Every tool you run. One brain.
Connect what you already use. Clint reads every record, dedupes across sources, and uses the picture to answer anything you ask. Plug it in once. Nothing to migrate.
CRM
Customers, properties, quotes, jobs, invoices. The shape of the business itself. Clint reads every record on first sync and keeps it current after that. This is the tool you connect first.
- How much did I leave on the table in quotes that never got a follow-up?
- Who hasn't booked in 6 months that should have?
- What's my close rate by lead source this quarter?
- Show me every customer whose service contract renews next month.
- Which crew has the highest revenue per hour?
Native OAuth + GraphQL. Webhooks for live updates.
Common HVAC, plumbing, small shops. Direct API key.
Residential service pros. MAX plan required.
Enterprise platform with the richest data model.
Marketing-heavy contractors and agency multi-location.
Common where marketing already runs HubSpot.
Pipeline-first CRM with a clean stage model.
Simpler home-services CRM. On the roadmap.
Service-agreement-heavy. Partner agreement required.
Phone + Texts
Most leads don't fill a form. They call. Clint matches every call to a customer, reads transcripts when available, and stays in the same thread when the customer replies by text. iMessage and SMS, both directions.
- How many calls did we miss yesterday?
- Which tracked number is converting best from Google Ads?
- What did Reyes AC ask in their call last Friday?
- Who hasn't replied to their booking confirmation text?
- Read me the voicemail Mark left this morning.
Outbound SMS, inbound webhooks, number provisioning.
iMessage and SMS. Preferred outbound provider.
Inbound call tracking and recording per channel.
Cloud phone system. Calls and voicemails.
Modern business line. Calls, texts, voicemail.
Quotes sent, complaints, thank-you notes, photos of broken units. Clint reads inbound and sent mail, ties each thread to the right customer and job, and surfaces what actually needs you.
- Did the Hendersons reply to the rebooking email?
- Which customers have emailed twice and gotten no response?
- Find the photo Mark sent about the rooftop unit on Mar 12.
- How many warranty claims came in last month?
- Show me every email mentioning the new compressor model.
Full mailbox sync. Reads, classifies, and extracts.
Microsoft 365 mailbox sync via OAuth. On deck.
Calendar
Where the trucks are, who's free, what's already on the books. Clint reads bookings out and, when you say so, writes new ones back in.
- Who's free Tuesday between 1 and 3?
- Book the Henderson reroute for next Wednesday morning.
- Anything double-booked next week?
- How many jobs is Carlos running today?
- What's our utilization rate this month vs. last?
Read availability and bookings. Write new events on request.
Microsoft 365 calendar via OAuth. Coming with Outlook mail.
Accounting
Jobs tell you what got done. Books tell you what got paid. Connect both and Clint can answer real margin questions, not just revenue questions.
- Who owes me more than $5k past 30 days?
- What was my profit on the Reyes job after parts and labor?
- How much did I spend on materials last month?
- Which crew is most profitable per booked hour?
- Show me every invoice older than 60 days, unpaid.
Invoices, payments, expenses, P&L. Wired up next.
For shops not on QuickBooks. After QBO ships.
Ads
Match every ad dollar to the job it produced. The handoff between ad platforms, call tracking, and your CRM is the part that's been impossible to do by hand. Clint stitches it.
- What's my cost per booked job from Google Ads this week?
- Which Meta campaign produced the most $5k+ jobs last quarter?
- Am I paying Google LSA for leads I'm not winning?
- What's the 90-day LTV of a Yelp lead vs. a Google lead?
- Where should I shift next month's spend?
Search and display spend, clicks, conversions.
Facebook and Instagram spend and performance.
Pay-per-lead Local Services. Lead counts and disputes.
Yelp ad spend plus lead form submissions.
Webhook-only. Spend derived from leads delivered.
Reviews
Stars become bookings. Track every review across platforms, surface the ones that need a response, and tie each one back to the crew that did the work.
- How many 5-star reviews this month?
- Which crew has the highest review-to-job ratio?
- Any 1- or 2-star reviews I haven't responded to?
- Did the Hendersons leave a review yet?
- What's my Google rating trend over the last 90 days?
Google reviews, ratings, response rate.
Yelp review feed and response status.
Page reviews and recommendations.
BBB reviews and complaint outcomes.
Team chat
What your crew is talking about, the customers they're mentioning, the flags they're raising. Connect this if your team coordinates in chat and you want Clint to surface what's getting missed.
- Did anyone flag a problem with the Reyes job this week?
- Find the conversation about the broken truck.
- Which crew has the most after-hours messages?
- Show me every mention of the new tankless install training.
DMs, channels, mentions tied back to customers.
Don't see your tool?
Tell us what you run. Most home-service stacks are some mix of these eight buckets, but if your tool isn't listed we'll take a look.