Delivery

Ops Agent

Workflows, tool glue, busywork

So your people can keep the shop moving.

Maps and runs the path: lead, booked, scheduled, done, invoiced.
Tool glue: when something happens in the CRM, it does the next thing in the schedule, purchasing, the job folder or team chat.
Job info and checklists, so the crew shows up with scope, access, photos and timing.
Blocker watch: missing info, parts, weather, no access, jobs stuck in progress.

~1 min · what the Ops Agent does, in plain English

Everything the Ops Agent handles

Watches your shared inboxes, texts and forms, sorts every message by job, customer and urgency, and holds back phishing.
Keeps one record per job, customer and vendor, with the owner, the status, the next date and every promise made.
Answers questions from your own playbooks and policies, picks the right playbook for each job and asks when unsure.
Books and moves jobs, sends the right crew by skill and location, and keeps today's board free of double-booking.
Flags jobs with missing details before the crew sees them, chases blockers and holds a job open until a failed inspection passes.
Drafts change orders, purchase orders and vendor bids, and answers parts questions from your list. A person approves prices.
Marks finished jobs so Finance can invoice, sends delay notices in your approved wording, and never moves money.
Shows who is open when a tech calls in sick so the crew lead can decide, and runs onboarding, access and license checklists.
Shares open capacity with Sales and Marketing, and sends a morning brief on what is due, what is late and where you are short.
Checks its own work, logs every step and waits for your approval, with a pause switch always in reach.
Super easy to use: your team works with it inside the tools they already use, with nothing new to learn.
Each agent can be customized for your business's specific purposes, rules and wording.

Start with today's board, then book a job with missing info or mark one complete.

Pick a scenario

Each tab is one thing the agent handles. The demo plays the first one on its own.

The shop in this demo: Marcus owns it · Priya runs the office · Luis leads the crew · Sam is a tech on the crew.

Job board — this week

Pick a tab above and the board opens to it.

Inside your toolsJob board · shared calendar · capacity

Everything the agent does in your tools shows up here, and so does any choice it leaves to a person.