Already running
On from the moment you pay. Nothing to install and nothing to put on your website. It works the next time a lead comes in or a job is finished.
Part of: hours back every week
Reminders, invoices, staff training, permits and paperwork handled by AI while you are on the job. It is priced inside your plan, alongside only the other tools that close your gaps.
How it actually works
Every lead your systems capture lands on a board that already knows where it stands. A visitor who picked a slot is Working. One the estimate widget quoted a range to is Quoted, with that range carried across as the deal value. One you pressed Mark Done on is Won. Nobody types any of that in, which is why the board is right on the first morning instead of after a month of data entry nobody does. From there it is yours: one next step per deal with a date on it, a note of what was actually said, and a real number when you know it. A quote that has gone quiet climbs to the top of its column on its own, so the thing you were going to forget is the first thing you see.
What we need from you
- Nothing to set up. It reads the leads, bookings and quotes you already have
- Two optional answers: how long a quote and a new lead may sit before we flag them
What you get back
- A board of every lead by stage, filled from your own systems rather than by hand
- Open pipeline and won-in-30-days in dollars, with how many deals carry a real number
- A cold flag on anything that has gone quiet past your own limit
- One next step per deal with a due date, and an overdue count you can act on
- Notes kept per contact, dated and never editable, with who wrote each one
- Your assistant able to move a deal, value it, set the next step and take the note, by asking
The limits, up front. It is a pipeline, not a dialler and not an inbox: it does not place calls, and replies to your email still land in your email. It never marks anything Won or Lost on its own, because money changing hands is not something any system here watches; the one exception is a job you marked done yourself, which it reads as won. Deal values are yours to enter, and any figure it carried across from your estimate widget stays labelled as an estimate until you replace it. The board holds your recent leads plus every deal anyone has touched, however old, and tells you on screen when older history sits outside that window.
Works alongside
Every toolAlready running
Follow-Up Automation
Every new inquiry gets an instant, personalized follow-up - no lead goes cold
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Invoice + Payment Follow-Up
Politely chases late invoices so you don't have to feel awkward
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Reveal Catalog
Point your phone at a product and it goes on your store, listing written and priced
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