Prefer to ask a quick question first?
Call or text: (656) 201-0276
Prefer to ask a quick question first?
Call or text: (656) 201-0276

Customer Intelligence

Ask your business anything. Get the answer in seconds.

We set up an assistant that knows your business better than anyone on your team: every customer and every job you’ve ever done. Ask it a question the way you’d ask a person, like “Who hasn’t booked with us in a year?” or “Who should we offer a maintenance plan?”, and you get a list of names in seconds. Then you call them, or have the assistant send them a message. You decide.

What you can ask it

Three things it can tell you today.

Just ask

Ask it like you’d ask a person

Type a question the way you’d ask your office manager. “Who hasn’t been back since 2024?” “Which jobs on Fourth Street went over the estimate?” You get a list of names back, not a chart you have to figure out.

The quiet list

Customers you forgot you had

Most businesses have hundreds of past customers who’d hire them again but haven’t heard from them in years. It finds those people for you on a regular schedule, so someone can reach out.

What actually paid

See what makes you money

Which jobs pay the most, which ones always take too long, and which customers cost you money every time. Based on what really happened, not a guess.

Frequently Asked Questions

Where does it get the information?

From what you already use: your scheduling app, your accounting software, your spreadsheets, your old invoices. It reads them and leaves them where they are. Nobody has to type anything in twice.

What if our records are a mess?

That’s normal. Cleaning them up is part of the job. We merge duplicates as we go, and we tell you about anything we couldn’t match instead of quietly leaving it out.

Can my office manager use it?

Yes. If they can send a text, they can use this. We also show your team which questions are worth asking.

See what your customer list can tell you

Tell us one question you wish you could answer about your customers. Chances are the answer is already in your records.