Next morning · 7:00 AM
Morning summary for Mike
Sample Roofing & Masonry · 1 new job booked overnight
- Who
- What they need
- Booked
- Notes
- Contact saved
- Follow-up drafted
- Waiting for your OK before it sends
See it work
Nine small demos that run right here in your browser on made-up sample data. No sign-up, no waiting. Each one is a pocket-size version of something we set up on your own accounts.
Demo 01 / 09
A customer texts at 9:40 PM. Watch the AI answer, qualify and book — then see your morning summary.
Sample Roofing & Masonry
AI assistant · answers texts after hours
9:40 PM
The office is closed. A customer is about to text.
Tap a time
What your customer sees
What the AI checks before it answers shows up here.
Tomorrow, 7:00 AM
Mike gets a summary of every after-hours text: who it was, what they need and what got booked.
Next morning · 7:00 AM
Sample Roofing & Masonry · 1 new job booked overnight
Live demo with sample data. We build the real version on your own accounts.
Want this answering your texts at night?What you’re seeing
Pick a business: a contractor, a dental office, a property manager or a restaurant. A customer texts at 9:40 PM. The AI answers in the business’s name, asks the questions the owner would ask, offers open times and books one. Then you see the summary the owner reads the next morning.
The real version, on your accounts
It answers your real business line or texting number when you can’t: after hours, at lunch or while you’re on a job. It books into your Google or Outlook calendar using your rules, sends true emergencies straight to your cell, always says it’s an AI, and gets the caller to a person whenever they ask.
Demo 02 / 09
Pick a job photo. The AI lists what it sees, writes a scope and drafts a line-item estimate.
Pick a job photo
Like the ones customers text you from the driveway.
Pick a photo above to start
It runs right here in your browser on sample data.
Working on it
What you get back
Draft estimate
Sample pricing — not a quote| Item | Qty | Unit | Unit price | Total |
|---|
Sample pricing — not a quote. The real version uses your own price list and markups.
Proposal ready
Brick wall crack repair
For Sample Homeowner · from Your Company Name · sample total
In the real version it’s your logo, your prices and your terms. You look it over and hit send.
Live demo with sample data. We build the real version on your own accounts.
Want estimates like this, priced your way?What you’re seeing
Choose one of three sample job photos: a cracked brick wall, failing stucco or broken concrete front steps. The AI scans the photo, lists what it sees, writes a recommended scope and drafts a line-item estimate with sample pricing, then shows a proposal preview you can download as a sample PDF.
The real version, on your accounts
We load your own unit prices, scope wording and proposal template, so the draft reads like you wrote it. Photos come in from your phone or your crew in the field, and a draft estimate lands on your desk to check, adjust and send. A person always reviews the numbers before a customer sees them.
Demo 03 / 09
Ten messy emails sorted into leads, customers, bills, vendors and junk — with replies drafted.
Sam’s inbox Sample
10 unread
Sample Equipment Rental
PAST DUE - 2nd notice - Acct 20931 – Our records show invoice 88120 (skid steer, September) is 15 days past due. A late fee will be added after Friday…
Bills 6:30 AMDana K.
quote for front steps?? – hi, got your name from my neighbor on Elm. our front steps are crumbling and my mother-in-law almost tripped sunday…
Leads Sun 9:48 PMAcct Security Team
URGENT!!! your mailbox will be DELETED in 24hrs – Dear user, we detected unusual activity. Verify your password now to avoid losing all messages. Click here…
Junk Sun 3:12 AMLinda P.
Still waiting on the gate (2nd email) – I wrote last week about the side gate you put in. It still won’t latch and the dog got out Saturday…
Customers Sat 5:47 PMSample Trade Monthly
This month: getting your crew ready for winter – Plus: a tool rebate roundup, jobsite heaters compared, and our reader survey…
Junk Sat 10:00 AMSample Supply Co.
Invoice #4471 (block, mortar, sand) – Please find attached invoice #4471 for Tuesday’s delivery. Terms net 30. Thank you for your business!
Bills Sat 8:02 AMReview alerts
You have a new review from Pat S. – “Crew showed up on time, cleaned up everything, and the steps look brand new…”
Customers Sat 7:31 AMMark T.
RE: RE: Thursday – Hey, something came up at work. Any chance we can push the walkway to next week? Mornings are better for us…
Customers Fri 6:15 PMHudson Sample Lumber
Price changes effective the 1st – Due to rising mill costs, pricing on treated lumber and bagged concrete mix will change on the 1st. Updated sheet attached…
Vendors Fri 4:40 PMSample Builders Inc.
ITB: Sample Town Library reno - masonry pkg – You’re invited to bid the masonry scope. Walkthrough Tuesday 10 AM. Bids due in two weeks. Plans on our portal…
Leads Fri 2:05 PMInbox zero. All ten emails are sorted below.
Dana K.
quote for front steps??
Needs you today
AI New lead in Delmar. Crumbling front steps, wants someone out this week. Referred by a neighbor.
Dana K.
sample customer
quote for front steps??
hi, got your name from my neighbor on Elm. our front steps are crumbling pretty bad and my mother-in-law almost tripped on them sunday.
can someone come look this week?? we are in Delmar. thanks
Dana
Hi Dana,
Thanks for reaching out, and I’m glad your mother-in-law is okay. With the cold coming, now is a good time to look at those steps.
I can stop by Wednesday at 4:30 PM or Thursday at 8:00 AM. It takes about 20 minutes and the estimate is free. Which works better?
Sam, Sample Masonry & Repair
Sample Builders Inc.
ITB: Sample Town Library reno - masonry pkg
Walkthrough Tue
AI Invite to bid the masonry on a library renovation. Walkthrough Tuesday, bids due in two weeks.
Sample Builders Inc.
sample general contractor
ITB: Sample Town Library reno - masonry pkg
You’re invited to bid the masonry scope for the Sample Town Library renovation. Plans and specs are on our portal.
Pre-bid walkthrough is Tuesday at 10 AM. Bids are due in two weeks, Friday at 2 PM.
Jordan, Sample Builders Inc.
Hi Jordan,
Thanks for the invite. We plan to bid the masonry package, and two of us will be at the walkthrough on Tuesday.
Can you confirm the bid set includes the full spec book and any addenda so far?
Thanks, Sam, Sample Masonry & Repair
Nothing here yet Sort the inbox to fill this bucket.
Linda P.
Still waiting on the gate (2nd email)
Needs you today
AI Upset customer. The side gate you installed won’t latch and her dog got out. Second time asking.
Linda P.
sample customer
Still waiting on the gate (2nd email)
I wrote last week about the side gate you put in. It still won’t latch and the dog got out Saturday. We found him two streets over.
This is the second time I’m asking. I’d really like someone to come fix it.
Linda
Hi Linda,
I’m sorry. You shouldn’t have had to ask twice, and I’m really glad your dog is okay.
We’ll fix the latch at no charge. I can have someone there Tuesday between 8 and 10 AM. If that doesn’t work, tell me a time that does and we’ll make it happen.
Sam, Sample Masonry & Repair
Mark T.
RE: RE: Thursday
This week
AI Wants to move Thursday’s walkway job to next week. Mornings work best for them.
Mark T.
sample customer
RE: RE: Thursday
Hey, something came up at work. Any chance we can push the walkway to next week? Mornings are better for us.
Sorry for the short notice!
Mark
Hi Mark,
No problem at all. We can move the walkway to next week. I have Tuesday or Wednesday morning open, and the crew can start at 8:00 either day.
Reply with the day that works and I’ll lock it in. Thanks for the heads-up.
Sam, Sample Masonry & Repair
Review alerts
You have a new review from Pat S.
No rush
AI Pat S. posted a happy review about the new steps. A short thank-you reply this week would be nice.
Nothing here yet Sort the inbox to fill this bucket.
Sample Equipment Rental
PAST DUE - 2nd notice - Acct 20931
Needs you today
AI September skid steer rental is 15 days late. A late fee starts Friday. Pay it or call them today.
Sample Supply Co.
Invoice #4471 (block, mortar, sand)
Due in 30 days
AI Invoice for Tuesday’s block and mortar delivery, $1,284.60, net 30. Saved for the books.
Nothing here yet Sort the inbox to fill this bucket.
Hudson Sample Lumber
Price changes effective the 1st
Before the 1st
AI Treated lumber and concrete mix go up on the 1st. Check any open quotes before then.
Nothing here yet Sort the inbox to fill this bucket.
Acct Security Team
URGENT!!! your mailbox will be DELETED in 24hrs
Spam, blocked
AI A fake “verify your mailbox” scam. The link goes to a look-alike site. Blocked, no need to open it.
Sample Trade Monthly
This month: getting your crew ready for winter
Read later
AI Trade newsletter. Nothing to do. Moved to Read later so it stops cluttering the inbox.
Nothing here yet Sort the inbox to fill this bucket.
10 sorted 3 need you today 4 replies drafted 0 approved
The three that need you today: a new lead, a past-due bill and an unhappy customer. Everything else is filed, and four replies are waiting for your OK.
Want your inbox sorted like this every morning?
Live demo with sample data. We build the real version on your own accounts.
Want this on your own accounts?What you’re seeing
Ten messy sample emails land at once: a new lead, a customer asking for an update, a bill, a vendor quote and some junk. The AI sorts each one into Leads, Customers, Invoices & bills, Vendors or Junk, flags what’s urgent and drafts replies you can open and read.
The real version, on your accounts
It works inside your own Gmail or Outlook. New mail is labeled and sorted as it arrives, the urgent ones ping you, and replies wait in your drafts folder. Nothing goes out until you approve it, unless you’ve told it which simple replies it may send on its own.
Demo 04 / 09
Drop in an invoice. Fields are pulled out, checked and added to a spreadsheet you can export.
Drag an invoice hereTap a sample invoice
The AI reads it, checks the math and adds a row to your sheet.
Nothing leaves your browser.
This demo only reads our sample invoices. Nothing leaves your browser. Drag or tap one of the samples instead.
Sample invoices Drag one onto the page, or click it Tap an invoice to read it
What the AI read
WaitingWaiting for an invoice.
All three bills are in the sheet, and nobody typed a thing.
We set this up on the bills you already get: email attachments, scans, or photos snapped in the truck. They land in your spreadsheet or bookkeeping app, checked and waiting for your OK.
Tip: drop one of them in again.Tip: tap one of them again. Duplicates get caught.
| Vendor | Total | Due | Invoice # | Date | PO | Category | Subtotal | Tax | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Rows land here as each invoice is read. | ||||||||
| Total | |||||||||
Live demo with sample data. We build the real version on your own accounts.
Want your bills typed up for you?What you’re seeing
Drag a sample invoice from an obviously made-up supply company onto the page, or just tap it. The AI pulls out the vendor, date, invoice number, line items and totals, boxes where each one came from and adds a row to the table. “Export CSV” downloads the sample rows as a real spreadsheet file.
The real version, on your accounts
Invoices, receipts and forms that arrive by email or phone camera are read and logged into your Google Sheet, Excel file or bookkeeping system. Anything it isn’t sure about gets flagged for a person to check, so your bookkeeper or accountant gets clean records instead of a shoebox.
Demo 05 / 09
A morning sweep of public bid listings and GC invites, ranked by how well each one fits you.
Your trade
Change it any time. The list re-ranks on the spot.
Albany in the middle, rings at 10, 25 and 50 miles. Each quarter is one kind of source.
This morning's list
Sample listings · not real bidsPick your trade and run the sweep. In the real version it runs on its own before you're up, and the ranked list is waiting in your inbox.
Morning summary
This list, in your inbox by 6:00 AM.
We set it up on your email and the bid sites you already check. It scores every new listing for your trade and keeps a running log of what you bid and what you passed on.
Live demo with sample data. We build the real version on your own accounts.
Want this on your own accounts?What you’re seeing
A radar sweep over sample sources: state contract listings, county and city bid pages and invitations from general contractors by email. Each sample opportunity gets a fit score and the reasons behind it, ranked best first.
The real version, on your accounts
Every morning it checks the bid sites you care about and your inbox for invitations, scores each one against your trades, area and the job sizes you want, and sends you a ranked short list with a running log. We run this one at our own construction company every day.
Demo 06 / 09
A messy meeting transcript becomes a summary, decisions, owners, due dates and a follow-up email.
Monday job meeting Sample
Dan (sample) 00:00
Okay, is it — is this recording? Ana?
Ana — office 00:03
It’s recording. Red dot. Go.
Dan (sample) 00:07
Alright. Monday meeting, quick one, Rick’s guys are already loading. Um, Delmar first. Where are we?
Rick — foreman 00:18
So, uh, the stone never showed Friday. I called Sample Stone Supply this morning and now they’re saying Wednesday. Wednesday-ish.
Dan (sample) 00:30
Wednesday or Wednesday-ish?
Rick — foreman 00:32
He said Wednesday morning. But he said Friday last week too, so—
Ana — office 00:36
[crosstalk] —I’ll call them. I’ll get an actual delivery window, in writing—
Rick — foreman 00:40
—yeah, get a window. I’m not paying four guys to stand in a driveway.
Dan (sample) 00:46
Okay. So what do the guys do tomorrow? Can we jump over to the Troy chimney?
Rick — foreman 00:52
Troy we can do. It’s a two-day repoint, mortar’s already on the trailer. I just need the extra scaffold section. The, uh — the one from Sample Rental.
Dan (sample) 01:07
Okay, so that’s the call. Crew goes to Troy tomorrow, Delmar starts when the stone actually shows up. Everybody good?
Rick — foreman 01:15
Yep.
Ana — office 01:16
Yep. The Delmar homeowner’s going to ask, though. What do I tell her?
Dan (sample) 01:21
Tell her Wednesday, tentative. We confirm Tuesday afternoon once we hear from the stone guy.
Dan (sample) 01:30
Okay. Ana — phones.
Ana — office 01:33
So, um. We missed two calls from the Clifton Park lady, Pat — the front steps? Friday at like ten to five, and again Saturday morning. She left a voicemail. She just wants to know when somebody can come look.
Dan (sample) 01:51
Ugh. That’s on me. I was on a roof Friday.
Rick — foreman 01:54
[laughs] You’re always on a roof.
Dan (sample) 01:57
Can you call her back today? I can do Thursday, after three.
Ana — office 02:03
I’ll call her this morning. Thursday after three. Got it.
Dan (sample) 02:08
And going forward — if a call comes in during the day and I don’t pick up, don’t wait for me. You call them back, same day.
Ana — office 02:16
So I own callbacks.
Dan (sample) 02:17
You own callbacks.
Ana — office 02:19
Love that. Okay. Receipts. Rick.
Rick — foreman 02:22
Here we go.
Ana — office 02:24
I’m missing three from last week. The lumber yard, the gas, and the, um, the mortar from Thursday. I can’t close out the week without them.
Rick — foreman 02:35
They’re in the truck. In the visor. I swear.
Ana — office 02:38
Can you just take a picture and text them to me? Today?
Rick — foreman 02:41
Yeah, I’ll do it at lunch.
Dan (sample) 02:44
Actually, let’s make that the rule. You get a receipt, you snap a picture, you text it to Ana that day. No more visor.
Rick — foreman 02:52
[crosstalk] The visor is a good system—
Ana — office 02:53
—it is not a good system.
Dan (sample) 03:01
Okay. Colonie steps. I, uh, started the quote last night, I have the measurements, but — the railing. Do we put the railing in or not?
Rick — foreman 03:13
I’d put it as an add-on. Last time we put the railing in the base price, we lost the job.
Dan (sample) 03:20
Yeah. Okay, railing is an option, not in the base. I’ll finish it tonight and it goes out Wednesday morning.
Ana — office 03:29
Wednesday morning. And I’ll call them Friday if we don’t hear back?
Dan (sample) 03:33
Yeah. Friday.
Rick — foreman 03:38
Also — unrelated — somebody took the good level again.
Ana — office 03:41
Not it.
Dan (sample) 03:43
[laughs] Okay, that’s not a meeting item. Somebody find the level.
Rick — foreman 03:49
[side conversation about the Bills game and who’s buying lunch, about five minutes]
Rick — foreman 09:02
Oh — one more for Troy. The scaffold goes on the sidewalk side, so we need the sidewalk permit. Do we have it?
Ana — office 09:11
I applied. I think I applied. Um, let me check.
Dan (sample) 09:15
Check before nine. If we don’t have it, they can’t set up.
Ana — office 09:20
Before nine. I’ll text you either way.
Dan (sample) 09:24
Okay. Anything else? No? Next meeting Thursday, seven, here at the yard.
Rick — foreman 09:31
[crosstalk] —who’s getting coffee—
Dan (sample) 09:33
Go. Go make money.
Tuesday office meeting Sample
Dan (sample) 00:00
Okay, we’re recording. Joe, can you hear us? You’re on speaker.
Joe — maintenance 00:05
Yeah, I got you. I’m in the truck, so if I cut out, that’s why.
Dan (sample) 00:10
Okay. Um, the weekend first. What happened with the voicemail?
Ana — office 00:15
So the voicemail box was full. Like, full full. The tenant in 4A tried to call Saturday night about no heat, couldn’t leave a message, and ended up texting Kim’s personal cell at eleven at night.
Kim — leasing 00:30
Which — I mean, I’m glad she did, but—
Joe — maintenance 00:32
[crosstalk] —it was the pilot light, I went over Sunday morning, it’s fine now—
Dan (sample) 00:37
Okay, good. But that can’t happen again. Ana, can you clear the box today?
Ana — office 00:41
Today, yes. And honestly, we need the weekend calls going somewhere.
Dan (sample) 00:46
Joe, are you okay with weekend calls forwarding to your cell? Just until we get a real after-hours setup.
Joe — maintenance 00:53
Yeah, that’s fine. Better than finding out on Monday.
Dan (sample) 00:57
Okay, so weekend calls go to Joe. Ana, set up the forwarding.
Ana — office 01:02
Got it.
Dan (sample) 01:04
Okay. 2B. Kim?
Kim — leasing 01:06
2B moves out Friday, new tenant moves in Monday. So we have, um, the weekend, basically.
Joe — maintenance 01:14
It needs paint for sure. The carpet, I don’t know. It’s — it’s tired.
Dan (sample) 01:19
Can it get cleaned, or does it need replacing?
Joe — maintenance 01:22
Cleaned, probably. It’s not torn. It’s just tired.
Dan (sample) 01:26
Then paint and a carpet cleaning. No new flooring this turn. We look at it again next time it turns over.
Joe — maintenance 01:34
I’ll book the painter and the carpet guy. I’ll have both booked by Wednesday.
Kim — leasing 01:40
And I’ll do the move-out walk-through Friday at two. With photos, so we have the before.
Ana — office 01:47
Can you send me those photos? For the deposit file?
Kim — leasing 01:50
Yep.
Dan (sample) 01:52
Okay. Rent.
Ana — office 01:54
Three are late. 3C, 5A and 6B. Uh, all three were late last month too.
Dan (sample) 02:02
Did they get a reminder?
Ana — office 02:04
Um, no. I usually do it, but it’s been crazy.
Dan (sample) 02:08
Okay. Send the reminders today. And from now on the reminder goes out the morning after the grace period ends. Every month, same day, so it’s not on anybody’s memory.
Ana — office 02:20
Text or letter?
Dan (sample) 02:22
Text. Friendly. Not a threat.
Kim — leasing 02:25
[laughs] “Not a threat.”
Dan (sample) 02:28
Okay. The plumber.
Ana — office 02:30
Right. Sample Plumbing’s insurance certificate expired at the end of last month, and he’s supposed to do the 4A water heater next week.
Dan (sample) 02:39
Not until we have a new one. Nobody works in a building without a current certificate on file. That’s the rule now.
Ana — office 02:46
I’ll ask him for an updated one today. Hopefully I have it by Wednesday.
Joe — maintenance 02:51
And on the water heater — honestly, can we get a second price? His number felt high.
Dan (sample) 02:57
Yeah. Get me a second price by Friday.
Joe — maintenance 03:01
Will do.
Kim — leasing 03:03
Last thing, renewals. 4A and 7C are up in two months. I can draft the letters.
Dan (sample) 03:10
Draft them by Thursday. Do them both ways — same rent and a small increase — and I’ll pick Friday.
Ana — office 03:19
[side conversation about the printer jamming again and the coffee order, about six minutes]
Dan (sample) 09:21
Okay, I think that’s it. Same time next Tuesday.
Joe — maintenance 09:25
[inaudible] —sorry, tunnel— yeah, next Tuesday.
Your notes will show up here
| Task | Owner | Due | Heard at |
|---|
Nothing goes out on its own. You read it, then you send it.
Want notes like this after every meeting?
We set it up on what you already meet with: Zoom, Google Meet, Microsoft Teams, or a recorder app on a phone at the job site. You check the recap before it goes to anyone.
Live demo with sample data. We build the real version on your own accounts.
Set this up for your meetingsWhat you’re seeing
A rambling sample meeting transcript turns into a short summary, the decisions that were made, a task list with owners and due dates, and a draft follow-up email ready to send.
The real version, on your accounts
Notes or recordings from your meetings, site walks and client calls become a summary and task list in the tools you already use, with the follow-up email drafted for you to check. We help you set simple rules on what gets recorded and who has to agree first.
Demo 07 / 09
Five-star, three-star and one-star reviews, each answered on-brand in seconds.
The owner approves every reply before it posts.
Reply assistant
Pick a sample business and a tone, then press Draft replies. Everything runs in your browser on sample reviews.
Read each draft. Edit anything that doesn't sound like you, then approve it.
How we set this up for your reviewsSample Pizza Co.
3 new reviews waiting for a reply
Maria · sample customer
2 days ago
Ordered three large pies for my son's team after Saturday's game. Ready early, still hot when we got to the field, and the guy at the counter threw in plates and napkins without us asking. The garlic knots are dangerous. We'll be back.
Kevin · sample customer
Last week
Crust was great and the sauce is the real deal. But our pickup was quoted at 25 minutes, took almost an hour, and nobody said a word about it running late. Would give it another shot on a weeknight.
J. R. · sample customer
Yesterday
Delivery came an hour late and the pizza was cold. I called the store and the guy who answered said there was nothing he could do. Not ordering again.
Sample Dental
3 new reviews waiting for a reply
Linda · sample customer
3 days ago
I put off the dentist for years because I was embarrassed. The hygienist explained every step before she did it and never once made me feel bad. The front desk even called the day before with directions to the new parking lot.
Rob · sample customer
Last week
Nice office and everyone was friendly. But I sat in the waiting room 40 minutes past my appointment, and the billing explanation afterward left me more confused than before.
Chris T. · sample customer
Yesterday
Got charged for something my insurance was supposed to cover, and three voicemails later nobody has called me back. Done with this place.
Sample Roofing
3 new reviews waiting for a reply
Dave · sample customer
4 days ago
Leak over the kitchen after the ice storm. They came out the next morning, tarped it, and had new flashing on by Friday. Crew picked up every last nail and the bill matched the quote.
Sue · sample customer
2 weeks ago
The new roof looks great and the crew was polite. It just started three weeks later than we were told, and I had to call twice to find out when anyone was coming.
T. M. · sample customer
Yesterday
Left shingle pieces all over my driveway and one ended up in my tire. I've been waiting a week for someone to call me back about it.
House rules for every reply
Live demo with sample data. We build the real version on your own accounts.
Get replies like this for your reviewsWhat you’re seeing
Three sample reviews (five stars, three stars and one star), each answered with a draft reply that sounds like a real owner: thankful when it’s good, calm and specific when it isn’t.
The real version, on your accounts
New Google reviews arrive with a draft reply in your voice, ready for you to approve with one tap. Unhappy reviews come with a heads-up so you can call the customer first. We never write reviews for you, and nothing is posted until you say so.
Demo 08 / 09
Plug in your team size and missed calls. See hours back per year and a payback estimate.
Sample starting numbers A 5-person shop. Slide them to match your week. Nothing leaves your browser.
Hours back a year
—hrs
About — hours a week across the team, likely. Conservative: — hours a year.
Value back a year
Conservative
—
Likely
—
Time back in dollars plus your profit on new work, not the full job value. Conservative uses half your AI share and half your booking rate.
Darker bar: conservative. Lighter bar: likely.
For reference only. It is not added to the value or the payback. Only your margin on it is.
Pays back the package in about
—–— months
No payback yet. Add admin hours or missed calls.
Likely to conservative, from time back plus profit on new work (not revenue), against the starting price. Your real price comes after the audit.
Monthly value vs. the plan
—–—/mo
vs. — a month for the plan.
In plain English
This is an estimate, not a promise.
We’ll check these numbers against how your week really goes.
Working it out
Plain arithmetic on the numbers above. The lines in grey use your current inputs, rounded to the nearest hour or dollar.
What this leaves out
An estimate from your own numbers, not a promise. Nothing you type leaves this browser.
Get real numbers at a free visitWhat you’re seeing
Plug in your team size, admin hours, hourly cost and missed calls. The calculator shows hours back per year, a conservative and a likely dollar range and a payback estimate against a package. The formula and assumptions are right there under “How we calculate this.”
The real version, on your accounts
It’s an estimate, not a promise. At the workflow audit we measure your real week with you, task by task, and the written plan ranks what to automate first by the time it gives back, with a price for each step.
Demo 09 / 09
Eight quick questions, a score out of 100 and your three best first projects.
It lives on its own page so this one stays quick. Answer eight questions, get your score and your three best first projects.
Start the quizWhat you’re seeing
Eight quick questions about how your business runs today: calls, email, quotes, paperwork and the tools you already pay for. You get a score out of 100 and the three first projects that would help you most.
The real version, on your accounts
The quiz is the quick version of our workflow audit. The audit is the real thing: time at your office with the people who do the work, and a written plan with what to automate first, the cost and the timeline.
Live demo with sample data. We build the real version on your own accounts. No real customer data is used anywhere on this page.
Free intro visit
Tell us where to call. On a free visit at your office, we’ll show you which of these fits your week, built on your own accounts.
We come to you anywhere in the Capital Region. Our office at 401 New Karner Road, Albany is open by appointment only. Mówimy po polsku.
Get a call back
Two fields. A real person calls back, usually the same business day.
Got it — we’ll call you soon.
Need us sooner? Call or text (518) 704-3125.
Prefer to tell us more? Use the full request form.