The work, the customers and the money share one set of records — and an assistant can help with all of it, without ever being the only way to get something done.
Quotes, tickets, invoices, customers and hours share one source of truth, so nothing is copied between tools or kept in sync by hand.
It drafts quotes, invoices, replies and how-to articles. You approve them — or let it act inside limits you set.
Customer email and messages land in one place, filed to the right customer, and a conversation can become a ticket.
Write down how your business does things once. The assistant answers from the articles a person has signed, and says how old they are.
Invoices, card payments, reminders for what's overdue, and your opening books imported from QuickBooks.
Role-based access and a full audit trail of what each person, and the assistant, did — and when.