Sample workspace: Summit Peak Plumbing is fictional; everything below is example data showing what your workspace looks like once it knows your business. Questions? Ask below ↓Send us your last three enquiries →

Viewing sample: Med spas · Home services · Property managers · E-commerce

DoLessWork · Sample book · Home services

Summit Peak Plumbing

A one-truck plumbing company, two weeks after setup. Your own workspace looks like this once your enquiries are pointed at it and your standing rules are written.

Overview

you find out how the month went from your gut and your bank balance.

every module reports time saved and results in one place, live.

Hours saved

27.4

Est. value (at $50/hr)

$1,370

Leads captured

18

Lead conversion

33%

Lead Capture & Nurture

leads sit across a contact form, a personal inbox, and voicemail, and the vague ones never get a reply.

every lead is captured, AI-scored, and answered; the uncertain ones go to your Partner, not the void.

NameMessageScoreAI summaryStatusHandled by
Rachel T.
rachel@fastmail.com
Water heater died this morning. Need a replacement quote ASAP, budget ready.92High intent: replacement purchase, budget confirmed, time-sensitive.closedAI
Marcus B.
marcus@gmail.com
Do you service tankless systems? Mine throws an error code every few days.74Service-call intent, recurring fault: good candidate for maintenance plan.contactedAI
Dana W.
danaw@yahoo.com
hi how much roughly38Vague inquiry, no specifics: needs a human follow-up question.contactedMaricel D.
Priya S.
priya@outlook.com
Remodeling our bathroom in September, want to book rough-in work early.66Real project, longer timeline: nurture until September booking window.newMaricel D.

Your human Partner

hiring help means weeks of job posts, interviews, and hoping.

describe the role, see a ranked shortlist, accept with one click, and hybrid AI routing is on from minute one.

Maricel D.94% fit

6 yrs support lead for US home-service brands; follows up on every lead the AI flags.

customer support · email management · live chat · crm
English 5/5 · 40 hrs/wk

  • Covers 4/4 required skills
  • Strong English (5/5)
  • Has home-services industry experience
  • Available 40 hrs/week
On your team ✓

Voice AI Receptionist

after-hours calls hit voicemail, and half of voicemail never calls back.

calls are answered, summarised into the same queue, and handed to a human when it matters.

WhenCallerSummaryOutcomeHandled by
Yesterday, 2:14 PM+1 (415) 555-0183Booked a water-heater replacement quote for Thursday 10:00 AM.Booked ✓AI
Yesterday, 9:02 AM+1 (628) 555-0114Billing dispute on invoice INV-0006: caller asked for a person.Escalated → VAMaricel D.
Tuesday, 6:47 PM+1 (510) 555-0197After-hours: leaking shutoff valve, walked caller through closing the main, booked next-day visit.Booked ✓AI

Appointments booked by phone

WhenCustomerPhoneReason
Thursday, 10:00 AMAlan Reyes+1 (415) 555-0183Water heater replacement quote
Wednesday, 8:30 AMGrace Lin+1 (510) 555-0197Leaking shutoff valve

Order Processing

orders arrive by email and sticky note; the unusual ones slip through.

routine orders process themselves; bulk and judgment calls are flagged straight to your Partner.

CustomerItemsNotesStatusHandled by
Hillside Property Mgmt
ops@hillsidepm.com
60× Supply line kitBulk quantity (60 units): confirm stock and shipping before processingprocessingMaricel D.
Tom Okafor
tom.o@gmail.com
1× Garbage disposal unit
install next visit
fulfilledAI
Bella Vista HOA
admin@bellavistahoa.org
4× Sump pumpnewAI

Inventory Autopilot

you notice you're out of something when the job (or the order) needs it.

fulfilled orders decrement stock automatically and restock triggers fire before you run dry.

SKUItemStockRestock at
WH-40G40-gal water heater63
ANODE-MMagnesium anode rod4Low: reorder 246
SUPPLY-KITSupply line kit3820

Marketing ROI

you can't tell which effort actually pays.

hours saved and outcomes attributed per module, computed from the audit trail, not typed in.

Voice AI Receptionist9.5h
Lead Capture & Nurture8.2h
Order Processing5.4h
Magic Virtual Partners3.1h
Billing & Docs1.2h

Lead funnel

Captured18
Contacted11
Closed6

Billing & Docs

invoices live in another tool, and chasing late payers is a guilt-powered manual chore.

create, print, and track invoices here. Overdue ones flag themselves for chasing.

NumberCustomerTotalDueStatus
INV-0007Grace Lin$480.00Jul 10paid
INV-0008Hillside Property Mgmt$1,250.00Jul 14Overdue: chase paymentsent

Compliance

if a client or regulator asks what happened, you reconstruct it from memory.

every AI and human action is logged with its time saved, exportable in one click.

WhenActionHours saved
Yesterday, 2:14 PMCall handled0.25
Yesterday, 2:15 PMAppointment booked0.15
Yesterday, 11:20 AMLead assigned to VA0.10
Tuesday, 4:03 PMRestock trigger fired0.10
Tuesday, 9:12 AMInvoice created0.20

This is the empty dashboard's final form.

Your workspace starts blank. Then your contact form, phone number, and order flow fill it exactly like this. Setup takes minutes. The first month is $100 while we build your standing rules with you, then $299/month, and you can cancel any time.

Send us your last three enquiries →

Questions first, or just not ready yet?

Tell us about your business. We'll reply with the first three things we'd automate for you. No account needed.

A person reads it. Drafted replies come back within one business day. No signup, no card, and nothing is ever sent to your customers.

← Back to the main page