The system already exists
One system runs the busywork in real businesses today. We fit it to your industry, your software and your people. Below is an owner's week with the system running.
Roofing · the inbox
The inbox empties into the job
Supplier invoices land in your email all day. The system reads each one, files it to the right job, updates the budget, and archives the email.
It catches duplicates. When two jobs are close, it asks you once, in the 5:00 summary.
thursday · 5:00 pm
today's filing
7 invoices filed · $4,812 across 5 jobs · ABC Supply, Lowe's, Martinez crew
1 duplicate caught · ABC #48812 was already on Maple St. Skipped.
1 needs you · Lowe's · $342.18 · PO says "1817 Greenway". Two jobs are close.
you tapped 1817 greenway ct · 5:02 pm
Filed. Document on the job, $342.18 in the budget, note added. Greenway Court is now $9,140 spent against $11,200 budgeted.
what have we spent on greenway ct total?
$9,140 across 6 invoices: materials $7,310, labor $1,600, dump $230. Every one is on the job's Documents tab.
Roofing · the estimate
A draft estimate in two minutes
A roof report arrives. Two minutes later a draft estimate is on the job, priced from your own margins and material rules.
You describe any changes in one sentence, and the system updates the draft. Your salesperson sends it. On the last system, time to estimate fell from 3.1 days to 1.2.
wednesday · 2:06 pm · roof report received
draft estimate ready · 2412 nw 58th st
31.4 squares · 6/12 · one layer tear-off · 12% waste
Ridge 84′ · valleys 46′ · 6 box vents · drip edge 212′
Retail customer · 28% margin · Owens Corning Duration, color TBD
Total: $14,280 · materials $7,905 · labor $3,140 · gutters not included
you tapped open in jobnimbus · 2:08 pm
she wants onyx black and add the gutters
Updated: Onyx Black set on the job, 168′ of 5″ seamless gutters added. New total $16,090 at 28%. Draft is on the job in JobNimbus, ready when you are.
estimate sent by Dan · 2:19 pm
Roofing · the numbers
The week's numbers, in the chat at 7:00
Every Monday the crew's chat gets one report. It lists inspections, estimates sent, jobs scheduled, money collected and money owed.
Ask a follow-up question in plain words. The system has already updated the KPI sheet.
monday · 7:00 am
last week · sep 14 to 20
11 inspections · Dan 6, Mike 4, Chris 1
9 estimates sent · $127,400 · avg 1.2 days from first contact
4 jobs scheduled · $58,900
$44,150 invoiced · $39,200 collected · 2 past due, nudges drafted
KPI sheet updated · month-to-date on tab 2
how does that compare to last month?
Estimates up 3, value up 22%. Time-to-estimate fell from 3.1 days to 1.2. Collections flat. Scheduling is the one to watch: 4 vs 6.
Real estate · the day
A morning brief at 7:30
One message lists who owes you answers, what the system has drafted, and what is on your calendar. You act on each item with one tap.
Your side
tuesday · 7:30 am
morning brief
2 tenants owe you answers · unit 12 (plumber access), unit 31 (renewal). Nudges drafted.
Calls: 10:00 lender · 2:00 showing at Maple St. Prep notes ready.
3 routine emails drafted in your voice, waiting in Gmail.
you tapped send both nudges · 7:41 am
what's the story on the maple st buyer?
Pre-approved at $415k, wants a 30-day close, asked twice about the roof age (2019, you replaced it). Last touch was your call on Friday; the summary is in the CRM.
draft · angela · unit 12
"Hi Angela, it's Mark with Northgate. The plumber can come Thursday or Friday morning. Which works better for you?"
you tapped send · 8:04 am
Sent. If she hasn't replied by Thursday at 9am, the next nudge will be waiting for your tap.
The tenant's side
tuesday · 8:04 am
Hi Angela, it's Mark with Northgate. The plumber can come Thursday or Friday morning. Which works better for you?
thursday · 8:45 am
Friday morning is great, thank you!
Locked in for Friday 9am. He'll text when he's 20 minutes out. Thanks Angela.
Tenants get a fast reply every time. Each message goes out in your name and your voice.
Your tools stay, and you approve every message
-
Nothing new to learn
The system works in the chat app you already use and inside the software you already pay for. Nobody on your team installs anything.
-
Nothing goes out without your tap
The system sends no text, email, invite or file until you approve it. It cannot send on its own. It does not reply to numbers it doesn't know.
-
Live in weeks
The core system already runs in other businesses. We build the fit: the connections to your software, your words and your rules. The last one was live in 13 days.
Tuned to your tools and your people
Tell us what you run. We tell you what carries over, what changes, and when it is live.