AI assistanceWorking preview
Less staring at a blank update.
Prepare job updates and follow-ups with a person in control.
Early working preview · Sample company · No card requiredAI assistance
Oak Street addition
JFResidential project · Sample company
OverviewWorkFinancials
PROJECT VALUE$48,000
NEXT MILESTONERough-in
Project progress62%
✓
Draft progress updates from job context
02
Prepare change and payment follow-ups
03
Review, edit, and copy before sharing
Illustrative records · Product in development
THE WORKFLOW
Keep the important details connected.
Turn the recorded job context into a draft you can review. Start with local templates or, when a provider is configured, request an AI-assisted project update.
Prepare change and payment follow-ups
Explore in the previewReview, edit, and copy before sharing
Explore in the previewCURRENT AVAILABILITY
Try the workflow. Know the boundaries.
Connected AI requires a configured provider. Drafts never send automatically; voice agents, autonomous follow-up, and a live AI receptionist are not available.
Read the full product statusWorking preview
AI assistance
- Release stage
- Early working preview
- Hosted customer rollout
- Pending
- Paid access
- Not yet published
- Next step
- Explore sample records
BETTER TOGETHER
Explore all features Keep the rest of the job moving.
MAKE WORK FLOW
Put your next workflow to the test.
Explore a sample company and follow the details that matter to your business.