The Nitty Gritty.

Result

Data-driven sales strategy in minutes. Know exactly who to call, when, and why.

Trigger

Commercial pipeline needs a plan

AI Does

AI analyzes your historical job data, identifies lapsed customers, missed segments, and pipeline gaps — then builds a targeted outbound plan with call lists and timing

Result

See your entire operation on one screen. Dispatch, sales, and ops in a single dashboard.

Trigger

Open the CRM dashboard

AI Does

AI visualizes your fleet in real time on a map, overlays job history heatmaps, prospect scores, and route efficiency — all in one live view

Result

Your mechanic knows what to fix before it breaks. The AI gets smarter every night.

Trigger

Every night, automatically

AI Does

AI fuses telematics, work orders, and maintenance history — detects wear patterns and predicts failures before they happen

Result

Morning prediction in your DM. Tracks accuracy over time.

Trigger

Daily revenue needs forecasting

AI Does

AI runs 5 signals — seasonality, momentum, jobs on board

Result

Team reviews and sends with one click. Faster replies, fewer dropped leads.

Trigger

Customer sends an inbound text message

AI Does

AI classifies intent (pricing, cancel, ETA, estate, booking) and drafts a response

Result

Opportunities land in your CRM before anyone picks up a phone.

Trigger

New lease turnovers, code violations, or satellite imagery flagged

AI Does

AI scrapes sources, scores junk probability, auto-creates HubSpot deals

Result

Every crew member gets coached daily — without a manager writing a single message.

Trigger

Start of each day or after review milestones

AI Does

AI sends personalized morning targets, WTD celebrations, review flags, and marketing shoutouts

Result

Your entire business in your pocket. Updated automatically, every day.

Trigger

Owner opens the app on their phone

AI Does

AI pushes daily revenue, forecast, AR, and expenses into four mobile-first tabs

Result

Welcome calls done in 2 minutes instead of 45. Marked complete in Salesforce.

Trigger

One-click trigger in Slack

AI Does

AI scrapes Salesforce WC Due list, generates personalized texts with time windows, batch-sends via Textline

Result

Optimized zone-based route plan ready before dispatch arrives.

Trigger

After end of day, automatically

AI Does

AI pulls WIW schedule, cross-refs marketing targets, strategic accounts, and dump patterns

Result

The AI catches its own mistakes before the team sees them.

Trigger

Every day at 5am, automatically

AI Does

AI audits its own automations — checks cron health, outbound messages, credit burn

Result

Posted to the team channel in 60 seconds. Morale on autopilot.

Trigger

New Google review comes in

AI Does

AI generates a branded shout-out GIF with crew name

Result

Lost estimates get a second chance — automatically, next morning.

Trigger

Job closes as Cannot Complete / Estimate in Salesforce

AI Does

AI pulls details, cross-refs Textline history, drafts a rebook text

Result

Full transparency on dump routing, surcharges, and marketing compliance per crew.

Trigger

Mid-day, triggered per truck

AI Does

AI pulls COGS receipts, GPS data, after-job photos, and marketing posts for that truck

Result

Dispatcher sees who's here, what truck they're in, and where they're going — no phone calls.

Trigger

Morning dispatch begins

AI Does

AI maps Crew Management routes to Google Sheet, cross-refs WIW clock-ins and Motive truck verification

Result

Crews see exactly how to earn more. Managers see who's on track.

Trigger

Biweekly payroll file uploaded

AI Does

AI generates a branded dashboard showing each crew member where they stand vs targets

Result

Nothing slips through the cracks. Fleet manager gets a co-pilot, not more paperwork.

Trigger

Work orders created or aging past promise date

AI Does

AI tracks every WO, nudges when stale, sends EOD wrap-up to fleet manager

Result

Was the truck full? Did they maximize the trip? Data says yes or no.

Trigger

After-job photo uploaded

AI Does

AI analyzes load composition and truck utilization

Result

Route efficiency flagged for coaching — no ride-alongs needed.

Trigger

Truck GPS shows unusual route

AI Does

AI compares actual path to scheduled stops

Result

1,000 verified leads in hours instead of weeks. Ready for outreach.

Trigger

New prospect list needed

AI Does

AI sources businesses by industry + location, enriches across 11 data providers for email, phone, website, decision-maker

Result

Recognizable brand personality across all content.

Trigger

Need a brand face without showing yours

AI Does

AI generates consistent character — office, casual, lifestyle variants

Result

Live website in days. No developer, no agency.

Trigger

Website needs building

AI Does

AI designs, builds, and deploys a conversion-focused site

Result

No spreadsheet. No lost receipts. 30 seconds.

Trigger

Crew snaps a receipt photo

AI Does

AI reads it, extracts vendor/amount/category, logs to ledger

Result

Every dollar tracked from collection to deposit. Zero cash lost.

Trigger

Cash collected on a job

AI Does

72-hour countdown starts, escalating reminders to crew, then alerts admin

Result

Right team notified instantly. Nothing falls through the cracks.

Trigger

Service change email from sales center

AI Does

AI parses details, routes residential vs. commercial

Result

No digging through systems. One message, full picture.

Trigger

Fleet manager starts their day

AI Does

AI delivers morning briefing — open WOs, promises due, vehicle status

Result

No clipboard. No honor system. Verified marketing activity.

Trigger

Crew posts a door hanger photo

AI Does

AI classifies it, extracts address, logs to daily CSV

Result

Real-time marketing reach tracked without paperwork.

Trigger

Crew posts a yard sign photo

AI Does

AI identifies placement, geocodes address, counts daily total

Result

Crew gets pinged to drop marketing or check on a lead.

Trigger

Truck drives near a target address

AI Does

GPS proximity alert fires automatically

Result

Coaching opportunity identified before the cost compounds.

Trigger

Dump receipt shows a surcharge

AI Does

AI flags whether crew separated materials or bulk-dumped

Result

Report auto-generated. Manager reviews instead of builds.

Trigger

Weekly fleet report due

AI Does

AI compiles vehicle utilization, maintenance, and issues

Result

Before coffee. You open your inbox already triaged.

Trigger

Morning email inbox

AI Does

AI sorts into Urgent / Action / FYI / Noise

Result

Pre-loaded before a human touches it. Review, don't rebuild.

Trigger

Payroll data scattered across 4 systems

AI Does

AI pulls hours, KPIs, variable pay — reconciles into one sheet

Result

Full business snapshot before the first meeting.

Trigger

Owner starts their day

AI Does

AI compiles revenue, AR, ops alerts, weather, key metrics

Result

Alert before the monthly review. $750K lever identified.

Trigger

Cancellation rate spikes

AI Does

AI detects the trend, calculates revenue impact, identifies root cause

Result

72-hour auto-nudge if not returned. No admin chasing.

Trigger

Commercial customer books a job

AI Does

AI sends company info form + W-9 request automatically

Result

The awkward conversation that never has to happen.

Trigger

Overdue invoice hits day 31

AI Does

AI sends polite, branded follow-up email automatically

Result

Saturday morning. Report in your inbox. No one had to compile it.

Trigger

Weekly expense report due

AI Does

AI pulls all receipts, categorizes by employee and type, flags anomalies

Result

Trend analysis, focus accounts, and wins — branded one-pager.

Trigger

AR aging report needs pulling

AI Does

AI downloads latest, compares to last week, spots trends

Result

Manager gets a scorecard, not a spreadsheet.

Trigger

Monthly P&L ready for review

AI Does

AI generates branded report — COGS breakdown, benchmarks, watch list

Result

A/B/C player evaluation ready for review. Objective, not subjective.

Trigger

Employee KPI data needs compiling

AI Does

AI aggregates performance metrics across all sources

Result

Margin erosion caught before end-of-quarter surprise.

Trigger

COGS creeping above benchmark

AI Does

AI flags dumping at 9.3% vs 7% target, identifies drivers

Result

One-page branded PDF. Signal, not spreadsheet.

Trigger

Monthly financials posted

AI Does

AI builds health snapshot — equity bridge, watch list

Result

Visual portfolio view without logging into 3 platforms.

Trigger

Investment portfolio needs review

AI Does

AI generates dashboard — holdings, allocations, performance

Result

No surprises on settlement day. Cash flow planned ahead.

Trigger

FX forward contract settling

AI Does

AI tracks maturity dates, calculates effective rates

Result

Faster quoting. Customer gets a ballpark before the truck arrives.

Trigger

Customer texts a photo of their junk

AI Does

AI estimates volume, suggests pricing range

Result

Crew walks in prepared. No surprises.

Trigger

Truck arrives at job site

AI Does

AI pulls up customer history, notes, special instructions

Result

Customer gets proactive update. No angry calls.

Trigger

Crew late to first job of the day

AI Does

AI detects via GPS, alerts dispatcher with ETA

Result

Revenue recovered from a slot that would have sat empty.

Trigger

Gap detected in tomorrow's schedule

AI Does

AI identifies open slots, suggests backfill options

Result

Only qualified candidates reach the hiring manager.

Trigger

Candidate applies for open role

AI Does

AI screens resume, scores fit, schedules initial call

Result

Higher average job size. Customer feels remembered.

Trigger

Customer calls back within 30 days

AI Does

AI flags repeat customer, pulls history, suggests upsell

Result

Know exactly which dollar made money and which didn't.

Trigger

Marketing spend needs ROI analysis

AI Does

AI matches spend to leads to jobs to revenue by channel

Result

Know who's costing you before the payroll hits.

Trigger

Labor cost exceeds target percentage

AI Does

AI breaks down by crew, overtime, and efficiency

Result

Pricing adjusted before margins erode further.

Trigger

Job profitability drops below threshold

AI Does

AI analyzes job mix, pricing trends, and cost creep

Result

Waste identified at the truck level, not the fleet level.

Trigger

Fuel costs jump week-over-week

AI Does

AI isolates by vehicle, compares to routes and mileage

Result

Weekend research done in an hour. Decide faster.

Trigger

New business idea needs validating

AI Does

AI researches market size, competitors, pricing models

Result

Investor-ready presentation without a design agency.

Trigger

Investor meeting in 48 hours

AI Does

AI builds branded deck — market, traction, financials, ask

Result

Brand system in a day, not a month.

Trigger

Brand identity needed

AI Does

AI generates name options, color palettes, logo concepts, domains

Result

Month one of content planned before you post anything.

Trigger

Social media strategy from scratch

AI Does

AI develops content pillars, posting schedule, first 30 scripts

Result

Paperwork done in 2 minutes. Trail documented immediately.

Trigger

Safety incident reported

AI Does

AI generates incident form, notifies manager, logs to compliance

Result

Dispatch knows before the first truck rolls out.

Trigger

Weather forecast shows rain all day

AI Does

AI adjusts route priorities, flags outdoor jobs

Result

Nothing missed. Manager sees progress without chasing.

Trigger

New driver starts training

AI Does

AI assigns onboarding checklist, tracks completion daily

Result

Preventive maintenance happens on time, not after a breakdown.

Trigger

Vehicle hits maintenance mileage threshold

AI Does

AI schedules service, notifies fleet manager

Result

Review volume goes up without anyone asking.

Trigger

Job completed, no review requested

AI Does

AI sends personalized review request 2 hours later

Result

Nothing said in a meeting gets forgotten.

Trigger

Meeting notes taken

AI Does

AI extracts action items, assigns owners, sets deadlines

Result

Monday morning starts with clarity, not catch-up.

Trigger

End of week

AI Does

AI compiles wins, misses, trends, and next-week priorities

Result

Response time drops from hours to minutes.

Trigger

Customer complaint logged

AI Does

AI categorizes, routes to right manager, drafts response

Result

Day 1 feels organized. Nothing falls through the cracks.

Trigger

New employee onboarding starts

AI Does

AI generates welcome pack, schedules training sequence

Result

Wins get celebrated in real time. Culture reinforced automatically.

Trigger

Employee hits a KPI milestone

AI Does

AI triggers recognition message to team channel

Result

Compliance gaps caught before they become violations.

Trigger

Certification or training expiring within 30 days

AI Does

AI alerts manager and employee, provides renewal link

Result

No scrambling. Number ready before the deadline.

Trigger

Quarterly tax estimate due

AI Does

AI calculates estimated payment based on YTD income

Result

Real-time cash runway. One number, no guessing.

Trigger

Cash position needs checking

AI Does

AI pulls bank balances, outstanding AR, upcoming AP

Result

Overspend caught in real-time, not at month-end.

Trigger

Budget variance exceeds threshold

AI Does

AI alerts with category breakdown and trend comparison

Result

Ad budget reallocated before the month is over.

Trigger

Cost per lead changes significantly

AI Does

AI recalculates CPL by source, flags underperformers

Result

Leads collecting while you sleep.

Trigger

Need a hook to capture emails

AI Does

AI designs scorecard, quiz, or guide — branded, automated delivery

Result

Know your market before you spend a dollar.

Trigger

Need to understand competitive landscape

AI Does

AI maps competitors, pricing, positioning, strengths/weaknesses

Result

Clear recommendation before the lawyer meeting.

Trigger

Entity structure unclear

AI Does

AI maps options — LLC vs Corp, state considerations, tax implications

Result

Professional presence live in hours, not weeks.

Trigger

Need professional email and web presence

AI Does

AI configures domain, DNS, email routing, SSL

Result

Institutional knowledge captured before someone leaves.

Trigger

No documented processes exist

AI Does

AI interviews team, writes SOPs, formats for distribution

Result

Data-backed pricing instead of guessing.

Trigger

Don't know what to charge

AI Does

AI analyzes market rates, cost structure, value positioning

Result

Nothing forgotten on launch day.

Trigger

Business launch date approaching

AI Does

AI generates sequenced checklist — legal, ops, marketing, tech

Result

Find the $200/month you forgot you were spending.

Trigger

Monthly subscriptions piling up

AI Does

AI scans charges, identifies unused services, calculates waste

Result

Hire with confidence. No more gut-feel decisions.

Trigger

Need to hire a contractor for a home project

AI Does

AI researches reviews, licenses, pricing, generates comparison

Result

Better coverage or lower premium. Either way, you win.

Trigger

Insurance renewal coming up

AI Does

AI compares current coverage to market options, flags gaps

Result

Vacation planned in an evening, not a week.

Trigger

Family trip needs planning

AI Does

AI researches flights, hotels, activities, builds itinerary

Result

One view. No double-bookings. Less arguing.

Trigger

Family calendar is chaos

AI Does

AI syncs all calendars, identifies conflicts, suggests solutions

Result

Know where the money went without a spreadsheet.

Trigger

Monthly household budget review

AI Does

AI categorizes spending, compares to targets, flags trends

Result

One trip to the store. No 'what's for dinner?' at 5pm.

Trigger

Meal planning for the week

AI Does

AI generates meal plan based on preferences, builds grocery list

Result

Reminders before things break. House runs like a business.

Trigger

Seasonal maintenance coming due

AI Does

AI tracks tasks — HVAC filters, gutter cleaning, furnace service

Result

Nothing missed. No last-minute scrambles.

Trigger

Kids' activities need organizing

AI Does

AI maps schedules, carpools, equipment, registration deadlines

Result

Data-driven health decisions without a personal trainer.

Trigger

Wellness routine needs tracking

AI Does

AI logs workouts, nutrition, sleep — spots patterns