Home
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Answers the question you open your laptop to answer — 'what happened overnight and what do I need to know?' — in under 15 seconds.
The first screen after login. Three KPI tiles tuned to your operation, plus a curated 'you should look at' block of the top three things that have changed since last login.
Start with an assessment
Work
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One screen for everything in flight. Bottlenecks become visible. Status calls become unnecessary.
Active jobs, quotes, or tickets — whatever the core unit of work is for your business. Kanban-style with stages tuned to your actual process. Drag to advance, click to see the full timeline.
See how this works for your industry
Inbox
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No more lost messages. No more checking three apps. No more forgetting to follow up. You stay in the loop on every reply.
A unified communication hub across email, SMS, voicemail (auto-transcribed), and web forms. Drafted replies appear inline — you approve with one tap. Nothing auto-sends.
Stop losing messages
Numbers
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Stop guessing whether the business is getting better. Get a real, specific weekly read with a concrete next action.
Weekly and monthly views of the metrics that matter for your operation, with a plain-English 'what changed' paragraph and trend charts. Delivered as a Monday-morning email titled 'Last week, in four numbers.'
See operational dashboards
Assist
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An assistant that knows your operation, never makes up numbers, and always shows its work.
Ask plain-language questions of your own data. 'Which customer has the slowest quote turnaround?' 'Why was last week's average job longer?' Answers cite the records they came from. Available on-premise for IP-sensitive clients.
Discuss a private deployment
Support
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The retainer stops being a mysterious monthly charge. You see, at all times, what's being built and what's coming next.
In-portal ticket submission with first-response SLA tracking. A 'what we're working on next' block — visible to you — that shows what's coming next from the retainer relationship.
Learn about ongoing support
Settings
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No vendor lock-in. No dark patterns when you want to leave. Full data export in standard formats whenever you ask.
Workspace settings — users, integrations, modules, billing, audit log, and a one-click 'export and close' option. Everything you'd need to leave is one click away. Your data is yours.
Read how we think about ownership