ANAT B for B — Run your entire contracting business from one place

The whole job, one system

From first call to final payment

01 / CRM

Every lead, tracked to won or lost

Calls, WhatsApp messages, and referrals land in one pipeline. See which stage every deal is in, who owns it, and what's gone quiet — before it goes cold.

→Pipeline stages tuned for contracting work
→Full contact history — every call, message, and site visit
→Stale-lead alerts so nothing slips

New 3

Parkview Hotel

VRF retrofit · via WhatsApp

Miller Residence

Heat pump · referral

Quoted 2

Lakeview Tower

$84,000 · sent 2d ago

Maple Grove School

$12,400 · opened ✓

Won 1

Riverbend Logistics

$156,000 · signed

02 / ESTIMATES

Proposals your customers approve online

Build detailed estimates with labor, materials, and margin — then send a link. Customers review, ask questions, and e-sign from their phone. You see the moment they open it.

→Customer e-approval portal with signature capture
→Line-item margins and cost breakdowns
→Open / viewed / approved tracking

Estimate #EST-2214

Rooftop chiller replacement — Lakeview Tower

Approved ✓

Chiller unit — 90-ton, delivered$61,500

Crane + rigging (half day)$4,800

Labor — 4 techs × 3 days$11,040

Total$84,000

14:22 Signed by T. Brooks via approval portal

03 / PROJECTS & CREW

Know where every crew and dollar is

Time tracking that feeds labor costing automatically. Fleet time-on-site from the trucks themselves. See real margin per project while you can still do something about it.

→Clock-in/out with per-project labor costing
→Fleet time-on-site, matched to jobs
→Live budget vs. actual per project

Lakeview Tower — chiller replacement

Day 2 of 3 · 4 techs on site since 06:48

Labor$7,360 / $11,040

Materials$61,500 / $61,500

Projected margin22.4%

Truck 04 · 5h 12m on site Crane crew · 2h 40m

04 / COLLECTIONS

Get paid without chasing

Invoices sync to QuickBooks, customers pay by card or transfer through Stripe, and overdue balances get polite, persistent automated reminders. Payment plans for the big jobs.

→Two-way QuickBooks sync
→Stripe payments + installment plans
→Automated reminder sequences that stop when paid

$92k

Current

$31k

1–30d

$9.4k

31–60d

$3.5k

60d+

Invoice #1187 · Riverbend Logistics Paid via Stripe

Invoice #1201 · Parkview Hotel Plan · 2 of 4

Invoice #1163 · Maple Grove School Reminder #2 sent

Synced with QuickBooks 4 min ago

05 / AI RECEPTIONIST

Your phone answered, even at 6am on a rooftop

The AI receptionist answers WhatsApp and phone calls in your company's voice — qualifies the request, checks the calendar, and books the service call. Anything unusual gets routed to a human.

→Books service calls over WhatsApp and voice
→Knows your customers, sites, and service history
→Escalates to you when it should

WhatsApp · Sarah Mitchell · 22:41

Hi, our AC on the 3rd floor stopped cooling. Can someone come tomorrow?

Hi Sarah! Sorry about that — I see you're at Maple Grove School, unit #3F-02. I have a tech available tomorrow 9:00–11:00. Book it?

Yes please 🙏

Done — Mike will be there tomorrow at 9:00. You'll get a reminder an hour before. 👍

Booked Service call created · assigned to Mike D. · no human needed

06 / MY DAY

One screen. What needs you today.

Every person on your team opens the same screen and sees their day: the quote to follow up, the crew that hasn't clocked in, the invoice about to go 60 days. Ranked, not buried.

→Personal, role-aware priority list
→What the AI already handled overnight
→Done in one tap — call, send, approve

Today · Thursday

1Follow up: Lakeview Tower quote — opened 3×, no reply in 2 days

2Invoice #1163 hits 60 days tomorrow — call before reminder #3

3Approve timesheet corrections — 2 pending from yesterday

4Order filters for next week's maintenance round

3 items handled by AI overnight — review

Run your entire contracting business from one place.