Sample install DEMO
A local contractor, from first text to paid.
Illustrative, not a client. Before: the owner reads inquiries between jobs, copies details into another tool, and tries to remember to follow up. Nobody else can see whether the customer replied, accepted the quote, or got an invoice.
The problem was never "no AI." It was steps nobody owned and information in too many places.
What stays human
Pricing, scheduling exceptions, accepting the work, disputes and money decisions stay with you. The system handles the routing and repetition around them.
- A new inquiry comes inBy call, text, DM, email or the website form
- Duplicate checkThe same person twice becomes one record
- Customer record and a quick reply"Got it, we'll be in touch today"
- Assigned to someoneYour team sees it's theirs
- Estimate visit bookedGate code and notes travel with the job
- You approve the quoteYOU DECIDE
- Follow-up, on scheduleStops the moment they reply
- Job done and confirmedThe crew marks it, the customer hears back
- You approve the invoiceYOU DECIDE
- Payment checkedReminders only if it's still open
Branches matter too: if a customer declines, asks for a change, disputes an invoice or has already paid, the follow-ups change or stop.