Let the busywork happen on its own. Stay in charge of what matters.
Sorting messages, sending reminders, passing jobs to the right person. We set up AI and automations that do the repetitive steps and ask you before anything important goes out.
- Message comes in“Can someone look at our AC tomorrow? It’s blowing warm air.”
- Sorted by AIRepair request, heating and air, needed tomorrow
- Calendar checkedTomorrow 11:00 AM is open for the service van
- Waiting for youReply is written. Approve it, change it, or skip it.
- Reply sent and time bookedOnly after you approve
When this happens, that happens
A few of the automations we set up most. Each one replaces a step someone on your team does by hand today.
- A new lead fills out your formThey get a friendly reply and a booking link within seconds
- A job is marked doneThe invoice goes out and the job is added to this week’s numbers
- An invoice is a week overdueA polite reminder is sent, and you’re told if it’s still unpaid
- A customer’s appointment is tomorrowThey get a reminder with the time and who is coming
- A happy customer’s job wraps upThey’re asked for a review a day later
- Stock drops below your limitA reorder is drafted for you to approve
You stay in charge.
AI is good at sorting and drafting. People are good at judgment. So anything that speaks for your business can wait for your OK first, from your phone, in one tap.
- Approve, edit or skip every reply
- See exactly what each automation did and when
- Turn any automation off whenever you want
To: Dana Whitfield
Hi Dana, thanks for reaching out about the AC. We can have a technician there tomorrow at 11:00 AM. Does that work for you?
Common questions
Will AI talk to my customers without me?
Only if you want it to. We usually start with AI drafting and you approving, then let simple, low-risk messages go out on their own once you trust them.
Do I need new software for this?
Usually not. Most automations connect the apps you already use, like your calendar, texting and invoicing.
What if an automation gets something wrong?
Every step is recorded, so it’s easy to see what happened. You can pause any automation in one click while we fix it.