Team portals and internal tools for your crew and office
Today's jobs, checklists, photos, hours and an AI helper that answers from your own how-tos. Your team stops texting you the same questions.
- Price
- Set on the free call
- Build time
- A day or two to a week or two
- You approve
- Everything before it goes live
- You own
- The code, the data and the accounts
A day on the team side
An example team portal. Tick a checklist, then ask the AI helper.
Tap a job to open its checklist.
Pick a question below. The helper answers from your notes, and says so when something is not in them.
Reads from- Install guide
- Pricing rules
- Warranty policy
- Safety checklist
- Today's jobs, in order, with the address.
- A checklist for each job type.
- Photos and notes saved on the job.
- An AI helper that answers from your own how-tos.
How would this work for my business?
Tap your trade, then play with a working example built for it.
I run a…
What bugs you most?
Now tap your trade. A working example for your business opens here.
What a team portal is
A team portal is a private page where your crew and office find today's jobs, the checklist for each one, photos, hours and how-tos. An AI helper can answer questions from your own notes. It replaces the group text and the binder, so people stop asking you the same question every morning.
Daily jobs, checklists and an AI helper for your team.
What you get
ReplacesThe group text, the binder nobody reads and the same five questions every morning.
- A login for each person, by role
- Today's schedule and job details
- Checklists, photos and sign-offs on each job
- Clock in and out, if you want it
- How-tos and training notes in one place
- Your paper forms, made digital
How it works
- Day 1
Free 15 to 30 minute call
How your team gets its work today, and the questions you answer most.
- Next
Load jobs and how-tos
We set up roles, checklists and forms, and load your how-tos for the AI helper.
- Go live
Crew starts using it
It goes live on the date in your plan, with a short walkthrough.
- After launch
Fix what the crew finds
The crew finds the gaps, and we fill them as questions come up.
Group texts, a field app or a team portal?
Group texts are fast but bury answers, and paper forms go missing. Ready-made field apps are strong at scheduling and dispatch and usually charge per user, but they may not match your checklists. A team portal is built around how your crew already works, with your forms and how-tos, for a build and a monthly price.
Are team portals right for your business?
They fit when you have a crew and answer the same questions every day. If it is just you, you probably do not need one yet.
Built for trades like
Signs it fits
- You answer the same questions every morning.
- Checklists and forms live on paper that gets lost.
- Job details travel by group text.
- New hires take long to learn how you do things.
How it is priced
Priced on the free call. One flat price in writing before any work starts.
- A free 15 to 30 minute call
- How work reaches you, and what this must do.
- One flat price, in writing
- The scope, the timeline and one price, on paper.
- Nothing starts until you say yes
- No hourly meter. You own what we build.
Questions owners ask
What is the AI helper?
A chat box in the team portal that answers from the how-tos, prices and policies you give it. If the answer is not in your notes, it says so and points to a person.
Will my team need training?
A short walkthrough at launch. It is built around how your team already works, so there is less to learn.
Can it replace our paper forms?
Usually, yes. Inspection sheets, job checklists, waivers and intake forms can be filled in on a phone and saved on the job.
What does a team portal cost?
Every build is priced on a free 15 to 30 minute call, after we see what it needs to do and connect to. You get one flat price in writing before any work starts, and you own what we build.
Who keeps the how-tos up to date?
You or whoever you choose, from a simple screen. We load the first version with you. When a price, a policy or a step changes, edit the note and the AI helper answers from the new version.
Can my crew use it on their phones in the field?
Yes. It opens in the browser on a phone, with no app store download. Photos, ticked checklists and notes save to the job as they work. We test it on the phones your team actually carries.
Can I see who did what on a job?
Yes. Sign-offs, photos and notes are saved on the job with the person and the time. That helps with callbacks and training. What you track beyond that, like hours, is your choice and goes in the scope.
How long does it take to build?
Small jobs take a day or two, bigger ones a week or two. It depends on how many job types and forms we set up, and the dates go in the written scope. You can add more job types after launch.
Answer the morning questions once.
We look at how your team gets its work today, then put the build and the price in writing.
Flat price in writing · You own what we build · Houston and about 50 minutes around