Order intake
Caregiver matching
Crew dispatchHow it works
One call to get started. We handle the rest.
No big software rollout, and nothing new for your team to learn. You see what we’ll build before we build it, and you decide when it goes live.
What we build
Two layers. Use one, or both.
They’re separate services. Get a custom tool with no AI, add agents to the software you already have, or combine them into one agentic workflow.
- Layer 1Custom workflow toolsSoftware built for one job, like quoting, accounts receivable, or scheduling, around how your team already works.Explore workflows
- Layer 2AI agentsAgents that handle the repetitive steps, inside a tool we build or on top of the software you already run.Meet the agents
- Together: one agentic workflow. The tool holds the work, the agents move it forward, and your team approves what matters.
Do the repetitive steps. You approve what matters.Software you already run
QuickBooks
ADP
Paychex
ServiceTitan
JobberCall notesTue, Oct 14
- Each quote takes about 2 hours
- Priced on paper, then typed into the ERP
- Follow-ups get missed when it’s busy
Start with: quoting. It’s the biggest time sink.
New quote for Harbor Fresh Market
Store 7 remodel · prices from your price book
| Item | Qty | Price |
|---|---|---|
| Kitchen cabinets, maple | 14 | $9,240 |
| Countertop, quartz | 1 | $4,180 |
| Install, 2-person crew | 2 days | $1,600 |
Total $15,020
Send for approvalDana · comment on the mockup
Can we add the delivery date to each quote?
Mike · Happy Hands
Yes. It’ll be in the next version of the mockup, before anything is built.
- Round 1 · Quote list
- Round 2 · Follow-ups
- Round 3 · Contracts
| Quote | Customer | Total | Status | Follow up |
|---|---|---|---|---|
| Q-2041 | Harbor Fresh Market | $15,020 | Sent | Thu |
| Q-2040 | Ridgeview Dental | $8,450 | Won | — |
| Q-2039 | Cedar Point Office | $22,700 | Sent | Mon |
| Q-2038 | Summit Dairy | $4,960 | Draft | Today |
Tom, sales · trying it on real quotes
Can each quote show when I should follow up?
Happy Hands
Done in round 2. It’s the last column.
Happy Hands5:00 pm
Your quoting summary for today
Hi Dana, here’s how today went:
Quotes sent
9
Won
3
Follow-ups tomorrow
4
Backed up last night. Everything is running normally.
Dana · Wed 9:12 am
Could we see quotes by salesperson?
Happy Hands · Wed 2:40 pm
Done. It’s under Reports, and it’s included in your plan.
Start with one workflow, then add tools on the same shared data.
Book a discovery callWorks with what you already run
Keep the software that works. Replace what doesn’t.
We integrate with most of the software you already run, through official connections that sync both ways. Our agents and workflows can work on top of those systems, run side by side with them, or replace the ones that only almost fit.
- On top. Agents work inside your ERP, accounting, and field tools.
- Side by side. New tools share data with the ones you keep.
- Replace. Retire the software that only almost fits.
Rosa · Quotes
Works in PandaDoc, DocuSign, Jobber and more
Pricing quote Q-2318…
Theo · Collections
Works in QuickBooks, ServiceTitan, Jobber and more
Drafting a reminder for INV-1042…
Ava · Bookkeeping
Works in QuickBooks, ADP, Paychex
Coding 42 card transactions…
Iris · Scheduling
Works in Connecteam, ServiceTitan, Jobber and more
Filing 14 emails on their jobs…
Jonah · Daily summary
Rounds up what every agent did
Summing up 81 tasks…
Product names and logos belong to their owners.
You control the AI
You set how much the AI does
AI agents are optional, and every step of a workflow has its own dial. Keep a step fully manual, let an agent draft for a person to approve, or let it run. You can turn it up or down any time.
Example step: coding a card transaction to a house and cost type
Level 1
No agent
Your team does the step by hand in the new tool. No AI involved.
Level 2
Agent drafts, human approves
The agent prepares the entry. A person reviews it and approves or edits.
Level 3
Agent handles the routine
The agent handles routine cases and sends anything unusual to a person.
Level 4
Fully automatic
The agent runs the step on its own and sends a daily summary of what it did.
Manual entry
14 waitingCard transaction · Lumber supplier · $3,412
House
Lot 12
Cost type
Framing
Your team codes every entry by hand. The agent is off.
Review queue
14 to review13 to reviewCard transaction · Lumber supplier · $3,412
Drafted by agentHouse
Lot 12
Cost type
Framing
A person approves every entry before it posts.
Live feed
- Electrical supplyLot 7 · ElectricalPosted
- Concrete co.Lot 12 · FoundationPosted
- Hardware storeLot 3 · FinishesPosted
- Unknown vendor · $980Not like the others, so it waits for a personNeeds you
Agent dashboard
Running on its ownEntries handled
248
this week
Hours saved
31 hrs
this week
Cost saved
$4,820
this month
Cash collected sooner
$18,400
this month
- Posted 42 card transactionsnow
- Flagged a possible duplicate charge2m
- Daily summary sent to your controller5:00 pm
After go-live
Live is where the work keeps going
We host it
Nothing to install or maintain. Your own database, encrypted, with daily backups.
We watch it
We monitor it, keep it running, and support your team when they need help.
We keep tuning it
Small adjustments as your team asks, included in the monthly fee.
You add the next tool
Start with one workflow, then add tools on the same shared data.
What should your first tool be?
Tell us about the workflow that eats your team’s week. We’ll listen, then sketch the first tool with you.