Capture every lead
AI conversations, phone setup, SMS, chat, booking, and notification flows keep new demand from becoming voicemail.
Product
One operating system for the office work that leaks revenue.
The product is split into acquisition, scheduling, CRM, operations, payments, automations, and growth so owners can see exactly which office bottleneck each feature removes.
What this page covers
The work that turns demand into booked, paid jobs.
Run jobs from one customer record
Contacts, jobs, calendars, offerings, estimates, invoices, and payments stay tied to the same operational history.
Automate growth loops
Reviews, reactivation, reporting, and follow-up workflows turn completed work into repeat revenue.
Browse this section
One operating system for the office work that leaks revenue.
Feature
AI Conversations
AI that answers calls and texts, books jobs, handles FAQs, and follows up—around the clock. It knows your services, your pricing, and your customers. Sounds so natural, most people can't tell the difference.
Feature
Automations
Build automations that handle follow-ups, review requests, reminders, and more. No coding required. Set the rules—your business runs itself.
Feature
Bizzy Bot
Tell Bizzy what you need in plain English—or by voice. 'Send the Johnson estimate.' 'What's on my schedule tomorrow?' 'Follow up on all pending estimates.' Bizzy handles it.
Feature
Calendar, Appointments & Routes
See your whole team's schedule at a glance. Appointments booked by AI or your team land in the same calendar. Routes are optimized so you spend less time driving and more time working.
Feature
Contacts (CRM)
Every call, text, email, and job—all in one place. See the complete history before you pick up the phone. Stop asking customers to repeat themselves.
Feature
Custom Records
Not everything fits into standard fields. Custom records let you track whatever matters to your business—property details, permit info, membership tiers, or anything else.
Feature
Dashboard & Analytics
Revenue, jobs, reviews, lead sources, team performance—all on one dashboard. Know what's working, what needs attention, and where your business is heading.
Feature
Equipment Management
Track equipment at every customer property—make, model, install date, warranty, and service history. AI uses this info to prepare techs and suggest maintenance.
Feature
Estimates
Build and send estimates from your phone or desktop. Pull from your service catalog, add line items, and send for customer approval with e-signature—all in minutes.
Feature
Integrations
Sync with QuickBooks, Google Calendar, Zapier, and more. Local Business Pro plays nice with your existing tools so you don't have to rip and replace everything.
Feature
Invoices
Generate invoices from estimates or jobs, send them electronically, and get paid online. Automatic reminders for overdue invoices. No more chasing payments.
Feature
Jobs
Create jobs, assign techs, track status, and close them out—all in one place. See what's scheduled, in progress, and completed across your whole team.
Feature
Notifications
Get notified about the things that matter—new leads, completed jobs, payments received, and urgent issues. Push, SMS, or email. You choose what and how.
Feature
Offerings & Services
Set up your service catalog with pricing, duration, and descriptions. AI uses it to answer questions. Estimates pull from it. Your booking page displays it. Define once, use everywhere.
Feature
Phone Setup
Get a dedicated business number or port your existing one. Every call is answered, recorded, transcribed, and routed—automatically. No more personal phone for business.
Feature
Public Booking Page
Give customers a link and let them pick a time that works. No phone calls, no back-and-forth. Your availability updates in real-time so there are never double-bookings.
Feature
Reviews & Reputation
Automatically request reviews after completed jobs. Monitor your reputation across Google and other platforms. Respond to reviews quickly. Build the social proof that wins more jobs.
Feature
SMS Inbox
One unified inbox for all your text conversations—AI-handled and manual. See the full thread, jump in when needed, and never lose track of a customer conversation.
Feature
SMS Setup
Send and receive business texts from your dedicated number. AI can respond automatically or you can jump in manually. Customers love texting—now you're ready for it.
Workflow Story
3am Emergency Call
AI handles emergencies while you sleep. See how 9 features connect in this real-world workflow story.
Workflow Story
Bizzy Bot Runs Your Operations
Your AI assistant handles the busywork. See how 8 features connect in this real-world workflow story.
Workflow Story
New Customer Call to 5-Star Review
The complete customer lifecycle. See how 11 features connect in this real-world workflow story.
Workflow Story
Returning Customer - AI Knows Them
Every customer feels like your only customer. See how 8 features connect in this real-world workflow story.
Workflow Story
Website Visitor to Booked Job
Turning web traffic into revenue. See how 8 features connect in this real-world workflow story.
Feature
Transactions
Track all payments, refunds, and outstanding balances in one place. See who owes what, what's been paid, and your revenue trends at a glance.
Feature
Web Chat Widget
Add a chat widget to your website and let AI engage visitors instantly. Answer questions, capture leads, and book appointments—even when you're on a job site.