📈 Sales & leads
Missed-call text-back
You're on a ladder, the phone rings, and that caller tries the next business on Google.
- A call goes unanswered
- Within seconds they get a text: "Sorry we missed you, how can we help?"
- Their reply lands on your phone, and the lead is saved
Good for: Trades, clinics, salons, anyone who works with their hands
📈 Sales & leads
Quote follow-up that never forgets
Most quotes that go quiet were never followed up. Nobody had time.
- You send a quote as usual
- If there's no reply in 3 days, a friendly check-in goes out
- A week later, a last nudge, then it stops and tells you
Good for: Contractors, landscapers, any business that quotes
📈 Sales & leads
Quotes drafted from photos
Writing quotes eats your evenings.
- A customer sends photos and a description
- AI drafts the quote from your price list and past jobs
- You check it, tweak it, and send
Good for: Renovators, electricians, plumbers, painters
📈 Sales & leads
Sales lead finder
You know who your best customers are, but finding more like them takes hours.
- Describe your ideal customer and area
- AI finds matching businesses and scores the fit
- It drafts a personal intro. You approve who gets contacted
Good for: B2B suppliers, commercial trades, service companies
📈 Sales & leads
Win back quiet customers
Customers who stopped buying rarely left on purpose. They just forgot.
- It spots customers who haven't ordered in a while
- A personal note goes out with a reason to come back
- Replies come to you, and anyone who books is marked won back
Good for: Retail, service businesses, suppliers
📈 Sales & leads
Weekly competitor watch
You find out about a competitor's sale after it's cost you customers.
- It checks competitors' websites, ads and reviews each week
- Changes in prices and promos are summarized
- A short email lands in your inbox Monday morning
Good for: Retail, restaurants, any competitive local market
📈 Sales & leads
Instant quote calculator
People want a ballpark price before they'll pick up the phone.
- Visitors answer a few questions on your website
- They get an instant price range based on your rates
- You get the lead with every detail filled in
Good for: Cleaners, movers, painters, landscapers
📈 Sales & leads
Referral program that runs itself
Word of mouth is your best marketing, but nobody tracks it.
- Happy customers get their own referral link
- Every referral is tracked automatically
- A thank-you reward goes out when the referral books
Good for: Any business that grows by word of mouth
📈 Sales & leads
All your leads in one list
Leads come from the website, phone, Facebook and email, and some fall through the cracks.
- Every lead, from every channel, lands in one list
- It's assigned to the right person, who gets a text
- Anything not answered in an hour is flagged
Good for: Businesses with more than one person selling
📈 Sales & leads
The right upsell at the right time
Customers would buy more if someone mentioned it.
- A job is finished
- It suggests the related service that customers usually need next
- A personal note goes out at the right time, like gutters after a roof
Good for: Trades, auto shops, salons, retailers
📈 Sales & leads
Online order recovery
People start an order on your website, then leave.
- Someone leaves with items in their cart or a half-done quote
- A friendly reminder goes out a few hours later
- One tap brings them back to where they left off
Good for: Online stores, bakeries, anyone taking orders online
💬 Customer communication
AI chatbot for your website
People visit at 11pm, have one question, and leave without an answer.
- It's trained on your services, prices, hours and policies
- It answers in your voice, any time
- Ready buyers leave their name and number, sent straight to you
Good for: Almost any business with a website
💬 Customer communication
AI phone receptionist
You can't answer every call, and voicemail loses customers.
- An AI voice answers when you can't
- It answers common questions and books appointments in your calendar
- You get a text summary of every call
Good for: Clinics, trades, salons, restaurants
💬 Customer communication
Appointment reminders
No-shows cost you time you can't sell twice.
- A booking confirmation goes out right away
- A reminder text goes out the day before
- They can confirm or reschedule with one tap
Good for: Clinics, salons, trades, classes
💬 Customer communication
Review requests on autopilot
Happy customers rarely leave reviews unless you ask at the right moment.
- A job is marked done
- A few days later, a thank-you with a Google review link goes out
- Unhappy replies come to you privately first
Good for: Any local business
💬 Customer communication
Inbox sorted, replies drafted
Your inbox is a mix of leads, invoices, spam and questions.
- Each email is read and sorted: lead, invoice, question, junk
- Common questions get a drafted reply for your OK
- Leads and invoices go where they belong
Good for: Owners who run the business from their inbox
💬 Customer communication
How did we do? check-in
You find out a customer was unhappy when the 1-star review appears.
- A day after the job, a text asks them to rate it 1 to 5
- Happy customers get a review link
- Low scores alert you right away, so you can fix it
Good for: Any service business
💬 Customer communication
Order status texts
Your phone rings all day with "where's my order?"
- Orders are tracked from received to ready
- Customers get a text at each step
- Pickup-ready texts include your hours and address
Good for: Retail, print shops, repair shops, suppliers
💬 Customer communication
Customers text, AI answers
Lots of people would rather text than call.
- Customers text your business number
- Common questions get an instant answer from your info
- Anything else is passed to you with the conversation
Good for: Clinics, trades, restaurants, retail
💬 Customer communication
Replies in their language
Some customers are more comfortable in another language.
- A message arrives in French, Punjabi, Spanish or more
- It's translated for you instantly
- Your reply is drafted back in their language
Good for: Businesses with diverse customers
💬 Customer communication
Voicemail to text
Listening to voicemails one at a time wastes your morning.
- Each voicemail is turned into text
- It's summarized: who, what they need, how urgent
- Urgent ones are texted to you right away
Good for: Anyone who gets more than a few voicemails a day
📦 Orders & operations
AI order desk
Orders come by email, PDF and fax, and someone types each one in.
- It reads each incoming order
- It matches parts, checks stock and the customer's prices
- The order is entered and confirmed. Odd ones go to a person
Good for: Distributors, wholesalers, suppliers
📦 Orders & operations
Low-stock alerts and reorders
You find out you're out of something when a customer asks for it.
- Stock updates with every sale and delivery
- Anything below its reorder point goes on a list
- One click emails the purchase order to your supplier
Good for: Retail, trades with a van or shop, distributors
📦 Orders & operations
Scheduling and "on the way" texts
Customers call asking when you'll show up.
- Jobs are scheduled by location and who's free
- The crew gets their day on their phone
- Customers get a text when the crew is on the way
Good for: Trades, cleaners, landscapers, mobile services
📦 Orders & operations
Supplier price updates
Suppliers raise prices and your margins shrink before you notice.
- It reads the supplier's new price list
- It works out what your prices should be for your target margin
- You approve, and your price list updates
Good for: Retail, distributors, contractors who resell parts
📦 Orders & operations
Signed forms without paper
Waivers and intake forms get lost, smudged or never come back.
- Customers get a link to fill in and sign on their phone
- The signed copy is filed against their name
- Missing forms are chased automatically
Good for: Gyms, studios, clinics, rentals, contractors
📦 Orders & operations
Warranty and service tracking
You lose repeat work because nobody remembers when service is due.
- Each install is logged with its warranty and service dates
- Reminders go out before service is due
- Bookings come back to you
Good for: HVAC, electricians, equipment dealers
📦 Orders & operations
Online booking with your real availability
Booking by phone tag wastes everyone's time.
- Customers see your real open times
- Travel time between jobs is blocked off automatically
- Bookings land in your calendar with every detail
Good for: Clinics, salons, trades, tutors, classes
📦 Orders & operations
Daily job reports from photos
Customers want updates, and writing them takes time.
- The crew snaps a few photos at the end of the day
- A short progress report is written from them
- It's emailed to the customer automatically
Good for: Renovators, builders, landscapers
📦 Orders & operations
Vehicle and equipment maintenance
A missed oil change or inspection turns into a breakdown.
- Every truck and tool is logged with its service schedule
- Reminders go out before anything is due
- Service history is kept for resale and insurance
Good for: Businesses with vans, trucks or equipment
📦 Orders & operations
Licence and insurance expiry tracking
An expired licence or certificate can stop a job.
- Licences, insurance, WSIB and certifications are logged
- Reminders go out well before expiry
- Subcontractors are asked for updated certificates automatically
Good for: Contractors, trades, businesses using subcontractors
📦 Orders & operations
Rental and equipment tracking
You don't know who has what, or when it's coming back.
- Every item is checked out to a person or customer
- Due dates trigger reminders
- Late returns are flagged and charged
Good for: Equipment rentals, tool cribs, libraries
📦 Orders & operations
Packing slip and invoice matching
Suppliers short-ship or overbill, and nobody catches it.
- Your purchase order, packing slip and supplier invoice are compared
- Mismatches in items, quantities or prices are flagged
- Only clean invoices are approved for payment
Good for: Distributors, retailers, restaurants
📦 Orders & operations
Your day on one screen
The day starts with digging through texts, emails and the calendar.
- Every morning it gathers jobs, orders, follow-ups and bills due
- It writes a short "what needs doing today" list
- It's texted to you before you leave the house
Good for: Busy owners
💰 Finance & accounting
Bank feed sorted into your books
Month-end means a weekend of matching transactions.
- Every bank and card transaction is read
- It's categorized and matched to invoices
- You only review the few it isn't sure of
Good for: Any business that does its own books
💰 Finance & accounting
Invoice when the job is done
Invoices go out late, so you get paid late.
- A job is marked done on your phone
- The invoice goes out with a card and e-transfer link
- Payments are matched and recorded automatically
Good for: Trades and service businesses
💰 Finance & accounting
Polite overdue reminders
Chasing money is awkward, so it doesn't happen.
- Unpaid invoices are checked daily
- Friendly reminders go out at the right times
- Seriously late ones are flagged for a call
Good for: Any business that invoices
💰 Finance & accounting
Deposits at booking
No-shows and cancellations cost you a day of work.
- Customers book online
- A deposit is taken when they book
- It's applied to the final invoice automatically
Good for: Trades, salons, photographers, rentals
💰 Finance & accounting
Receipts by text
Receipts end up in truck cupholders and never reach the books.
- Staff text a photo of the receipt
- It's read, categorized and filed to the right job
- Your accountant gets everything at year-end
Good for: Any business with crews or company cards
💰 Finance & accounting
Monday money report
You don't really know how last week went until tax time.
- Sales, expenses and who owes you are pulled automatically
- A plain-English summary is written
- It lands in your inbox every Monday morning
Good for: Owners who want to know their numbers
💰 Finance & accounting
Job costing
Some jobs lose money and you don't know which ones.
- Hours and materials are logged against each job
- They're compared with what you quoted
- You see which kinds of jobs actually make money
Good for: Contractors, trades, project-based businesses
💰 Finance & accounting
HST return prep
Every quarter, you dig through records to do the HST return.
- Sales and purchases are pulled for the quarter
- HST collected and credits are calculated, and missing receipts flagged
- You or your accountant review, then file with CRA
Good for: Any HST-registered business
💰 Finance & accounting
Cash-flow forecast
A tight week sneaks up on you.
- Open invoices, bills and payroll are pulled in
- The next 8 weeks of cash are forecast
- You're warned early if a week looks tight
Good for: Any business with uneven cash flow
💰 Finance & accounting
Payroll prep
Payroll means adding up hours from texts and paper.
- Hours come straight from digital timesheets
- Overtime and stat holidays are checked
- A clean summary goes to your payroll provider
Good for: Businesses with hourly staff
💰 Finance & accounting
Maintenance plans with automatic billing
Recurring service is great income, if billing it isn't a chore.
- Customers sign up for a monthly or yearly plan
- They're billed automatically
- Their service visits are scheduled and reminded
Good for: HVAC, pool care, landscaping, cleaners
💰 Finance & accounting
Catch underbilling
Small billing mistakes add up to real money.
- Every invoice is checked against your price list and the job notes
- Missed items and wrong prices are flagged
- You fix them before the invoice goes out
Good for: Trades, suppliers, service businesses
💰 Finance & accounting
Spending alerts
Subscriptions creep up and odd charges go unnoticed.
- Your card and bank activity is watched
- Unusual charges and price increases are flagged
- A monthly list of every subscription you pay for
Good for: Any business
💰 Finance & accounting
Year-end package for your accountant
Year-end means a box of receipts and a big accounting bill.
- Everything is categorized through the year
- Missing receipts are chased monthly, not in March
- Your accountant gets one tidy package
Good for: Any business that uses an accountant
🌐 Marketing
Social posts from job photos
You know you should post more, but there's no time.
- Snap before and after photos on the job
- AI writes a post in your voice
- You approve it and it goes to Facebook and Instagram
Good for: Trades, landscapers, salons, renovators
🌐 Marketing
Google Business Profile on autopilot
An active Google profile ranks higher, but keeping it fresh is a chore.
- Recent jobs become Google posts
- Reviews get a thoughtful reply in your voice
- Hours and holiday changes are kept up to date
Good for: Any local business
🌐 Marketing
Monthly newsletter, written for you
Newsletters keep customers coming back, if they ever get written.
- It gathers what happened this month: jobs, news, offers
- A short newsletter is drafted
- You read it, approve it, and it's sent
Good for: Retail, restaurants, clinics, service businesses
🌐 Marketing
Project gallery that fills itself
Your website never shows your latest work.
- Finished job photos are picked from your phone
- A short write-up is added
- They appear on your website's gallery automatically
Good for: Renovators, landscapers, designers, trades
🌐 Marketing
Service-area pages for Google
You don't show up when people search your service in the next town over.
- A page is written for each town and service you cover
- Each one is unique and useful, not copy-paste
- Google can match you to more local searches
Good for: Any business that covers several towns
🌐 Marketing
Grow your email list
Website visitors leave and never come back.
- A helpful offer invites visitors to join your list
- New subscribers get a short welcome series
- Your list grows while you work
Good for: Retail, restaurants, service businesses
🌐 Marketing
A year of promos, planned
Holiday hours and seasonal promos always get posted last-minute.
- Your key dates are mapped out for the year
- Posts and emails are drafted ahead of time
- They go out on schedule after you approve
Good for: Retail, restaurants, seasonal businesses
🌐 Marketing
Ad spend in plain English
You pay for Google or Facebook ads but don't know what you're getting.
- Ad results are pulled in every week
- You see what each lead and each customer cost
- A plain-English note says what to keep and what to cut
Good for: Anyone running online ads
🧑🤝🧑 Team & admin
Hiring without the inbox flood
A job post brings 80 resumes and no time to read them.
- Resumes are read and scored against what you need
- Top candidates get an interview link to book themselves
- You only meet the shortlist
Good for: Any business that's hiring
🧑🤝🧑 Team & admin
New-hire onboarding
Every new hire means chasing the same forms and explaining the same things.
- New hires get a checklist link on day one
- Tax forms, banking and policies are signed online
- You're told when everything is done
Good for: Any business with staff
🧑🤝🧑 Team & admin
Timesheets that fill themselves
Chasing timesheets every pay period is a weekly headache.
- Staff clock in and out on their phone, per job
- Hours are totalled and checked
- They go straight to payroll and job costing
Good for: Trades, retail, cleaning, hospitality
🧑🤝🧑 Team & admin
Answers from your own policies
Staff ask you the same questions all day.
- Your policies and how-tos are loaded in
- Staff ask a chat assistant on their phone
- It answers from your documents, and flags anything it can't
Good for: Businesses with 5+ staff
🧑🤝🧑 Team & admin
Shift scheduling and swaps
Building the schedule and handling swaps eats hours.
- Staff set their availability
- A schedule is drafted to cover every shift
- Swap requests are approved with one tap
Good for: Retail, restaurants, clinics, hospitality
🧑🤝🧑 Team & admin
Safety checklists on the phone
Paper safety forms get skipped or lost.
- Crews complete daily safety checklists and toolbox talks on their phone
- Photos and signatures are attached
- Records are stored for inspections and insurance
Good for: Construction, trades, manufacturing
🧑🤝🧑 Team & admin
Training that sticks
Training new staff means repeating yourself.
- Your how-to videos and documents become short lessons
- New staff take quick quizzes
- You see who's finished and who needs help
Good for: Businesses that hire often
🧑🤝🧑 Team & admin
Expense approvals on your phone
Staff expenses pile up waiting for you.
- Staff submit an expense with a photo
- You approve or question it with one tap
- Approved expenses go straight to the books
Good for: Businesses with staff who spend on the company
