Operations workflows
The admin that eats your team's week, handled.
Less time on admin, faster turnaround, and fewer things slipping through the cracks.
Already running in production
Built on the same white-label portals and task system our own team lives in every day, with intake, dispatch, and document generation running off your real data.
How your Operations runs, end to end.
Each stage hands off to the next automatically, all inside your Portal. You watch it happen and step in only when something needs your call.
Request lands
Any channel, one inbox
Triaged
Tagged and prioritized
Dispatched
Right job to the right person
Documented
Contracts and SOPs generated
Tracked
To done, nothing slipping
What your Operations workflows do.
Each one runs every day from inside your Portal without anyone having to remember it. We build the workflows you need and run them for you every month, so the work happens whether your team is busy or not.
Client portals (white-label)
Core buildA branded command center your clients or team log into, with their data, jobs, and documents in one place.
- A branded portal per client or team, on your domain
- Their jobs, documents, and status in one view
- Role-based access so people see only what they should
Also included
Intake and triage
Every new job or request sorted, tagged, and routed the moment it lands.
Job dispatch and routing
Get the right job to the right person automatically, with nothing sitting in limbo.
Document and SOP generation
Contracts, work orders, and standard operating procedures generated from your data instead of retyped by hand.
Task and project management
A real task board with calendar, reminders, and saved views, so nothing falls off the radar.
Inventory and ordering
Track what you have and reorder before you run out.
Built into your Portal, run for you.
Your Operations workflows plug straight into your Portal. We build them, wire them into where your data already lives, and run them for you every month with all tool and API costs included.
They usually start as your first workflows on Build at $2,500/mo, on your Portal, and most owners grow into a full department from there as they see it work. See pricing.
Who this is for
Teams drowning in coordination, data entry, and paperwork that pulls them off billable work.
Pira reports to you
You never have to log in to know how it is going.
Pira is the AI that runs your Operations workflows, and she keeps you posted right on your phone. A morning brief, a ping the moment something moves, and a heads-up any time something is waiting on your call.
- A morning brief, so you start the day knowing where things stand
- A ping the moment something important happens
- A heads-up when something is paused and needs your approval
Sample reporting with a placeholder brand.
Stronger together.
Get started
Want your Operations workflows running for you?
Tell us how it works in your business and we will show you the build, on your own Portal, and what it costs.