One customer record, everywhere — no more retyping.
Your website, your booking, your customer list, and your invoices all talk to each other, so a job booked online shows up in your records without anyone typing it in twice.
The problem
The customer books on the website, someone writes it on a notepad, someone else types it into a spreadsheet, and by the time the invoice goes out the address is wrong and the job history is lost. Every handoff is a chance to lose something.
What it includes
- Online booking that feeds straight into your customer records
- Customer history in one place — every job, every invoice, every note
- Scheduling that matches your calendar, not a separate list
- Order and invoice records that follow the job from booking to payment
- Review requests that go out automatically after a job is done
How it works
We map how a job moves through your business today — first call to final payment — find the places where information gets retyped or lost, and connect the tools so it flows once.
Who it’s for
Businesses still running on paper, spreadsheets, and memory, that want the admin to take care of itself.
Walk us through how a job gets from first call to paid invoice today, and we’ll show you where the leaks are.
Pricing: CRM and website integration on its own $1,000–$2,500, depending on what needs connecting. It’s also included in the Business AI employee package ($3,000).