Will automations email my customers without me knowing?

No. Automations is an optional add-on you activate, every recipe arrives paused, and each one runs only after you switch it on and choose an approval mode. Every run is logged and explained.

Can I trust the numbers in analytics?

Every metric names the records behind it, so you can open the underlying customers, proposals or projects instead of taking a chart on faith. Benchmarks state their source.

What does the AI actually do?

It reads the work already in the workspace and suggests one clear next action per customer, with the reasoning shown. It suggests. You decide.

Do conversations stay in one place?

Yes. One conversation per relationship carries messages, shared files and the project history, so a handover between reps does not lose context.

Who can see analytics and automations?

Analytics, automations and branding stay with Owners and Admins. Support sees conversations and contacts. Advanced analytics and permissions depend on plan.

Operate

Know what matters today, and why.

One conversation per customer, routine follow-ups handled by automations you switched on, and analytics that show the records behind every number. AI suggests. You decide.

Start free trial

14-day trial. No credit card. Homeowners join for free.

How operating works

Communicate, understand, automate, measure.

The workspace reads the same records you work in. There is no separate data entry for intelligence.

1Communicate
One thread per customer across proposal, project and payments. Shared files, quick actions and a smart composer that drafts from context.
2Understand
Relationship health across six dimensions, signals from real activity, and one explained next action per customer. Never more than one.
3Automate
Pick recipes from the library: follow up on a viewed proposal, remind about tomorrow's appointment, chase an unconfirmed visit. Each arrives paused.
4Measure
Sales, delivery, communication, referrals and cash in one analytics workspace. Filter by period, export, and open the records behind any figure.

Automations

Routine follow-ups, on your terms.

Library: proven recipes. Nothing runs until you switch it on.

Fourteen templates

Win work, appointments, get paid, documents and delivery.

Approval modes

Run automatically, ask first, or draft only. Set per automation.

Explained runs

Every execution says what triggered it, what it did and for whom.

Recommendations

The workspace suggests automations from your own patterns. You add them.

Conversations and intelligence

Less noise. One clear next step.

Unified conversation

Messages, files and timeline for one relationship in one view. Waiting-on is always visible.

Relationship health

Decision confidence, experience, communication, momentum, trust and commitments, each explained.

Daily brief

What changed, what matters and what to do next, generated from your live workspace.

How AI is used

AI drafts, summarises, scores and suggests. It does not send messages, apply designs or move money without your approval.
Suggestions are labelled as interpretation, with the signals that produced them. You can always see why.

Plans and roles

Automations is an optional add-on available to Growth, Scale and Enterprise plans. Every recipe arrives paused and runs only after you switch it on and choose an approval mode. Advanced analytics and permissions depend on plan.
Support sees conversations and contacts. Analytics, automations and branding stay with Owners and Admins.

Executive brief and saved reports
Benchmarks with stated sources
Exportable analytics
Smart composer
Follow-up queue

Keep exploring

The rest of the lifecycle

SellSolar Design, Proposal Studio and customer decisions.DeliverProjects, procurement, schedule and completion.Get paidMilestone payments, project funds and payouts.

FAQ