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Trades & Field Services

Meet your new Helper.

An AI that books your jobs, sends your invoices, keeps your books, and never takes a day off. It knows your customers, your pricing, and your schedule—and it works the way you do. Talk to it like you'd talk to anyone on your team.

Plumbing HVAC Electrical Furnace & Duct Fireplace Roofing General Contracting Handyman Landscaping Painting

How It Works

Set up in 10 minutes. No forms, no setup headache—just a conversation.

1

Set Up by Talking

A quick conversation—what you do, your service area, what you charge. Your Helper learns from talking to you, not from filling out forms. About 10 minutes.

2

Your Helper Learns Your Business

Your clients, your schedule, your pricing, the way you run things. It learns the details that make your shop yours—so it can actually be useful from day one.

3

You and Your Techs Get to Work

Talk to your Helper to book jobs, build quotes, send invoices, and chase follow-ups—hands-free in the field or at the desk. Everything flows through your dashboard.

Everything between the booking and the cheque.

Your Helper handles the work around the work—so your team stays focused on what they're actually good at.

📝

Captures the Job

Tell your Helper what's going on—“new furnace install at the Harpers, Thursday”—and it captures the details, books the job, and sets the follow-ups. No clipboard, no double entry.

📅

Manages Your Schedule

Knows who's available, when, and where. Slots jobs intelligently, sends confirmations, and adjusts on the fly when things change.

💰

Handles Invoicing

“Done at the Hendersons, 2 hours.” Invoice goes out with a payment link. Overdue? Your Helper follows up so you don't have to.

🧠

Knows Your Business

Every customer, every job, every detail—remembered. “What did we charge the Chens last time?” Your Helper knows before you finish asking.

☀️

Starts Your Day Right

Every morning: today's schedule, who owes you money, reminders that matter. Like a briefing from the best office manager you never had.

🔧

Helps Your Techs

Each tech gets their own Helper. Schedule, job details, customer history, job closing checklists—all through a simple conversation.

Your Helper, your rules.

Decide what your Helper handles on its own, what it asks you about first, and what stays off-limits.

Set the boundaries

Send quotes
Auto Ask First Off
Book appointments
Auto Ask First Off
Send invoices
Auto Ask First Off
Offer discounts
Auto Ask First Off
Follow up on payments
Auto Ask First Off

See it in action

Auto

It's 11pm and a customer just reached you about a leaking pipe. You tell your Helper to fit them in—it books an emergency visit for first thing tomorrow, notifies the on-call tech, and texts you the details.

Ask First

A job runs long and the total exceeds the original quote. Your Helper drafts the updated invoice but waits for your approval before sending.

Off

A job runs over and you're tempted to knock 20% off. Discounts are switched off, so your Helper won't apply one on its own—that call stays with you.

Built for trades companies.

Whether you're a one-person operation or a crew of twenty.

Save Office Time

No more after-hours paperwork or chasing scattered details. Your Helper handles the admin so you can finish your day.

📋

Your Office Work, Handled

Quotes, invoices, scheduling, follow-ups—the admin that piles up runs in the background while you're on the tools.

💸

Get Paid Faster

Invoices go out the moment the job's done. Automatic follow-ups on overdue payments.

Look Professional

Branded to your company. Clean quotes and invoices that look like they came from a real office—because they did.

Ready to meet your Helper?

10 minutes to set up. No forms, no setup headache. Just a conversation—and a business that runs a little smoother.

Get In Touch

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