Click to select the modules that solve your biggest problems. Most clients start with 2-3 and add more as they grow.
Start with the modules that matter most. Add more anytime.
Lead Capture & Response
60-second AI response
- AI reads project details and writes a personalized response
- Lead scored automatically: Hot, Warm, or Cold
- Email sent within 60 seconds of submission
- Nurture follow-ups on Day 2, 5, and 10 if no reply
- Calendly link included for instant booking
AI scoringAuto-responseNurture sequenceCalendly booking
Sales & Estimation
Same-day proposals
- Enter job details once after the site visit
- AI calculates estimate range from your pricing tiers
- Branded proposal generated in Google Docs
- Emailed to the client the same day
- Automatic follow-up at Day 3, 6, and 10
AI estimatesBranded proposalsAuto follow-up
Contracts
Zero contracts forgotten
- Full contract auto-generated with scope and pricing
- Sent for e-signature automatically
- Reminders if unsigned at Day 2 and 5
- Signing triggers deposit invoice instantly
- Job record and setup created on signature
Auto-generationE-signatureSign remindersAuto job setup
Job Planning
Crews ready before day one
- AI generates full project plan on contract signing
- Phases, materials, and estimated hours mapped out
- Sub-contractors notified with their assignments
- Materials list prepared for ordering
- Timeline tracked phase by phase
AI project planPhase trackingSub notificationsMaterials list
Client Check-ins
Happy clients, zero effort
- Weekly progress email sent to client automatically
- AI writes plain-English updates on what's done and what's next
- Mid-job satisfaction check at project midpoint
- Concerns flagged and you're alerted immediately
- Full communication history logged
Weekly updatesSatisfaction checksConcern alerts
Invoicing
Paid the day the job ends
- Deposit invoice sent on contract signing
- Final invoice sent on job completion
- Polite payment reminders at Day 3, 7, and 14
- QuickBooks integration
- You never chase a payment again
Deposit invoicesFinal invoicesPayment remindersQuickBooks
Post-Job
5-star reviews on autopilot
- Personalized review request 24 hours after completion
- Gentle follow-up at Day 5 if no review
- Links directly to Google or Yelp
- 30-day check-in keeps the relationship warm
- Opens the door to repeat business
Review requestsReview follow-up30-day check-in
Marketing AI
Pipeline that fills itself
- Past client re-engagement every 90 days
- Referral requests after positive experiences
- Seasonal promotion campaigns on your schedule
- Monthly performance report: leads, jobs, revenue
- Pipeline health monitoring with alerts
Re-engagementReferral requestsSeasonal promosMonthly reports