100 things we can take off your plate.

Every enquiry gets a real, personal-sounding reply in under 60 seconds — including at 11pm on a Sunday.

Best for: trades, clinics, agencies, real estate

Quotes that used to go quiet now get chased five times over two weeks, automatically, until they answer.

Best for: contractors, installers, B2B services

Old enquiries that never closed get one well-timed message — usually worth a few jobs a month on its own.

Best for: any business with a stale list

Your inbox sorts itself into "needs you", "needs a quote", "invoice", and "junk" before you open it.

Best for: owner-operators drowning in one shared inbox

Common emails come pre-written as drafts in your voice. You read, tweak, hit send.

Best for: professional services, agencies

Every PDF, photo and signed doc that arrives by email lands in the right client folder, named properly.

Best for: accountants, lawyers, property managers

After-hours emails get an answer with hours, pricing range, and a booking link — not "we'll get back to you".

Best for: local service businesses

The chase email re-attaches the quote so nobody has to go digging. Removes the number-one excuse for not replying.

Best for: trades, fabricators, event vendors

Your monthly email writes itself from the jobs you completed, the photos you took, and the questions customers asked.

Best for: trades, clinics, retail

Anyone who sends you a customer gets thanked within a day, automatically. People refer more when they're noticed.

Best for: everyone

New customers get a proper welcome — what happens next, who to call, what to expect, and when.

Best for: clinics, agencies, subscription services

Annual service, warranty, licence, or contract renewals get flagged and emailed before they lapse.

Best for: HVAC, pest control, insurance, IT support, legal

If a customer email sits unanswered for four hours, you get a nudge. Nothing falls through.

Best for: teams of 2–15

Late parts, missing invoices, and unanswered supplier questions get chased on a schedule so you don't have to remember.

Best for: trades, retail, manufacturing

A weekly email showing how fast every enquiry got answered — because speed is what wins the job.

Best for: anyone with staff answering leads

Every missed call gets a text within seconds: "Sorry we missed you — what do you need?" Most people reply.

Best for: trades, salons, clinics, restaurants

Calls outside business hours get a text with your hours, an emergency option, and a way to book.

Best for: home services, veterinary, dental

Customers book, reschedule, and confirm by text — no app, no portal, no phone tag.

Best for: salons, clinics, mobile services

Every customer call is transcribed and summarized into the customer record. No more "what did we agree?"

Best for: sales-led businesses, contractors

Voicemails arrive as readable text with a task attached, so you can triage them in ten seconds.

Best for: owner-operators

Calls and forms get sent to the right person based on what they need and where they are.

Best for: multi-tech trades, multi-location clinics

Urgent jobs cut through: text, then call, then the next person on the list until someone picks up.

Best for: plumbing, HVAC, restoration, IT support

Customers text a photo of the problem and get a ballpark range back, plus a booking link.

Best for: auto repair, appliance, landscaping, junk removal

Customers automatically get a heads-up when the tech is en route, with an ETA and a photo of who's coming.

Best for: home services

A day after the job, a short text asks if everything's good — catching problems before they become reviews.

Best for: trades, clinics

Junk calls and sales spam stop reaching your team's phones.

Best for: anyone with a public number

A weekly number showing how many calls you missed and what that's likely worth.

Best for: owners who suspect they're leaking leads

The invoice goes out by text with a pay link before you've left the driveway.

Best for: mobile services

Customers book themselves into slots that actually work — travel time, lunch, and buffer included.

Best for: everyone

Reminders at 48 hours, 24 hours, and 2 hours — by text, not email, because texts get read.

Best for: clinics, salons, consultants

Anyone who doesn't show gets a same-day message with a one-click rebook link.

Best for: clinics, salons, tutors

When someone cancels, the slot gets offered to your waitlist automatically — first to reply gets it.

Best for: salons, dental, physio, high-demand services

Jobs get grouped by area so your day isn't spent driving across town twice.

Best for: mobile trades, delivery, inspections

Paperwork gets filled out before they arrive, not in your waiting room.

Best for: clinics, legal, accounting

High-value or high-no-show bookings only lock in once a deposit is paid.

Best for: event services, specialty trades, tattoo/beauty

Regular customers get their next visit booked automatically at the right interval.

Best for: lawn care, cleaning, pest control, hygiene recalls

Your team confirms shifts by text; anyone who doesn't gets chased before it becomes your problem.

Best for: restaurants, retail, clinics

Every meeting shows up on the customer record with notes attached, without anyone typing it in.

Best for: B2B services

Requests come in, get logged, and coverage gaps are flagged before they hit the schedule.

Best for: teams of 5+

Every closure updates your voicemail, autoresponder, Google listing, and booking availability at once.

Best for: all local businesses

When a customer is due for their next visit, they hear from you before they've forgotten you exist.

Best for: dental, optometry, chiropractic, veterinary

One form submission updates the CRM, the spreadsheet, the calendar, and your inbox. Typed once, or not at all.

Best for: everyone

Fill in a few fields, get a branded quote PDF out the other end, sent and logged.

Best for: trades, agencies, B2B

Contracts go out for e-signature automatically and you're told the moment they're signed.

Best for: all service businesses

Photograph a receipt, and it's coded, filed, and in your bookkeeping without another thought.

Best for: owner-operators, field teams

The monthly report that takes you two hours of copy-paste happens on its own at 6am.

Best for: retail, e-comm, ops-heavy businesses

Duplicates merged, missing phone numbers flagged, dead records archived — weekly, quietly.

Best for: anyone whose CRM has gone feral

Before-and-after photos from the field land in the right job folder, tagged and ready for the invoice or the portfolio.

Best for: trades, restoration, landscaping

Supplier invoices, purchase orders, and forms get read and typed into your systems for you.

Best for: wholesale, construction, accounting

When stock drops below your reorder point, you find out — or the order goes out automatically.

Best for: retail, e-comm, trades with van stock

One "won" click creates the folder, the file, the calendar entry, the welcome email, and the task list.

Best for: agencies, professional services

One page every Monday: leads, jobs, cash in, cash out, what's overdue. No logging into five tools.

Best for: every owner

Insurance, licences, WSIB/WCB certificates and tickets get tracked and chased before they expire.

Best for: construction, trades, healthcare, transport

Meetings turn into a summary and a task list assigned to the right people, in the right tool.

Best for: agencies, professional services

Every job's notes, photos, hours, and materials get pulled together into one clean record at day's end.

Best for: field service

Old files get archived on schedule, so your Drive doesn't turn into a landfill.

Best for: professional services, healthcare

The invoice goes out the moment the work is marked done — not next Sunday night.

Best for: trades, mobile services

Late invoices get chased at 3, 7, 14, and 30 days, politely, without you playing bad cop.

Best for: everyone who invoices

Payments post themselves, the customer gets a receipt and a thank-you, and the job closes out.

Best for: everyone

Milestone payments get requested on schedule through the length of a project.

Best for: construction, renovation, agencies

Recurring clients get billed on time, every time, with failed cards chased automatically.

Best for: agencies, MSPs, memberships

Every job shows what it actually cost you — labour, materials, drive time — versus what you quoted.

Best for: trades, contractors

Transactions come pre-matched and pre-coded so your bookkeeper's monthly job is half done.

Best for: small businesses with an outside bookkeeper

HST/GST/sales-tax deadlines get flagged with the numbers already pulled.

Best for: Canadian and US small businesses

When supplier prices change, your quote templates change too, so you stop quoting at last year's costs.

Best for: trades, wholesale

Hours, overtime, and mileage get assembled into a clean payroll file each period.

Best for: teams with hourly staff

Completed jobs that never got invoiced get flagged before they're forgotten forever.

Best for: busy field service businesses

A simple weekly picture: what's coming in, what's going out, and what's late.

Best for: owners without a CFO

A chat assistant trained on your services, pricing, and FAQs — that books appointments instead of collecting emails.

Best for: all local businesses

Customers describe the job in their own words and get a realistic ballpark straight away.

Best for: trades, moving, events

Your team asks "how do we handle X?" and gets the actual answer from your own documents.

Best for: teams of 5+, franchises

Replies get drafted the way you'd write them, learned from your own past emails.

Best for: owners, salespeople

Every call ends with a written summary, the agreed next step, and a task on someone's list.

Best for: sales-led businesses

First drafts of proposals get written from the discovery call and your past winning proposals.

Best for: agencies, consultants, B2B services

Every review — good or bad — gets a thoughtful reply drafted for you within the hour.

Best for: restaurants, clinics, retail, trades

Job posts get written and applicants get a first-pass screen against what actually matters to you.

Best for: businesses hiring regularly

A monthly note on what competitors are charging, posting, and changing.

Best for: competitive local markets

Ask a question about a contract, spec sheet, or policy and get the answer with the clause cited.

Best for: legal, construction, insurance

Angry messages get spotted and escalated to you first, before anyone else replies.

Best for: customer-facing businesses

Photos from a finished job become a caption, hashtags, and a scheduled post.

Best for: trades, salons, restaurants, retail

Customers who write in another language get answered in it, properly.

Best for: diverse urban markets

An AI answers the overflow calls, takes the details, and books the appointment when nobody's free.

Best for: high call volume local businesses

Happy customers get asked for a review at exactly the right moment, in the right channel.

Best for: every local business

Unhappy customers reach you privately before they reach Google.

Best for: everyone

New reviews on Google, Facebook, Yelp, and industry sites all land in one place.

Best for: multi-location businesses

Great reviews turn into website testimonials and social graphics without anyone doing design work.

Best for: service businesses

Referrals get tracked, credited, and rewarded automatically.

Best for: clinics, gyms, home services

Your Google listing stays active with fresh posts, photos, and offers — which helps you show up in the map pack.

Best for: every local business

The system learns when your customers are most likely to leave a review and asks then.

Best for: businesses at volume

Customers who haven't been back in a while get a reason to return.

Best for: salons, restaurants, retail, auto

The forms on your site connect straight into the automations instead of dumping into an inbox.

Best for: everyone

The questions customers keep asking become pages on your site that bring in more customers.

Best for: SEO-conscious local businesses

Finished job photos flow onto your site's gallery without touching the website.

Best for: trades, landscaping, renovation

You find out the moment your site goes down or your contact form stops working — not three weeks later.

Best for: everyone

One piece of content becomes a post, an email, and a couple of social captions.

Best for: businesses already producing content

Every applicant gets a reply, gets scored, and lands in one organized list.

Best for: businesses hiring often

Day one is set up in advance: accounts, paperwork, training, and a first-week plan.

Best for: teams of 5+

Your team gets the right procedure at the right moment, not a PDF they'll never open.

Best for: franchises, field teams

Every tech starts the day with their jobs, addresses, notes, and materials in one message.

Best for: field service

Missing timesheets get chased before payroll, not during it.

Best for: hourly teams