Book by clicking an open frame. Click a job to open it, or drag it to another tech or time to reassign.
Technicians & arrival windows
Click an open + to book · hover a job for details · click a booked frame to open or stack.
Live technician mapupdates as techs move (needs the tech app + GPS in production)
T1 · Yaniv— Driving to Freeport · OID-94780 · ETA 8 min
T2 · Emerson— On site · OID-94801
Leads
AI responder
Customers — re-engagement
Find a customerphone or name pulls up their whole history
Type a phone number or name to pull up a customer and everything they\u2019ve done with you.
Total customers
102,400
in your database
Residential
70,100
68%
Commercial
32,300
32% · recurring
Due for outreach
8,240
5+ months idle
Customer
Type
Last service
Status
Automations
Each rule runs on its own — set when it fires, who it hits, and how.
Editing — Reactivation: “We’re in your area”
When (trigger)
=months idle
Who (audience)
≈ 8,240 customers
Then — channels
TextEmailAI call10% off offer
Message
Hi {first_name}, it's Green Choice — we'll be in {area} soon and it's been a while since your last cleaning. Want to grab a spot? 10% off this time. (AI reads this, then books straight into the calendar.)
Commercial accounts
Active accounts
320
clinics, offices, restaurants
Recurring / month
$86,400
est. from cadences
Due to rebook
12
need a next visit
On auto-rebook
296
self-scheduling
Account
Cadence
Next visit
Tech
Status
Auto
Westside Dental — Clinic
Account contact
Dana Reyes, Office Manager dana@westsidedental.com · (516) 555-0190
Recurring schedule
Every month · 8–12 · Emerson Next: Jun 20 — auto-added to the calendar
Auto reminders
Email + call to the contact, 3 days before each visit
Billing
Net 30 · ACH Jobs sit as “Billing Waiting” until paid
Channels & compliance
Channels
Text (SMS) Connected
Twilio · from (646) 776-1290
Email Connected
from hello@greenchoicecarpet.com
AI voice Connected
Synthflow agent “Green Choice”
Compliance & safety
Contact window
Nothing sends outside these hours — in the customer's local time.
to
Honor STOP / opt-out
1,240 opted out — auto-suppressed from every channel.
Always on
Do-Not-Contact list
612 contacts — never messaged or called.
Frequency cap
Don't over-message the same customer.
max per
Send throttle
Spreads a big blast out so 100k doesn't fire at once.
/ hour
Every text and email carries a one-tap opt-out, and campaigns auto-pause outside the contact window.
Statistics
Measure
Service
Area
Time range
By service
By area
Breakdowns follow the measure, time range, and area you pick. Click a service bar to focus the whole chart on that service.
Field updates
Updates your techs sent from the field. Review each one and apply it to the official job — money they collected stays gated until you settle it.
Tech app — the field view
Acting as
Messages
Your whole communication center — text customers and they text back, and run office, dispatch & technician chat, all in one place. Every message logged and timestamped.
Office and field in one place. Every message is logged, timestamped, and can’t be quietly deleted — so nothing gets lost or denied.
Bills
Every bill going out — business and private, kept apart. See the month at a glance, what’s due this week, and how it all adds up. Reminders ride the bell up top. This screen is yours only.
Security
See who’s in the system and catch anything that doesn’t look right — after-hours logins, large data pulls, or restricted people opening the database. Flagged activity also pings the bell up top.
Tasks
Team & access
Everyone has their own profile. As the admin you open and close exactly what each person can see and do — including whether they can see money. Pick a person to set their access, or hit View as to see the whole app through their eyes.
Marketing
Your AI runs always-on re-marketing in the background — chasing overdue customers, asking for reviews, keeping commercial accounts on schedule. Use Campaigns below when you want to reach into the database and send something by hand.
New campaignreach your database by hand
ESTIMATED REACH
Opt-outs & quiet hours always respected
Recent & scheduled campaigns
Your automated marketingalways-on, runs itself
Live map & tracking
Where everyone is right nowlive
Dispatch board
Who’s closest?
What the customer seestheir “on my way” link
Invoices
All invoices
Quotes & estimates
All quotes
Online booking
Take bookings from your websites
Customers book straight from your sites and it drops onto your calendar. Choose what they can book:
Require a deposit to book
Collect a card deposit before the slot is held.
What your customer seeslive preview
GC
Book your cleaning
Green Choice · same-day available
Reviews
Auto-ask after every completed job
When a job is set to Closed, Green Choice automatically asks that customer for a Google review.
Asks every customer, not only happy ones \u2014 that keeps you inside Google\u2019s rules. Anyone who opted out is skipped automatically.
Recent requests & reviews
Payroll
Rate & overtime settings
Hourly rate per technician ($/hr)
Payroll report
Invoice
New quote
New order
—
TechWindowDayConfirmedStatus changes later, in the field.
Scheduling
Account type
Routes to the Commercial accounts section and starts auto-rebooking.
The AI asks “home or business?” and sets this automatically — a company name or words like “clinic / office” flag Commercial for confirmation.
Customer
Address
Manhattan — Certificate of Insurance needed? *
Location confirmed on map
Service & comments
Order
—
Confirm job location
Verify the pin before saving
—
Charge credit card
—
Demo charge. The card is tokenized in-app (Accept.js) so the number never hits your server — wire your Authorize.Net keys on the server to go live.