business runs, connect it to automations, and train your team to use it better.

No

Skip paying $300-600/month and use our included CRM.

Go from notes & spreadsheets to a software thats organized in one place.

  • Invoices & Quotes
  • Scheduling
  • Text/email sync
  • Accounting integrations
  • And more..

Turn Your Business Into A Machine
In Just 30 Days