How it works
It runs the whole business.
Here’s how.
It learns your business, remembers every customer and runs the work end to end: the selling, the service, the money and the back office. You decide how much it takes on.
Long memory
It remembered.
It keeps every call, text, email and promise on record, and reads the history before it says a word. You’d have forgotten. It didn’t.
Nov 14 · Call
“Not right now. Call me after the holidays and we’ll do the whole house.”
Nov 22 · Text
Prefers texts after 5. Dog named Bo, so keep the gate shut.
Jan 6 · Your Manager calls back
“Hi Dana, you asked us to call after the holidays about the whole house. Still on?”
Jan 9 · Signed
Whole-house quote signed. Deposit paid. Six weeks, and nobody had to remember.
Promises kept: “Call me after the holidays” (called Jan 6). “I’ll send the quote by Friday” (sent Friday, Jan 8). “Keep the gate shut for Bo” (on the crew’s job notes).
Ask it “What’s the deal with Dana?” and it tells you the whole story, with where every fact came from. Ask it about your business
One Manager. A full team.
It doesn’t stop at setting appointments.
One customer. Every specialist. From the first answer to delivered work.
Answer
Answers with your company knowledge and captures what the customer needs.
Qualify
Checks the customer’s needs against your services, pricing, and capacity.
Book
Schedules the visit or consultation when the sale needs one.
Quote
Prepares your offer and handles questions using your approved pricing and terms.
Close
Your terms are accepted. The agreement is signed. Payment and delivery are next.
Collect
Sends the invoice and tracks payment through your connected payment system.
Coordinate
Hands the agreed scope to operations and keeps the customer updated.
Follow through
Confirms completion, records the balance, and carries the relationship into service, reviews and repeat business.
Sales, Finance, Operations and Customer Care share the same customer record.
Illustrative workflow, not live customer activity or a revenue claim. Connected actions follow your setup, permissions and rules.
Set up with your AI Manager
Set up in days. Then it gets to work.
Tell us about your business.
It learns your business from your website, your services and the work you want off your plate.
Connect your tools with AI.
Bring everything over from ServiceTitan, Housecall Pro, Jobber, HighLevel or Salesforce. Your Manager guides the rest.
Hand it the business.
Test-drive it before it talks to a real customer. Then hand it one job or all of them.
Want to try it with your business? Try your AI Manager
Dynamic autonomy. Owner control.
Hand it off. Take it back.
Hand it one job or the whole business. Take the wheel back anytime.
Run autonomously
Within your rules, your Manager closes the deal and starts onboarding. Step into this deal whenever you choose.
Bring me the decision
The customer asks for an unapproved discount. Your Manager brings you the decision. Other approved work continues while this decision waits.
I’ll take over
Take over with the history and agreed terms. Hand it back whenever you’re ready. Your workforce resumes from your handoff, with the context intact.
It earns your trust.
Once a kind of work has a clean record, it asks to take it on alone: “I’ve handled 40 reschedules without a correction. Want me to do these on my own?” It only gets more room when you say yes, and you can take it back anytime.
Not another CRM to learn
It knows your business.
Inside and out. Give it your goals and it works toward them, 24/7.
No prompts, no checklists. It remembers every customer, works every lead, handles objections on the call and plans what’s next from your numbers and thousands of industry data points. It only comes to you for what matters, and you see every move it makes, and why.
“That was wrong.” Fixed from then on.
Tell it once. It corrects the mistake, offers to set the customer straight and remembers it from then on.
A cold lead, warm again.
Six months quiet, then a reply to your offer. It picks up where things left off and wins it back.
Your best closer, on every call.
“Too pricey?” It handles the objection live, with your warranty, your reviews and an option that fits.
Examples. Every move is on the record, with its reason.