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The catalog

Everything we can automate for you

All of it runs in one private system you own - not eight subscriptions. Every item below is live somewhere today. Pick what matters; we'll tell you the order to build it in.

Marketing & Leads

  • Instant reply to every web lead within 60 seconds, day or night
  • Missed-call text-back ("Sorry we missed you - how can we help?")
  • Website chat that answers questions and books appointments
  • Google Business Profile posts and review requests after every job
  • Review reply drafting (5-star thank-yous, calm answers to 1-stars)
  • Monthly email newsletter written from what actually happened this month
  • Re-engagement emails to customers you haven't seen in 6 months
  • Social posts drafted from your photos and completed jobs
  • Lead scoring: who to call first this morning
  • Competitor price and offer watch with a weekly digest
  • Quote follow-up sequence (day 1, 3, 7) until they say yes or no
  • Referral asks sent at the moment a customer is happiest

Sales, Quotes & Invoices

  • Quote builder that turns a form or a phone call into a priced PDF
  • Invoices with a pay-by-card / Apple Pay link, sent the moment work is done
  • Automatic payment reminders (before due, on due, 3 / 7 / 14 days after)
  • Deposits collected at booking so no-shows cost you nothing
  • Recurring billing for maintenance plans and memberships
  • Pipeline board: lead -> quoted -> won -> scheduled -> paid
  • Price-list and margin checks before a quote goes out
  • Sales tax handled per state / city on every invoice

Scheduling & Customers

  • Online booking against your real availability, synced to your calendar
  • Appointment reminders by text and email (cuts no-shows ~40%)
  • Route and day planning for crews and deliveries
  • Customer database with every message, invoice, and visit in one timeline
  • Job-status updates to the customer without anyone typing
  • Post-job follow-up: "how did we do?" -> review request -> next-service reminder
  • Waitlist that fills cancellations automatically
  • Customer portal: see invoices, pay, rebook

Employees & Operations

  • Time clock + work trail: who did what, when, from their phone
  • Task boards and daily checklists that assign themselves
  • Employee onboarding packets, logins, and training sent automatically
  • Payroll-ready hours export every pay period
  • Commission / bonus math from real sales data
  • Shift and availability scheduling with swap requests
  • Internal staff messenger and a phone app for the crew
  • Quality-control checklists enforced before a job closes
  • Vehicle, equipment, and maintenance logs with due-date alerts
  • Photo -> inventory: snap a shelf, the system counts it

Accounting & Money

  • Books that close continuously - tax-ready Schedule C / P&L every day
  • Receipts photographed -> categorized -> matched to the bank feed
  • Cash-flow forecast: 30 / 60 / 90 days out, from real invoices and bills
  • Vendor bills captured from email, approved on your phone, scheduled to pay
  • Quarterly estimated-tax tracker and reminders
  • Fee and margin analysis per product, service, or job type
  • Bank / card / processor reconciliation with mismatches flagged
  • One dashboard number: what you actually netted this week

Inventory, Orders & Fulfilment

  • Inventory across store, website, and marketplaces kept in sync
  • Order log with shipping labels, tracking emails, and returns
  • Low-stock and dead-stock alerts with reorder suggestions
  • Product listings written and priced from photos and comps
  • Supplier order drafts when stock crosses a threshold
  • Pickup and delivery notifications to the customer

Internal Systems (replace the subscriptions)

  • Your own internal database and dashboard instead of 6 SaaS logins
  • Your own internal email and message center (customer + staff)
  • Site traffic, page flow, and conversion tracking without third-party trackers
  • Document and contract templates that fill themselves in
  • A phone app for the crew that talks to the same database
  • Backups, access control, and audit trail for every change
  • AI assistant trained on your policies that answers staff questions

🔔 Alerts we can set up

  • A new lead came in and nobody has replied in 15 minutes
  • A customer's invoice is 7 days overdue
  • Today's cash in vs. cash out crossed your threshold
  • An employee clocked in late / forgot to clock out
  • A 1-star review just landed - here's a drafted reply
  • A quote has sat unanswered for 3 days
  • Stock on a top seller dropped below 5
  • Tomorrow's schedule has a gap or a double-booking
  • A competitor changed their price on something you sell
  • Your website went down or got slow
  • A vehicle / piece of equipment is due for service
  • Estimated tax payment due in 14 days
  • A customer you haven't seen in 6 months just visited the website
  • Payroll hours this week are trending 12% over budget
  • Anything you tell us to watch - in one sentence
Book a free review - we'll pick your first five

Not on the list? Tell the concierge - if it's a repeatable task, it can probably run itself.

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