features

Automate operations. Scale capacity and margins.

Centralize leads, schedules, messaging, and analytics in a single workflow engine to remove manual tasks and grow margins and free time .

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1 · Automated Booking Flows

Automated conversion of inquiries into confirmed bookings

Automatically route leads/appointments, display live availability, and write confirmed appointments to your calendar—eliminating manual scheduling and reducing time‑to‑book.

Source-aware booking links (ads, web, referrals) for precise attribution.
Smart availability with prep times, travel buffers, and blackout support.
Automated confirmations with clear next-step guidance to increase attendance.
Automated reschedule and cancellation flows that update calendars in real time.

Result: Reduced admin time, higher schedule utilization, and fewer no-shows via frictionless booking.

Booking flow snapshot

1. Lead submits form → 2. Live availability displayed → 3. Instant confirmation & calendar invite → 4. Internal job created.

Best for: home services, trades, and field teams with daily schedules.

Reduce no‑shows and revive cold leads automatically

Reliable, configurable reminders and follow‑ups that increase attendance and re‑engage inactive leads with zero manual effort.

Configurable multi‑touch SMS and email sequences.
One‑tap staff alerts for running‑late updates.
Automated post‑job follow‑ups to capture reviews and referrals.
Reactivation drips for quotes and stale leads.

Impact: 10–30% lift in show‑up rates; often thousands in monthly ad spend saved.

2 · Automated Reminders & Follow‑Ups

Stay top with fully automated outreach

Set once: targeted nudges at each touchpoint prevent leads from slipping through.

Pre‑appointment reminders with location, prep, and reply‑to‑confirm.
Automated “Still interested?” nudges for unbooked quotes.
Scheduled check‑ins for long lead windows.

Fine‑grained control over timing and tone; execution is fully automated.

3 · Automation Workflows

Deterministic, auditable workflows mapped to your team's processes

Model workflows as exact team steps for predictable outcomes.
Optional steps automate routine tasks and surface recommendations.
If/else handoffs preserve human ownership and audit trails.
AI agents and apps are available some as paid add-ons. (not required)

Create efficient, team-aligned automation that reduces manual work while preserving explicit rules and clear human handoffs. Using Automation or AI (so

Tailored workflows focused on measurable outcomes, not generic automation.

Workflow highlights

Reusable templates configurable per service.
Per-service presets for tone and procedures.
Built-in compliance and opt-in controls.

Automate repetitive work, retain human control, and scale reliably.

4 · Daily Operations Dashboard

Daily Operations Command View

Begin each day with a prioritized, actionable summary of bookings, tasks, and projected cash flow for faster decisions.

Real-time jobs by service/location — shortens requirements scope.
Automatic conflict & capacity alerts — prevents overbooking.
One-click actions: message client, reschedule, assign staff, complete job — resolve tasks in seconds.
Projected cash vs. booked work — daily revenue visibility.

Deliver a concise morning or weekly brief — fewer follow-ups and faster decisions.

At‑a‑glance metrics

Jobs (today vs tomorrow) — workload delta.
Leads queued · overdue quotes — prioritize outreach.
Outstanding balances vs. collected today — cash status.
Pending messages & missed calls — unresolved communications.

Consolidated dispatcher KPIs and workflows — faster routing, fewer delays.

Identify trends before outcomes change

Consolidated monthly metrics—no spreadsheets.

Revenue, average ticket, and close rate by source.
Quote-to-job conversion by service.
Crew utilization and capacity.
Marketing ROI by campaign and channel.

See the levers to pull next month—act with confidence.

5 · Monthly Performance Dashboard

Action‑ready reports—no analyst required

Auto‑Admin consolidates daily jobs into concise monthly reports—review performance in minutes.

Compare month‑over‑month and year‑over‑year.
Retrain and reframe underperforming services or crews in seconds.
Export presentation‑ready PDFs for stakeholders & decision makers.

Make confident decisions with consolidated visibility.

6 · Premium — Advanced Weekly Dashboard

Weekly operational pulse for services and staff — prioritize growth, efficiency, and risk

Premium-only weekly snapshot that surfaces prioritized KPIs, capacity signals, and concise visualizations to drive faster, data-led decisions.

Configurable services & staff dashboards that surface prioritized KPIs.
Leading indicators for pipeline and booking velocity to forecast growth.
Operational health metrics that surface delivery risk early.
Cash projections aligned to payroll and fixed costs for liquidity clarity.
Risk signals for backlog saturation and capacity constraints.

Run a focused 20-minute weekly leadership meeting aligned to the metrics that drive decisions.

For owners — consolidated services & staff dashboards

Single weekly snapshot with prioritized signals:

Quarterly-prioritized growth opportunities.
Operational bottlenecks prioritized for action.
Configurable capacity, utilization, and performance views.
One-click exports for advisors and finance.

Included in Premium plans. Enterprise dashboards and advanced customization.

7 • Unified Inbox

Consolidate all customer messages into one actionable inbox

SMS, email, web chat, and WhatsApp merge into a single customer thread linked to jobs, quotes, and invoices for instant context.

Route conversations automatically with role-based assignments and internal notes.
Surface job history, quotes, and upcoming appointments directly in each thread.
Reply faster with AI-suggested responses and one-click quick actions.
Monitor SLAs and automated reminders to maintain target response times.
All social media included set-up quick and easy import or customer and contacts easily.

Eliminate missed messages—ensure full visibility and accountability.

Engineered for high-volume teams

Shared inbox with role-based routing and user permissions.
Collision detection and real-time presence to prevent duplicate replies.
Saved views tailored to dispatch, sales, and support workflows.

Accelerate responses with preserved context and standardized workflows from first contact to invoice.

Complete visibility across every lead and client journey

Drag-and-drop pipelines show each opportunity's status—lead, quote, scheduled, repeat—so teams move opportunities forward faster.

Role-specific views for leads, active bookings, and dormant accounts—clear operational visibility.
Custom stages that mirror your workflow—minimize manual status updates.
Customer tags to follow your customers journey and get involved when you must.
One-click card actions (call, message, schedule, update) to eliminate context switching.

Remove manual tracking and prevent lost opportunities.

8 · Lead & Client Pipelines

End-to-end pipeline from inquiry to repeat client

Replace whiteboards and ad‑hoc CRMs with reliable, action-ready pipelines that teams trust.

Filter by source, value, territory, or owner for targeted, actionable views.
Automated stage transitions on bookings, payments, and workflows to remove manual updates.
Accurate forecasts with expected start dates and visible deal value.

Sales close with confidence, operations plan reliably, and leadership has full pipeline visibility.

9 · Workflow Automation Engine

Trigger‑action workflows to automate back‑office operations

Triggering action workflows link events, filters, and actions to automate end‑to‑end operations—no code, exactly what you need when you need it.

Triggers: leads, bookings, payments, form submissions, missed calls.
Branch by job type, location, value, or team to route work automatically.
Map triggers to actions: notifications, tasks, messages, system updates.
Save workflows as reusable, versioned templates for onboarding, renewals, and reactivation.

Document once and reuse reliably—versioned, shareable templates ensure consistent execution.

Popular automations

New lead → SMS/Email booking link→ Follow up → sales team
Quote sent → automated follow‑ups at 2, 5, and 10 days using AI or bespoke copy.
Booking complete → request review→ wait 3 days remind → on 5‑star→ issue referral offer→ 5*> ask for feedback→ review → post.
Invoice overdue → staged reminders→ then wait → SMS/Email → escalate to team.

Clone, customize, and deploy templates in minutes—no consulting required.

Separate quote and job calendars to prevent double bookings

Separate tentative and confirmed bookings so capacity is accurate and resources are reliably assigned.

Quote calendar — provisional visits and bookings or services; no resource commitments.
Staff and Service Team Calendars synced or separate.
Job calendar — confirmed work linked to revenue and crew schedules.
Auto-promote quotes to jobs on client acceptance.
Color coding and filters for instant operational clarity.