Your business,
finally making sense.
We connect your QuickBooks, email, and job management software — then run the back-office work that's been leaking you money.
Running lean means the details fall through.
Not because you're bad at your craft — because there's no one watching the back office. Here's what that costs.
Proposals go cold
– $14,000You sent an estimate for a $14,000 job three weeks ago. The customer said they needed to think about it. You never followed up. You check Jobber today — they hired the other guy.
Money sits uncollected
$8,400 owedThe job's done. The invoice went out in May. It's now July. $8,400 is sitting in accounts receivable and nobody's sent a single reminder.
No picture of the business
6:00 AMYou want to know how the month is going. You'd have to open QuickBooks, then Jobber, then dig through your email for pending estimates. Who has time for that before the crew rolls out?
It watches the business so you don't have to.
Everything below runs on your real data — pulled from the tools you already use, surfaced where you'll actually see it.
One email. Before you've had coffee.
Every morning at 7am, a plain-English summary of what needs attention lands in your inbox — stale proposals, overdue invoices, jobs off track — with follow-ups already drafted in your voice.
- Reads across QuickBooks, email, and your job software overnight
- Flags what's slipping and puts a dollar figure on it
- Drafts the follow-ups — you review and send
Every open proposal, ranked by what's going stale.
The system watches how long each estimate has been quiet. When one crosses the line, it flags it and writes a follow-up that references the original job — in your voice.
- Automatic stale / aging / recent status
- One-click drafted follow-ups per proposal
- Total pipeline value always visible
| Customer | Value | Status | |
|---|---|---|---|
| HendersonBasement repair | $11,200 | Stale | Draft follow-up |
| WilliamsFoundation inspection | $4,800 | Aging | Draft follow-up |
| ParkCrawl space encap. | $18,500 | Recent | — |
Know exactly what's owed — and get it collected.
Outstanding invoices sorted into aging buckets, color-coded by risk. Each overdue invoice gets an automated reminder before it becomes a problem.
- Live aging across every open invoice
- Automated reminders that actually go out
- Nothing slips past 30 days unnoticed
Answers in plain English. No spreadsheets.
Type a question the way you'd ask your bookkeeper. The system reads your actual numbers and answers straight — no dashboards to navigate, no reports to build.
- Grounded in your real QuickBooks & job data
- Margins, collections, job profitability on demand
- Straight answers, with the numbers to back them
We do the setup. You get results.
No new software to learn. Everything runs on the tools you already use.
We learn your business
A discovery call and short survey. We map your tools, your pain points, and what a win looks like for you.
We connect & configure
We connect QuickBooks, Gmail, and your job software, build your dashboard, and set up your morning brief.
Your system runs
The brief hits your inbox daily. Stale proposals get flagged, overdue invoices get chased. We handle the rest.
Every tool is an island.
You're the integration layer — checking each one, hoping nothing slipped.
Everything surfaced in one place.
The system is the integration layer. You just run the business.
It plugs into the tools you already run on.
Your data flows into one normalized layer. The system reads it, surfaces what matters, and drafts what's needed.
One setup. One monthly. No surprises.
No per-seat pricing, no usage surprises, no contract.
- Dashboard, morning brief, and every automation
- QuickBooks, email & job-management integrations
- Setup, configuration, and launch — we handle it
- Hosting and AI usage, all included
- Support hours available for changes or new features