Right now Alex answers calls, follows up quotes, sends invoices, and collects payment. That's the foundation. The contractors who get on the platform now will have a meaningful head start on everything that comes next.
The foundation. Everything a contractor needs to stop losing jobs to unanswered calls, untracked follow-up, and slow-paid invoices.
Alex answers every call in your company's name, qualifies the job, and captures the lead — whether it's 2 PM or 2 AM.
Callers get scheduled automatically. Alex confirms the time, captures the address, and logs the job.
When a call isn't answered in time, Alex texts back within 60 seconds. Lead captured, competitor blocked.
When existing customers text in about a current job — scheduling, status, payment — Alex picks up the thread and keeps it moving.
3-touch automated follow-up on every open quote — Day 1 text, Day 3 call, Day 5 final text. Runs without you.
Assign jobs to specific technicians, see who's available, and route the day. The dispatcher view, the team schedule, the My Day view — all live.
After every service call, Alex offers the maintenance agreement. Tracked from offer to active subscription with recurring billing.
Job complete? Alex texts the customer a direct review link about 24 hours later. Automated, timed right, no awkwardness.
Job complete? Invoice goes out automatically before you're back in the truck.
One-click pay link sent by text. Automated reminders until it's paid.
Take cards in the field with Stripe Terminal — same workflow as the SMS pay link, same reconciliation.
Surface partner financing options (Wisetack and others) right inside the quote so big-ticket jobs don't stall on price.
Customers get a private link to view their quote, see their invoice, pay, and check job status. No login required.
Clients, properties, equipment, maintenance history, and follow-up activity — all in one place. Built for trades, not adapted from generic CRM.
Pipeline, schedule, money, and AI activity — all in one place. Built for field operators.
Level 1 (approve before send) → Level 2 (notify before send) → Level 3 (autonomous). You control how much Alex does on its own.
Closing the loop with the rest of your business — accounting, language coverage, and curated marketing experiences.
Invoices and payments flow directly into QuickBooks Online. No reconciliation at end of month.
Curated pre-season tune-up, post-job recurring-service, and equipment-replacement campaigns built for each trade. The campaign engine is live today; the curated trade-specific experience is what's next.
Alex switches to Spanish mid-call based on the caller. No configuration required.
Alex moves from reactive to proactive — predicting which customers need service before they call, and which jobs are about to go cold.
Alex learns which quote signals predict a close — job size, urgency, response time — and surfaces your highest-probability opportunities first.
Track what was installed and when. Alex reaches out before equipment fails — not after.
Based on your pipeline, seasonal patterns, and historical close rates, Alex shows you what next month looks like before it happens.
When a caller mentions a competitor's name or price, Alex flags it. Over time, you see which competitors you're winning against — and which you're not.
Based on demand, season, and job mix, Alex recommends when to hold rate and when to move fast.
Alex identifies your highest-LTV customers and triggers referral asks at the right moment — after a great review, after a big job.
Every feature in Gen 2 and Gen 3 is built on top of the data and usage patterns from Gen 1. The contractors who start now will have better AI, better scoring, and better results than anyone who joins later.