Modules / Projects and workflows
Every job becomes tasks with owners and dates. People and AI agents work the same board, and costs and invoices stay tied to the project.
What your AI does here
Plan
When a deal is won, your AI drafts the project: tasks, owners, dates and the permit or material that everything else waits on.
You adjust what needs adjusting. The crew sees their tasks on their phones.
Split the kitchen remodel into 9 tasks, assigned 6 to the crew, and flagged the permit as blocking.
Run
Some tasks belong to people and some to AI agents: ordering materials, confirming appointments, chasing a signature. Everyone works the same board with the same status.
Materials and hours land on the job, so you can see whether it is making money while it is still running.
One system
Questions
Project management where an AI agent does the coordination: drafting plans, assigning tasks, chasing blockers and summarizing progress, while people do the work that needs them.
Yes. Tasks can belong to a person or an agent, and both appear on the same board with the same status and history.
Yes. Jobs, crews, permits, materials and progress invoicing are the core of how it is used.
Not for most small businesses. Projects share context with the CRM, accounting and invoicing, which a separate app cannot.
Start with one connected system instead of assembling a stack of subscriptions first.