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Who this is for

Owners of trades businesses doing 5 to 50 jobs a week who are buried in:

• Quoting
• Scheduling and rescheduling
• Pre-visit and post-visit reminders
• Chasing missing info from customers

If your day disappears into your phone and your inbox before you have done a single billable thing, this is built for you.

What this worker does

A Digital Office Manager that lives inside your existing tools and handles the office work so you do not have to:

• Turns every inbound call, form, or email into a properly tracked job
• Drafts and sends quotes
• Books and moves appointments on your calendar
• Sends reminders before every visit
• Chases missing info, photos, gate codes, and access details so you do not have to
• Sends a post-visit follow up and asks for a review

Where it connects (v1 scope)

We wrap around your existing tools. We do not rip them out.

What we connect to

• Your job and CRM system. Jobber, ServiceTitan, Housecall Pro, Fergus, FieldEdge, or even a Google Sheet if that is what you use today.
• Your calendar. Google Calendar or Outlook.
• Your email and SMS. Your normal sending domain plus Twilio or whatever SMS your stack already uses.
• Your invoicing tool. Read-only. We see what is billed and what is paid.

What we do NOT touch

• We do not collect card data. Payments stay inside your existing invoicing or payment processor.
• We do not replace your quoting tool. We draft quotes inside it when possible. If your tool does not support drafts, we generate a PDF or email for you to approve.
• We do not change pricing without rules you set in writing.

Core workflows this worker owns

1. New inquiry to job and quote draft

• Detects new call, form, or email
• Creates a job or opportunity in your system
• Pulls service catalog and pricing rules
• Drafts a quote and a confirmation email in your voice

2. Scheduling and rescheduling

• Offers available windows based on your calendar
• Books the job and sends confirmation
• Handles simple reschedule requests automatically
• Pushes the change back into your job system and calendar

3. Pre-visit reminders

• N-day-before and same-day reminders by SMS or email
• Reply 1 to confirm or 2 to reschedule logic
• Updates job status and calendar based on the reply

4. Post-visit follow-up

• "How did we do" message after the job closes
• Optional Google review request link if the response is positive
• Flags any negative response straight to the owner

Guardrails and limits

Trades work runs on trust. We do not ship anything that puts that trust at risk.

• Shadow mode first. For the first 7 days the worker drafts every quote, email, and SMS and you approve them in a single daily batch. Nothing goes out unreviewed.
• Auto-send only after a test window. Once you are comfortable, we move specific message types to auto-send. Reminders go first. Quotes stay in approve-first mode unless you choose otherwise.
• No price changes without explicit rules. The worker uses the pricing logic you give it. If a job falls outside the rules, it asks you.
• No card handling. All payments go through your existing system. We never touch the money flow.
• Daily summary. Every morning you get a one-page summary of what the worker did the day before. If you want anything pulled back to approve-first, one click does it.

Testing plan (14 days)

1. Day 1 to 3. Connect tools. Read your last week of jobs. Map your service catalog and your pricing rules. No outbound from the worker.
2. Day 4 to 7. Shadow mode on 100 percent of new inquiries. Drafts only. You approve in one daily batch. We fix every edge case the moment we see it.
3. Day 8 to 10. Same approval flow but at higher volume. We tune tone, pricing logic, and edge cases.
4. Day 11 to 14. Move low-risk flows to auto-send. Reminders first. Simple confirmations next. Quotes stay approve-first until you say otherwise.

Go-live checklist

You are go-live ready when every box is checked.

• One job platform connected and tested on 5 or more real jobs
• Calendar sync tested both ways
• At least 10 quotes drafted, 3 or more sent with no edits
• Reminder and reschedule flows run on 10 or more bookings
• Post-visit follow-up tested on at least 3 closed jobs
• You are comfortable with which messages are auto-send vs review-first
• You have received and read the daily summary for 3 days running

What this costs

This is one of two trades-specific Digital Workers we build under our Founder Launch pilot. Pricing, capacity, and the Triple Protection guarantee live on the Founder Launch page.

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