For B2B service businesses with repeat accounts

Automatically turn Customer text messages into billable work

Your best customers text your technician directly because it's easy and fast. However, if the technician does not respond to the customer promptly or fails to submit the required paperwork for billing, you risk losing business.

Our system records all the details and photos, generates an estimate in your accounting system, and alerts the right on-call personnel. If the request isn't acknowledged by your team member, the system automatically escalates, so customers are never left hanging.

Built for
Service Business with Repeat CustomersHVACCommercial refrigerationPlumbing HandymanElevator & equipment maintenanceIT & managed services
Live feed of check-ins and updates
The problem

The Customer Service Request that you never find out..

Repeat customers skip dispatch and go straight to the person they trust. That relationship is good for the customer — and quietly risky for the business.

Missed response
Customer satisfaction

When the technician is on another job and can't reply right away, the customer has no fallback — the request just sits, unanswered, until they start calling a competitor instead.

Lost billing
Revenue

Work discussed over text rarely turns into a work order on time. Techs get busy, paperwork slips, and jobs that were promised — and completed — go unbilled or get billed late and disputed.

Buried history
Operations

What did the customer actually ask for? The answer is scattered across a technician's personal texts, notes, and inbox — not in any system the business can search or hand off.

Walking-out risk
Retention

The relationship and the trust live in one person's phone. When that technician leaves, the customer's history leaves with them — and often, so does the account.

Our solution

One number. Every request, documented.

Customers keep texting the way they already do. Everything behind that number is now visible, tracked, and billable — for the business, not just the technician.

1

Customers text your dedicated number

Every signed-up business gets its own text number. Customers send a message and photos, in their own words, exactly like they would to a technician's personal phone.

2

Built-in AI asks the right questions

The system follows up in the moment to gather what your team actually needs to scope and schedule the work — no back-and-forth game of phone tag required.

3

The on-call team is notified — and no request goes quiet

Requests route to whoever's on call. If nobody responds in time, it escalates automatically to management, so a busy afternoon never turns into a lost customer.

4

An estimate is created in QuickBooks Online

The request becomes an estimate directly in your QuickBooks Online account, ready for approval — no separate system for your office to reconcile. Estimate can turn into invoice.

5

One click turns it into an invoice

Once the work's done, the same record converts to an invoice with the right line items already in place — from the customer's first text to a paid job.

Result: happier, faster-paying customers

Nothing to install, No Apps to Download

Simply share your Free Text Number (provided when you sign up) with your customers. There’s no app for your team and no app for your customers. Everything works seamlessly behind the scenes.

When a customer texts your number, the system automatically recognizes them by their mobile number and triggers the services and workflows you have configured for that customer. Based on their preferences, the system can route requests to their favorite technician, send personalized notifications, or follow the process that best serves their needs.

The result is a simple, frictionless experience for both your team and your customers, with personalized service delivered automatically.

The official launch date for the system is October 1, 2026. Sign up today and enjoy three months of free service and a free text number at no additional cost.

Pricing after launch: $29/month for up to 30 service texts. Beyond 30, each additional service text is just $1 — no tiers to plan around, no surprise jumps.

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