The catalog
Shop by need, not by SKU.
Every product lives at one of three levels. Level 1 fixes individual tasks. Level 2 runs the whole operation on linked sheets and docs. Level 3 puts AI to work. Start wherever you are. Every level works on its own, and each one feeds the next.
Featured launch
Start with the front office.
Our new flagship for 1 to 5 person shops: booking intake, dispatch, and Stripe payments through the AI you already pay for.
$179 founding price, one payment. You confirm every send, booking change, and payment action.
Fix individual tasks
Standalone, single-purpose tools. Each one does exactly one job: an estimate template that totals itself, a sign-in sheet that feeds your follow-up, a prompt pack that drafts the emails. The 3-packs bundle the individual tasks a trade hits most often, cheaper than buying them one by one, with nothing in the bundle you will not use this month.
Contractor Estimate Template
One self-totaling estimate sheet: ten line items, discount, tax, and a deposit line that calculates itself. A filled sample job is included so you can see it work.
Contractor Starter 3-Pack
Three single-purpose templates (estimate, invoice, change order) that make your paperwork look like it came from a much bigger company.
Contractor Prompt Pack
Fifty contractor-specific prompts for ChatGPT, Claude, and Gemini: quote follow-ups, invoice reminders, delay notices, bad-news messages, review requests, and the admin in between. Copy, fill in the brackets, send.
Real Estate Starter 3-Pack
Three single-purpose templates: an open-house sign-in sheet that feeds your follow-up, a home showing scorecard for buyers, and a seller net-proceeds estimator.
Med-Spa Starter 3-Pack
Three single-purpose templates: a client intake log with an automatic referral-source tally, a booking sheet with a self-pricing service menu, and a retail receipt with change due.
HVAC Starter 3-Pack
Three single-purpose tools for HVAC shops: a service quote sheet with equipment, parts, and labor; a maintenance plan tracker with self-updating renewal flags; and a service agreement log that keeps every contract in one list.
Plumbing Starter 3-Pack
Three single-purpose tools for plumbing shops: an estimate template with fixtures, parts, and labor; an invoice tracker with automatic Paid, Overdue, and Due Soon status; and a work order log with scheduled dates, technicians, and date flags.
Cleaning Starter 3-Pack
Twelve sheets in one Excel workbook: room-by-room checklists, intake forms, a quote worksheet that prices itself, and every message script you send.
Pest Control Starter 3-Pack
Three tools: the EPA-compliant pesticide application record log, a printable daily route sheet with route-density math, and quarterly agreements with price-increase letters and treatment notices.
Pool Service Starter 3-Pack
A printable daily route sheet that doubles as proof of service, a water chemistry log with automatic CHECK flags, and route profit math that prices every stop.
Handyman Starter 3-Pack
Three tools for solo handymen: a 45-task price book that reprices from your hourly floor, a quote builder that pulls prices automatically, and an invoice with a per-job profit checker.
Pet Grooming Starter 3-Pack
A rebook radar with next-due dates and at-risk revenue, copy-paste SMS scripts, a price menu builder, and a printable policy pack for salon and mobile groomers.
Run the operation
Connected operating systems for the work that repeats every week: estimating, pipeline, bookings, deadlines, follow-up. Tabs share data and formulas carry the numbers from estimate to invoice to dashboard. Enter it once and stop retyping the same figures into five different sheets.
Contractor Operating System
A five-tab spreadsheet operating system for residential electrical contractors: estimate jobs to hit your margin, track every lead, invoice and see per-job profit, manage clients, and log expenses.
Transaction Coordinator Operating System
A five-tab spreadsheet operating system for transaction coordinators and solo agents: track every file, watch contingency dates against today, count closed income, and run a document checklist on every file.
Med-Spa Operating System
A five-tab spreadsheet operating system for med-spa front-of-house work: book appointments, keep client records, track retail inventory, watch service revenue, and manage memberships and marketing.
HVAC Business OS
A seven-tab spreadsheet operating system for HVAC contractors: quote jobs to hit your margin, schedule techs, track maintenance plans and equipment, see per-job profit, manage clients, and log expenses.
Plumbing Business OS
A seven-tab spreadsheet operating system for plumbers: estimate jobs to hit your margin, run the work order board, track service agreements and parts, see per-job profit, manage clients, and log expenses.
Cleaning Business OS
Nine linked sheets for a 1-to-15-cleaner cleaning business: dashboard, CRM, route scheduler with profit math, job costing, quotes, payroll, leads, P&L, and inventory.
Pest Control Business OS
Nine linked tabs: dashboard, customer book with LTV, renewal tracker, route planner with profit per stop, chemical log, service reports, license tracking, P&L, and a price book.
Pool Service Business OS
Twelve linked tabs: dashboard with MRR, customer database, route planner, visit log, chemical inventory, billing with aging flags, repair quotes, equipment registry, filter scheduling, seasonality, P&L, and the route profitability report.
Handyman Business OS
Ten linked tabs covering pricing, quoting, scheduling, invoicing, collections, change orders, clients, expenses, mileage, and reviews. One payment, no subscription.
Pet Grooming Business OS
Ten linked tabs: dashboard, client and pet CRM, appointment book, rebook engine, no-show log, revenue and expenses, commission payroll, inventory, mobile route pack, and a policy library.
Real Estate Agent Business OS
Ten linked tabs for the solo agent: dashboard with GCI and net to agent, CRM, listing pipeline, open house tracker, marketing ROI, commission tracker with tax set-aside, lead sources, sphere touches, and year-over-year growth.
Put AI to work
AI agent systems that watch, draft, chase, and summarize while you run the business. Import-ready workflow blueprints and tuned prompts with a human in the loop: the agent drafts, you approve every send. Configured AI that does the doing, with your approval on every send.
Transaction Agent Setup Kit
Import-ready workflow blueprints for Make.com and n8n, four tuned system prompts, and a 30-minute setup guide. You get a deadline watchdog, document chaser, weekly digest, and risk flagger.
Contractor Front Desk Agent
Import-ready workflow blueprints for Make.com and n8n, four tuned system prompts, and a 30-minute setup guide. You get missed-call textback, after-hours intake, estimate follow-up, and a callback prioritizer.
HVAC Dispatch & Tune-Up Agent
Import-ready workflow blueprints for Make.com and n8n, four tuned system prompts, and a 30-minute setup guide. You get seasonal tune-up campaigns, dispatch assist, no-answer follow-up, and a warranty watcher.
Plumbing Dispatch & Recall Agent
Import-ready workflow blueprints for Make.com and n8n, four tuned system prompts, and a 30-minute setup guide. You get emergency triage intake, recurring service recall, quote follow-up, and a parts reorder flagger.
Med-Spa Rebooking & Win-Back Agent
Import-ready workflow blueprints for Make.com and n8n, four tuned system prompts, and a 30-minute setup guide. You get post-visit rebooking, lapsed-client win-back, review collection, and retail replenishment reminders.
Cleaning Quote & Rebook Agent
Six AI workflows for cleaning businesses: instant quotes, 48-hour nudges, no-show guards, intake extraction, morning briefs, and review asks. The agent drafts. You approve.
Pest Control Renewal Agent
Six AI workflows for pest control: missed-visit rescue, renewal and delinquency sequences, service-report writing, after-hours triage, chemical-log nudges, and review asks. The agent drafts. You approve.
Front Office Agent Setup Kit
A configuration kit that turns the AI assistant you already pay for (Claude, ChatGPT, or Gemini) into an office manager trained on your shop: your services, your rates, your service area, your techs, your rules. Booking intake, dispatch and scheduling, and Stripe payments, with a human confirming every send, booking change, and payment action.
The capstone
Own the whole stack.
The Business-in-a-Box bundle: every template, system, and AI agent we make for your industry, in one listing. We build the pieces first and bundle them after. A bundle of products that do not exist yet would be a promise, not a product, so the stack stays in development until the levels beneath it are real.
For you if: You want the whole stack at once, at the best price. Join the launch notes below and we will tell you when the first industry stack bundles.
Or browse by industry
Same levels, built for your trade.
Prefer to start from your industry? Each trade gets all three levels, shaped to its actual workflow.
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a service business. No spam, no funnels, no daily drip. Unsubscribe anytime.