Every question, answered.

A done-for-you AI operations workspace for service businesses. It takes the client info, jobs, follow-ups, notes, and SOPs that today live across spreadsheets and scattered tools, and turns them into one organized workspace with dashboards, automations, and AI that answers from your real data.

Owner-operated service businesses that have outgrown their spreadsheets: home services, clinics, agencies, firms, and any team where the owner is still the company's memory. If your team keeps asking where things are, it is for you.

It replaces the messy middle where both of those usually fail. The workspace holds your clients and pipeline like a CRM, your jobs and follow-ups like a task system, and your notes and SOPs like a wiki, all connected, because in a real business those are not separate things.

Because that is what teams actually use. Every failed tool migration ends with someone rebuilding the spreadsheet. So the workspace is a real grid with formulas, keyboard navigation, and typing anywhere, and the system lives underneath it instead of fighting it.

You do not set anything up. We design the workspace around your business, import your data cleaned up, load your SOPs, wire your forms and portals, and hand your team a working system. Changes afterward are also on us.

Sheets for your clients, jobs, estimates, and follow-ups. A dashboard with your numbers and a needs-attention list. My Work for each person's day. Pages for notes, How-tos for your SOPs, intake forms, client portals, automations, and reports.

Any record can carry a follow-up date. When it comes due, it appears in My Work and Follow-ups, and automations can flag it, email about it, or run AI on it. Nothing depends on someone remembering.

Only what you choose to share. A portal link shows a client a calm page with exactly the records and columns you picked. They can approve a quote or upload a file without an account. Hidden columns never leave the workspace, and you can revoke any link.

Public forms capture inquiries straight into your sheets. Webhooks accept records from Zapier, Make, or anything that can POST. And everything can be exported at any time.

Yes. Viewers read, editors edit, and owners control access sheet by sheet. The AI respects the same rules: it only ever answers from what the person asking is allowed to see.

It writes a morning brief of what changed and what needs attention. It answers questions from your records and SOPs. It maps and cleans data on import. It proposes views, widgets, cleanups, and drafts. And it can summarize or prioritize individual records.

Your workspace, nothing else. Answers are grounded in your records, your notes, and your how-tos, not the open web, and never another business's data.

No. When the AI wants to build or change something, it shows you a proposal with a preview of exactly what will happen. You apply it or you do not. Deterministic code, not the model, performs the actual change.

Yes. Every AI request in your workspace is logged: what was asked, which surface it came from, and how long it took. Owners can review the log any time under Settings.

It says so. Answers cite what they are based on, and when it has nothing to stand on it tells you instead of guessing.

Whatever you have, as it is: spreadsheets, CSV or Excel exports, docs, checklists. Plus about thirty minutes on how work flows through your business. Messy is fine. Messy is the job.

None. We handle everything technical, and the thing you receive works like a spreadsheet. If your team can use Excel, they can use this on day one.

We import it for you, cleaned up: dates normalized, phone numbers formatted, duplicates skipped, statuses reconciled. Later imports work the same way, with AI matching the columns and a review step before anything lands.

They go into How-tos, the workspace's operating manual. Word docs, PDFs, and text import in bulk, and afterward your team can literally ask how something gets done and get the steps with the source cited.

Yes. You review the built workspace and request changes before your team is invited. Nothing goes live without your sign-off.

You do, without qualification. One click exports everything: every sheet as CSV plus your pages, forms, and automations as files you can keep.

No. Each business gets its own isolated workspace. Access is controlled per member and per sheet, and the AI answers only within those same boundaries.

Version history records every change to every record: what changed, who changed it, and when. Any value can be restored, and bulk operations come with a durable undo.

You export your data and go. Month-to-month means exactly that. We would rather earn the next month than lock you into it.

Four plans: Starter at $29 a month, Growing at $99, Pro at $249, and Enterprise priced to your business. Your whole team is included on every plan. The pricing page has the full breakdown, and the request button sends you the complete price list.

Because a back office only works when everyone is in it. Charging per person punishes you for adding the teammate who most needs access. Records and AI usage are the honest costs, so that is what we price on.

No. Month-to-month, cancel anytime, no lock-in. Custom AI system terms are agreed during scoping.

No free trial, but the commitment is one month: plans are month-to-month with no lock-in, and your data is one click from a full export the whole time. If the first month does not earn its keep, you export and go.

That is the custom path: we act as your AI specialist and design systems to your spec. Follow-up workflows, reporting agents, internal tools, integrations, multi-step agents. If you can describe how you want your business to run, we can usually build it.

Describe the idea or the repetitive work by email or through the contact form, and we set up a short scoping call. From there we put the approach and quote in writing, and only build after you approve both.

Yes, that is the most common shape: Backoffice as the backbone, custom systems feeding it or working from it through forms, webhooks, and exports.