01 Leads 7

Every call answered, every inquiry sorted, every enquiry booked, the warm ones surfaced. 7 entries.

Text back every missed call

Text back every call we miss, within seconds, and get them booked.

What you get A text to the caller within seconds, a booked visit on your board, and a text to you saying who called and what happened. Leads 2 of 7Office

Let customers book in your website chat and on WhatsApp

Let people book a visit through the chat on our website and on WhatsApp.

What you get Bookings that arrive while you're on a roof, already on the board, with a text to you for each one. Leads 3 of 7Office

Answer customer questions around the clock, in your voice

Answer customer questions any time, day or night, the way we'd say it.

What you get Customers answered at any hour, and a text to you whenever one needs a person. Leads 4 of 7Superintelligence

Show me my warmest leads and ask before you contact them

Show me who's warmest right now and ask me before you reach out.

What you get A short ranked list, a reason per name, and a yes-or-no you answer by text. Leads 5 of 7Office

Tell me the moment a job is booked or a customer needs a person

Text me the moment a job is booked, and the moment a customer needs a person.

What you get No surprises on the board, and no customer left waiting for an answer only you can give. Leads 6 of 7Office

Read my inbox every morning and tell me which inquiries are real work

Every morning, go through the inbox and tell me which new inquiries are real work, who's still waiting on us, and what's missing before we can quote.

What you get One morning text with the real inquiries, what each one needs, and who's waiting. Leads 7 of 7Office

Draft replies to new inquiries in my voice

For every new inquiry, draft a reply the way I'd write it, asking for whatever we still need to quote. I'll read them before they go.

What you get Replies ready to send, each one specific to the inquiry, and a count of what it wrote.

02 Quotes 7

Drafted from your price book, chased until they answer, and the money already in the pipeline that nobody is going after. 7 entries.

Quotes 1 of 7Office

Draft the quote from our price book, a walkthrough video or site photos

Draft a quote for the Elm St job from the video I just sent, priced from our price book. Show me every line before it goes on the board.

What you get A quote you only have to check, sitting as a draft on your board, with the scope it saw and the past quotes it compared. Quotes 2 of 7Office

Build the full bid checklist for every commercial job

For every commercial job we bid on, build the full checklist and walk me through it so nothing gets missed.

What you get A bid that goes in complete and on time, and no deadline found the day after. Quotes 3 of 7Superintelligence

Find the revenue sitting in quotes we never closed

Find every quote we sent and never closed, and tell me what's still worth going after.

What you get A ranked list with the value, the reason each one could close now, and a one-line ask: want me to text them? Quotes 4 of 7Office

Chase every follow-up so no quote goes cold

Follow up on every open quote until it's a yes, a no, or a real reason to stop.

What you get Follow-ups sent, not drafted. A running list of who answered and who's next. Quotes 5 of 7Office

List the quotes that have gone quiet, and draft the follow-up for each

Every morning, show me the quotes that have gone quiet, biggest first, with a follow-up drafted for each.

What you get One morning list, a draft per quote, and the skipped-and-why. Quotes 6 of 7Office

Watch for customers who accept a quote by email, and move the job forward

Watch my email for customers who've accepted a quote in writing but are still sitting as awaiting response, and move them forward.

What you get No quote sitting as "awaiting response" after the customer already said yes, and a text for each one it found. Quotes 7 of 7Superintelligence

Text old leads the moment they qualify for a new rebate

When a new rebate comes out, find everyone we've quoted or spoken to who qualifies and text them.

What you get A list of who qualifies, the texts sent, and the replies as they land.

03 Sales team 4

Numbers every rep sees, and a coach every rep gets. 4 entries.

Sales team 1 of 4Superintelligence

Show me every rep's close rate, updated daily

Show me each rep's close rate, every day.

What you get One line per rep, every day, and the answer to "who's slipping" before the month ends. Sales team 2 of 4Superintelligence

Text each rep their numbers and next steps every morning

Every morning, text each rep their numbers and what to do next.

What you get Every rep starting the day knowing their number and their next call. Sales team 3 of 4Superintelligence

Coach each rep by text on the objection they just lost on

Listen to how each rep handles their conversations and coach them by text.

What you get A coach for every rep, every day, at the cost of a text. Sales team 4 of 4Superintelligence

Give reps a practice coach they can rehearse with any time

Give the reps a practice coach they can run their pitch past whenever they want.

What you get Reps who've heard the hard objection ten times before they hear it on a doorstep.

04 Jobs and crew 9

Booked, staffed, done, and every extra priced. 9 entries.

Jobs and crew 1 of 9Office

Turn an accepted quote into a booked job, and ask the customer which times suit them

When a quote is accepted, turn it into a job with the same line items, thank the customer, and ask which days work for them.

What you get A job on the board with a date on it, and no "I'll call them to book" on your list. Jobs and crew 2 of 9Office

Write the handoff note so the crew knows the job before they arrive

When a quote is accepted, send the scheduler the customer, scope and access notes, and make sure the crew has the same before they arrive.

What you get A crew that turns up knowing the job, and no accepted quote sitting unscheduled. Jobs and crew 3 of 9Office

Send tomorrow's schedule every evening, with the conflicts and gaps flagged

Every evening, send each crew member their own stops for tomorrow, and send me the day with anything double-booked, unstaffed or too far apart at the top.

What you get A crew that knows tomorrow tonight, and no surprises first thing. Jobs and crew 4 of 9Office

Check in with each crew member in the morning, and flag anyone not clocked in

Every weekday morning, send each of the crew their own day, then tell me if anyone on the schedule hasn't clocked in.

What you get A crew that starts the day knowing it, and you knowing who didn't. Jobs and crew 5 of 9Office

Tell me which jobs are actually finished, and which ran over the hours we quoted

Which jobs this week have passed their date with no proof they're done? And show me hours logged against hours quoted, job by job.

What you get Jobs closed on evidence, labour trouble caught mid-week, and a Friday debrief you can read in a minute. Jobs and crew 6 of 9Office

Capture scope changes on site, so extra work gets priced and approved, not given away

When the crew reports extra work on a job, note it on the job with the date and who asked, price it from our rates, and get the customer's okay before we do it.

What you get Extras on the invoice instead of in the margin. Jobs and crew 7 of 9Office

Attach the right checklist to every job

Put our commissioning checklist on every heat pump install, so the crew sees it when they arrive.

What you get The right checklist on every job without anyone remembering to attach it. Jobs and crew 8 of 9Office

Summarize the crew's group chat, so I don't have to scroll back

Summarize what happened in the crew chat today: problems, decisions, and anything someone's still waiting on.

What you get The day in a few lines, and nothing important buried up the thread. Jobs and crew 9 of 9Office

Post the day's job photos to the team as one daily log

Every evening, put today's photos together by job and post the log to the crew group.

What you get Everyone seeing the day's work in one place, and the photos where they'll be found.

05 Getting paid 5

Billed the day it finishes, chased until it's paid. 5 entries.

Getting paid 1 of 5Office

Find finished work that was never invoiced

Every evening, list the jobs we've finished that still have no invoice, with what each is worth.

What you get One evening list, and no finished job forgotten at month end. Getting paid 2 of 5Office

Tell me which jobs are ready to bill, and draft the invoice

For every job finished this week, tell me if it's ready to invoice, and draft the invoice for the ones that are.

What you get Invoices drafted the day the work finishes, from the evidence, not from memory. Getting paid 3 of 5Office

Find money we've earned but haven't collected

Find every job we've done and haven't been paid for, and who to call first.

What you get A total, a ranked list, and a reason beside each name. Getting paid 4 of 5Office

Draft payment reminders for every overdue invoice

For every overdue invoice, check nothing's come in and there's no dispute, then draft a reminder in my voice with the invoice number and amount.

What you get Reminders you approve, not reminders you write, and a Monday text on where the money stands. Getting paid 5 of 5Office

Compare what we billed with what we've actually collected

Every month, show me what we billed against what we collected, and the gap by customer.

What you get One number you can trust for the month, and the list behind it.

06 Customers and repeat revenue 5

Remembered, booked back, signed up, and asked for the review. 5 entries.

Customers and repeat revenue 1 of 5Superintelligence

Remember each customer and reach out at the right moment

Remember every customer and reach out when it's the right time for them.

What you get Customers who hear from you at the right time, without anyone keeping a list. Customers and repeat revenue 2 of 5Office

Book the yearly maintenance visits our customers forget

Book the yearly maintenance visit for every customer who's due, before they forget.

What you get A full maintenance calendar that fills itself, and revenue that arrives on schedule. Customers and repeat revenue 3 of 5Superintelligence

Build a membership for every install: reminders, tune-ups, perks

Sign every customer up for a membership after their install, and run it.

What you get Recurring revenue that doesn't depend on this month's ads. Customers and repeat revenue 4 of 5Office

Reconnect with past customers at the right time of year for their service

Before every season, find the customers we did that work for last year who haven't booked it this year, and reach out in my words.

What you get Last year's customers back on the board before they call someone else. Customers and repeat revenue 5 of 5Office

Ask happy customers for a review, at the right moment

When a job's done and paid with no complaints, ask the customer for a Google review in my words.

What you get Reviews asked for while the job is fresh, from the people who'd say yes.

07 Marketing 5

Which channel pays, and the campaigns it runs. 5 entries.

Marketing 1 of 5Superintelligence

Compare every channel side by side: Meta, Google, referrals, door-knocking

Show me every lead channel side by side: what each one costs and what it actually books.

What you get One table, updated as the jobs close, and the plain answer to "which channel pays". Marketing 2 of 5Superintelligence

Tell me how to split the budget for the most jobs per dollar

Tell me how to split next month's budget for the most sold jobs per dollar.

What you get A recommended budget with the reason, and a check next month on whether it was right. Marketing 3 of 5Superintelligence

Show my true cost per sold job, by channel

What does a sold job actually cost us from each channel?

What you get One number per channel you can trust, and the trend. Marketing 4 of 5Superintelligence

Spot new ways to grow and help me launch them

Watch for new ways to grow and bring them to me with a plan.

What you get Openings you'd have missed, each with a plan you can say yes to by text. Marketing 5 of 5Superintelligence

Design a door-hanger campaign for the areas most likely to buy, and run it

Find the streets most likely to buy, design a door hanger for them, and run the campaign.

What you get A campaign that runs itself, and the jobs it produced, counted.

The field team 6

The app for reps on the road. 6 entries.

The field team 1 of 6Superintelligence

Show reps which streets to work next

Show each rep exactly which streets to work next.

What you get Reps on the right streets from the first door. The field team 2 of 6Superintelligence

Map new streets around every fresh lead

When a new lead comes in, map the streets around it for the reps.

What you get Warm streets added to the route the same day the lead arrives. The field team 3 of 6Superintelligence

Log each visit in one tap, notes by voice

Let reps log every door in one tap and add notes by voice.

What you get Every door logged, with no clipboard and no evening of data entry. The field team 4 of 6Superintelligence

Remind reps when to come back to a home

Remind reps when it's time to go back to a home.

What you get Follow-up knocks that actually happen. The field team 5 of 6Superintelligence

Book the appointment on the spot

Let reps book the appointment while they're still on the doorstep.

What you get A booked visit instead of a "we'll call you". The field team 6 of 6Superintelligence

Record the conversation and tie it to the right home

Record each doorstep conversation and attach it to the right home.

What you get A record of what was really said at every door, where the next person will find it.

Paperwork and filing 6

Your own forms filled, your photos filed, a folder for every job. 6 entries.

Paperwork and filing 1 of 6Office

Keep a folder for every job, and a log of every certificate and permit

When a job is booked, make its folder from our template. Log every certificate and permit that comes in, and tell me when an active job is missing one.

What you get A folder for every job without anyone making one, and a certificate log you never have to build the night before an audit. Paperwork and filing 2 of 6Office

File every photo, voice memo and document to the right job, automatically

Whatever the crew sends, work out which job it belongs to, name it our way, and file it in that job's folder.

What you get Every photo where the next person will find it, and no evening of filing. Paperwork and filing 3 of 6Office

Fill our own Word and Excel forms from the job record

Fill our site safety form for the Oak St job from what we know, and put it in the job folder.

What you get The form filled and filed, in the time it takes to ask. Paperwork and filing 4 of 6Office

Keep a weekly hours spreadsheet for every crew member, ready for payroll

Keep a weekly spreadsheet of hours by crew member and job, and have it ready before payroll.

What you get The payroll sheet done before anyone asks for it, and no Friday afternoon adding up timesheets. Paperwork and filing 5 of 6Office

Build the purchasing list straight from the quote

Turn the Oak St quote into a purchasing list in the job folder.

What you get A list to walk into the supply house with, made before you've left the driveway. Paperwork and filing 6 of 6Office

Turn a job's photos into a clean PDF recap for the customer

Build a recap of the Maple St job for the customer from the photos and notes, as a PDF.

What you get A recap that makes the invoice easier to pay.

Numbers you can trust 7

Clean data, checked figures, no inventing, and the daily and weekly summary. 7 entries.

Numbers you can trust 1 of 7Superintelligence

Pull my data together, clean it, and keep it clean every day

Pull all our data together, clean it up, and keep it clean.

What you get One set of records you can trust, and a daily line saying what it fixed. Numbers you can trust 2 of 7Superintelligence

Build the systems that keep our data up to date, no manual copying

Build whatever it takes so nobody has to copy data from one tool to another again.

What you get Tools that agree with each other, without a person in the middle. Numbers you can trust 3 of 7Office

Check every number against our records before I see it

Check every number against our records before you show it to me.

What you get Numbers you can repeat in a meeting without checking. Numbers you can trust 4 of 7Office

Never make things up

If you don't know, say so.

What you get An answer you can trust, or an honest "I don't know yet". Numbers you can trust 5 of 7Superintelligence

Text me the three things that matter most every morning

Every morning, text me the three things that matter most today.

What you get The day's priorities in one text, and a yes-or-no on each. Numbers you can trust 6 of 7Office

Send me a daily and weekly summary of revenue, jobs done and money collected

Every evening, send me what got done today against what was scheduled and what came in. Every Monday, the week.

What you get The day in a glance, the week in a minute, and no bookkeeper needed to get either. Numbers you can trust 7 of 7Office

Tell me how many new customers we got this month, and how much of our work is recurring

How many of the customers we served this month are new, and what share of our work is recurring versus one-off?

What you get Two numbers you can repeat in a meeting, and a trend you can act on.

Ask it anything 6

Any question, any new report, and it acts, wherever you already text. 6 entries.

Ask it anything 1 of 6Office

Ask any question about the business and get the answer in seconds

How did we do last week compared to the same week last year?

What you get The answer, and where it came from, in the time it takes to read the text. Ask it anything 2 of 6Office

Build me a new report, workflow or process

Build me a weekly report of jobs by neighbourhood, and text it to me every Monday.

What you get Something that didn't exist an hour ago, running on its own from then on. Ask it anything 3 of 6Office

Act on what you find, not just tell me

When you find something, don't just tell me. Act on it, once I've said yes.

What you get Results, and a text telling you what it did. Ask it anything 4 of 6Office

Run it by text

Just text me.

What you get A business you can run from wherever you are. Ask it anything 5 of 6Office

Text it on iMessage, WhatsApp, Telegram or Slack, with photos and voice memos

Just text me here.

What you get The whole business in the thread you already have open. Ask it anything 6 of 6Office

No new app for the crew

The crew isn't installing anything. Make it work with what they've got.

What you get A crew that's on the system without knowing there is one.

Connects to what you run 5

Your tools stay your tools. 5 entries.

Connects to what you run 1 of 5Office

Connect to the software we already use

Connect to everything we already run.

What you get One AI that sees the whole business, without changing how the business works. Connects to what you run 2 of 5Office

Salesforce, HubSpot, Monday.com, Housecall Pro and SalesRabbit

We run HubSpot and Housecall Pro. Connect to both.

What you get Your existing systems, working together and kept clean. Connects to what you run 3 of 5Office

Connect to the tools we already run: Jobber, QuickBooks, Gmail and the rest

We run Jobber, QuickBooks and Gmail. Connect to all three.

What you get Your existing systems working as one, without switching any of them. Connects to what you run 4 of 5Office

Keep our schedule in sync with Google Calendar or Outlook, and log every call on the customer

Keep our schedule on Google Calendar, one event per job per day with the crew in it, and after every call add what was agreed to the customer's record.

What you get One calendar that's always right, and a customer history that writes itself. Connects to what you run 5 of 5Superintelligence