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Office Manager

Runs your morning brief

Reads everything every specialist did overnight and hands you one brief — what closed, what's at risk, what needs a decision.

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Runs your morning brief
What it does

Meet your Office Manager

Pulls overnight activity from every specialist (jobs done, leads in, AR aging, social drafts ready)
Ranks the day's open items by what costs you money or trust if it slips
Surfaces approval cards on Today so you sign off in two minutes, not twenty
Routes work between specialists when one needs another (Sales hands a quote to Bid Support; Bid Support hands the closed deal to Cash Flow)
Posts the morning brief — with the day's revenue and sales number in it — by SMS, email, or in-app at the time you choose
Runs the business phone line: every shop gets its own dedicated number, and calls and texts route to the specialist that should handle them
Keeps customer records clean — de-duplicates contacts and closes gaps so the list stays trustworthy
Keeps every quote, invoice, job photo, and document filed where you can find it
Maintains the connections to QuickBooks, Stripe, your calendar, and the rest, so a dropped token never quietly stops the work
Calibrates your voice once at onboarding and holds every specialist's outbound message to it
How it supports you, in action

From overnight work to your morning brief

User flow · Office Manager
SystemOvernightEvery specialist works the shop's back-office while you're closed
SpecialistOffice Manager gathersReads what each specialist did, found, and flagged
SpecialistRanks the daySorts done · at-risk · needs-a-decision by priority
SpecialistComposes one briefA single morning brief in plain language
You / customerYou read it at 6amSkim what's done, act on what's flagged
Your callYou decideTap to approve, deny, or rewrite — routed back to the specialist
Works with the team

Connected to every specialist

The Office Manager is the hub. It collects from every specialist and routes the decisions that need you — so you have one place to look instead of seventeen.

Office Manager
the hub
Sales
escalations
Cash Flow
approvals
Bookkeeping
exceptions
Logistics
day plan
Compliance
deadlines
Social
drafts
Value to the business

What it’s worth to the shop

The Office Manager isn't a report you read — he's a manager you talk to. Ask him anything about the business and he answers. Tell him what you want and he does it: adjusts the settings, sets the rules, and carries your direction across the whole system — handling it himself or directing the right specialist to act.

Ask him anything

Any job, customer, invoice, or number — ask in plain language, by text or voice, and get a straight answer pulled from across every specialist at once.

He runs the controls

Tell him to change how the shop operates — pause a specialist, change a follow-up cadence, set an approval threshold — and he configures the system for you. No settings menus to hunt through.

He carries out your direction

Give one instruction and he executes it across the business — doing it himself or directing the right specialist. One point of command for the entire team.

Text or voice
ask him anything, from the truck or the office
1 command
acts across every specialist at once
6:00 AM
your brief is ready before the day starts
How you interact with it

The brief lands at the time you set — most shops pick 6:30 AM. Tap an approval card to sign off, tap a question card to redirect, tap nothing and the auto-policy you calibrated carries the day. You set the voice and the baselines once during onboarding; the Office Manager stores them and every other specialist works from them. It never makes the big calls — it surfaces them so you can.

You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • Gathers and summarizes every specialist's overnight work
  • Ranks the day and composes the brief
  • Routes work to the right specialist
  • Surfaces stalls and lag before they become problems
Waits for you
  • Anything a specialist escalates is presented to you as a clear decision
  • The Office Manager never contacts customers or moves money itself

The Office Manager orchestrates — it routes decisions to you, it doesn't make the irreversible ones.

How it helps the shop

Independent shops fall behind not because they lack hands, but because the cadence of decisions runs into the cadence of jobs — and because the office plumbing, the phone, the records, the integrations, breaks quietly while everyone is on a job. The Office Manager keeps both on rails, so the manager walks into a day already planned on top of a system that did not drift overnight.

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