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.
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
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.
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.
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.
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.
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.
The Office Manager orchestrates — it routes decisions to you, it doesn't make the irreversible ones.
Get started. Your whole team starts working in ten minutes.