Plain-language answers
Ask about customers, leads, jobs, invoices, revenue, or schedules. No SQL, no dashboards, no digging through reports.
AI Owner Copilot
Ask your business a question. Get an answer, and action.
The AI Owner Copilot lets you ask questions in plain language and get real answers from your CRM, calendar, invoices, and conversations. Then take confirmed action: create a job, send a message, draft an invoice, without leaving the chat.
Included in every plan from $49/mo
Capabilities
Your AI business partner
Ask anything. The copilot reads your data, gives clear answers, and takes confirmed action when you need it.
Takes confirmed action
Create jobs, move appointments, send messages, draft invoices, and update lead statuses, with your approval before any change goes live.
Proactive insights
The copilot surfaces suggestions and alerts on its own: unconfirmed jobs, overdue invoices, leads that need follow-up.
Voice input
Speak questions directly through the browser microphone. Ask the copilot while you're on the move, not just at your desk.
Memory & preferences
Tell the copilot your preferences once, like "always assign recurring cleans to Maria," and it remembers across every conversation.
Reads everything, writes with permission
Reads CRM, calendar, invoices, conversations, and team data. Write actions always require your explicit confirmation.
How it works
From question to action in seconds
1
Ask in plain language
Type or speak a question about your business. The copilot understands natural language. No special commands or syntax.
2
Get a clear answer
The copilot reads your CRM, calendar, invoices, and conversations to give you a specific, grounded answer, not a generic suggestion.
3
Confirm and act
When the copilot suggests an action (send a message, create a job, draft an invoice), it asks for your confirmation before doing anything.
Example questions
Ask anything about your cleaning business
The copilot understands the questions cleaning company owners actually ask. No training required.
- "How many jobs are scheduled this week?"
- "Which leads haven't been followed up?"
- "Show me last month's revenue."
- "Who's available on Thursday?"
- "Create a recurring job for 123 Main St, every other Tuesday."
- "Send a booking confirmation to the Johnsons."
Built-in guardrails
- Read-only access by default
- Write actions require explicit confirmation
- Never invents data or makes unauthorized changes
- Scoped to your company data only
- Every action logged to an audit trail
FAQ
AI Copilot questions
What can I ask the AI Copilot?
Ask anything about your business in plain language: "How many jobs are scheduled tomorrow?", "Which leads need follow-up?", "Show me last week's revenue." The copilot reads your CRM, calendar, invoices, and conversations to answer.
Can it take action, not just answer questions?
Yes. The copilot can create jobs, move appointments, send messages, and draft invoices, then asks you to confirm before making any change. You stay in control of every write action.
Does it remember my preferences?
Yes. The copilot has persistent memory. Tell it your preferences once, like "always assign recurring cleans to Maria," and it remembers for future conversations.
Can I use voice input?
Yes. The browser microphone lets you speak questions and commands directly. It works alongside typed input on the same chat interface.
Does it cost extra?
AI Owner Copilot is included in every base plan: Starter, Pro, and Business. No separate add-on required.
Ready to meet your AI copilot?
Ask your business a question and get a real answer, with action when you need it.
Charged today · cancel anytime · Starter: 14-day free trial
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Pricing
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Contact
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