Intelli+ Your day · Example
Invoice drafted for a customer job. Sent for e-sign. 9:00 AM
Approved and paid, 48 seconds later. 9:48 AM
QuickBooks synced. Next: permit for the next remodel. 9:49 AM
The job is booked. Now comes the paperwork.
The AI Office Assistant does that part too.
- The AI Office Assistant drafts quotes, invoices and confirmations from your conversation history
- Invoices and payments with QuickBooks sync, so the books stay current without double entry
- Job and task tracking, so every job has a next step and an owner
- Automatic steps run the routine admin: reminders, review requests, follow-ups, status updates
IInvoice drafted (Example)Kitchen remodel · $2,400 · sent for e-sign
QQuickBooks syncedPayment received · $2,400 · invoice closed
JJob: Kitchen remodel (Example)Permits filed · materials ordered · crew scheduled
WWorkflow: Review request (Example)Sent 2 days after job completion
IInvoice drafted (Example)Bathroom remodel · $1,850 · sent for e-sign
JJob: Bathroom remodel (Example)Materials ordered · crew scheduled
WWorkflow: Quote follow-up (Example)Runs 2 days after the estimate
AI Office Assistant
Updates your records, drafts quotes and invoices, sends reminders and requests reviews after each job. You approve what it does, and it never forgets a step.
Invoices and payments with QuickBooks sync
Send the invoice from the same place the conversation happened. Payments come back online, and the invoice status syncs to QuickBooks automatically.
Job and task tracking
Every job becomes a tracked task with stages and owners. Nothing sits in a notebook or someone's head.
Automatic steps
Set the routine once: appointment reminders, review requests, payment chasers, rebooking nudges. They run every time, on time.
See it running in your business
Book a free strategy call. 15 minutes. We will show you which admin tasks Intelli+ would take off your plate first.