Built for: A distributor or trade business owner chasing invoices by hand and keying bills into QuickBooks
Collections follow ups drafted in the owner's voice and sent only on approval, vendor bills read from email and matched to purchase orders, a 13 week cash forecast and a morning summary.
Concept work. Harbor and Pine Supply Co. is fictional; the design and build are real.
Invoices age because nobody has time to chase them, vendor bills get keyed in by hand, and the owner finds out about a cash crunch the week it happens.
Collections tools such as Chaser, Upflow and Tesorio send reminders and forecast cash. A supply house's real protection is its lien rights, and a missed notice deadline cannot be undone. This assistant knows every job site from the first delivery ticket and drafts the notice before the deadline.
Captured from the working prototype. Open it to click through.
Assistants that answer, draft, chase and report, so a small team stops doing the same task by hand. Three fixed packages, or see the whole service
We map the tasks your team repeats and automate the most expensive one, with a 30 minute handoff.
Start with thisOne assistant on one real job, nothing sent without approval, and a plain report on the hours it saved.
Start with thisThe assistant, its dashboard and its connections to your email, calendar or books, tuned for 30 days.
Start with thisAn assistant that answers every call, text and web chat, books straight into the schedule, texts forms and reminders, and hands a person anything clinical or about money, with a summary.
Dispatch with a live map and technician timeline, job records with checklists, photos, invoices and signatures, owner performance reporting, a technician phone app and a live arrival link for customers.
The homecoming website, tickets with a phone wallet pass and door check in, a social kit in every size, and a committee dashboard for sales, reunion classes and sponsors.
