Common questions
Asked and answered.
Something else on your mind? Bring it to the discovery call. That's what the hour is for.
Does this replace ServiceM8, Tradify or my job software?
No. It works across the systems you already use, linking them and holding the context they can't.
Can it connect to our software?
Almost certainly. Some tools, like Xero, publish connections built for AI assistants. Most job management and accounting systems connect through their APIs. And your own Zapier account brings roughly 9,000 more apps within reach. Some tools expose more than others (Tradify, for example, limits API access by plan), so we confirm what's possible for your exact stack before you commit.
Who owns the knowledge it builds up?
You do. It's exportable and portable, and if you ever leave, it goes with you.
Which AI does it use? Where does our data go?
Your choice: our managed option, your own cloud account, or a private setup. We enforce privacy and data-handling rules per provider, and sensitive requests stop rather than fall back to an unapproved one.
Can it send things without us knowing?
No. The assistant never touches your systems directly. Every action runs through a control layer where you decide which actions (sending an email, creating an invoice, messaging a customer) need a human yes, and you can change that per action at any time. Every read and write is logged, so there's always a trail.
We're not tech people. Will the team actually use it?
That's why every subscription includes weekly education sessions, plus private team training on higher tiers. Your first 90 days also come with an hour of support every week. Getting your team using it is our job.
What does it cost?
A monthly subscription based on your tier, confirmed before you commit. The AI & Workflow Review is priced separately, and the discovery call is free.