Drop in a quote, an invoice, or a receipt photo — the AI reads it and creates the record: documents become quotes and invoices, receipts become itemized expenses, and CSVs move your price list in and out.
The dashboard AI agent drafts quotes, converts requests, books visits, files expenses, invites teammates, and answers questions about your own data — in plain English.
Plumbing, HVAC, electrical, roofing, cleaning, landscaping, appliance repair — the workflow fits any field service business. Your services, your prices, your rules.
A calendar with visits, tasks, and jobs linked to the right client — plus timesheets your crew clocks in and out of, and business-hours shading that keeps dispatch honest.
Quote follow-ups schedule themselves, new requests get triaged, and one pipeline shows every deal at its furthest stage — lead, quote, job, invoiced, paid.
An installable dashboard app for your phone, and a chat widget for your website that captures leads on any site builder — WordPress, Wix, Squarespace, or custom.
Setup takes minutes, and your first 7 days are free. Drop in a file and watch it become a record — cancel anytime.
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