BusinessDesk

What you get

Everything that used to live in a notebook.

Runs in the browser on a phone, tablet, or desktop. You can add it to your home screen — no app store needed.

Inbound call

Live

Jordan Hale

Returning customer · next visit Thu 2:30

Checked the calendar — Thu 2:30 is free, including travel.
Booked. Confirmation text queued.

AI receptionist

Answers in your business’s name, with a natural voice. It checks real availability, then books, moves, or cancels. It never makes up times, and it won’t double-book. After the call, a short spoken summary, and a text confirmation if the customer hasn’t opted out.

Wednesday

9:00–10:00Inspect furnace · 12 Elm
10:00–10:28Travel 23 min + buffer — tight for a 10:15 start
10:30–12:00Water heater · 410 West End

Calendar with travel time

Day, week, and month views in your timezone. Service lengths and prices come from your own list. The app estimates driving time between jobs, adds a buffer, and warns you when back-to-back appointments aren’t realistic. You can override the warning.

Follow up

1 callback, 1 booking request

Today

6 appointments

Your day, with routes

One screen for today’s appointments, things to follow up — callbacks and booking requests — and a map of each team member’s stops. Filter the map by person so you can see a route at a glance.

JH

Jordan Hale

Usual address · 19 Cedar Lane

4 left

credits

$180

outstanding

2 files

documents

Timeline · call, text, note, visit

Customer records

Name, phone, email, usual address, notes, and a timeline of texts, calls, and messages. Upcoming and past appointments sit on the same page. Upload documents, assign a package, and record payments. Text and recording consent are stored per customer.

Next 7 days booked

$2,840

Still to collect

$640

Money view

See payments already received and the value of work already on the calendar. Track what’s booked in the next 7 days, what’s still to collect, credits left on packages, and open callbacks. You record e-transfers, cash, and other payments in the app.

Hi Jordan — you’re booked Thursday at 2:30 at 19 Cedar Lane. Reply if you need to change it.
Appointment texts onPromo texts need a yes

Texts that respect consent

Booking confirmations go out automatically, and you can text a customer from their record. Appointment texts are sent unless someone has opted out. Promotional texts and “a slot just opened” messages need an explicit yes. Under-18s need a parent or guardian on file before any text is sent.

ImportExport

One file in, one file out

Bring your whole business in from one spreadsheet — customers, packages, payments, appointments, and notes. A blank template is provided. The file is checked before anything is saved. If a row fails, nothing is imported, and you’ll see which rows to fix. Export the same way anytime, as a backup you can bring back in as-is.

Coming with your account: a customer portal so people can sign in, see their appointments and credits, book an open time, cancel, or ask for a different time, and message you.