01 / CRM
CRM & lead pipeline
Every call, WhatsApp message, and referral in one pipeline — tracked from first contact to won or lost.
→Contracting-tuned pipeline stages
→Full contact & site history
→Stale-lead alerts
02 / ESTIMATES
Estimates & proposals
Detailed quotes with labor, materials, and margin. Customers approve and e-sign through a portal link.
→Customer e-approval portal
→Line-item cost & margin
→Open / viewed / approved tracking
03 / PROJECTS
Project & crew management
Time tracking that feeds labor costing. Fleet time-on-site matched to jobs. Live budget vs. actual.
→Clock-in/out labor costing
→Fleet time-on-site
→Real margin per project, live
04 / COLLECTIONS
Collections & payments
QuickBooks sync, Stripe payments, installment plans, and automated reminders that stop when paid.
→Two-way QuickBooks sync
→Stripe + payment plans
→Automated reminder sequences
05 / AI RECEPTIONIST
AI receptionist
Answers your WhatsApp and phone, qualifies the request, checks the calendar, and books the service call.
→WhatsApp + voice booking
→Knows customers & service history
→Escalates to a human when needed
06 / MY DAY
My Day
One screen per team member: what needs attention today, ranked — plus what the AI already handled.
→Role-aware priority list
→Overnight AI activity review
→One-tap actions
Plays well with what you already use
Two-way QuickBooks sync, Stripe payments, WhatsApp Business, and phone — connected in setup, not a six-month integration project.
QuickBooks
Stripe
WhatsApp
Voice