The platform

Your business, fully automated.

Every business we work with gets its own app, custom built after we interview you, designed around exactly how you work, and yours to keep. Here's what it can do, shown at real kinds of businesses.

It starts with the pipeline

The operating system, running live.

This is what your team opens every morning: the pipeline, the customer record, and the automations moving work forward on their own. Switch businesses to see it adapt.

SRSummit Roofing & Exteriors/ jobs22 automations liveADSACA
Jobs
10 customers · this month
BoardListForecast
Open pipeline$55,150
Won this month$12,550
Collected$7,781
Avg. AI response4.1s▼ from 3 hrs
New lead2
MLMaya Lopez

Full roof replacement

$14,800
MOMarcus Okafor

Storm damage repair

$6,400
Estimate2
HDHanna Duval

Commercial re-roof

$31,500
PNPriya Nair

Annual maintenance plan

$1,200
Quote sent2
BCBen Carter

Gutter replacement

$2,450
GWGrace Wu

Siding and soffit

$8,900
Signed1
JMJordan Mills

Storm damage repair

$6,400
Paid2
DPDevon Price

Annual maintenance plan

$1,200
LBLena Brandt

Full roof replacement

$14,800
CLChris Lane

Commercial re-roof

$31,500
BC
Ben CarterGutter replacement
$2,450Quote sent
Activity · live
Service contract signed by Ben
Service contract sent via DocuSign
Quote opened on iPhone
AI replied to Ben in 4.1s
AI receptionist · SMS
Can I get a quote on a roof replacement? About 2,400 sq ft.
Hi Ben! I have Tue 10 AM or Wed 2 PM for free estimate. Which works?
replied in 4.1sintent · booking 0.97
Workflow engine
Quote sent
Wait 48 hrs
Follow-up SMS
Contract on reply
DocuSign
Service contract signediPhone · 11:41
Payments
+$1,225.00
Deposit · card •• 4417● paid

Examples only. Every app we build is custom designed around the business, with its own features, layout, and branding.

Module by module

Every module, shown at a real kind of business.

Scroll through. Each one is designed around your workflow after we interview you.

Summit Roofing & Exteriors · contractor
SRSummit Roofing & Exteriors/pipelinelive
New lead2
MLMaya LopezFull roof replacement$14,800
MOMarcus OkaforStorm damage repair$6,400
+ new lead from your website
Estimate1
HDHanna DuvalCommercial re-roof$31,500
Quote sent1
PNPriya NairGutter replacement$2,450
Signed1
BCBen CarterSiding and soffit$8,900
Priya Nair moved to quote sent → quote sent · follow-up set for 48 hrs
Fade & Co. Barbers · barbershop
FCFade & Co. Barbers/ai receptionistlive
Got any openings Saturday for a cut and beard?
AI · 4.1sHi Hanna! This is Fade & Co. Barbers. I have free estimate openings Tue 10 AM or Wed 2 PM. Which works?
Tuesday works
AI · 2.8sYou're booked for Tuesday at 10, Hanna. Confirmation and service menu are on the way.
AI tracerun 8f2c
intentbooking0.97
sourceSMS · new lead
calendar2 slots open✓
replysent4.1s
contactcreated✓
pipeline→ Booked✓
handoffnot needed
Free estimate booked · Google Calendar synced · reminders scheduled
Harbor Realty Group · real estate team
HRHarbor Realty Group/workflow · quote follow-uplive
TriggerListing proposal sent to Omar
Wait48 hours, unless signed
Ifnot opened or not signed
SMSFollow-up 1 · "Any questions?"
Wait72 hours
SMSFollow-up 2 · pricing held until Monday
Reply"Sorry, crazy week! Let's do it."
AIintent ready to sign → contract sent
Workflow complete · 3 messages · 0 manual steps
Westbrook Family Dental · dental office
WFWestbrook Family Dental/1-click contract + paymentlive
Send for signatureSend payment linkPreview
Treatment plan Q-2047$305 · Devon Price
sentopenedaccepted
Consent formDocuSign · signed on iPhone · 11:41 AM
sentopenedsigned
Deposit link · $153sent automatically on signature
sentopenedpaid
signed PDF filed to Drive › Devon Price · receipt sent · job scheduled
Salt & Cedar Inn · hotel
SCSalt & Cedar Inn/branded docslive
S
SCSalt & Cedar InnProposalNo. 2041
PROPOSAL · 2026 · PRIVATE AND CONFIDENTIAL
Prepared exclusively for

Grace Wu

Ocean suite, 3 nights

November 13, 2026saltcedarinn.com
SCSalt & Cedar InnProposalNo. 2041
Your investment

Choose the right fit.

Prepared for Grace Wu. Every option includes our workmanship guarantee and can be accepted and paid from your phone.

Essential$863
  • The core service
  • Standard scheduling
  • Email and text support
Signature$1,107
  • Everything in Essential
  • Priority scheduling
  • A dedicated contact
Premier$1,605
  • Everything in Signature
  • Premium upgrades
  • Extended guarantee
Timeline
KickoffWeek 1
DesignWeek 3
BuildWeek 5
DoneWeek 7
Signature package$1,107
Accept and sign →
Salt & Cedar Innsaltcedarinn.com02
SCSalt & Cedar InnAgreementAGR-2041
CERTIFIED AGREEMENT · SALT & CEDAR INN · SC
Service agreement

Booking agreement

Between Salt & Cedar Inn and Grace Wu

§ 1
Scope of work

Salt & Cedar Inn will provide ocean-view suite, per night, early check-in, sunset kayak tour for two, as described in Proposal 2041.

§ 2
Price and payment

Total $1,107. A 50% deposit is due at signing, with the balance due on completion through your client portal.

§ 3
Scheduling

Dates are confirmed by text and can be changed from the portal up to 24 hours before.

§ 4
Our guarantee

If anything isn't right, reply to any message and we will make it right.

Grace WuClient · signed 11:41 AM
Sam RuizSalt & Cedar Inn
✓Completed with DocuSignEnvelope 7F3A-21C9-88B4
Sent9:02 AMViewed9:14 AMSigned11:41 AMStatusCompleted
Salt & Cedar Innsaltcedarinn.com03
Generated from Grace's record · sent via DocuSign · saved to Drive
The Juniper Hall · event venue
TJThe Juniper Hall/payment linkslive
The Juniper Hall
$11,000
50% deposit · Corporate gala
cardbankapple pay
Pay securely
Link texted to Marcus2:14 PM · automatic
Opened on iPhone2:16 PM
Paid $11,000card ending 4417
Receipt + QuickBooks sync2:16 PM · automatic
Balance reminderscheduled for completion day
Salt & Cedar Inn · hotel
SCSalt & Cedar Inn/unified inboxlive
PN
Priya NairSMS

Do you have an ocean suite open the weekend of the 21st?

AI replied · 4s
BC
Ben CarterEmail

Can we move to next week?

AI rescheduled
GW
Grace WuInstagram

Do you have availability this month?

AI booked
JM
Jordan MillsWeb chat

What does it cost?

AI quoted
4 conversations handled overnight · 2 bookings · 0 missed
Wag Lodge · dog daycare
WLWag Lodge/customer portallive
Wag LodgeHi Chris
Progress
✓Vaccines verified
✓Booking confirmed
✓Checked in
Live camera on
Report card sent
Photos
Pay balance · $260
Halfmoon Coffee · restaurant
HCHalfmoon Coffee/reports · revenuelive
Revenue, MTD$4,654▲ 18.2%
Avg. sale$685▲ 6.1%
Close rate41%▲ 9 pts
1k3k4k5kDec $4,654JFMAMJJASOND
Pastry box, serves 12$972
Cold brew carafe$672
Delivery and setup$210
Compostable service kit$108
Elevate Coaching · coaching business
ECElevate Coaching/your ai business partnerlive
Monthly revenue goal$16,120 / $26,000
Morning. You're at 62% of your goal with 12 days left. Two program proposals are waiting on a signature, and I drafted follow-ups for both. I also created 3 tasks from yesterday's calls. Want to see your plan for today?
Tasks I created today
Call Ivy Ross about pricingfrom a missed call · 8:12 AM
You
Send revised program proposal to Omarfrom an email reply · 8:40 AM
You
Prep for Tessa Moore's coaching callfrom tomorrow's calendar
Team
3 tasks created · 2 follow-ups drafted · daily plan ready
Spotless Home Co. · cleaning company
SHSpotless Home Co./calendar · syncedlive
Google CalendarOutlookreminders on
Mon
Cleaning9:00 · Grace
Tue
Cleaning8:00 · Jordan
Cleaning2:00 · Aiko
Wed
Cleaning11:00 · Devon
Thu
Cleaning8:00 · Lena
Fri
Cleaning3:00 · Sam
reminder texted to Lena 24 hrs before Thursday · reschedule link included
MODULE 01 / 11 · PIPELINE

Every customer, one place.

Every lead lands here, and every move sets something in motion: a quote, a contract, a payment link, a follow-up. Built around your stages, in your words.

  • Your stages, your words
  • Moving a card triggers the next step
  • Value, status, and next action at a glance
Deep dive →
Summit Roofing & Exteriors · contractor
SRSummit Roofing & Exteriors/pipelinelive
New lead2
MLMaya LopezFull roof replacement$14,800
MOMarcus OkaforStorm damage repair$6,400
+ new lead from your website
Estimate1
HDHanna DuvalCommercial re-roof$31,500
Quote sent1
PNPriya NairGutter replacement$2,450
Signed1
BCBen CarterSiding and soffit$8,900
Priya Nair moved to quote sent → quote sent · follow-up set for 48 hrs
MODULE 02 / 11 · AUTOMATED TEXTS

Every customer answered in seconds.

Instant text-back on new leads and missed calls, in your voice. The AI quotes, books, and creates the customer record before you even see the message.

  • Text-back in under 5 seconds
  • Books straight into your calendar
  • Works nights, weekends, and holidays
Deep dive →
Fade & Co. Barbers · barbershop
FCFade & Co. Barbers/ai receptionistlive
Got any openings Saturday for a cut and beard?
AI · 4.1sHi Hanna! This is Fade & Co. Barbers. I have free estimate openings Tue 10 AM or Wed 2 PM. Which works?
Tuesday works
AI · 2.8sYou're booked for Tuesday at 10, Hanna. Confirmation and service menu are on the way.
AI tracerun 8f2c
intentbooking0.97
sourceSMS · new lead
calendar2 slots open✓
replysent4.1s
contactcreated✓
pipeline→ Booked✓
handoffnot needed
Free estimate booked · Google Calendar synced · reminders scheduled
MODULE 03 / 11 · AUTOMATED FOLLOW-UPS

Follow-ups that never forget.

Quotes and proposals get followed up on a schedule until the customer answers. The AI reads replies and moves the deal forward.

  • Timed texts and emails
  • Stops the moment they reply
  • Every step switchable on or off
Deep dive →
Harbor Realty Group · real estate team
HRHarbor Realty Group/workflow · quote follow-uplive
TriggerListing proposal sent to Omar
Wait48 hours, unless signed
Ifnot opened or not signed
SMSFollow-up 1 · "Any questions?"
Wait72 hours
SMSFollow-up 2 · pricing held until Monday
Reply"Sorry, crazy week! Let's do it."
AIintent ready to sign → contract sent
Workflow complete · 3 messages · 0 manual steps
MODULE 04 / 11 · 1-CLICK CONTRACTS & PAYMENT LINKS

Signed and paid in one click.

Send the contract, watch it get opened and signed, and the deposit link goes out on its own. Signed PDFs file themselves.

  • DocuSign e-signature built in
  • Deposit sent automatically on signature
  • Opened, signed, and paid tracking
Deep dive →
Westbrook Family Dental · dental office
WFWestbrook Family Dental/1-click contract + paymentlive
Send for signatureSend payment linkPreview
Treatment plan Q-2047$305 · Devon Price
sentopenedaccepted
Consent formDocuSign · signed on iPhone · 11:41 AM
sentopenedsigned
Deposit link · $153sent automatically on signature
sentopenedpaid
signed PDF filed to Drive › Devon Price · receipt sent · job scheduled
MODULE 05 / 11 · DOCS

Paperwork that looks world-class.

Quotes, contracts, invoices, certificates, and capability packets, generated in your brand from the customer record.

  • Your logo and colors on everything
  • Auto-filled from the record
  • Saved to Drive automatically
Deep dive →
Salt & Cedar Inn · hotel
SCSalt & Cedar Inn/branded docslive
S
SCSalt & Cedar InnProposalNo. 2041
PROPOSAL · 2026 · PRIVATE AND CONFIDENTIAL
Prepared exclusively for

Grace Wu

Ocean suite, 3 nights

November 13, 2026saltcedarinn.com
SCSalt & Cedar InnProposalNo. 2041
Your investment

Choose the right fit.

Prepared for Grace Wu. Every option includes our workmanship guarantee and can be accepted and paid from your phone.

Essential$863
  • The core service
  • Standard scheduling
  • Email and text support
Signature$1,107
  • Everything in Essential
  • Priority scheduling
  • A dedicated contact
Premier$1,605
  • Everything in Signature
  • Premium upgrades
  • Extended guarantee
Timeline
KickoffWeek 1
DesignWeek 3
BuildWeek 5
DoneWeek 7
Signature package$1,107
Accept and sign →
Salt & Cedar Innsaltcedarinn.com02
SCSalt & Cedar InnAgreementAGR-2041
CERTIFIED AGREEMENT · SALT & CEDAR INN · SC
Service agreement

Booking agreement

Between Salt & Cedar Inn and Grace Wu

§ 1
Scope of work

Salt & Cedar Inn will provide ocean-view suite, per night, early check-in, sunset kayak tour for two, as described in Proposal 2041.

§ 2
Price and payment

Total $1,107. A 50% deposit is due at signing, with the balance due on completion through your client portal.

§ 3
Scheduling

Dates are confirmed by text and can be changed from the portal up to 24 hours before.

§ 4
Our guarantee

If anything isn't right, reply to any message and we will make it right.

Grace WuClient · signed 11:41 AM
Sam RuizSalt & Cedar Inn
✓Completed with DocuSignEnvelope 7F3A-21C9-88B4
Sent9:02 AMViewed9:14 AMSigned11:41 AMStatusCompleted
Salt & Cedar Innsaltcedarinn.com03
Generated from Grace's record · sent via DocuSign · saved to Drive
MODULE 06 / 11 · PAYMENT LINKS

Get paid by text.

Deposits, balances, and memberships as secure links. Receipts, reminders, and bookkeeping happen on their own.

  • Card, bank, or Apple Pay
  • Automatic receipts and reminders
  • QuickBooks and Xero sync
Deep dive →
The Juniper Hall · event venue
TJThe Juniper Hall/payment linkslive
The Juniper Hall
$11,000
50% deposit · Corporate gala
cardbankapple pay
Pay securely
Link texted to Marcus2:14 PM · automatic
Opened on iPhone2:16 PM
Paid $11,000card ending 4417
Receipt + QuickBooks sync2:16 PM · automatic
Balance reminderscheduled for completion day
MODULE 07 / 11 · INBOX

Every conversation, one place.

Calls, texts, email, Instagram, and web chat in a single inbox, on a business phone line we connect or set up for you. The AI answers first and tags what it did.

  • Your business phone line, connected
  • All channels in one view
  • AI replies and books, day or night
Deep dive →
Salt & Cedar Inn · hotel
SCSalt & Cedar Inn/unified inboxlive
PN
Priya NairSMS

Do you have an ocean suite open the weekend of the 21st?

AI replied · 4s
BC
Ben CarterEmail

Can we move to next week?

AI rescheduled
GW
Grace WuInstagram

Do you have availability this month?

AI booked
JM
Jordan MillsWeb chat

What does it cost?

AI quoted
4 conversations handled overnight · 2 bookings · 0 missed
MODULE 08 / 11 · CUSTOMER PORTALS

A login for every customer.

Progress, photos, documents, and payments in your brand, so customers never call to ask what's next.

  • Live progress tracker
  • Sign and pay from the phone
  • Photos and documents always current
Deep dive →
Wag Lodge · dog daycare
WLWag Lodge/customer portallive
Wag LodgeHi Chris
Progress
✓Vaccines verified
✓Booking confirmed
✓Checked in
Live camera on
Report card sent
Photos
Pay balance · $260
MODULE 09 / 11 · REPORTS

Know your numbers, any time.

Revenue, close rate, and best-selling services on one live dashboard, with reports that send themselves.

  • Live owner dashboard
  • Revenue by service
  • Weekly reports by email
Deep dive →
Halfmoon Coffee · restaurant
HCHalfmoon Coffee/reports · revenuelive
Revenue, MTD$4,654▲ 18.2%
Avg. sale$685▲ 6.1%
Close rate41%▲ 9 pts
1k3k4k5kDec $4,654JFMAMJJASOND
Pastry box, serves 12$972
Cold brew carafe$672
Delivery and setup$210
Compostable service kit$108
MODULE 10 / 11 · YOUR AI BUSINESS PARTNER

A business partner that never clocks out.

It knows your goals, numbers, and customers. It plans your day, turns calls and emails into tasks for you and your team, drafts follow-ups, and holds you accountable.

  • Creates and assigns tasks for you
  • Plans your day and week
  • Keeps you on track toward your goals
Deep dive →
Elevate Coaching · coaching business
ECElevate Coaching/your ai business partnerlive
Monthly revenue goal$16,120 / $26,000
Morning. You're at 62% of your goal with 12 days left. Two program proposals are waiting on a signature, and I drafted follow-ups for both. I also created 3 tasks from yesterday's calls. Want to see your plan for today?
Tasks I created today
Call Ivy Ross about pricingfrom a missed call · 8:12 AM
You
Send revised program proposal to Omarfrom an email reply · 8:40 AM
You
Prep for Tessa Moore's coaching callfrom tomorrow's calendar
Team
3 tasks created · 2 follow-ups drafted · daily plan ready
MODULE 11 / 11 · CALENDAR & FILES

Booked, synced, and filed.

Customers book themselves, every calendar stays in sync, reminders text out, and photos and files land in the right folder.

  • Google and Outlook sync
  • Reminder and reschedule texts
  • Google Drive auto-filing
Deep dive →
Spotless Home Co. · cleaning company
SHSpotless Home Co./calendar · syncedlive
Google CalendarOutlookreminders on
Mon
Cleaning9:00 · Grace
Tue
Cleaning8:00 · Jordan
Cleaning2:00 · Aiko
Wed
Cleaning11:00 · Devon
Thu
Cleaning8:00 · Lena
Fri
Cleaning3:00 · Sam
reminder texted to Lena 24 hrs before Thursday · reschedule link included
Take it for a spin

The live demo. Click anything.

Example only. Real apps are custom built with features and branding specific to your needs.

No two apps we build look alike. Switch the business in the top-left and watch the layout, colors, fonts, and even the words change, because each one is designed from scratch around that business. Then open a customer and use the one-click buttons.

Try:Summit Roofing · dark, sidebarLumen Wellness Spa · light, top barSalt & Cedar Inn · warm, serif
app.yourbusiness.com/overviewExample only

Good morning

Friday, November 13 · 2 on the calendar today
Revenue, month to date$0+18% vs last month
Open pipeline$0+9 this week
Collected this week$0paid by text link
Avg. lead response0sAI answers first
Revenue, last 30 days
Automation feedlive
AI morning briefing7:00 AM
  • Two quotes were opened but not signed. Follow-ups are queued
  • Crew A has an opening tomorrow. Offer it to the waitlist?
  • You're at 62% of your monthly goal with 12 days left
  • Two new 5-star reviews overnight
Quote on the spot

Price it, brand it, send it. Before they ask twice.

Build a quote from your price list on a phone or tablet, in front of the customer. Branded, signed, and paid before anyone else calls back. Using prices.

Architectural shingle roof, per square$410
24
$9,840
Tear-off and disposal$1,850
1
$1,850
Ridge vent and flashing$640
1
$640
10-year workmanship warrantyIncluded
1
$0
SR
Summit Roofing & Exteriors
Contractor
Quote
Q-2041
Prepared forPriya Nair
IssuedNov 13, 2026
Valid untilDec 13, 2026
DescriptionQtyRateAmount
Architectural shingle roof, per square24$410$9,840
Tear-off and disposal1$1,850$1,850
Ridge vent and flashing1$640$640
10-year workmanship warranty1Included$0
Subtotal$12,330
Tax 7%$863
Total$13,193
Priya Nair
Accept and pay the deposit from your phone. Questions? Just reply to the text.
Summit Roofing & Exteriorssummitroofingext.comQ-2041 · Page 1 of 1
One hood

Every tool you use, wired together.

Calendar, Drive, your phone line, payments, DocuSign, and accounting stop being separate apps. Everything is tracked on the customer, and every step triggers the next one.

Don't see a tool you use? If it has an API, we connect it.

Your systemone record per customer