FEATURES

Six agents. One platform.

Every feature is designed for trade businesses with 1–20 people. No enterprise bloat. No features you'll never use.

Front Desk Agent

Never miss a lead again.

Answers every inquiry 24/7 via text, email, and chat. Qualifies leads by asking the right questions, checks your calendar, and books appointments — all while you're on the job.

24/7 lead qualification

Emergency detection & escalation

Calendar-aware booking

Multi-channel (SMS, email, chat)

Automatic lead capture to CRM

Customizable qualifying questions

Quoting Agent

Professional quotes in minutes, not hours.

Builds accurate, itemized quotes from your pre-loaded price book. Voice-describe the job and the agent generates a complete quote with materials, labor, and tax — ready to send.

Pre-loaded trade-specific price book

Voice memo → auto-generated quote

AI-powered line item suggestions

Configurable follow-up schedule (2, 5, 10 days)

Public quote portal for customers

PDF generation for email/print

Dispatch Brain

Smarter scheduling. Shorter drives.

Optimizes your daily schedule to minimize drive time between jobs. Generates morning briefings, handles last-minute changes, and suggests the most efficient route order.

Route optimization

Daily briefing generation

Drag-and-drop rescheduling

Quick-add from time slots

Drive time estimates

Multi-tech scheduling

Collections Agent

Get paid faster. Chase less.

Auto-generates invoices when jobs complete. Follows up on overdue balances with escalating reminders so you never have to make an awkward payment call again.

Auto-invoice on job completion

Escalating reminder schedule (3, 7, 14, 21, 30 days)

Public invoice portal with payment

Invoice PDF generation

Overdue balance tracking

Payment notification to owner

Reputation Agent

More reviews. Better reputation.

Requests reviews from happy customers after every completed job. Monitors your Google and Yelp profiles. Drafts professional responses to both positive and negative reviews.

Post-job review requests

Sentiment analysis before sending

Google & Yelp monitoring

AI-drafted review responses

Review approval workflow

Reputation score tracking

Marketing Agent

Fill slow weeks. Reactivate dormant customers.

Detects slow weeks and drafts targeted campaigns. Suggests seasonal promotions, re-engagement campaigns for dormant customers, and post-job upsell opportunities.

Slow week detection

Seasonal campaign suggestions

Dormant customer re-engagement

Post-job upsell recommendations

Campaign draft generation

Multi-channel distribution

PLATFORM

Everything else you need.

Voice Quoting

Describe the job by voice. AI transcribes and generates a complete quote.

Drag-and-Drop Schedule

Move jobs between time slots and days with a simple drag gesture.

Route Optimization

Google Maps integration shows your daily route with drive time estimates.

Real-Time Notifications

Get alerts when agents complete actions, leads come in, or payments arrive.

PDF Generation

Professional branded quotes and invoices as downloadable PDFs.

Public Portals

Shareable links for customers to view, accept, and pay quotes/invoices.

Approval Workflows

Set autonomy levels — auto-approve routine actions, require approval for big decisions.

Business Intelligence

Revenue tracking, agent performance metrics, and pipeline visibility.