Phones
An AI receptionist picks up every call.
The only software
your business needs.
Phones, inbox, customers, contracts and payments in one place, with Otto doing the busywork.
$4,997 a month for the whole teamNo setup feeOtto asks before anything goes out
BRBlue Ridge Plumbing & AirHomeThis morning
Search or ask Otto⌘K
Good morning, Mike.
Since 6:00 PM yesterday Otto handledOtto handled 14 things overnight.. 3 need your yes.Nothing needs you.
Money in since 6 PM$6,120
3 of 3calls answered
5visits booked
2invoices paid
2quotes followed up
While you were out 9 of 144 of 14
Text answered:
Jose Ruiz Asked about a tankless install
Estimate Fri 1:00Payment in:
Marcus Lee Kitchen faucet install
Paid $480Call answered:
Dana Whitfield AC running but the air is warm
Booked Thu 8 to 10, LuisCall answered:
Gail Porter No hot water since the evening
Booked Fri 8:00, MarcoCall answered:
Karen Mitchell Water heater leaking in the garage
Booked Thu 8:00, MarcoQuote followed up:
Walt Jensen Sump pump quote, sent 3 days ago
OpenedQuote followed up:
Ines Duarte Toilet repair quote, sent 4 days ago
AcceptedForm answered:
Elena Ortiz Furnace tune-up before winter
Booked Fri 9:00, LuisPayment in:
Tom Becker Repipe, balance
Paid $5,640Needs your yes 3All clear Nothing needs you this morning.
Priya RamanNew lead, by textKitchen sink is backing up. Offer Luis, Thursday 1 to 3?
Reply sent to Priya
Basil KakisBoiler replacementQuote is ready at $14,997. Send it with the agreement and deposit link?
Quote, agreement and link sent
Calvin Price9 days lateDisposal replacement, $385. Send a friendly reminder?
Reminder sent to Calvin
Today
Marco: water heater, Mitchell
Luis: AC not cooling, Whitfield
Luis: open until 3:00
SRSummit Roofing Co.HomeThis morning
Search or ask Otto⌘K
Good morning, Cole.
Since 6:00 PM yesterday Otto handledOtto handled 9 things overnight.. 3 need your yes.Nothing needs you.
Money in since 6 PM$7,800
2 of 2calls answered
3visits booked
1deposit paid
2quotes followed up
While you were out 6 of 94 of 9
Call answered:
Rosa Alvarez Hail damage on the north slope
Inspection Thu 10:00Quote followed up:
Sam Brooks Shingle replacement quote, $9,750
Opened twicePayment in:
Owen Whitlock Barn roof, deposit
Paid $7,800Form answered:
Linh Nguyen Leak above the kitchen
Booked Fri 8:30Quote followed up:
Joy Carter Skylight quote, $4,300
AcceptedCall answered:
Peter Lam Soffit coming loose
Booked Mon 9:00Needs your yes 3All clear Nothing needs you this morning.
Paul HendricksFull roof replacementQuote is ready at $18,400. Send it with the agreement?
Quote and agreement sent
Ana ReyesChimney flashingShe asked for dates. Offer Tuesday or Wednesday morning?
Reply sent to Ana
Ivan KovacQuote ends FridayRidge vent and repairs, $9,600. Remind him?
Reminder sent to Ivan
Today
Crew A: Whitlock barn, day 2
Inspection: Hendricks home
Crew B: open
GGlow Med SpaHomeThis morning
Search or ask Otto⌘K
Good morning, Mona.
Since 6:00 PM yesterday Otto handledOtto handled 18 things overnight.. 3 need your yes.Nothing needs you.
Money in since 6 PM$2,220
1 of 1call answered
3visits booked
2payments in
12visits confirmed
While you were out 6 of 184 of 18
Text answered:
Rae Pine Asked for a consult
Booked Sat 11:00Payment in:
Hannah Moss Visit payment
Paid $420Reminders sent:
12 clients Tomorrow's visits
All confirmedCall answered:
Amy Tran New client consult
Booked Fri 2:00Opening filled:
Dee Ward Took today's 2:00 opening
ConfirmedPayment in:
Sofia Reyes Prepaid package
Paid $1,800Needs your yes 3All clear Nothing needs you this morning.
Paige DunnOn the waitlistFriday at 10:00 opened up. Offer it to Paige?
Offer sent to Paige
8 clientsDue to rebook
Rebooking texts are written for this month. Send them?
8 texts sent
Carla VanceAsked to moveShe wants Thursday, not Wednesday. 3:30 is free. Move her?
Carla moved to Thu 3:30
Today
Dr. Patel, 5 visits
Jess, 5 visits
Mara, Dee Ward
MSMaple Street DentalHomeThis morning
Search or ask Otto⌘K
Good morning, Dr. Ito.
Since 6:00 PM yesterday Otto handledOtto handled 19 things overnight.. 3 need your yes.Nothing needs you.
Money in since 6 PM$420
1 of 1call answered
3visits booked
1payment in
14texts sent
While you were out 6 of 194 of 19
Call answered:
Victor Hale Wants the first opening this week
Booked today 3:00Reminders sent:
5 patients Due for a visit
Recall texts sentText answered:
Owen Brandt Booked from his recall text
Tue 9:00Payment in:
Imani Clarke Visit payment
Paid $420Reminders sent:
9 patients Today's visits
All confirmedForm answered:
Nora Feld Welcome form
Booked Fri 8:30Needs your yes 3All clear Nothing needs you this morning.
Hazel KimReview requestSend Hazel the review link with a short thank-you?
Request sent to Hazel
Clara BooneDue to rebookShe is due for her next visit. Offer her Tuesday or Thursday morning?
Times sent to Clara
Thursday 2:30Open chair
Offer it to the next three on the recall list?
Offered to 3 patients
Today
Maria: 6 cleanings
Tess: 5 cleanings
Dr. Ito: Victor Hale
HLHartwell LawHomeThis morning
Search or ask Otto⌘K
Good morning, June.
Since 6:00 PM yesterday Otto handledOtto handled 8 things overnight.. 3 need your yes.Nothing needs you.
Money in since 6 PM$2,400
1 of 1call answered
2consults booked
1retainer paid
1letter signed
While you were out 6 of 84 of 8
Call answered:
Ben Aldous Lease review, retail unit
Consult Thu 11:00Form answered:
June Whitaker Estate plan for a couple
Consult Fri 9:30Signed:
Tia Monroe Engagement letter, new company
SignedPayment in:
Tia Monroe Retainer
Paid $2,400Quote followed up:
Gus Olive Trademark agreement, sent Monday
ViewedDocuments filed:
Raj Mehta Uploaded 4 documents
Filed to the matterNeeds your yes 3All clear Nothing needs you this morning.
June WhitakerEstate planThe engagement letter is ready. Send it for signing?
Letter sent to sign
Kay FerrisBusiness saleShe asked what it costs. Reply with your fixed fee?
Reply sent to Kay
Ken SatoClosing Oct 28Remind him what to bring?
Reminder sent to Ken
Today
Consult: Aldous, lease review
Video: Dunn, will
Open
NANorthgate AccountingHomeThis morning
Search or ask Otto⌘K
Good morning, Faye.
Since 6:00 PM yesterday Otto handledOtto handled 12 things overnight.. 3 need your yes.Nothing needs you.
Money in since 6 PM$2,650
1 of 1call answered
1review booked
2invoices paid
6requests sent
While you were out 6 of 124 of 12
Payment in:H
Harbor Cafe September bookkeeping
Paid $850Documents filed:P
Pine Hill Landscaping Sent 3 payroll forms
FiledCall answered:
Ben Carter A year behind on business taxes
Review Thu 4:00Payment in:T
Two Oaks Farm New client setup
Paid $1,800Reminders sent:
6 clients October document requests
SentQuote followed up:O
Osei Consulting Year-end review invoice
ViewedNeeds your yes 3All clear Nothing needs you this morning.
3 clientsOverdue, $3,150
Friendly reminders are written. Send them?
3 reminders sent
KKessler LawAsked for a price
Reply with your tax planning fee, $600?
Reply sent
RRidge Auto BodyMonthly work
Move them to automatic monthly invoices?
Monthly invoices on
Today
Theo: payroll, 4 clients
Opal: sales tax filings
Review: Ben Carter
Sample business and sample data. Not a customer. This owner has let Otto handle some things alone. By default he asks first.
Built for local service businesses
The work is different in every trade. The busywork is the same.
Too many tools that don't talk.
And you, copying between them.
About10tools
What a business with 10 to 99 people runs on today.
Intuit QuickBooks Business Solutions Survey, 202425hours a week
Spent typing the same details into each one and making them match.
Intuit QuickBooks Business Solutions Survey, 202412seconds
The average time for a reply to a new lead to be written and ready.
Measured on AI Scaling replies, September 2026Everything in one place.
Fourteen parts, one login.
Each part knows what the others know, so nobody types the same thing twice.
Priya RamanKitchen sink is backing upReply readyRepliedDana WhitfieldCalled about ACNeeds youKaren MitchellWater heater leakBooked Thu 8:00Marcus LeePaid the invoicePaid $480Elena OrtizFurnace tune-up formBooked Fri 9:00Inbox
New
Storm repair$3,200
Gutter install$2,150
Soffit repair$1,100
Quote sent
Shingles$9,750
Skylight$4,300
Won
Metal roof$26,000
Tune-up$650
Pipeline
Customers
Every person, job and message on one page.
Forms
Collect the details before you show up.
Contracts & e-sign
They sign on their phone.
Email campaigns
Bring past customers back.
Mon
Tue
Wed
Thu
Fri
Booking calendar
Invoice 1042Paid
Kitchen faucet install$420
Parts$60
Total$480
Paid by card todayInvoices & payments
Tables
Track anything, your way.
Dashboards
Today's numbers, no spreadsheet.
Automations
When this happens, do that.
Tasks & projects
Who is doing what, by when.
Otto works across all of it
Your built-in AI agent does the busywork and asks before anything goes out.
Meeting notes
Notes and next steps, written for you.
- Phones
- Inbox
- Customers
- Pipeline
- Booking
- Forms
- Contracts
- Invoices
- Campaigns
- Tables
- Dashboards
- Automations
- Tasks
- Notes
- Otto
Switching
Bring everything. Retype nothing.
Connect the tools you use now. Otto reads what is in them and shows you his plan. Then he moves it, builds the automations a shop like yours runs and shows you each one before it is switched on. He works with over 1,500 apps.
QuickBooks
JobberGoogle CalendarHubSpot
JobberGoogle CalendarHubSpotGmailGoogle SheetsStripeCalendly
Mailchimp
Pipedrive
OutlookSquare
PipedriveOutlookSquareDropbox
ServiceTitanXeroAirtable
ServiceTitanXeroAirtableGoogle Drive
DocuSignTrelloPayPal
DocuSignTrelloPayPalClickUpNotionZendeskGoogle Forms
QuickBooksJobberGoogle CalendarHubSpotMailchimpPipedriveOutlookSquareGoogle DriveDocuSignTrelloPayPal
JobberGoogle CalendarHubSpotMailchimpPipedriveOutlookSquareGoogle DriveDocuSignTrelloPayPalGmailGoogle SheetsStripeCalendlyDropboxServiceTitanXeroAirtableClickUpNotionZendeskGoogle Forms
ServiceTitanXeroAirtableClickUpNotionZendeskGoogle FormsConnect the tool you use now
JobberConnectedQuickBooks
Google Calendar
Gmail
Mailchimp
Stripe
Sign in once. Otto can only read until you say go.
Otto reads what is in it
Otto's screen- 1,240 customers
- 86 open jobs
- 3 years of invoices
- 7 automations for your trade
Automations he suggests
- Invoice when a job is done
- Reminder if unpaid after 3 days
- Text the day before a visit
- Tune-up reminder each year
- and 3 more
You check his plan
Moving 4 of 5
Otto moves it and builds your automations
Moved. 7 automations ready for you to check.
You show him
Built by Otto
When a job is marked done
When a job is marked done
Send the invoice
Send the invoice
Wait 3 days
Wait 3 days
Send a reminder if unpaid
Send a reminder if unpaid
He shows you each one before it is switched on.
Keep the tool you like.
Not everything has to move. Leave a tool connected and work in either one.
QuickBooksInvoicesOtto keeps both in step.
Google CalendarCalendarOtto keeps both in step.
What moves
Customers, jobs, quotes, invoices, notes and files. Otto builds your automations.
How long it takes
About a week for most shops. Otto does the moving. You check the plan.
What it costs
Nothing extra. Moving in is part of the price.
Phones and inbox
Every call answered. Every message in one list.
Otto picks up when you can't, takes the details and books the visit. Calls, texts, email and web forms land in one inbox, next to the customer's whole history.
- Answers day and night
- Texts back missed calls
- One thread per customer
Calls today5 calls so far, 5 answered
Otto is on the phones
Gail PorterChecking on Friday's visit
OttoOn the callConfirmed Fri 8:00LiveInes DuarteToilet running all night
OttoBooked Fri 1:001:05Walt JensenAsked for a price on a sump pump
OttoQuote sent1:38Dana WhitfieldAC running but the air is warm
OttoNeeds you2:14Karen MitchellWater heater leaking in the garage
OttoBooked Thu 8:000:27Gail PorterOn a call with Otto now
Hi, it's Gail again. Is Marco still coming on Friday?
He is, Gail. Marco is booked for Friday at 8:00. Want a text when he's on his way?
Yes, please. Thank you.
Fri 8:00, with Marco
Setting it up
Say what you want. Otto sets it up.
No agency. No consultant. No weekends lost to settings. Tell Otto what should happen, in your own words, and check what he built.
OttoSetting up Blue Ridge Plumbing & Air
When a customer accepts a quote, send the agreement to sign, then the deposit invoice, and tell me when it is paid.
On it. I'll build four things and show you each one.
- Pipeline
- Agreement template
- Deposit invoice
- A text to you
Ready. Switch it on? Nothing runs until you say so.
If I miss a call, text them back within a minute and offer the next open time.
On it. I'll build four things and show you each one.
- Trigger
- Text back
- Booking link
- Saved to the customer
Ready. Switch it on? Nothing runs until you say so.
Every spring and fall, text each furnace and AC customer and let them book a tune-up.
On it. I'll build four things and show you each one.
- A list
- On a schedule
- The text
- A weekly count
Ready. Switch it on? Nothing runs until you say so.
When a new patient books, send the welcome form, and remind them the day before.
On it. I'll build four things and show you each one.
- New-patient form
- Trigger
- Reminder
- Saved to the patient
Ready. Switch it on? Nothing runs until you say so.
On the 1st, show me jobs done, money in and unpaid invoices for last month.
On it. I'll build four things and show you each one.
- A dashboard
- On a schedule
- A text to you
- Unpaid list
Ready. Switch it on? Nothing runs until you say so.
What Otto built
Quote to paid, hands offPipelineAccepted, Agreement sent, Signed, Deposit invoiced, Paid
AcceptedAgreementSignedInvoicedPaid
Agreement templateFilled from the quote. Signed on their phone.
Deposit invoice30% of the quote, with a pay link.
A text to you"Deposit paid" the moment it lands.
What Otto built
Never lose a missed callTriggerA call rings out or goes to voicemail.
Text back"Sorry we missed you. Want Thursday at 1?"
Booking linkYour next three open times.
Saved to the customerThe call and the reply, on their page.
What Otto built
Tune-ups every seasonA listEvery customer with a furnace or AC on file.
On a scheduleMarch 1 and September 15.
The textWith a link to book, in your words.
A weekly countWho booked, who has not replied.
What Otto built
New patients ready before they arriveNew-patient formNine questions, filled in on their phone.
TriggerSent the moment they book.
ReminderThe day before, with the address.
Saved to the patientAnswers on their record before they walk in.
What Otto built
My numbers every monthA dashboardJobs done, money in, unpaid, and last month beside it.
On a scheduleThe 1st of each month, 7 AM.
A text to youThree numbers and a link.
Unpaid listEach late invoice, with a reminder ready.
Ready. Switch it on?
Tell Otto what to change, like "make the deposit 50%".
Tell Otto what to change, like "make the deposit 50%".Tables and dashboards
Track anything, and see today's numbers.
Jobs, equipment, warranties, trucks: build a table for it in a minute. Dashboards read from the same records, so the numbers are right without a spreadsheet.
This monthBlue Ridge Plumbing & Air
Live
Booked jobs128up 14
Collected$84,300up 9%
Calls answered100%412 calls
Waiting on you4approvals
Jobs booked by week
Where jobs come from
- Calls 46%
- Texts 22%
- Web forms 18%
- Repeat 14%
Jobs this week
Table
| Job | Tech | Stage | Price |
|---|---|---|---|
| Water heater replacement | Marco | Thu 8:00 | $2,850 |
| Furnace tune-up | Luis | Fri 9:00 | $189 |
| Tankless install | Marco | Estimate | $4,200 |
Equipment in the field
Table
| Unit | Installed | Warranty |
|---|---|---|
| Boiler, Harbor View | 2019 | Ended |
| Tankless heater, Ruiz | Quoted | 12 years |
| Central air, Whitfield | 2017 | 1 year left |
Sample businesses and sample data. None is a customer.
OttoOtto has his own computer.
Otto has his own computer.
You keep yours.
Hand him a job and close your laptop. He works in the background, tells you what matters today, and asks before anything goes out.
Otto's computerWorkingParts catalogueKaren Mitchell, quoteCity permits
supplier parts catalogue / water heaters / 50 gallon gas
Water heaters, 50 gallon, gas
50 gal gas, 40,000 BTU, 6 yearIn stock, 4 at the local branch
$1,18450 gal gas, 40,000 BTU, 12 yearIn stock, 1 left
$1,46050 gal gas, power ventShips in 5 days
$1,912Karen Mitchell, quote
Water heater, 50 gal gas$1,184
Fit, haul away, permit$1,666
Total$2,850
What he is doing
- Opened the supplier's parts catalogue
- Searched for a 50 gallon gas water heater
- Found one in stock at $1,184
- Added the part to Karen Mitchell's quote
- Waiting for your yes to send the quote
Today, Otto suggests
Ranked by what it is worth to you1
Walt Jensen's quote goes cold tomorrowSump pump, $1,450. He opened it three times and has not replied in 3 days.
2
Oakwood HOA is overdue for a tune-upLast AC service was 13 months ago, across two buildings.
3
The Harbor View boiler job is running overBooked for one day. The crew has logged a day and a half.
That is everything for today.
Otto's log Everything he did, newest first
- Booked Marco for Karen Mitchell, Thu 8:00
- Matched 6 payments in QuickBooks
You can watch him work, stop him, or take over at any step.
One day at the shop.
- Your morning brief
Read everything that came in overnight and wrote it up: 14 things handled, 3 that need your yes.
Asked firstNothing. He only read. - A quote for Basil
Built the $14,997 boiler quote from Luis's visit notes and priced the parts on his own computer.
Asked firstTo send it. You said yes at 12:14. - The day's money
Matched 6 payments in QuickBooks and wrote 3 reminders for late invoices.
Asked firstTo send the reminders. - A burst water heater
Answered Karen's call, told her how to stop the water and booked Marco for 8:00.
Asked firstNothing. You let him book emergencies alone.
Sample business and sample data. Not a customer.
- Asks before anything is sent or deletedYou see it first, and can change any word.
- A log of everything he doesEach step has a time, and Undo where it can be taken back.
- You set what he can do aloneBooking a tune-up, yes. Sending a quote, ask.
- He says he is an AITo callers and customers, whenever they ask.
Set up for your trade on day one.
You don't start from a blank screen. Your pipeline, forms, booking types and Otto's call script come ready for the work you do.
Your pipeline
RequestEstimateQuoteScheduledPaid
Ready on day one
- After-hours and emergency call script
- Estimate and service-visit booking
- Seasonal tune-up reminders
- Quote, agreement and invoice templates
Your pipeline
RequestInspectionQuoteWonBuilt
Ready on day one
- Storm damage request form
- Inspection booking with photos
- Quote follow-ups
- Deposit and final invoice
Your pipeline
New clientConsultDepositBookedRebook
Ready on day one
- Booking by provider and service
- A waitlist that fills openings
- Deposits held at booking
- Rebooking reminders
Your pipeline
New patientBookedSeenRecall due
Ready on day one
- Welcome form
- Recall reminders by text
- Confirmations the day before
- Payment reminders
Your pipeline
InquiryConsultAgreementSignedOpen
Ready on day one
- Intake form by matter type
- Consults by phone or video
- Engagement letters with e-sign
- Retainer payment links
Your pipeline
New clientDocs inIn progressReviewFiled
Ready on day one
- Client intake and document requests
- Monthly work that repeats itself
- Invoices and payment reminders
- Deadline reminders
27 seconds
Hear Otto take a call.
A leaking water heater at Blue Ridge Plumbing. Otto answers, tells Karen how to stop the water and books the visit.
In the system when she hung up
Booked Thu 8:00 AM with MarcoText confirmation sentJob added: water heater replacementSample call at a sample business. This owner has let Otto book visits and text back on his own. By default he asks first.
OttoThanks for calling Blue Ridge Plumbing, this is Otto. How can I help?
KarenHi, this is Karen. Our water heater is leaking all over the garage.
OttoI'm sorry about that, Karen. Turn the cold water valve on top of the tank to the right. That stops the flow.
KarenOkay. Can someone help me soon?
OttoI have Thursday at 8 AM open. Should I book it for you?
KarenYes, please.
OttoYou're booked for Thursday at 8 AM. You'll get a text confirmation now and a reminder the night before.
One price. The whole team.
AI Scaling, with Otto
$4,997a month,
for the whole team
for the whole team
All fourteen parts and Otto are included. There is no bigger plan to move up to.
- No setup fee
- No per-user fees
- No add-ons or higher plan
- Month to month
- Cancel online
- Your data leaves with you
Get started
Six questions owners ask.
Plain answers, in plain words.
Is this another all-in-one I'll use a tenth of?
Start with the parts that hurt most, usually phones and the inbox, and turn on the rest when you're ready. The price is the same whether you use three parts or fourteen.
Am I locked into a contract?
No. It's month to month, and you can cancel online without calling anyone.
What happens to my data if I leave?
It's yours. You can export your customers, jobs, invoices and messages as spreadsheets at any time.
Who sets it up? I don't have an IT person.
We do, with you. Your trade's pipeline, forms and booking types are ready on day one, and Otto brings your customers and jobs across from what you use now, and builds the automations a shop like yours runs. You check his plan first.
What if Otto gets something wrong?
Nothing goes out without your OK unless you've told him he can handle that kind of thing alone. Everything he does is logged, so you can see it, and undo what can be taken back.
Will my customers know they're talking to AI?
Yes. Otto says he's an AI assistant, and anyone who asks for a person gets one.
Build a business that doesn't depend on you.
One system for the whole business, with Otto doing the busywork.
$4,997 a month for the whole team. No setup fee. Cancel online.