Preview

A Look Inside

See it running.

Real screens from the software. What the business works in day to day, and what you will be maintaining.

A signed quote on the public client-facing page

What Their Client Sees

A branded quote the client reads and signs from a phone, served from the domain you built, with no third party logo on it.

A paid invoice with its receipt

Paid, Receipt Already Out

Card payments settle into the business’s own Stripe account. The receipt sends itself. You are never the processor of record.

The client list with status tabs and filters

The Client List

Residential and commercial in one place, with status tabs, filters, and search. Import from a CSV on day one, export any time.

A recurring service job with generated visits

Recurring Service

Visits generated ahead on the schedule, assigned to a crew member, and logged on site. Billing follows the same rhythm on its own.

The proposal editor with line items, deposit, and discount

The Proposal Editor

Line items, deposits, discounts, expiry, and terms, with totals that stay correct without a spreadsheet beside the laptop.

The dashboard stat strip

The Dashboard

Where the money is this month, on open. Outstanding, overdue, and collected, without running a report to find out.

The message log with per-send delivery statuses

The Message Log

Every email and text with a delivery status, resendable from the same screen. This is the screen that turns “it never arrived” into a lookup instead of a support ticket.

The AI assistant waiting on a confirmation step

The Assistant, Mid-Action

It reads and writes real records from a prompt, and it stops for confirmation before anything saves. Not a chat panel bolted to a sidebar.

A service visit reminder text message on a phone

A Reminder, As the Client Gets It

Sent from the business’s own Twilio number, not a shared shortcode. Their number, their consent records, their sending reputation.

The AI assistant answering over text message

The Assistant Over Text

The owner texts their own CRM and it works the records. No app to install, no login on a job site, nothing new to teach them.

These screens are from a product in active development and do not represent the final release. Features, layout, and design may change.

Questions before you put this on a client site?

You will hear back from the person who wrote the code, not a support queue.