AI-Powered Drafts with Full Business Context

Claude reads your services, client history, work order details, and calendar to draft perfect SMS messages, emails, and job summaries. Customize AI behavior per organization with custom instructions.

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The Problem

Writing professional client communications takes time that service business owners do not have.

Generic Templates That Sound Robotic

Pre-written message templates do not know your client's name, their service history, or what job was just completed. Every message needs manual editing to sound professional and personal.

Hours Spent on Follow-Up Messages

After completing a job, technicians and office staff spend 15 to 30 minutes per client crafting appointment confirmations, completion summaries, and payment reminders. Multiply that by 20 jobs per day.

Inconsistent Communication Quality

When multiple team members write messages, tone and quality vary wildly. One technician sends a one-line text while another writes a detailed professional summary. Clients notice the inconsistency.

How It Works

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Key Capabilities

Full Business Context Builder

The AI context includes your organization details, service catalog, client profile, work order history, activity log notes, and upcoming calendar events. Every draft is tailored to the specific situation.

Custom AI Instructions Per Organization

Set business-specific instructions that shape every AI response. Tell Claude your preferred tone, common terminology, upsell strategies, or specific phrases to include or avoid.

SMS Draft Generation

Generate concise, professional SMS messages for appointment reminders, job completions, payment requests, and follow-ups. Each message stays within SMS character limits while including relevant details.

Email Draft Generation

Create detailed email drafts with proper formatting, subject lines, and professional sign-offs. The AI adapts length and formality based on the communication type and client relationship history.

Work Order Summary Generation

Transform technician notes into polished job summaries. The AI organizes scattered notes into a structured report covering work performed, parts used, condition assessments, and next-step recommendations.

Usage Tracking and Tier Enforcement

Each AI generation consumes one credit ($0.10). Usage meters on the subscription page show consumption in real time. Credits are blocked when tier limits are reached with clear upgrade prompts.

See It in Action

See how AI drafts look for a plumbing company, including context-aware SMS messages, professional emails, and work order summaries.

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Drafts Generated

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Avg Draft Time

Send Rate

Appointment Reminder for Johnson

Hi Tom, your drain cleaning is confirmed for Tuesday at 2 PM. Our tech Mike will arrive in a marked van. Reply STOP to opt out.

Ready

Job Completion for Garcia

Hi Maria, your water heater install is complete. Mike tested all connections and everything is working properly. Invoice #0124 sent separately.

Sent

Follow-Up for Chen

Hi David, just checking in on the kitchen faucet we replaced last month. Let us know if you have any concerns. We are here to help.

Draft

Frequently Asked Questions

The AI context builder assembles your organization details, service catalog, the specific client's profile and history, all work order data (including notes and photos), and upcoming calendar events. Custom AI instructions you set are also included in every request.

Yes. The Custom AI Instructions field in organization settings lets you specify your preferred tone, terminology, and any phrases to include or avoid. For example: 'Use a friendly but professional tone. Always mention our 24/7 emergency line.'

Each AI generation (SMS draft, email draft, or work order summary) costs one credit at $0.10. Credits are billed monthly alongside your subscription as pay-as-you-go usage. There are no upfront packages to purchase.

AI draft buttons appear on client detail and work order detail pages. If your organization has AI features enabled and credits available, any team member with access to those pages can generate drafts from their phone or tablet.

Pricing

Professional+

AI-Powered Communication at Scale

AI tools are available on Professional and Business tiers. Each generation costs $0.10 per credit, billed monthly as pay-as-you-go usage alongside your subscription.

$0.10 per AI credit

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Ready to try AI for SMS, Email, and Summaries?

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