AI Pathway | Sales & Customer
AI Pathway
Product · Sales & Customer

Every call answered, every change order billed

Seven agents on the revenue edge — from the missed call at 7pm to the extra work your crew already did for free.

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The biggest number on the roster

Cora reads daily reports and field logs against the contracted scope and flags work being performed that nobody has billed for.

No lead dies in voicemail

Nadia texts back inside a minute, Leo captures the details, Remy makes sure they show up.

Customers know where the truck is

Otto sends the on-the-way notice; Rae asks for the review once the job actually closed clean.

The 7 agents in Sales & Customer

You don't hire all of them. We'll tell you which two or three to start with.

C
Cora
Change Order Detector
Reads everything moving across the job — email, RFIs, field logs, timecards, deliveries — and flags work being done that nobody has billed. The largest number on the roster, and it is real cash.
N
Nadia
Missed-Call Responder
Answers the calls nobody picks up, qualifies the job, and books it on the calendar. The highest-conviction revenue agent on the roster, because the money is already standing at the door.
L
Leo
Lead Intake
Responds to every web form, chat and marketplace lead in minutes, qualifies it, books it — and finally tells you where your leads actually come from.
R
Remy
Appointment Reminder
Confirms every appointment ahead of time so trucks stop rolling to empty houses.
R
Rae
Review Requester
Asks for the review at the moment the customer is happiest, on the platform that matters — and routes unhappy customers to a human instead of to Google.
O
Otto
On-The-Way Notifier
Tells the customer the truck is coming, who is driving, and when they will arrive. Zero analytical content, all consistency — and it drives the reviews that drive the leads.
J
Jenny
AI Receptionist
Primary inbound receptionist. Distinct from Nadia, who is a missed-call overflow agent. Jenny answers the phone; Nadia catches what the phone misses.

Works inside what you already run

No migration, no parallel system, no retraining the crew on new software.

ServiceTitan
Your phone system
Rexpt AI Receptionist
QuickBooks
Google Business Profile
Premium tier
AI CFO — the numbers, read and explained

The agents do the work. AI CFO reads your QuickBooks ledger and tells you what to do about it — predictive cash flow, job-by-job profitability and 90-day action plans. From $299/month with a 7-day free trial.

See AI CFO →
Reconciliation
Bookkeeper Assistant — reconciled to the penny, read-only by default

Checks your supplier statements, bank feed, remittances and QuickBooks against each other, and hands any fix to a named person.

See Bookkeeper Assistant →