Every inquiry becomes accountable.
Capture caller details, urgency, requested service, and the next follow-up so a lead cannot vanish in a text thread.
DESK · $249 PER MONTH
Nothing important gets dropped.
Desk is the operating home for an owner-run service business: leads, schedule, jobs, tasks, customers, invoices, collections, and stock alerts—organized around what needs to happen next.
TODAY AT A GLANCE
The owner’s control surface
New leads3 · one urgent
Appointments4 · one hold
Money due$3,820
Open decisions5
THE BENEFITS
Recover revenue. Recover your attention.
Desk is valuable before it answers a single live call. It gives the owner a dependable memory and a daily operating rhythm.
The calendar reflects the real job queue.
Create holds, avoid conflicting commitments, and send confirmations only after the owner approves the window.
Unpaid work returns to the surface.
Track deposits, due dates, overdue balances, approved reminders, and paid status without taking custody of customer funds.
Know what needs you before the phone rings.
Start the day with leads, jobs, appointments, tasks, money due, and low stock ordered by urgency.
The full relationship stays together.
See contact details, addresses, open jobs, communication, appointments, and outstanding balances in one history.
Low stock becomes a decision, not a surprise.
Set reorder points and prepare restock or purchasing proposals before the truck runs out.
HOW DESK WORKS
From loose end to closed loop.
Desk does not make consequential promises on its own. It prepares the action, keeps the context attached, and asks at the right moment.
- 01
Capture
A call note, message, email, or manual entry becomes a structured lead.
- 02
Prepare
Field Office suggests the next task, appointment hold, or customer follow-up.
- 03
Approve
The owner confirms the appointment, reminder, or business commitment.
- 04
Track
The job, invoice, task, and customer history show what actually happened.
CLEAR SCOPE
What Desk does—and where it stops.
A trustworthy product is explicit about its boundaries. Desk organizes and prepares the office; live autonomous reception begins in Front Office.
Included in Desk
- Lead, customer, job, appointment, task, invoice, and inventory records
- Owner-approved appointment confirmations and payment reminders
- Collections queue and payment-status tracking
- Google Calendar connection and connected Gmail actions
- Document and receipt extraction for owner review
- 150 transcription minutes and 250 message segments
Not included yet
- Live AI call answering or autonomous price promises
- Charging customers or holding customer funds
- Automatic inventory purchases without approval
- Permit filing or bank reconciliation
- Multi-technician dispatch and employee controls
- RFID, vehicle readers, or diagnostic hardware
SEVEN DAYS · NO CARD · OWNER APPROVAL ON
Give the owner a desk before hiring another desk.
Bring one previous invoice. We prepare your business profile, connect the tools you already use, and show you what Field Office catches.
Start the pilot →