For your business · what we build

Your whole operation, run by text and one dashboard.

Your team texts an assistant like a coworker: book the job, log the task, quote the work, snap the photo. The office gets a live dashboard with every estimate, work order and invoice waiting for a yes. It plugs into your calendar and your accounting, and it's built around how your business actually talks.

Built and running for a field-service business today · Approval before anything is final · Your data stays yours

1 · The assistant

A coworker your whole team can text.

  • Scheduling: create, move and cancel appointments just by describing them
  • Tasks: capture to-dos in plain language, with automatic reminders
  • Quotes, work orders and invoices built in conversation, priced from your real catalog, and routed for approval before anything is final
  • Speaks your trade: trained on the words your team actually uses, not generic terms
  • Photos and documents captured straight from the field
  • Company documents searched on request: procedures, specs, price sheets
  • History, not just what's next: "what did we do at the Miller place last spring?"
Tuesday 2:14 PM
Quote for the Hendersons: replace both pumps and add a timer. Same as last year's job at their neighbor's.
Drafted estimate #1042 from your price book: 2 × replacement pump, 1 × timer, labor 3 hrs. Total $2,340. Matches the Alvarez job from last April. Sent to the office for approval.
Also put them on the schedule for next Thursday morning
Booked Thursday 8–11 AM with Marcus. I'll remind him the night before and ask for job notes when it's done.
Illustration with sample data
Operations
Approvals
Tasks
Calendar
Work orders
Estimates
Invoices
Receivables
Activity
Chat

Waiting for approval

Estimate #1042Henderson · pumps + timer
$2,340 · Approve
Work order #884Ridge Rd · annual service
Approve
Invoice #3310Carter · completed Sept 26
Review
Billing audit: 3 completed jobs were never invoiced ($4,860). Create invoices
Illustration with sample data
2 · The dashboard

A command center for the office.

  • Approvals queue for pending estimates, work orders and invoices
  • Task lists for the whole team and for each person
  • Calendar view of the full schedule
  • Live views of work orders, estimates, invoices and receivables
  • Activity history of who did what, and when
  • Chat with the assistant right inside the dashboard
  • Automated billing audit that flags finished work that never got invoiced

3 · Accounting integration

  • Estimates, invoices and payments sync automatically
  • Approved pricing is locked in, never silently changed
  • Line items consolidate for cleaner invoices
  • Catalog matching, so quotes are right the first time

4 · Calendar integration

  • The calendar becomes the record of all scheduled and completed work
  • Read and write from chat and from the dashboard
  • Work orders created straight from the schedule
  • Automatic reminders to finish job notes
  • Long-running tracking lists stay editable without breaking

Automation and alerts

  • Reminders for outstanding tasks
  • Heads-ups on schedule changes and new pending work, so nothing waits on one person
  • Regular activity and spend summaries for admins
Custom, industry-specific tools

If your team does it by hand every week, we can probably build it in.

Beyond the core system, we build the features your business actually needs: automated measurements and on-site analysis, specialized lookups, instant quoting tools. They live right inside the assistant or the dashboard.

Built to be trusted

Fast for the field. Careful with the money.

Approval before final

Quotes, work orders and invoices are drafted by the assistant and approved by a person. Nothing goes to a customer or your books until someone says yes.

No silent changes

Approved pricing is locked. If something doesn't match your catalog, it's flagged, never quietly adjusted.

Your data stays yours

Runs on a machine dedicated to your business, never pooled with anyone else's and never used to train anyone's AI. How security works →

Let's map your operation.

A 30-minute call about how your jobs move from first call to paid invoice. You'll leave with a plan for what to automate first, whether or not we build it.