Everything You Need to Run Your Business

From first client to hundredth — one platform that grows with you.

Client Management

A full CRM built for service professionals — not salespeople.

  • AI-powered client intake and lead capture
  • Health scores to spot at-risk clients before they leave
  • No-show tracking and automatic rescheduling
  • CSV import to bring your existing client list in seconds
  • Client notes, tags, service history, and communication log
  • Quick lead capture for technicians in the field
Screenshot: Client Management

Scheduling & Dispatch

Stop texting your team. Dispatch jobs with one tap.

  • Drag-and-drop calendar with day, week, and month views
  • Job dispatch with live status updates
  • Built-in timer for every job
  • Service zones for territory management
  • "Running late" notifications to clients
  • Quick job logging from the field
Screenshot: Scheduling

Invoicing & Payments

Get paid faster with less effort.

  • Auto-generate invoices when jobs complete
  • Quick invoices — one-tap billing from the field
  • Stripe Connect — get paid directly to your account
  • Accept cards, Venmo, PayPal, Zelle, and CashApp
  • Prepaid balance tracking for retainer clients
  • AI-powered Good/Better/Best quote generator
  • Automatic late fees and payment reminders
  • Universal receipts for all payment methods
  • Refund processing and chargeback handling
Screenshot: Invoicing

Built-In AI Intelligence

AI-powered tools woven into every screen — from bidding to client communication to smart suggestions.

🧠 Trade Intelligence
👥 Client Intelligence
☀️ Seasonal Alerts
📈 Competitive Intel
📋 Visit Prep Briefings
💌 Client Health Scores
📧 Prospect Nurture
🍴 Lunch & Nutrition
💰 On-Site Bidding
💬 Message Translation
📄 Expense Auto-Categorize
📷 Photo Diagnosis
📣 Email Campaign Builder
💸 Smart Follow-Ups
🚀 Upsell Suggestions
  • Three AI layers: Website widget, client portal assistant, and provider business AI
  • Trade-aware: Everything adapts to your specific trade and market
Screenshot: AI Intelligence

On-Site Bidding Strategist

Walk onto a job site. Walk away with a professional quote.

  • Snap a photo of the job, describe the scope
  • AI calculates Good / Better / Best price tiers
  • Competitive market range for your area
  • Hidden cost warnings and complexity adjustments
  • One tap to send as a professional quote
  • Works for all 32+ trades
Screenshot: Bidding Strategist

Message Translation

Language barriers disappear. Serve any client, in any language.

  • Auto-detect incoming message language
  • Translate inbound and outbound messages instantly
  • Trade-aware terminology — technical terms translated correctly
  • "Translated from Spanish" badge with tap-to-see-original
  • Translation cache for speed
Screenshot: Translation

Client Portal

Your clients get their own login — no app download required.

  • Magic link login — no passwords to remember
  • Self-service booking and rescheduling
  • View and pay invoices online
  • Message your team directly (with auto-translation)
  • "Tech on the way" real-time banner
  • AI chatbot answers questions about their specific account
  • Referral program — earn credit for every friend who signs up
  • 47-FAQ help center with trade-aware terminology
Screenshot: Client Portal

Team Management

From solo to crew — manage your team from one place.

  • Role-based permissions (admin, manager, tech)
  • Auto-commissions on visit completion and invoice payment
  • Quick lead capture for field technicians
  • On-site digital signatures
  • Trade-specific safety checklists
  • Adjustable font sizes for outdoor readability
  • Provider referral program — 10% discount per active referral
Screenshot: Team Management

Website Chat Widget

Turn website visitors into booked jobs — 24/7.

  • One embed code, works on any website
  • AI-powered answers to common questions
  • Automatic lead capture and CRM sync
  • Conversion tracking dashboard
  • Platform-specific install guides (WordPress, Wix, Squarespace, etc.)
💬

Try It Live

Click the chat bubble in the bottom-right corner to see the AI assistant in action.

▼ Look for the chat bubble

Automation Engine

Set it up once. Let it run forever.

  • Post-visit automation chains (review request, follow-up, upsell)
  • Smart rules with if/then logic
  • Communication frequency caps to avoid spamming
  • Prospect nurture sequences
  • Custom triggers for any event
Screenshot: Automation

Reviews & Reputation

Build your reputation with every job.

  • Import and display client reviews
  • Automatic review request prompts after jobs
  • Star ratings visible on client profiles
  • Social proof in your website chat widget
Screenshot: Reviews

Reports & Analytics

Know your numbers without a spreadsheet.

  • MRR/ARR/Churn dashboards with AI analysis
  • P&L report with revenue breakdown
  • Tax dashboard with IRS Schedule C categories
  • QuickBooks-compatible CSV export for invoices and expenses
  • 1099 subcontractor tracking and export
  • AI invoice and expense review before export
  • Client satisfaction and NPS scores
Screenshot: Reports

Security, Legal & Compliance

Enterprise-grade security and legal compliance, without the enterprise price.

  • Full tenant isolation — your data is yours alone
  • Terms of Service, Privacy Policy, and DPA built in
  • CCPA/GDPR compliant: data export, account deletion, unsubscribe
  • COI tracking with expiry alerts
  • License tracking and workers comp management
  • Background check status tracking
  • Role-based access controls and audit logging
  • Rate limiting and AI abuse protection
  • CAN-SPAM compliant email footers
Screenshot: Security

Ready to see it in action?

We're onboarding new providers now. Join the waitlist for early access.