AI agents · Automation · Custom software
Modern systems for the work you already do.
Websites that win the call, agents that never drop a lead, and custom software that keeps crews, clients, and cash in one place.
- Websites and intake that turn visitors into booked calls
- Agents and automations that follow up so leads never go cold
- Custom CRMs and tools that keep crews, clients, and cash together
Hi Marcus, thanks for the photos! We have Thursday 1–3 PM open for your cleanout. Want us to hold it?
Built for service businesses nationwide
Examples
Try the workflows yourself.
Pick a workspace and click through it. Agents draft the work, you approve it. Everything here runs only in your browser.
Mattress retail
Appointments
A shopper books a showroom visit online. The booking agent drafts the confirmation and reminder, and a manager approves before anything goes out.
- PlannedStep 1 · Website intakeNew booking request
Sat 11:30 AM · in-store mattress fitting · 2 guests · prefers text.
- Customer: Dana R.
- Interested in: adjustable base, medium-firm
- Source: online booking form
- PlannedStep 2 · Booking agentConfirmation and reminder draft
Text confirmation now, plus an automatic reminder the evening before.
- PlannedStep 3 · Booking agentMark appointment confirmed
Customer replied C. Update the booking and notify the floor team.
Calls & CRM
Every call becomes a clean CRM note.
Pick a recent call. The CRM agent has a note and next task ready for your review.
| Time | Trade | Topic | Note |
|---|---|---|---|
| 9:12 AM | Electrical | Needs approval | |
| 10:05 AM | Junk removal | Needs approval | |
| 11:48 AM | Pressure cleaning | Needs approval | |
| 1:20 PM | Electrical | Needs approval |
Kitchen circuit trips when microwave and kettle run together. Wants a visit this week. Next task: offer Wed or Thu morning.Local preview — nothing sends outside this page
Next-steps pack
One call. Every next step, ready for one review.
When a conversation ends, several agents each prepare their part. You review the whole pack and accept it with one click.
- Text recap of the call to the customerNeeds approval
- Email written estimate within 24 hoursPlanned
- Hold Thursday 9 AM site visitNeeds approval
- Reminder the evening beforePlanned
- Pull permit requirements for a panel upgradePlanned
- Attach past jobs at a similar home sizePlanned
What we build
Four pieces, one system.
Start with the piece that hurts most. Everything we build connects as you grow.
AI Agents
Agents answer, qualify, and draft follow-ups around the clock. Anything outbound or involving money waits for a person to approve it.
Workflow Automation
We connect your tools so every job stays visible from lead to estimate, job, invoice, and review.
Custom Solutions
CRMs, client portals, dashboards, and websites built around how your trade actually works.
Security & Control
Scoped access, approval gates, and accounts and data in your name. We set it up and train your team.
Works with the tools you already use
- HubSpot
- Slack
- Stripe
- QuickBooks
- Gmail
- Google Calendar
- Notion
- Zapier
- Supabase
Product names are trademarks of their owners. Listed as integration examples, not partnerships.
How we work
Listen. Build. Control. Improve.
Your accounts, your data, your approvals. We do the setup and stay on to keep it sharp.
- 01
Listen
We learn how work actually moves through your business today: calls, leads, jobs, paperwork, and money.
- 02
Build
We build the agents, automations, and software, set up in accounts that belong to you.
- 03
Control
You decide what runs on its own and what needs approval. Texts, emails, and payments wait for a yes.
- 04
Improve
We watch what works, tune the drafts and rules, and add the next piece when you're ready.
FAQ
Questions owners ask
Next step
Let's map the work you already do.
A short call to walk through your calls, leads, jobs, and paperwork, and where agents and software would help first.