One workspace for each kind of business
Pick yours from the eleven below.
The industries
Ready: home services, real estate, and restaurants.
Rolling out: finance, personal services, and digital marketing agencies.
In development: health and dental, legal, auto and transport, pharmaceutical, and nutraceutical.
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Real estate
Showings, disclosures, and transactions in one workspace.
All seven AI employees have skills here. The pictures show Mia, Reggie, and Sam.Start withShowings and leasing follow-upTenant maintenance requests
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Home services
Book the job, dispatch the technician, send the invoice.
All seven AI employees have skills here. The pictures show Mia, Hank, and Cody.Start withAfter-hours callsDispatch and scheduling
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Restaurants
Reservations, the floor plan and private events in one place.
All seven AI employees have skills here. The pictures show Mia, Reggie, and Cody. -
Finance
Client engagements, deadlines, and receivables in one workspace.
All seven AI employees have skills here. The pictures show Mia, Nora, and Olivia.Start withClient onboardingPayment reminders
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Personal services
Appointments, memberships, and client follow-up.
All seven AI employees have skills here. The pictures show Mia, Reggie, and Nora.Start withSalon and spa bookingRecurring bookings
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Pharmaceutical
Scoped with you: consultations, reviewed outreach, supplier billing, and documents. A person approves.
All seven AI employees have skills here. The pictures show Mia, Reggie, and Sam. -
Nutraceutical
Scoped with you: wholesale and practitioner accounts, claims-reviewed outreach, the books.
All seven AI employees have skills here. The pictures show Mia, Reggie, and Sam. -
Digital marketing agencies
Scoped with you: intake, onboarding, reports, retainers, and renewals.
All seven AI employees have skills here. The pictures show Reggie, Olivia, and Nora.Start withClient reportingClient onboarding
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Health and dental
Scheduling, intake, and recalls for practices.
All seven AI employees have skills here. The pictures show Mia, Reggie, and Nora. -
Legal
Intake, conflict checks, and deadlines, with a clear approval path.
All seven AI employees have skills here. The pictures show Mia, Sam, and Olivia.Start withLegal intakeMissed-call text back
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Auto and transport
Intake, dispatch, and proof of work for shops, towing, and fleets.
All seven AI employees have skills here. The pictures show Mia, Hank, and Cody.Start withAuto repair bookingEstimate follow-up
Real estate workspace
- Six deal stages, prepare to closed
- Showings, leases, maintenance, and move-ins
- Documents, trust records, and reports
Home services workspace
- Scheduling and dispatch
- Good, Better, Best estimates and invoices
- Technician mobile view with checklists and notes
Restaurants workspace
- Reservations and the waitlist
- Floor plan and kitchen display
- Private event and catering quotes and billing
Finance workspace
- Secure client onboarding and engagements
- Receivables, review and sign-off
- One compliance deadline calendar
Personal services workspace
- Public booking page and waitlist
- Memberships, packages, and gift cards
- Consults, quotes, and the front desk
Pharmaceutical workspace
Scoped with you: consultations, reviewed outreach, supplier billing, and documents. A person approves.
Nutraceutical workspace
Scoped with you: wholesale and practitioner accounts, claims-reviewed outreach, the books.
Digital marketing agencies workspace
- New-business inquiries and proposals from call notes
- Onboarding, deliverables, and deadlines
- Client reports, retainer invoices, and renewals for your approval
Health and dental workspace
- Provider scheduling and visits
- Intake forms in English and Spanish
- Recall outreach drafts for a person to approve
Legal workspace
- Intake, with possible conflicts flagged for review
- Matters, tasks and deadlines on one calendar
- Urgent matters go to a person right away
Auto and transport workspace
- Intake and dispatch for repairs, tows, and moves
- Fleet, equipment, routes, and proof of work
- Estimates and proposals, with VIN and recall lookups
Compare workspaces
| Industry | Appointments | Marketing | Accounting | Documents | Industry stages | Status |
|---|---|---|---|---|---|---|
| Real estate | Includes showings, inspections, move-ins, and move-outs | Includes listings and marketing, recall outreach drafts | Includes rent roll, collections, trust, statements, and reconciliation | Includes document folders and storage, contracts; e-signature (available) | Prepare then Negotiate then Closed | |
| Home services | Includes calendar, dispatch, and jobs | Includes leads, text and email inbox, and review requests | Includes estimates, invoices, and payments | Includes estimates and proposals | Lead then Estimate then Job then Invoice | |
| Restaurants | Includes reservations and waitlist | Includes guests, loyalty, and review requests | Includes catering billing, open tabs, inventory, and purchasing | Includes catering quotes | Reservation then Seated then Order | |
| Finance | Includes client booking, time, and capacity | Includes review requests and client outreach drafts | Includes receivables, bookkeeping close, accounting, and tax | Includes secure onboarding, proposals, approvals, and workpapers | Proposal then Onboarding then Review and sign-off | |
| Personal services | Includes appointments, waitlist, and a public booking page | Includes reactivation outreach and review requests | Includes memberships, packages, and retail products | Includes consults and quotes | Consult then Appointment then Membership | |
| Pharmaceutical | Scoped with you | |||||
| Nutraceutical | Scoped with you | |||||
| Digital marketing agencies | Scoped with you | |||||
| Health and dental | Includes provider scheduling, visit coordination, and recall | Includes recall and review outreach drafts | Includes treatment-plan balances and billing | Includes intake forms in English and Spanish, encounter notes, treatment plans | Intake then Schedule then Visit | |
| Legal | Includes deadlines and calendar, booking | Includes review requests and client updates | Includes engagement proposals, billing, and trust records | Includes document operations, engagement proposals | Intake then Conflict check then Matter | |
| Auto and transport | Includes scheduling and live dispatch | Includes review requests and recall lookups | Includes estimates, parts, and receivables | Includes estimates, proposals, and proof of work | Intake then Dispatch then Proof of work | |
A check means the workspace has it today. Sending, spending, signing, and changing wait for your approval by default.
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