Product Documentation
Status: Discovery · Started 2026-05-15
Core Positioning
This software replaces four roles that small contractors can't afford to hire:
| Role Replaced | How the CRM Covers It |
|---|---|
| Receptionist | Digital Receptionist answers every call, qualifies leads, books appointments 24/7 |
| Website Administrator | Project videos auto-posted to portfolio — no manual updates needed |
| Social Media Manager | Content auto-published to social and YouTube from the video pipeline |
| Ads Manager | High-performing videos flagged and promoted to paid ads inside the CRM |
Small contractors start with just the software until they can hire. When they hire, their new staff is more effective because the system already handles the repetitive work. This is a staffing replacement and augmentation angle — the idea that triggers the buy.
Documentation
Mobile Field Capture
Photo GPS → auto project creation. Video → AI transcription into tasks and notes.
Project Timeline
Chronological view of every milestone from first photo to final payment.
Customer Onboarding Flow
3-step flow: review invoice → card on file → sign contract.
Review & Testimonial Funnel
Survey → reviews → gift card rewards → video testimonial → free vacation.
Project Video Pipeline
AI storyboard → Claude narrative → video production → publish → track → ads.
Follow-Up & Relationships
Lead queue, relationship memory, email newsletters, SMS reminders.
Digital Receptionist
Intelligent IVR — answers calls, qualifies leads, books appointments 24/7.
Smart Automation
Zero data entry — GPS, geofencing, receipt OCR, and AI signal detection keep the CRM updated automatically.
Customer Research
Why contractors buy, stay, and cancel — verbatim quotes from ServiceTitan, Jobber, HCP, and GoHighLevel users.