CHOOSE THE ROUTINE TO IMPROVE
Seven ways to
lighten the office work.
Indicative prices in USD for a scoped setup. Final pricing depends on your tools, process, and volume. Software subscriptions and messaging charges are separate, including for the pilot.
01 / New inquiry assistant
Give new customers a clear next step, even when you’re on a job.
Capture requests, acknowledge receipt, ask the project questions you choose, and alert the owner with a useful summary.
$500–$1,000 setup
$99–$199 / month
How your team stays in control
Questions and acknowledgment templates are approved before launch. Unclear requests go to a person; prices and availability are confirmed by your team.
Discuss new inquiry assistant ↗02 / Quote follow-up
Keep open estimates from getting forgotten.
Track estimates your team has sent and follow up on an agreed schedule, with a clear view of who needs a callback.
$750–$1,500 setup
$149–$299 / month
How your team stays in control
Uses approved reminders and stops when a customer replies, decides, or opts out. Your team creates and approves every estimate.
Discuss quote follow-up ↗03 / Scheduling and reminders
Make consultations easier to book and keep.
Offer eligible appointment times, send reminders, and help customers request a change.
$400–$900 setup
$79–$149 / month
How your team stays in control
Works within your approved hours and booking rules. Cancellations stop reminders; conflicts and unusual requests go to your team.
Discuss scheduling and reminders ↗04 / Customer onboarding
Get the details you need before work starts.
Request project photos, preferences, documents, and agreed paperwork, then show your team what is still missing.
$750–$2,000 setup
$99–$249 / month
How your team stays in control
Collects only the information you agree is needed. Completed checklists stop reminders; exceptions and document approval stay with your team.
Discuss customer onboarding ↗05 / Invoice follow-up
Spend less time checking which invoices need a reminder.
Follow up on outstanding invoices using approved wording and bring disputed or unusual balances to the owner.
$300–$750 setup
$49–$149 / month
How your team stays in control
Checks invoice status before reminders and pauses when paid, disputed, or answered. Your team controls charges, adjustments, and payment arrangements.
Discuss invoice follow-up ↗06 / Job completion follow-up
Finish the job with clear care instructions and a chance to hear back.
Send the right aftercare information, request feedback, and flag unresolved issues for a personal response.
$400–$900 setup
$79–$149 / month
How your team stays in control
Starts after your team marks the job complete. Replies and complaints pause the sequence for review; opt-outs stop further follow-ups.
Discuss job completion follow-up ↗07 / Owner’s daily summary
Start the day knowing what needs your attention.
Bring new inquiries, unanswered requests, upcoming jobs, and outstanding estimates into one readable summary.
$500–$1,250 setup
$99–$199 / month
How your team stays in control
Sent only to approved team members from the tools you connect. Missing or outdated information is flagged; the summary does not take action on your behalf.
Discuss owner’s daily summary ↗