Automate any business process.
For any industry.
One platform, built around how your business actually runs: an AI that answers and makes your phone calls, appointment booking and confirmation, customer service, hiring and HR, scheduling, inventory and payments — with your existing systems imported on day one.
How we work
Every engagement is different. The process is the same.
We learn your operation
We embed in your workflow — talking to your team, mapping every handoff, every manual step, every spreadsheet. We find the friction before we write a line of code.
We build your platform
A custom operations hub tailored to your exact process. Not a SaaS template you adapt to — software that adapts to you. Webhooks, integrations, dashboards, automations.
Your team runs faster
Leads flow in and are called back within a minute. The phone is answered. Appointments are booked and confirmed. Jobs, inventory, pay and commissions are tracked. Nothing falls through the cracks.
What the platform does
Phone, texts, bookings, service, people and pay in one system. All of it runs today for a national bath remodeling brand; the wording changes with your industry, the machinery doesn't.
Inbound calling
An AI receptionist answers your main line and deals with the call itself.
- Recognises the caller by number and greets them by name
- Books an appointment against real availability and writes it to the calendar
- Logs service and warranty issues and texts a photo-upload link
- Reads back project progress; confirms, moves or cancels appointments
- Takes complaints as urgent and alerts the owners; turns away sales calls
- Live transfer for emergencies — if nobody answers, it says so and takes the details
- Your team can listen in or take over any live call, from any page
Outbound calling & texting
New leads are called and texted within a minute, then followed up on a schedule.
- Speed to lead: an AI setter calls and texts the moment a lead arrives
- A follow-up cadence of calls and texts, inside your calling window
- Confirmation calls within 36 hours of every appointment
- Service-call follow-ups, with redials after voicemail or no answer
- Campaigns: timed text and email sequences; a reply queues a callback that can book
- A shared team inbox for texts, with a record of every consent and opt-out
Customer service
Every call, text and email about a customer lands in one thread.
- Service calls from phone and email, with photos, urgency and assignment
- Quotes with built-in e-signing, change orders signed by link, invoices
- Payments through your own processor — Zift, QuickBooks Payments or Square: pay links with the whole schedule on the invoice, a card page, a terminal, cash, checks and Zelle; receipts sent automatically
- Refunds and voids by the people you allow; a one-press refund inside the 3-business-day cancellation period
- A card on file with Square, authorized by the customer in their portal and charged stage by stage
- Financing from the lenders you choose (Acorn Finance, 360Finance by Modernize, Foundation Finance): the customer starts the application inside the quote, and Acorn's status comes back on its own
- Balances read out on the phone only after a texted code or the customer's own PIN
- Printable and online forms, filled and signed by link
- Customer notifications by stage and channel, each one approved before it goes
- Complaints logged as urgent, with the owners notified
Appointment booking & confirmation
One set of booking rules for your office, the AI and your website.
- Assigns the right person, checks conflicts and creates the calendar event
- Each person's hours, time off and slots; a coordinator grid; the install schedule
- Night-before allocation: reps see tomorrow's appointments, nothing further out
- AI confirmation calls; results recorded; closing rate texted daily
- Google Calendar and ServiceMinder sync
- Customers book, confirm, move or cancel their own estimate from their portal, under the same rules
- Lead-flow monitoring that flags a drop from any source and can email the rep
A portal for every customer
Customers sign in with a texted code and handle the routine things themselves.
- The project's status and dates, the quote or signed agreement, change orders to review and sign
- The payment schedule with what is paid and what is due, and Pay now through your processor
- Documents (signed agreement, receipts), photos, and financing status
- Their text thread with your office, and a message box that lands in your Inbox
- Request service with photos; ask for a change, which goes to the salesperson for a change order
- A phone PIN the AI receptionist accepts as identity; on or off per company; one button texts the link
Employees, hiring & HR
From job posting to trained, paid employee, with the paperwork done.
- Job postings with an Indeed feed; applications behind an anti-bot check
- DISC assessment, NDA and contract e-signing, study materials and quizzes
- An AI phone interview and a Checkr background check
- Hands-on training on the real screens, each section ending in a quiz
- Employee roster showing missing paperwork, a private document vault, self-service HR
- Installer pay sheets with approvals and advances; commissions on signed contracts
Your existing systems, imported
History comes with you, so day one isn't a blank screen.
- CompanyCam, One Click Contractor, ServiceMinder, Hatch, ProNexis, Ingage
- Lead emails parsed from Angi, Modernize, HomeBuddy, Yelp, Bark, Google LSA and Facebook
- Google Calendar shared by role; a vendor webhook and a public form for leads
- Inventory with receiving, check-out and a nightly reorder queue
- Presentations in the browser, with your Google reviews pulled in
- Reports: sales stats, profitability, and a comms log with recordings and transcripts
See every location's sales.
Run every location the same way.
Built for a bath remodeling franchise with locations across the country, where the franchisor needed the same process, the same numbers and the same phone experience everywhere, without chasing each owner.
Every location on one platform
Each location is its own company: its own people, roles, calendars, inventory, phone line and data. You see all of them from the platform dashboard, and a franchisor’s person can be given access to any set of locations and switch between them.
One master setup, applied everywhere
The inbound phone line and its call flow, the master sales presentation, the price list and line-item rules: set once, applied to every location in one click, and kept in step when they change.
The sales process, measured, not assumed
Every location runs the same booking rules, the same confirmation calls and the same presentation. In-home appointments are recorded, transcribed and graded against the sales method, and each salesperson’s closing rate is tracked and sent to them daily.
Every location's sales on one page
Appointments, sales, cancellations, close rate and dollars for every location side by side, month to date or any range, with a total; one click opens that location's own report. Plus profitability, lead flow by source, the comms log with recordings and balance alerts per location, without asking anyone for a spreadsheet.
New locations open ready to sell
A new location is created with its calendars, its copy of the master presentation and its starter inventory. Hiring and training run the same way everywhere: job postings, DISC, e-signing, background checks and hands-on training with quizzes.
History moves with them
A location joining from CompanyCam, One Click Contractor, ServiceMinder, Hatch, ProNexis or Ingage brings its jobs, contacts, calls and decks along, so day one is not a blank screen.
Built for bath remodeling.
The pattern works everywhere.
We built a full operations platform for a national bath remodeling company — replacing a patchwork of spreadsheets, emails, and manual processes with one integrated system.
The pattern is universal
Every industry has a phone that rings, appointments to book and confirm, customers to look after, and people to hire and pay. We automate all of it, in your industry's own terms.
Medical, dental & clinics
New-patient booking, reminders and confirmation calls, reschedules, intake forms signed by link, follow-up calls after a visit
Construction & remodeling
Estimates booked on the call, project-progress calls, service and warranty, installer schedules and pay
Home services & trades
HVAC, plumbing, electrical, roofing: service calls, on-my-way calls and texts, campaigns to open quotes
Franchise & multi-location
One platform per location, a master phone setup applied to each, a view across all of them
Field operations
Who is available when, schedules, time off, pay sheets with approvals
Any appointment business
Salons, auto shops, cleaners, advisers: the phone answered, appointments booked, confirmed and chased
14 days free. No credit card required.
Get full access to the same platform we built for a national bath remodeling company — configured for your operation in one onboarding call.
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