01 / Capture
Every customer, on one record.
One screen for the lead, the chat history, the quote, the job, the invoice and the review. The office stops asking "who's talking to that customer?" — and the field stops asking "what did we say last time?".
- Unified inbox: SMS, email, calls, Meta DMs and web chat — all on the customer card
- Auto-merged with your job software — no double entry, no copy-paste
- The whole team sees the same history in real time
See the customer card live →
Holloway HVAC14 jobs · 4y customer
SMS · email · callOne inbox · synced
02 / Track
See every customer — lead to referral.
A pipeline that maps the whole customer journey, not just open jobs. Lead in, quote out, job booked, complete, paid, review, referral. Stages auto-advance the second your job software moves them. No manual updates, no "I'll do it Friday."
- Live stages synced from your job system in real time
- Filter by trade, source, status or owner — find the right customer in three clicks
- Hot-list alerts when a quote sits too long, or a regular goes quiet
See the lifecycle pipeline →
$8,420 · WonStage auto-advanced
12 quotes overdueAuto-flagged · today
03 / Convert
Sequences that fire on real customer journey events.
Lead arrives. Quote sent. Job booked. Job complete. Invoice paid. Review left. Every step in the journey has a moment — and the platform talks to the customer at exactly the right one. No arbitrary timers. No spam. No office to remember it.
- SMS + email triggered by every step in the customer's journey
- Pre-built sequences for chasing quotes, no-shows, reviews and payments
- AU-written templates — sound like a tradie, not a SaaS bot
See an automation map →
Quote sent · day 0Trigger · ServiceM8
Auto-follow-up · day 3SMS sent · 2.4k delivered
04 / Catch
Missed calls become booked jobs.
Every missed call gets an automatic text-back — before the customer rings the next plumber on the list. Every ad gets a tracking number, so you finally see which campaign actually paid for the ute.
- Missed-call text-back — never lose a lead to the next bloke
- Two-way SMS thread per customer — the office never loses the thread
- Per-source call tracking on every Google ad, lead form and flyer
See call tracking live →
Missed call · 8s agoSource · Google Ads
Auto-text sent"Sorry we missed you…"
05 / Book
Customers book themselves in.
Online booking that respects your team’s real schedule — and syncs the customer and booking straight into your job software. The office stops playing phone-tag. The customer gets a confirmation SMS and a reminder the day before.
- Live availability — the same calendar your tech actually runs
- Customer + booking synced into your job software the second they confirm
- Reschedule + reminder SMS handled automatically, no admin needed
See the booking flow →
Booked · Tue 9amCustomer · self-service
Booking synced → ServiceM8Customer + booking · 2s after confirm
06 / Collect
Payment chase, on the comms side.
Your job software raises the invoice. We chase the customer about it. Day 7 SMS. Day 14 email. Day 21 phone alert to the office. Receipt SMS the moment the payment clears. The cashflow stops slipping into next month — without anyone in the office writing “just following up” emails.
- 3-step automated chase sequence on every overdue invoice
- Receipt SMS to the customer the second a payment lands
- One-click pause when the customer’s a mate or a known slow-payer
See the cashflow stack →
Invoice paid · $4,820Xero · synced
Receipt SMS sent"Thanks · all paid"
07 / Earn
5-star reviews, on autopilot.
The minute a job hits complete, a review request fires by SMS — with email as backup. Every reply, every star, monitored from one inbox. Bad ones get caught before they land on Google. Good ones get amplified everywhere.
- Auto Google review requests — SMS first, email backup
- Pre-screen unhappy customers before they leave a public review
- Reply to Google + Facebook reviews from inside the platform
See the review engine →
★★★★★ new reviewGoogle · 4m ago
Review request sentSMS · auto · job complete
08 / Engage
Every conversation, in one inbox · with AI.
Google, Facebook, web chat, SMS and email — every customer message lands in the same inbox. AI drafts the reply in your tone, summarises long threads in a sentence, and flags the hot leads. The office answers in two minutes, not two hours.
- AI reply drafts trained on your past conversations and brand voice
- Auto-summary on every long thread — read 30 messages in 5 seconds
- All channels routed into one shared team inbox with SLA timers
See AI conversations live →
AI reply drafted"Yep, can do Tuesday 9am…"
Thread summary · 6 msgs"Wants quote · roof leak"
09 / Refer
Past customers become your sales team.
A week after every job complete, a referral SMS goes out — with a tracked link the customer can forward to a mate. Every successful referral is logged against the original customer. Loyalty nurture keeps you front of mind. Annual maintenance reminders pre-book the next visit. Every job becomes the start of two more.
- Auto-referral SMS at the perfect moment after job complete
- Trackable referral links — know exactly who sent who, and reward them
- Annual service reminders that pre-book straight into the calendar
- Loyalty + win-back nurture for customers who've gone quiet
See the referral engine →
Referral · $250 rewardSent · day 7 after complete
3 referrals this month$11,400 · same customer
10 / Reactivate
AI wakes up your dead leads.
Every old enquiry, every ghosted quote, every no-show in your database — sitting there worth nothing. An AI agent works through them in the background, opens a real SMS conversation, qualifies who's still in market, and books them in. Revenue you already paid for, finally collected.
- AI agent re-engages cold leads with personalised SMS — not blast
- Replies handled automatically — books, qualifies, escalates only when needed
- Most clients recover 5–15 forgotten jobs a month from data they already had
See the AI in action →
Cold lead · 8 monthsAI re-engaged · replied yes
9 jobs recovered · April$28,140 · zero ad spend
11 / Post
Plan a month of social, in one sitting.
Drop a month of posts into one calendar — Facebook, Instagram, Google Business, LinkedIn — schedule weeks ahead and forget about it. AI suggests post ideas from your job photos and reviews. The office stops scrambling for "what do we post today?".
- Schedule weeks of content across every channel from one calendar
- AI post-idea generator pulls from your job photos, reviews and FAQs
- Approval workflow — the team drafts, the owner approves with a tap
See the social planner →
28 posts scheduledAcross May · 4 channels
AI caption draftFrom job photo · 3s
12 / Measure
See where every lead and dollar comes from.
Every enquiry tagged to its source. Every quote and won job traced back to the campaign that started it. Stop guessing whether the Google ads are working — see the leads, the conversions, and the revenue tied to each one.
- Source attribution from first click to booked job
- Conversion rates across every step — call, quote, won, paid
- Live revenue + lead dashboard the office can pull up any time
See the reporting view →
Google Ads · 42 leads11 booked · $14,200 won
Quote→Won · 38%This month · trending up
13 / Run
We build it. You just use it.
Our Australian team wires the workflows, connects your stack, trains your office, and stays on as ongoing support. You don't learn the platform. You don't maintain it. You just turn up to an inbox full of jobs.
- AU-based onboarding team — kick-off call within 48 hours of sign-up
- Custom-built workflows for your trade — not a generic template
- Ongoing support + monthly optimisation reviews to keep tuning the engine
See how onboarding works →
AU support · 9–5 AESTReal humans · same team
Live in 14 daysAvg · onboarding
