Company BrainLive
A morning checklist of the three things that need you, found across your email, your books and your job tool before anyone asked.
The question behind it
Most owners start the day digging through email, the invoicing tool and the job schedule to find what slipped. Company Brain reads them first and hands you the short list.
What it does
- Reads your tools before the day starts and lists the three things that need you, each with the reason and the records behind it.
- Shows the money on the table: what is ready to bill, what is past due, and the quotes still open.
- Answers questions about a customer, a price or a rule, and shows where each answer came from.
- Keeps your rules in your own words, like how you follow up a quote, and works from them.
- Drafts the next step. Nothing goes out until you say so.
What it reads
Gmail, QuickBooks, Jobber, CompanyCam, Google Calendar, Google Drive and county records.
How it works
The demo runs on a made-up heating and air shop, Pine Ridge Heating & Air. Every name and number in it is sample data. Pick a trade, replay the morning, and click a line to see which tools it came from. For your business, it is built on your own accounts.
Want one like it?
Owners and office managers who want the morning sorted before they walk in. I build it on the email, books and job software you already use, so there is nothing new to learn.