AI for operations and scheduling
Updates, reminders and hand-offs between tools run on their own, with a summary every morning.
What it does
- Sends schedule, dispatch and job updates
- Runs reminders and follow-ups on its own
- Moves information between your tools and sends a daily summary
How it works
Connects to your field-service or project tools, calendars and spreadsheets.
When it makes sense
People copy and paste between systems, and things fall through the cracks.
A job, start to finish.
- WhenA job is marked complete in your field-service tool.
- Step 1The AI sees the job close and pulls the details.
- Step 2It sends the customer a thank-you and a short survey.
- Step 3It creates the invoice draft in your accounting tool.
- Step 4It adds the job to tomorrow morning's summary for the manager.
- ResultThe paperwork after each job happens on its own, and nothing is typed in twice.
What it looks like in different businesses.
- Home servicesTexts customers when the tech is on the way
- AgenciesTurns new client forms into projects and tasks
- LogisticsSends a morning summary of late jobs and open issues
- Home care agenciesTexts caregivers their shift changes and confirms they saw them
- Property managementSends vendors the work order and confirms the visit time
- ClinicsSends a morning list of open slots and unconfirmed patients
What we set up for it.
- The follow-ups, reminders and copy-paste work that falls through the cracks.The tools you already pay for: CRM, calendar, email, accounting, forms.
- An assistant for every employee, and agents that run multi-step jobs across your systems.The systems you name on the plan review call.
- Forms, scans, invoices and PDFs turned into clean data in your systems.Email inboxes, scanners, Google Drive, Dropbox, your CRM, accounting or practice software.
- Weekly answers to how the business is doing, pulled from all your systems into one place.Your CRM, booking or field-service tool, accounting, phone system and spreadsheets.
What we report each month.
- Automations that ran, and any that stopped or failed
- Hand-offs to your team, and why
- Steps that still need a person, and ideas to take them on
Questions teams ask us.
What if a step fails?
It stops and tells the right person instead of guessing. We see every failed step and fix the cause.
Do we have to change how we work?
No. We automate the steps you already do, in the tools you already use. You approve each one before it goes live.
Can we turn an automation off?
Yes. Any automation can be paused, and each one stops the moment a person steps in.