Demo. The business and people here are made up.

Your day.

You keep the final say.

Rosa runs Brass Owl Heating & Plumbing, a seven-person heating and plumbing company. This is her Tuesday morning.

It all happens in a chat app on her phone. There's no dashboard to log into.
Each part of the business has its own topic. She taps one to see what's waiting.
Every draft comes with Approve, Edit and Skip. Nothing goes out without her OK.
She can ask questions by text or voice note, and it answers from what it knows about her business.

Bigger team? It can run in your team chat instead, with a channel for each area.

Try the buttons. Nothing you tap leaves this page.

Brass Owl Assistant

5 drafts waiting for you

Today

Tuesday

Morning, Rosa. Here's today:

5 drafts need your OK. Each one is in its topic.
8 emails and 3 voicemails sorted. Only the Kowalski estimate needs you.
6 calls on the board today. Ben's 10:00 is running long.
Parts for Friday's boiler repair arrive at the supply house today.

11:00

Did the Patels ever pay for the drain job?

11:11

Not yet. That invoice was due last week. A reminder is drafted in Invoices.

11:11

Schedule

Ben's 10:00 job is running long. Mr. Hughes is booked for 11:30 and should hear before he waits. Text:

Hi Mr. Hughes, this is Brass Owl Heating & Plumbing. Ben is finishing a job that ran long, so he'll be about 45 minutes late, closer to 12:15. Reply here if that doesn't work and we'll find another time. Sorry for the wait.

11:00

Customers

Tomorrow's 8:00 furnace tune-up is a new customer, Linh Nguyen. Confirmation with what to expect:

Hi Linh, This confirms your furnace tune-up tomorrow between 8 and 10 a.m. Ben will call when he's on his way. Please clear a path to the furnace. The tune-up is $129, and he'll go over anything he finds before doing any repairs. Rosa

11:00

Estimates

Ben's notes from yesterday at the Kowalski house: 50-gallon gas water heater, 14 years old, leaking at the base. From your price book:

Hi Greg, Thanks for having Ben out yesterday. Your water heater is 14 years old and leaking at the base, so we recommend replacing it. A new 50-gallon gas water heater, installed, with the old one hauled away, is $1,850. We can install it as soon as Thursday. Reply to this email if you'd like to go ahead and we'll get you on the schedule. Rosa

11:00

Invoices

Invoice BO-1187 for the Patels' drain cleaning was due last week and still shows unpaid. Your rule: a friendly reminder first, with both ways to pay.

Hi Anil, A reminder that invoice BO-1187 for the drain cleaning is still open. You can call the office to pay by card, or mail a check. If it's already on its way, thank you, and please ignore this. Rosa

11:00

Team

Here are tomorrow's routes for the techs, from the schedule:

Ben: Nguyen furnace tune-up at 8:00, then the Ortiz leak check at 10:30. Luis: two drain calls in the morning, then the apartment building's boiler check. Open question: who takes the on-call phone this weekend?

11:00

Built around your business.

One system ties your tools together and learns how your business runs. You OK anything that goes out, touches money or changes your records.