Enter your email and we will send you a link. No password to remember.
Talk it through the way you'd tell someone in the truck. It fills the form in below.
Everything the tool knows about how you work. Tap a section to open it.
This is what makes the messages sound like you instead of like software. Fill it in once.
Each stage runs its own sequence. Change any of it — the tool runs whatever's in this table. The clock restarts whenever you move somebody to a new column.
| # | Day | How | What this one's for |
|---|
Quote-stage lines show up as suggestions when you're editing a step in "Your follow-up rhythm" above — pin one to a day and the tool writes around it, personalised, same as every other step. Objection lines always show up on a quoted card as tap-to-use buttons; turning one off here only stops the AI from leaning on that angle in messages it writes on its own.
Whatever you already use to take money — Square, Stripe, QuickBooks, your invoicing app. Paste that link once. Nothing is charged through this tool.
Your board follows your account, so every phone and computer you sign in on shows the same thing. There is nothing to switch on and no code to copy across.
The morning email — who gets the day's follow-up list, and when it lands.
Export your open estimates and drop the file here — Excel or CSV, either one. It reads the columns by name, so it still works if the report changes, and it doesn't care which system the export came out of. Anyone already on the board is left alone.
| Customer | Amount | Quoted on | Notes |
|---|