Customer records, follow-ups, quotes and jobs on a board — so nothing is lost between a message on Monday and a delivery on Friday, and anyone on the team can pick up where another left off.
Who they are, what they bought, what they were promised — scattered across Messenger threads only one person can find.
The quote that was never chased. The customer who said “maybe next month” and was never asked again.
Two deliveries promised for the same afternoon, discovered the same afternoon. The team finds out by accident.
This is the launch scope. Pilot feedback decides what joins it.
One card per customer: contact, history, notes. Findable by anyone on the team.
The system remembers to chase so a person doesn't have to.
Quotes issued, tracked and turned into jobs — or into a follow-up.
Every job as a card moving from promised to done. The whole team sees the same board.
Who's doing what, visible, so handovers don't drop things.
The full story per customer and per job, kept automatically.
Every system moves through the same four gates. Here's where this one is.
Scoping now, with the service businesses and delivery-heavy shops who need it most.
Design starts after Books reaches pilot.
Pilot with teams of two to ten — where handovers hurt most.
Ships when a team runs a full week without a job falling through a chat thread.
Pilot businesses use it free while it's rough and decide what it becomes. Tell us about your business.