One operating system, organized around outcomes.
Each agency is a focused, automated workforce: receptionist, dispatcher, invoice clerk, compliance officer. They share one database, so a review feeds a team scorecard, an expired license becomes a dollar figure, and a missing hire becomes a missed-revenue alert.
Revenue
Fill the funnel. Close the loop. Bring them back.
Inbound Concierge
A virtual receptionist that answers every call 24/7, qualifies the lead, and books it before the caller hangs up.
Lead Generation
Tracks every source (Google Ads, organic, Yelp, referrals) and attributes them down to the invoice. You see the $1 → $7 math, not vanity clicks.
Follow-up & Reactivation
Stale leads and lapsed customers don't die. They queue, with auto-nudges at the right cadence until they book or opt out.
Reputation & Reviews
Requests a review after every completed job. Routes 5-stars to Google, 3-and-belows to you, and scores each tech on what customers actually say.
Operations
Get the right person to the right job, every time.
Dispatch & Scheduling
Smart Dispatcher reads the calendar, traffic, tech skill set, and same-day promises, then rebuilds the day in seconds when a 2pm emergency lands.
Field Operations
The tech app: checklists, before/after photos, customer signatures, parts used. Forces the documentation that protects the warranty claim.
Estimates & Pricing
Smart pricing benchmarks every line item against your last 200 jobs. No more under-pricing the tricky ones to win the deal.
Finance
Invoice fast. Collect faster. Know your margin.
Billing & Collections
Automated billing sends the invoice the minute the job closes, follows up at 7/14/30 days, and surfaces the AR aging that's quietly killing cash flow.
Bookkeeping & Finance
Per-job and per-tech margin in real time. Multi-phase projects roll up cleanly. Exports clean books to your QuickBooks at month-end.
People
Hire on time. Staff to demand. Never miss a license.
Hiring & Workforce
Open roles tied to forecasted demand. You see the dollar value of every empty seat, and which week the next one needs to start.
Governance
Risk you can see before the inspector does.
Compliance & Risk
Tracks every license, COI, and cert per org and per person. Translates an expired license into the exact dollars at risk this week.
Intelligence
The signal across all of it.
Owner Intelligence & Coaching
Every Monday: 3 insights, 2 recommendations, 1 risk. Generated automatically from cross-agency data. Read in 4 minutes, act on it the same day.