Site visits, installs and invoices in one place.
We build your website and the system behind it, then we keep both running, so no quote stalls after the first visit.
Smart Business & Automation
- Clients
- Site visits
- Quotes
- Installs
- New
Client
- In progress
Install
- Done
Invoice
Which quotes have stalled after a site visit?
Your whole business, in one place.
Every record sits in one system, in the words your business uses.
Customer side (CRM)
- ClientsReady
- Site visitsReady
- QuotesReady
- Phone callsAdd-onComing
- Website and chat leadsReady
Your business
- Clients
- Site visits
- Installs
- Service plans
- Money
Ask it anything in plain words.Coming
Operations side (ERP)
- InstallsReady
- Technicians and scheduleReady
- Invoices and card paymentsReady
- Costs and receiptsComing
- Documents and photosComing
- ReadyBuilt for clients today.
- ComingNot built for clients yet.
Sound familiar?
“Quotes stall after the first site visit.”
“Install details live in texts and photos on my phone.”
“Service plans renew and nobody notices.”
From scattered to one place.
Today
- Site visit notes on your phone
- Quotes in email threads
- Install details in a notebook
- Service plans in a spreadsheet
With us
One place
Customers, work and money in one system you own, always up to date.
- Clients
- Site visits
- Installs
- Service plans
- Money
We build it. We run it. You own it.
We build it
- A website that shows your installs and your service area.
- Online booking for site visits.
- Client records with every install and invoice attached.
- Invoices clients can pay by card.
We run it
- We host it, secure it and back it up.
- Email us a change. It is done in 48 hours.
- A person replies within one business day.
You own it
- Your domain is registered in your name.
- Your client list and install history are yours.
- Export your customers, bookings and invoices any time.
- Clean, complete records a buyer can trust, if you sell one day.
Ask your records
ComingAsk your own records a question in plain words and get the answer. This is in build today.
Which quotes have stalled after a site visit?
Which service plans renew next month?
Which installs did we finish this week?
What you get
Ready: built and ready to switch on for you. Demo: you can try it, no client runs it yet. Coming: in build, we give you the date before we promise it.
Booking
Stop playing phone tag.
- Customers pick a time that works, online
- It lands on your calendar
- Automatic reminders, so they turn up
- Take a deposit when they book
Never miss a call.
It answers the phone when you cannot.
Voice is an add-on to your plan, not a plan of its own. Switch it on when you want it.
- Answers every call, day or night, in a real voice
- Knows your prices, your hours and your service area
- Takes the caller's name and number and what they need
- Emails you a written summary the moment the call ends
- 300 answered minutes a month, then 75 cents a minute
$349/month on top of your plan
$1,495 to set up, paid once
Caller
I want cameras and smart locks at my shop.
Voice
I can book a site visit. What is the address of the shop?
Questions owners ask
Can a client book a site visit online?
Yes. They pick a time on your website and it lands on your calendar. They get a reminder, so someone is home when you arrive.
Do you connect to the devices I install?
No. We build and run your website and your business records. Your clients' devices and their apps stay as they are.
Who owns the client and install history?
You do. Your domain is registered in your name and your records are yours. If you leave, we hand everything over.
What happens when the website needs a change?
Email us. A person replies within one business day, and a change is done in 48 hours. We host the site, keep it secure and back it up.
How does this help if I sell the business one day?
A buyer wants to see real clients, real installs and service plans that renew. One clean record lets them check it. We do not value businesses or promise a sale price.
Get started
Get your site visits, installs and invoices in one place.
Tell us a little about your business. A person on our team reads every message and replies within one business day.