Engines

Each engine automates one part of your operation. Here's what each one does, with a sample of it working.

Speed-to-Lead

Every inbound lead gets an instant response.

Captures every inbound lead the moment it arrives, whether that's your website, a phone call, or a form. Qualifies it with AI and responds immediately, day or night.

Example

Sample data

Sample Lead — Jenna M. submitted a website form at 2:14 PM. Responded in 38 seconds.

Follow-Up Engine

Nothing dies in an inbox.

Every quote and inquiry gets persistent, personalized follow-up until it gets an answer: yes, no, or not yet.

Example

Sample data

Sample Quote — Sample Customer, quote #1042, 3rd follow-up sent, no response yet.

Booking Engine

Ends phone tag for good.

Leads book straight into your calendar. Reminders and rescheduling are handled automatically.

Example

Sample data

Sample Booking — Sample Customer booked Tuesday 10:00 AM, confirmed automatically, reminder sent.

Reputation Engine

Every completed job asks for its own review.

Completed jobs automatically trigger review requests. If a negative review lands, you’re alerted immediately, and a drafted response is ready to go.

Example

Sample data

Sample Job — Sample Customer's job marked complete, review request sent, 5-star review received.

Money Engine

Invoices go out on time and get chased until paid.

Invoices are sent automatically when work completes. Unpaid invoices are followed up politely and persistently until they’re paid.

Example

Sample data

Sample Invoice — Sample Customer invoice #A-204 sent on completion, reminder sent on day 7.

Reactivation + Referral

Turns past customers into the next ones.

Re-engages dormant customers and systematically asks happy ones for referrals, working the customer list you already have.

Example

Sample data

Sample Customer (dormant 14 months) re-engaged; referral ask sent to a happy repeat customer.

Field Ops

Connects the office to the crew.

Daily crew briefs, job photos turned into customer-facing reports, and automatic status updates as work progresses.

Example

Sample data

Sample Job — crew brief sent at 7:00 AM; job photos turned into a customer update at 1:00 PM.

Team Sync

One shared job record for the whole team.

Sales, ops, and finance work from the same job record, so scope changes get billed and teams stop contradicting each other.

Example

Sample data

Sample Job — a scope change logged by ops synced automatically to the sales quote and the invoice.

Trigger Campaigns

Event-driven outreach, configured for your industry.

A storm hits a zip code and every past customer and lead in that area is contacted within hours. Seasonal and dormancy triggers are configured per industry.

Example

Sample data

Sample Trigger — a storm in ZIP 30301 triggered outreach to 42 sample past customers and leads.

AI Receptionist

Coming Soon

Will answer every inbound call, 24/7.

In development. It will answer every inbound call around the clock, qualify the caller, and book the appointment.

In development — not part of your portal yet.