Nothing slips through the cracks.

Job tracker

Every job, from the first call to paid.

Each job sits on one line: Asked, Quoted, Booked, Done, Invoiced, Paid. It opens on the jobs where the next move is yours and it's late, with how many days each has been stuck and a button for the next step.

• A caller with no quote or visit after 2 days
• An approved quote with no visit booked, or a visit day that passed without being marked done
• Finished work that isn't invoiced after 2 days
• A customer who says they paid, waiting for you to confirm it
• Waiting on the customer: quotes not answered and invoices not paid, with the late ones marked

Needs attention

What's slipping, found for you every hour.

Needs attention reads your calls, notes, quotes, calendar, invoices and job costs every hour, and lists what needs doing, with why it's there and the next step.

• Promises made on calls and in notes, like a callback on Thursday
• Quotes going quiet, and jobs missing a deposit or materials before the day
• Work that wasn't billed, with a change order drafted for you to check
• Open times to fill after a cancellation, and equipment due for service
• Unhappy customers, and jobs over budget or running behind on hours
• Won back this month: the money that came in after something showed up here

AI follow-up calls

Let the receptionist make the call.

On a promise, a quote going quiet, a job that isn't ready or service that's due, tap Have the AI call. Your receptionist calls the customer with the reason and their history, and what was said lands in your Inbox.

• Or start one from any contact: follow up an estimate, confirm a visit, ask for a review, or check in after the job
• Calls go out only between 8 AM and 8 PM, your time
• From Front Office up: it's your AI receptionist calling

Follow-ups

The emails you'd forget to send.

Switch each one on or off. They go out from your business, and replies come straight to you.

• Quote follow-ups 2, 5 and 10 days after an estimate, until they answer or the job moves
• "How did we do?" the day after a job is done; a low score goes to Needs attention
• Google review requests to happy customers
• Payment reminders on the due date, then 3 and 7 days late
• Yearly service reminders, about a year after their last visit
• Missed-call text-back and visit reminder texts from Front Office up, once your business number is registered with the phone carriers (we handle it during setup)