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.
| Name | Message | Score | AI summary | Status | Handled by |
|---|---|---|---|---|---|
| Rachel T. rachel@fastmail.com | Water heater died this morning. Need a replacement quote ASAP, budget ready. | 92 | High intent: replacement purchase, budget confirmed, time-sensitive. | closed | AI |
| Marcus B. marcus@gmail.com | Do you service tankless systems? Mine throws an error code every few days. | 74 | Service-call intent, recurring fault: good candidate for maintenance plan. | contacted | AI |
| Dana W. danaw@yahoo.com | hi how much roughly | 38 | Vague inquiry, no specifics: needs a human follow-up question. | contacted | Maricel D. |
| Priya S. priya@outlook.com | Remodeling our bathroom in September, want to book rough-in work early. | 66 | Real project, longer timeline: nurture until September booking window. | new | Maricel 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.
6 yrs support lead for US home-service brands; follows up on every lead the AI flags.
- Covers 4/4 required skills
- Strong English (5/5)
- Has home-services industry experience
- Available 40 hrs/week
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.
| When | Caller | Summary | Outcome | Handled by |
|---|---|---|---|---|
| Yesterday, 2:14 PM | +1 (415) 555-0183 | Booked a water-heater replacement quote for Thursday 10:00 AM. | Booked ✓ | AI |
| Yesterday, 9:02 AM | +1 (628) 555-0114 | Billing dispute on invoice INV-0006: caller asked for a person. | Escalated → VA | Maricel D. |
| Tuesday, 6:47 PM | +1 (510) 555-0197 | After-hours: leaking shutoff valve, walked caller through closing the main, booked next-day visit. | Booked ✓ | AI |
Appointments booked by phone
| When | Customer | Phone | Reason |
|---|---|---|---|
| Thursday, 10:00 AM | Alan Reyes | +1 (415) 555-0183 | Water heater replacement quote |
| Wednesday, 8:30 AM | Grace Lin | +1 (510) 555-0197 | Leaking 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.
| Customer | Items | Notes | Status | Handled by |
|---|---|---|---|---|
| Hillside Property Mgmt ops@hillsidepm.com | 60× Supply line kit | ⚑ Bulk quantity (60 units): confirm stock and shipping before processing | processing | Maricel D. |
| Tom Okafor tom.o@gmail.com | 1× Garbage disposal unit | install next visit | fulfilled | AI |
| Bella Vista HOA admin@bellavistahoa.org | 4× Sump pump | new | AI |
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.
| SKU | Item | Stock | Restock at |
|---|---|---|---|
WH-40G | 40-gal water heater | 6 | 3 |
ANODE-M | Magnesium anode rod | 4Low: reorder 24 | 6 |
SUPPLY-KIT | Supply line kit | 38 | 20 |
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.
Lead funnel
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.
| Number | Customer | Total | Due | Status |
|---|---|---|---|---|
INV-0007 | Grace Lin | $480.00 | Jul 10 | paid |
INV-0008 | Hillside Property Mgmt | $1,250.00 | Jul 14Overdue: chase payment | sent |
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.
| When | Action | Hours saved |
|---|---|---|
| Yesterday, 2:14 PM | Call handled | 0.25 |
| Yesterday, 2:15 PM | Appointment booked | 0.15 |
| Yesterday, 11:20 AM | Lead assigned to VA | 0.10 |
| Tuesday, 4:03 PM | Restock trigger fired | 0.10 |
| Tuesday, 9:12 AM | Invoice created | 0.20 |
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.