A briefing for the day
Review assigned visits, customer details and recorded work. Speak an update and review the note before saving.
Explore the field viewOpening your workspace…
crewTendGet the day’s context, speak a job update or prepare a customer reply. Put the information your company already has to work.

Review assigned visits, customer details and recorded work. Speak an update and review the note before saving.
Explore the field viewUse approved company answers and selected customer records to prepare replies and nurture follow-ups.
Open Client AIBring schedules, waiting estimates and source records into one useful company briefing.
Explore connected context| Capability | How it works | Setup |
|---|---|---|
| Daily briefing | Uses the recorded schedule and work status. | Available in the workspace |
| Voice updates | Capture a recording or use dictation, then review the note. | Microphone permission; server transcription needs AI |
| Customer reply drafts | Uses the company’s approved knowledge and selected customer records. | AI provider required; editable templates also available |
| Nurture planning | Find estimates and past clients eligible for office follow-up. | Configure company rules and source dates |
| External AI clients | Read the company datasets allowed by the connection key. | Compatible MCP client or REST app |
| Automatic two-way SMS | Planned provider-backed customer conversation workflow. | Messaging integration rollout required |
Turn customer history into a better reply. Turn a voice note into a useful update. Connect the tools you trust to the work you do.
See what connects