7:40 am · On a ladder
A new customer calls. The AI receptionist answers, asks about the job, and takes a message or transfers the call. The transcript is waiting for you.
15 AI helpers. Estimates are in every plan.
The office help you can't afford to hire.
The office help you can't afford to hire.
Built into the app.
The AI drafts your estimates, writes the follow-up after the job and builds the report you asked for. Call answering is a usage add-on on every plan: it needs the business phone, and you pay for the tokens plus the minutes she is on the call. You approve anything that goes to a customer.
A day with AI
Where the time comes back.
11:15 am · In the truck
You type or say what you saw at the walkthrough. The estimate assistant turns it into priced line items from your price book, and you send it before lunch.
4:30 pm · Job done
The tech's notes become follow-up tasks and a status update, and the review request goes out. You didn't have to type any of it.
Every AI helper
What the AI does, and what it saves you.
Each card says which manual task it takes off your plate. No made-up percentages.
AI estimate assistant
Describe the job in a chat right on the estimate and the assistant looks up prices, proposes priced line items you can add or skip one at a time, and answers follow-up questions in the same thread.
Saves you: drafts and prices estimate lines from a plain description so you don't build them line-by-line from scratch
AI draft from a description or photo
A simpler one-shot option: give a short description (and optionally a photo) and get a draft set of priced line items back to review and add.
Saves you: turns a quick note or photo into a starting estimate instead of you pricing every line yourself
Material cost verification
When the assistant has to guess a material's cost because it isn't in your catalog yet, that item lands in a review queue so staff can confirm the real cost and add it to the price book for next time.
Saves you: flags AI-guessed material prices for a quick human check instead of an unverified guess quietly going onto a customer's estimate
Email sync with lead/job detection
Connect your Outlook or Gmail mailbox and incoming email is read into the CRM, with new leads and job replies recognized and filed automatically.
Saves you: reads an inbound email and creates or updates the matching lead or job so nobody has to re-type it from the inbox
Office AI chat
Ask the AI assistant a question about your business right in the CRM and it looks up the real record — a job, a contact, a report — using live tools instead of guessing.
Saves you: answers CRM questions and pulls up records for you instead of you clicking through screens to find them
Specialist AI consults
The assistant can call in a specialist (for example, one focused on your books, HR, or communications) mid-conversation and shows you that consult happening in the chat.
Saves you: brings in the right specialized knowledge on its own instead of you tracking down the right person or screen
Findings & approval inbox
The assistant surfaces things it noticed on its own (like a lead nobody responded to) and drafts a fix or a reply for a person to approve, edit, or reject.
Saves you: drafts the follow-up so a person only has to approve or edit it, instead of writing it from scratch
Custom skills library
Teach the assistant a named procedure once, and it can run that same procedure again on request.
Job-completion follow-up
A tech types what happened and what the customer mentioned when a job wraps up; the assistant proposes an activity note, follow-up tasks, and a status move for a person to review and apply.
Saves you: writes the follow-up tasks and note after a job instead of relying on someone to remember and type them in later
Duplicate contact cleanup
The assistant scans for likely duplicate customer records and can preview and run the merge in a chat, instead of someone manually comparing records.
Saves you: finds and drafts the merge for duplicate contacts instead of someone scanning the list by hand
AI phone receptionist
When nobody picks up, the assistant answers the call, talks with the caller in real time, can transfer to a person or take a message, and logs a transcript of the call.
Saves you: answers routine calls itself so staff aren't interrupted for every ring or stuck taking messages
Framing cut lists
For decks, walls, floors, roofs, stairs, and fences, generates a board-by-board list with exact lengths and a stock-buy list that packs long cuts onto the fewest boards.
Saves you: counts and lists every board and length for you instead of you counting them off a framing plan by hand
Shop-supply AI assistant
On a material order, the assistant can look up pricing and availability for items you need for the job, separate from what gets billed to the customer.
Saves you: looks up material pricing for a purchase order so staff don't have to search vendor sites themselves
AI-built custom reports
Ask the assistant for a report in plain language and it can generate and save it as a reusable report template.
Saves you: builds a one-off report from a plain request instead of someone assembling a query or spreadsheet by hand
AI chat widget on your website
A chat bubble on your site answers visitor questions about services, hours, and pricing, and automatically files a lead when a visitor shares their contact info.
Saves you: answers common visitor questions and files the lead itself instead of someone monitoring a contact-form inbox
You stay in charge
AI that asks before it acts.
- Approval inbox. Drafts wait for your OK before they reach a customer.
- Your prices, your history. Estimates come from your price book and past jobs, and each price shows where it came from.
- Every AI call is logged. The owner can see what the AI did and what it cost.
- Your data stays yours. Customer data is encrypted at rest and never sold.
Approval inbox
Text to Jordan R. — “On my way, 15 min”Approve
Estimate #1042 — deck resurface, $6,410Review
Follow-up — 3 open quotes older than 7 daysDraft ready
Merge duplicate: “M. Lee” and “Morgan Lee”Review
Illustration. Your inbox shows your own jobs.
Watch
See the AI work.
Put the AI to work this week.
The estimate assistant is in the free trial. Call answering is on the pricing page.