Workflow, CRM, and AI in one contractor system

Built for how contractors actually work

From lead generation and campaign follow-up to final payment — with AI that works on your CRM, not a generic chatbot.

14-day trial · Cancel anytime · Your data stays company-isolated

Daily snapshotProfessional

Open leads

Jobs today

Invoices due

$18k

Lead generator → forms → pipeline

Calendar → crews → status

Quotes → invoices → payments

Campaigns → sequences → follow-up

Widgets, modals, and embeds

Telegram workflows → CRM actions

AI Terminal

Show overdue invoices grouped by client and amount.

Pinned report created · 8 clients need follow-up · largest balance: $4,200

Chat on company dataAsk about leads, jobs, invoices, schedules, overdue balances, and KPI trends in plain English.

Execute workflow actionsUpdate records, route submissions, trigger workflows, and generate forms, widgets, modals, and media outputs.

Exports: PDF · CSV · Word · Excel · email share

Capture and qualify

Lead generator, forms, widgets, campaigns, and lead tracking.

Schedule and deliver

Calendar views, assignments, checklists, and job stages.

Bill and follow up

Quotes, invoices, payments, marketing follow-up, and AI reporting.

Answer and route

AI receptionist, Telegram integration, OCR intake, and automation workflows.

New this week

Follow-up today

Website forms + widgets

Lead generator

Campaign follow-ups

Step 01

Win the lead

Capture demand, generate prospects, and move it into your pipeline

✓Lead source tracking and status pipeline from New to Converted
✓Custom fields for trade-specific details
✓Lead generator to find local business prospects in your service area
✓Embeddable forms and widgets for website capture
✓One-click lead-to-job conversion
✓Campaigns and sequences for quote follow-up, no-response recovery, and outbound outreach

Jobs today

Open slots

Route crews

Move weather delays

Track job stages

Step 02

Schedule the work

Keep crews and calendars aligned

✓Job calendar with month, week, day, and agenda views
✓Job stages and status from planning through completion
✓Checklists and job expenses on each job
✓Assign work to your team
✓Google Calendar and Outlook Calendar sync for scheduled jobs
✓Email and SMS reminders for customers and jobs
✓Dashboard visibility into what is scheduled next

Sent

Approved

Public approval link

Status history

Fast invoice handoff

Step 03

Quote & approve

Professional quotes with online approval

✓Create and send branded quotes by email
✓Online quote approval via secure public link
✓Track quote status from Draft to Approved
✓Convert approved quotes to invoices
✓Keep quote history on the client record
✓Custom fields when your trade needs extra line detail

Due this week

$18.4k

Paid this month

$64k

Installment schedules

Stripe payment links

QuickBooks sync

Step 04

Invoice & get paid

Billing that follows the job

✓Invoices with installment schedules when you need them
✓Payment tracking and overdue reminders
✓Stripe payment links for customer checkout
✓QuickBooks sync for clients and invoices
✓Xero sync for clients, invoices, and payment-state reads
✓Email invoices from the CRM
✓Clear status from Draft through Paid

Messages today

Queued sends

Campaigns + sequences

Email + SMS timeline

Enrollment triggers

Step 05

Marketing engine

Campaigns, sequences, and communications in one system

✓Send and track email and SMS tied to clients and jobs
✓Reusable email templates
✓Connect Gmail or Outlook mailbox for one-to-one CRM sends and reply sync
✓Inbound email and SMS webhook support
✓Marketing campaigns and enrollment sequences tied to your CRM records
✓Automated follow-up for quotes, stale leads, and no-response contacts
✓Communication summaries to catch up fast
✓Unsubscribe and opt-out handling

Pinned reports

Queries left

4,112

Chat on company data

Execute workflow actions

Dynamic reports + exports

Step 06

Ask AI

AI Terminal on your CRM data

✓Chat on company data about leads, jobs, invoices, schedules, balances, and KPI trends
✓Execute workflow actions to update records, route submissions, and move work forward
✓Generate dynamic reports and pin them to your dashboard
✓Create forms, widgets, modals, and media outputs from the same AI surface
✓Export rendered outputs to PDF, CSV, Word, and Excel
✓Email report views from the terminal when you need to share them
✓Local models can run with full company context when you want in-house analysis
✓External models use redacted, limited context with PII egress checks
✓Usage capped by plan (AI queries per month)
✓Built to answer from your company data — not a generic chatbot

Custom fields

Active widgets

Custom entities

Embeds + API keys

Role-aware configuration

Step 07

Extend your CRM

Shape the system to your trade

✓Custom fields across core entities
✓Custom entity types and records
✓AI-assisted form, widget, and modal generation
✓Reusable embedded widgets with tenant-scoped API keys
✓API keys for form and widget embeds
✓Zapier triggers for new leads, scheduled jobs, and paid invoices
✓Inbound lead webhook for Zapier or source-specific lead capture
✓Widget analytics for capture performance
✓Role-based access for admin and installer users

Available now

Active flows

AI receptionist

Telegram workflows

OCR + automation console

Step 08

Automation & assistants

Automate intake, routing, and customer conversations

✓AI phone receptionist with Twilio provisioning and call flows
✓Retained-number disable / re-enable flow for the receptionist add-on
✓Telegram integration for CRM updates, routing, and workflow actions
✓Document and receipt OCR into CRM drafts
✓AI Automation console for workflow experiments
✓Route captured information into CRM records and workflows
✓Keep intake and follow-up connected to the rest of your operating system

AI privacy boundary

How AI Terminal handles company data

AI Terminal stays scoped to your company. When local models are used, the system can work from full company context. When external models are used, requests follow a privacy-limited path with redaction, stats-only context, and PII egress checks.

Company-isolated context

AI Terminal answers from your company data, not shared cross-tenant context.

Local full-context option

Local models can run with full company context for deeper reporting, workflow generation, and analysis.

External-model safeguards

External-model requests use redacted messages, limited context, suppressed history, and PII egress checks.

Integrations that ship today

Tight, honest integrations around calendars, books, mailboxes, automation, billing, and capture.

Email

Business email delivery and templates

SMS

Twilio text messaging

Payments

Stripe subscriptions and invoice payment links

Google Calendar

Mirror scheduled jobs into a writable Google Calendar selected in Settings

Outlook Calendar

Mirror scheduled jobs into a writable Outlook calendar selected in Settings

QuickBooks

QuickBooks sync for clients and invoices

Xero

Sync CRM clients and invoices into a linked Xero organization

Gmail Mailbox

Manual CRM email sends and reply sync through Gmail or Google Workspace

Outlook Mailbox

Manual CRM email sends and reply sync through Outlook or Microsoft 365

Zapier

Push CRM events out and create new leads back into DoMyBestJob

AI receptionist

Hosted checkout, provisioning, and call flows

Embeds

Forms, widgets, and API keys for capture

CRM updates, workflow routing, and form automation

Ready to run jobs in one place?

14-day trial · Cancel anytime · Your data stays company-isolated