What we build

The whole back office, in one system.

We build around the three things every local business fights: the phone, the leads, and the paperwork. A knowledge desk and follow-up come with every build, and nothing customer-facing goes out without your okay. Here is each piece, in plain terms.

01

The front desk most start here

The phone rings while you're under a sink or with a patient, and the caller dials the next name on Google. This desk picks up every time, day or night.

  • Answers every call, 24/7, in English or Spanish
  • Books the appointment right on the call
  • Texts back missed calls in seconds
  • Website chat that answers and books

Runs on your phone line, your calendar, and Retell.

On the line now
Incoming call7:02 AM
Answered, questions handled0:11
Booked for ThursdayDone
02

The lead engine

A lead fills out your form at 8pm, and by the time you call back they've booked someone else. The one email that mattered is buried under forty.

  • Calls new leads back in under a minute and qualifies them
  • Sorts, labels, and answers your inbox
  • Logs every lead where you can see it

Runs on your inbox, your forms, and n8n.

Your inbox, sorted
New job requestBooked
Invoice questionBilling
Replied automaticallyjust now
Weekly promo blastFiled
03

The back office

The quote you meant to send is still in your head. The invoices are riding around on the seat of the truck. This is the paperwork, handled for you.

  • Itemized quotes and proposals from your pricing
  • Invoices captured, logged, and filed
  • New customers welcomed and onboarded

Runs on your pricing, your invoices, and QuickBooks.

Quote, drafted from your pricing
Estimate #1042Today
Service call + diagnosis$120
Water heater, supply + install$1,350
Haul-away$80
Total$1,550
Approved · Sent · Invoiced

Included with every build

A knowledge desk. Answers from your own pricing, service area, insurance, and policies, so every answer a customer gets is one you would have given yourself.
A follow-up desk. Reminders that cut no-shows, review requests that lift your Google rating, and win-back nudges to the customers who have gone quiet.

Nothing goes out without your okay

Every message that reaches a customer, a quote, a reply, a reminder, can wait for your one-tap approval until you trust it to run on its own. You stay in control the whole way. That is the part most automation skips, and the part that matters most to the people we build for.

And the custom builds

This list is where most people start, not where it ends. Payment chasing, intake forms, inventory checks, referral tracking, applicant screening for high-volume hiring. If a task in your business repeats, we can probably build a system that handles it. The complex builds are where we do our best work.

Fits your world

It works with what you already use.

We build around your business, not the other way around. Your new system books into the calendar you already keep, sends the emails and texts your customers already read, drafts from your own pricing, and talks to the tools that run your office.

The tools you use every day

  • Google Calendar
  • Outlook
  • Gmail
  • Text & SMS
  • Google reviews

Runs with your practice's system for medical & dental offices

  • ModMed
  • athenahealth
  • Epic
  • DrChrono
  • NexHealth
  • Open Dental
  • Dentrix
  • Tebra
  • eClinicalWorks

What we can sync (live availability, booking, reminders) depends on your system's access program, so we map it with you on the free consult. Southeast Dermatology runs on ModMed.

Built on modern, dependable technology

  • Retell

And it runs as one workflow every step handing off to the next

bookquestionmessagequote Call comes in Missed call After-hours call Text message Website chat Answers · EN/ES Understands the ask Routes the request Check open slots Answers questions Takes a message Books the visit Text confirmation Email confirmation Logs lead in CRM Texts the owner No-show reminder Review request Syncs the invoice Trained on your business Texts the caller back Continues in Spanish Drafts the quote Call comes in Missed call After-hours call Text message Website chat Answers · EN/ES Understands the ask Routes the request Check open slots Answers questions Takes a message Books the visit Text confirmation Email confirmation Logs lead in CRM Texts the owner No-show reminder Review request Syncs the invoice

This is the actual shape of what we deploy. Every call, text, form, and website chat routes through one system that answers, books the visit, drafts the quote, and confirms by text and email, then logs the lead, alerts you, and follows up with reminders, a review request, and the invoice. Anything that reaches a customer waits for your okay first.

Not sure which pieces are yours? That's exactly what the free 30-minute consult is for. We'll map your business and tell you what we'd build first.

Book the free consult