The Collection.Five tools. One toolbox.
Every tool runs on a real business before it ships to yours. Below is the full catalog — each one priced as a standalone subscription, bundleable, and field-tested by operators.
ColdSetter
An autonomous AI sales rep that dials your list, qualifies every lead, and pings your phone the second one says yes.
Drop a CSV of 1,000 leads. Hit start. By the time you finish your coffee, your phone is buzzing with the ones that picked up and said keep talking.
Cold Setter is not a robocaller and it is not a chatbot reading from a flowchart. It is a fully agentic outbound AI rep built on Retell — the same voice stack used by venture-backed call agents — wired into your own dedicated Twilio number. Sub-second response times, natural backchanneling, smart interruption handling. It handles “who is this?”, “send me an email,” “I'm driving, call back later,” “how much?”, and “I'm not interested” — and adapts its pitch live to your industry the way a trained SDR would.
Every call is transcribed, scored, and persisted. The instant a prospect shows real interest the agent fires a Telegram alert to your phone with the full transcript and a one-tap callback link — while they're still warm. SMS replies to your number land in your CRM automatically. Inbound returns route 24/7. Voicemails get a callback message that doesn't sound like a script.
Real production numbers from a recent 461-call campaign on this stack: roughly $14 in Retell + Twilio cost per 100 dials, ~$0.14/call all-in. Six interested-lead alerts on a 100-call slice. That works out to about $2.33 per qualified prospect before you've picked up a phone. A junior SDR at $25/hour spending half the day on voicemail can't touch that math.
Built for home services first — pest control, HVAC, lawn care, window cleaning, pressure washing, roofing, solar — anyone calling fresh homeowner lists. Also crushes B2B SDR work: dead-lead reanimation, abandoned-quote follow-up, renewal calls, post-purchase warm-up. Scale from 10 calls a day to 1,000 without adding headcount.
How Operators Actually Use It
The Just-Bought Homeowner Play+
Pair with Doorstep. Pull every $500k+ home that closed in your service area in the last 30 days — names, phones, sale prices, addresses. Drop the CSV into Cold Setter. Stacy (your AI rep) calls them all over the next 48 hours pitching your service. Every interested lead pings your Telegram. New homeowners need every service: pest, lawn, pool, cleaning, gutters, painting — get to them before your competitor does.
Dead Lead Reanimation+
Upload last year's no-shows, ghosted demos, or unconverted quotes. Stacy re-warms them with a soft re-engagement script: 'Hey, just circling back — wanted to see if anything changed on your end.' Industry baseline: 12-15% of dead leads will pick the conversation back up 6+ months later. At $0.14/call you can re-call 5,000 names for $700 — and even a 1% conversion at average ticket pays for itself in week one.
Abandoned-Quote Follow-Up+
Auto-call every quote-but-no-purchase from the last 30 days. 'Hey, just checking in on the quote we sent you — anything we can answer or adjust?' Captures the 'I forgot to call back' segment that no human SDR has time to chase. Quote-to-close rates typically jump 20-40% when these get a 7-day-out human-sounding follow-up call.
Inbound SMS + Voicemail Capture+
When a prospect texts your Cold Setter number back — or leaves a voicemail you missed — it doesn't disappear. Stacy auto-creates a CRM row, pings your Telegram with the message, and (if they match a campaign lead) marks them as a hot reply. Real example shipped April 2026: a Fort Lauderdale homeowner texted back 'can I call you later?' to a voicemail. Within 3 seconds her CRM row was created and her owner's phone buzzed.
Multi-Office / Multi-Brand+
Each customer brand gets its own Twilio number, its own SIP credentials, its own Retell agent persona, and its own CRM bucket. Sadie at Fresh Frames sounds different from Casey at Crystal Pools. Calls don't cross-contaminate. Spend, lead flow, and ROI are tracked per brand.
How It Works
Upload CSV or pipe in from Doorstep
Pick a script template — AI rephrases live for tone + objections
Hit start — agent dials at safe pacing on your dedicated Twilio number
Hot lead detected → instant Telegram alert with transcript + callback link
Tap the alert → you take the warm prospect on the line yourself
Features
Retell-Powered Voice
600ms response times, natural backchanneling, smart turn-taking. Indistinguishable from a human SDR for 30+ second exchanges. Built on the same stack YC-backed call agents use.
Live Telegram Alerts
Hot lead detected → your phone buzzes with the full transcript, lead score, and a one-tap callback link. No dashboard refresh required. No alert fatigue — voicemails and uninterested calls stay quiet.
CRM Auto-Population
Every interested call automatically becomes a 'new_lead' row in your pipeline. Inbound SMS replies to your number do the same. Won't demote a closed-won row to new — only enriches existing rows.
Inbound 24/7
Same number takes inbound returns at 2 AM. Voicemail callbacks sound like a human left them. SMS replies route to your CRM + ping you on Telegram. Real leads stop falling through the cracks.
Per-Lead Cost Tracking
Every dial logs Retell cost (in cents — properly converted, no 100x phantom-spend bugs) + Twilio cost. Dashboard shows real cost per call, per appointment, per closed deal. ROI tile updates in real time.
Multi-Brand Isolation
Run multiple customer brands or service areas from one Syndicate account. Each brand gets its own number, voice persona, script, and CRM bucket. No cross-contamination, no accidental wrong-brand pitches.
Included in All Access Toolkit
Pony
AI-written cold email sequences that send across multiple inboxes, classify every reply, and only ping you when someone wants to talk.
Most cold email tools give you a send button and a CSV importer. Pony runs the entire outbound machine — writes the copy, warms the inboxes, sends at human cadence, classifies the replies, and only surfaces the ones that actually want to buy.
Sequences are written live by Claude Sonnet 4.6 based on your offer, your ICP, and your tone — not stitched out of a template library. A 5-step sequence is generated in under 30 seconds and you can edit any step before it sends. Each step has its own subject-line variants for A/B testing, and the model rewrites the cold-open paragraph per recipient using whatever context you provide (industry, role, recent move-in date, property value, contract amount — whatever's in the row).
Connect your sending inboxes (Gmail, Outlook, custom SMTP — up to 50 per campaign). Pony rotates sends across them on a randomized cadence, respects per-inbox daily caps, automatically warms new inboxes for two weeks before going live, and pauses any inbox that starts trending toward spam.
Every reply is read by AI and categorized into interested · not interested · OOO · wrong person · referral · unsubscribe. You see the "interested" bucket. Everything else gets handled automatically — auto-stops on unsubscribe, retries OOO three days later, follows up on referrals, flags wrong-person for you to update the row.
Built for B2B outbound, service companies prospecting commercial accounts, agencies running outbound for clients, recruiters, and anyone sending more than 50 emails a week who refuses to live in a flooded inbox. Plays clean with the rest of the stack: pull leads from Doorstep, hand replies off to Cold Setter for the follow-up call.
How Operators Actually Use It
The Doorstep → Pony Handoff+
Pull a list of just-purchased $1M+ homeowners from Doorstep. Pipe them into Pony as a campaign with a 5-step sequence: 'Welcome to the neighborhood + here's what we do' → 'Quick referral story from a neighbor on your street' → 'Free consult offer' → soft re-engage → final-attempt break-up email. By step 3 you know exactly which homeowners are warm, which never opened, and which replied. Hand the warm ones to Cold Setter for a phone call.
Quote-to-Close Multi-Touch+
Wire Pony to your CRM. Every quote that doesn't close in 7 days auto-enters a 4-email recovery sequence: educational content + social proof + objection handler + last-call. AI rewrites each email per quote (industry, quote amount, original objection notes). Industry data: multi-touch quote follow-up lifts close rates 20-40% — and Pony automates the follow-up that humans always forget.
Renewal & Churn Recovery+
Subscriptions ending in 30 days? Auto-launch a renewal sequence with a discount + loyalty-reward angle. Customers already churned? A "we've made changes — come back and see" sequence with social proof. AI personalizes each email with the customer's tenure, last service date, and the specific reason they cancelled (if logged).
B2B Cold Prospecting at Scale+
Upload an Apollo or LinkedIn Sales Navigator export. Pony writes a personalized 6-step sequence per persona (e.g., separate copy for VP Sales vs. CEO vs. Operations Lead), rotates sends across 5-50 warmed inboxes, and routes interested replies to your inbox + Telegram. Typical performance: 30-45% open, 4-8% reply, 1-2% qualified — at $0.001 per send vs. $20+ per qualified lead from a junior SDR.
Agency Multi-Client Setup+
Run multiple clients from one Pony account. Each client gets their own campaigns, their own connected inboxes, their own reply triage bucket, and their own analytics. Replies route to that client's designated inbox + Telegram. White-label dashboards optional. Useful for outbound agencies running 5-20 clients in parallel without a separate tool license per client.
How It Works
Upload CSV or pipe leads from Doorstep / your CRM
Claude writes a 4-7 step sequence — edit any step before send
Connect inboxes — Pony warms new ones for 2 weeks before live sends
Sends rotate across inboxes at randomized human cadence
AI triages every reply — only the interested bucket pings your phone
Features
Claude-Written Sequences
Multi-step sequences written live by Claude Sonnet 4.6 based on your offer + ICP. Per-recipient cold-open rewrites using row-level context (industry, role, sale price, recent move). Real copy, not templates.
Multi-Inbox Rotation + Warmup
Connect Gmail, Outlook, or custom SMTP — up to 50 inboxes per campaign. Per-inbox daily caps, randomized cadence, automatic 2-week warmup for new inboxes. Spam-trending inboxes auto-pause before they burn.
AI Reply Classification
Every reply read + categorized: interested, not interested, OOO, wrong person, referral, unsubscribe. Auto-stop on unsubscribe. Retry OOO in 3 days. Forward referrals. Only the interested bucket pings your phone.
Per-Step Analytics
Open / click / reply / bounce / unsub rates per sequence step. Spot the step where the funnel leaks and fix the copy. A/B test subject-line variants. Conversion tracking from sequence step → meeting booked → closed deal.
Send-Window Compliance
Respects recipient time zones — no 2 AM sends. Daily and weekly per-domain caps. Auto-throttle if a domain (e.g. all @comcast.net) starts bouncing. Configurable quiet hours per campaign.
Cross-Tool Handoff
Interested replies pipe directly into Cold Setter for an immediate phone-call follow-up, into your CRM as a new opportunity, or into your calendar as a booked-meeting request — all without leaving Syndicate.
Included in All Access Toolkit
DoorStep
Pull a list of every just-bought home in any zip, neighborhood, or polygon — with names, phones, emails, and sale prices — in 30 seconds.
Doorstep is not a recycled-lead vendor. It's a live property-records search wired into the same data pipes that power BatchLeads and PropStream — except yours come back skip-traced, scored, and ready to drop into Cold Setter or Pony in one click.
Powered by ATTOM Data — the same property API behind enterprise platforms — and skip-traced through a real-time provider for phones and emails. Search by city, ZIP, address radius, or draw any custom polygon on a live map. Stack filters: minimum and maximum sale price, sale-date range, property type (single-family, condo, townhouse), owner-occupied vs. investor, beds, baths, square footage. The result is hyper-targeted, not a 50,000-row database dump.
Every lead returned includes: owner name, mailing address, phone number, email, sale date, sale price, property type, beds, baths, square footage, and a 0-100 lead score based on move recency + value + contact completeness. Export to CSV, push directly into Cold Setter for AI cold calls, hand off to Pony for an email sequence, or download in Facebook Ads Manager Custom-Audience format to retarget homeowners on Meta.
The competition charges $99-169/mo for a list-builder UI on top of the same data, then bills additional credit packs for every export. Doorstep is $49.99/mo + per-search packages from $21 to $2,030, with cleaner pipeline integration into the rest of your toolkit. You only pay for the searches you actually pull.
Built for home services first — pest control, lawn care, HVAC, cleaning, pressure washing, roofing, solar, window cleaning, pool, gutters, painting. New homeowners need every service in the first 90 days. Get to them before your competitor's mailer does. Equally useful for luxury services targeting $1M+ buyers, real estate agents prospecting recent closings, and any local-market business that wins by being first to the door. Data is TCPA-compliant — phones are flagged DNC vs. callable so Cold Setter only dials the legal ones.
How Operators Actually Use It
The Just-Bought 90-Day Window+
Filter: sale-date last 30 days, owner-occupied, your service area. New homeowners need pest, lawn, pool, cleaning, gutters, painting, security, and ten other services in their first 90 days — and they haven't picked vendors yet. Pull the list weekly, drop into Cold Setter on Monday, follow up with Pony email sequence on Friday. By month two you're the default in their phone.
Luxury Tier Targeting+
Set min sale price to $1M+ (or $2M, $5M — whatever your ICP). Pull homes that closed in the last 60 days in oceanfront / golf-course / high-net-worth ZIPs. Fewer leads, dramatically higher LTV. A single closed deal in this segment is worth 50 average-tier customers. Used by luxury window cleaners, pool services, interior designers, art consultants, and concierge home-management companies.
Polygon-Targeted Service Area+
Draw a polygon around your exact service radius — skip the ZIP-code round-up that leaves you driving 40 miles to one lead. Useful for trades that have a hard service-area boundary (route-density-driven businesses like pest control and lawn care). Layer property-type filters on top: SFR + lot size > 0.25 acres for lawn-heavy services, condos for window-only services, etc.
Pipeline Handoff to Cold Setter + Pony+
One-click pipeline: Doorstep search → 'Send to Cold Setter' button → campaign launches with the leads loaded → Stacy starts dialing → hot leads ping your Telegram. Or 'Send to Pony' → Claude writes a 5-step sequence personalized to the move (welcome to the neighborhood / common new-homeowner pain point / your offer). No CSV juggling, no copy-paste, no leaks between tools.
Facebook Custom Audience for Passive Warming+
Export the lead list in Meta's Custom Audience CSV format — emails and phones get hashed automatically. Upload to your FB Ads Manager. Facebook matches 40-70% of your leads to real users and serves your ads to them on Instagram + Facebook for as little as $5/day. By the time Cold Setter calls them a week later, your brand has shown up in their feed multiple times. Conversion lift on the call: 2-3x cold.
Direct Mail with Verified Addresses+
ATTOM-sourced mailing addresses are county-record-grade — not the 'last known address from 2018' you get from cheap data brokers. Pair with a print-on-demand mailer service (Lob, PostGrid, Click2Mail) for under $0.75 per piece, all-in. Combined with cold call + email + FB ads, you're hitting the same homeowner across 4 channels in two weeks. Hard to ignore.
Dead Lead Re-Pull+
Old lead lists go stale fast — phones disconnect, emails bounce, people move. Re-run a Doorstep search on the same neighborhood every 90 days. Compare against your existing CRM — any name that's new is fresh inventory. Any name that disappeared moved out (and is now your competitor's problem). Always-fresh top of funnel, no extra effort.
How It Works
Pick search mode — city / ZIP / radius / draw polygon on map
Stack filters — sale price range, sale date, property type, beds/baths
Run search — leads return enriched with phone, email, sale data in 30s
Export to CSV or push direct to Cold Setter / Pony / Meta Custom Audience
Run multichannel: Stacy calls, Pony emails, FB ads serve, mailer ships
Features
ATTOM-Powered Property Data
Same enterprise property API behind Bloomberg-tier real estate platforms. County-record-fresh sale dates, sale prices, property type, beds, baths, square footage, and assessed value for every lead returned.
Polygon Map Search
Draw any shape on a live interactive map — circle, rectangle, custom polygon — to target exact neighborhoods. See leads plotted as markers as the search runs. No more wasted searches on out-of-area homes.
Skip-Traced Contacts
Phones and emails appended via real-time skip-trace partners. Phones are DNC-flagged so Cold Setter only dials the callable ones. Emails are deliverability-checked so Pony doesn't burn your sender reputation.
Hyper-Targeted Filters
Stack: minimum/maximum sale price, sale date range, property type (SFR / condo / townhouse), owner-occupied vs. investor, beds, baths, square footage, lot size. Get exactly the homeowner profile you're after — not a 50k-row dump.
Cross-Tool Handoff
One-click 'Send to Cold Setter' or 'Send to Pony' — leads load directly into a campaign, no CSV juggling. Or export to Meta Custom Audience CSV and run Facebook/Instagram retargeting on the same list.
0-100 Lead Score
Every lead scored on move recency + sale price tier + contact completeness. Sort by score to attack the freshest, highest-LTV, fully-contactable leads first. Skip the half-baked ones until you have time.
$49.99/mo + per-search packages from $21 to $2,030
Monthly base required. Pay only for the leads you pull on top of that.
ContractHero
AI scans 50,000+ active federal contracts daily, surfaces only the ones you can actually win, and writes your capability statement and proposal in 30 seconds.
The federal government spends $700B+/year on contracts. Most small businesses never bid because the search experience on SAM.gov is brutal and the proposal-writing labor kills margin. ContractHero solves both.
Built directly on SAM.gov's official Contract Opportunities API — live, refreshed daily, every active solicitation in the federal system. Set up your business profile once: NAICS codes, certifications (8(a) / SDVOSB / WOSB / HUBZone / VOSB), service area, past performance, capabilities. The AI scores every opportunity 0-100 on real fit — not just keyword match — and ranks the top 20 by win probability.
Found a contract you want? Click "Generate Documents." In 30 seconds you have a tailored capability statement, cover letter, and proposal outline — pulled from your profile, formatted to federal standard, ready to print on letterhead. The AI references the specific solicitation language, your matching NAICS codes, and your past performance. No more 8-hour grind to produce a single bid package.
Enterprise contract intelligence platforms — Bloomberg Government, Govini, Deltek GovWin — charge $6,000 to $29,000 per year. They're built for primes with full BD teams. ContractHero is built for small businesses, MWBE shops, veteran-owned firms, and service companies that want the same intel at $199/mo with way better automation.
Set-aside matching is the killer feature. The AI knows which contracts are reserved for your certification class — 8(a), SDVOSB, WOSB, HUBZone, EDWOSB — and ranks them at the top. These are contests where the prime market is excluded by federal rule; you're competing against a much smaller pool with much higher win rates. Most operators don't even know which set-asides they qualify for. ContractHero tells you.
How Operators Actually Use It
The Set-Aside Funnel+
If you're 8(a), SDVOSB, WOSB, or HUBZone certified, the federal government is legally required to set aside a specific dollar percentage of every agency's budget for your category. ContractHero filters the daily firehose down to only set-asides matching your certifications + NAICS codes. You're competing in a much smaller pool — typical win rates jump from <2% (open market) to 15-30% (set-aside). Most certified businesses leave this on the table because they don't know how to find the contracts. We surface them daily.
Daily $50k-$5M Sweep+
Set your sweet spot: contract value range, deadline window, NAICS code list, distance from your zip. Every morning, ContractHero pulls the new opportunities posted in the last 24 hours, scores them against your profile, and emails you the top 5. You spend 5 minutes scanning instead of 2 hours scrolling SAM.gov. Operators using this play submit 3-5x more bids per quarter and win more because they're not bidding at the deadline.
Auto-Generated Bid Package+
Click 'Generate Documents' on any opportunity. The AI pulls the solicitation requirements, your business profile, your past performance, and writes: a 1-page capability statement (federal-standard format), a tailored cover letter referencing the specific RFP, and a proposal outline keyed to the evaluation criteria. Edit before sending. What used to be a half-day of writing becomes a 15-minute review-and-customize.
Pipeline + Deadline Tracking+
Every opportunity you save lands in your pipeline view: discovery → researching → drafting → submitted → award/loss. Deadline countdowns turn red 7 days out, urgent at 48 hours. Loss reasons logged so the AI learns which categories you're actually winning vs. just spraying. Quarterly retro shows your win rate improving as the AI gets sharper on your real fit.
Subcontracting Discovery+
Not every play requires being the prime. ContractHero surfaces sub-contracting opportunities — primes posting teaming agreements and looking for small-business partners with specific certifications. Lower entry barrier, lower bid burden, often the bridge to becoming a prime in your own right after 2-3 successful subs. Especially powerful for service companies that don't have past federal performance yet.
How It Works
Set up business profile — NAICS, certifications, past performance, capabilities
ContractHero scans SAM.gov daily for new + matching opportunities
AI scores every opp 0-100 on real fit — set-asides ranked first
Click any opp → AI generates capability statement + cover + proposal outline
Track every bid through the pipeline — deadlines, losses, win rate, quarterly retro
Features
Live SAM.gov Integration
Direct API to SAM.gov Contract Opportunities — every active federal solicitation, refreshed daily. 50,000+ live opps at any time. Filter by NAICS, location, set-aside type, dollar value, deadline, agency.
AI Fit Scoring (Not Keyword)
Every opportunity scored 0-100 on real fit: NAICS match, set-aside match, location match, past-performance match, capability match. Set-aside contracts you actually qualify for rank at the top — that's where small businesses win.
30-Second Bid Package
Capability statement, cover letter, proposal outline — federal-format, tailored to the specific solicitation, generated by AI from your profile + past performance. Edit before sending. 8 hours of work compressed to 15 minutes.
Deadline-Driven Pipeline
Every saved opp lands in a kanban pipeline (discovery → research → drafting → submitted → award/loss). Deadline countdowns + auto-reminders 7 days and 48 hours out. Loss reasons logged so AI scoring sharpens over time.
Set-Aside Detection
AI knows your certifications and surfaces only the set-asides where the prime competition is legally excluded. 15-30% win rates instead of <2%. Most certified operators don't know this pool exists — ContractHero makes it the default view.
Subcontract + Teaming Surfaces
Surfaces sub-contracting and teaming-agreement opportunities posted by primes looking for certified-small-business partners. Lower entry bar than going direct, often the path to building federal past-performance for future prime bids.
Included in All Access Toolkit
SadieAI GM
A full-time AI General Manager built specifically for service businesses on FieldRoutes. She runs the office while you run the crew.
Sadie reads, writes, and acts inside FieldRoutes — the same software your office manager logs into every morning.
She is a fully agentic AI built on top of the FieldRoutes API with deep coverage of customer records, subscriptions, appointments, routes, payments, employees, tickets, notes, and disbursements. She doesn’t just look up data — she books, reschedules, cancels, charges, credits, refunds, and reports the same way a $60k/year office manager would. The difference: she works 24/7, never forgets a follow-up, and never enters a one-time charge into the wrong ticket.
Talk to her in plain English over phone, SMS, or her dashboard chat. She handles inbound at 2 AM, finds the right customer across two offices and three subscriptions, books the slot that doesn’t blow up your route, charges the card on file, sends the confirmation, and posts a note to the customer record so your tech sees it tomorrow morning.
She’s wired into Twilio for voice + SMS, Retell for the natural voice layer, QuickBooks for AR/AP visibility, Gusto for payroll context, and Telegram for owner alerts. Every action she takes inside FieldRoutes is audit-logged on her side and mirrored on the customer record on yours, so you can trust-but-verify on day one.
This is not a dashboard you check once a day. It is an operations manager that never sleeps, never forgets, and never makes a math error. Battle-tested with 459+ automated tests across 6 QA layers against a real FieldRoutes pest-control / window- cleaning tenant before any change ships to production.
What She Actually Does Inside FieldRoutes
Customer & Subscription+
- ›Fuzzy customer lookup by name, phone, address, or partial input — handles typos, nicknames, multiple-account households.
- ›Pulls full customer record: all subscriptions, ticket history, last service date, balance, recurring schedule, route assignment, and notes.
- ›Creates new customers + subscriptions from a phone call or SMS, including service plan, billing frequency, route auto-assignment, and start date.
- ›Cancels, pauses, or modifies subscriptions with reason-coded tracking so churn analytics aren’t guesswork.
- ›Posts notes to the customer record automatically — every interaction she handles becomes searchable history for your team.
Scheduling & Routing+
- ›Finds open slots across the next 30 days, filtered by route, technician, service type, and customer location.
- ›Books, reschedules, and cancels appointments — and updates route order automatically so your tech doesn’t criss-cross town.
- ›Detects and resolves double-bookings before they hit the field.
- ›Handles the “can someone come Thursday between 2 and 4?” call without you ever knowing it happened.
- ›Posts reschedule reasons + confirmation history back to the appointment record.
Payments & Billing+
- ›Charges card-on-file via FieldRoutes for one-time tickets, recurring invoices, or recovered failed payments.
- ›Issues credits and refunds with reason-coded ticket links — fully audit-trailed.
- ›Pulls AR aging on demand: who owes what, how long, last contact date, and recommended next action.
- ›Triggers dunning SMS sequences on past-due accounts, with stop-on-pay logic so a paid customer never gets a second collection text.
- ›Cross-checks QuickBooks vs. FieldRoutes balances and flags drift.
Inbound Phone & SMS (Retell + Twilio)+
- ›Answers your business line 24/7 in a natural voice that knows your services, pricing, and route geography.
- ›Identifies the caller from their phone number on the first ring — pulls their full FieldRoutes record before saying hello.
- ›Books, reschedules, or cancels for them on the live call without putting them on hold.
- ›Sends an SMS confirmation immediately with appointment details + a link to your customer portal.
- ›Escalates to you on Telegram when the caller is angry, asking for the owner, or attempting to cancel a high-LTV subscription.
Reporting & Owner Alerts+
- ›“What’s revenue this month vs. last?” / “Who churned this week?” / “Which routes are under-booked Friday?” — answered in seconds, in plain English.
- ›Daily morning brief on Telegram: yesterday’s revenue, today’s schedule density, any AR red flags, and any field issues from last night.
- ›Real-time alerts when a tech misses an appointment, a route falls behind, a card-on-file fails, or a high-LTV customer files a complaint.
- ›Weekly retro PDF auto-emailed to you Sunday night so Monday’s L10 has data, not vibes.
Multi-Office & Multi-Tenant+
- ›Operates across multiple FieldRoutes tenants (e.g., separate offices in different cities) without confusing customer records or routes.
- ›Knows which office a caller belongs to from area code + service address + customer history.
- ›Reports can be pulled per-office or rolled up business-wide.
- ›Different SOPs per office (e.g., cancellation policy, dunning cadence, after-hours escalation) — and she remembers which is which.
A Day in the Life
2:14 AM — Cancellation Save
Subscriber calls to cancel. Sadie pulls their record, sees they’re a 4-year customer with one missed visit last month, offers a one-time credit + next-visit upgrade. Subscription saved, note logged, owner alerted.
9:03 AM — Same-Day Reschedule
Customer texts asking to move today’s 2pm. Sadie finds the next valid slot that doesn’t break the route, books it, sends confirmation, updates the tech’s schedule. Total elapsed time: 11 seconds.
11:42 AM — Failed Payment Recovery
Card on file declines on a recurring invoice. Sadie texts the customer with a portal link, follows up 24h later if unpaid, escalates to a phone call on day 3, and posts collection notes back to the customer record at every step.
5:50 PM — Owner Brief
End-of-day Telegram: today shipped $3,840, 4 reschedules / 1 cancel saved / 2 collections recovered, AR > 30 days now $1,240 (down $400 from last week), tomorrow’s schedule is 92% booked.
How It Works
Connect FieldRoutes — read-only credentials first, action permissions only after week-2 trust period.
Sadie ingests SOPs, scripts, pricing, route logic, escalation rules — your office manager’s playbook.
She takes inbound calls, SMS, and dashboard chats live. Every action audit-logged + mirrored to FieldRoutes notes.
Owner reviews her work daily for the first 14 days. Trust ramps. Manual review tapers to weekly retros.
She runs the office. You run the crew.
How She’s Tested Before She Touches Your CRM
459+
Automated Tests
Every action she can take is unit-tested + integration-tested before each release.
6 Layers
QA Stack
Unit → integration → API contract → simulation harness → shadow-run → live with human-in-the-loop.
2 Tenants
Real-World Pilot
Validated against two live FieldRoutes offices (different verticals, different service areas) before broader rollout.
Sadie ships behind a read-only flag for the first 14 days on every new tenant. She watches your operation, learns your patterns, and proposes actions — but doesn’t execute writes until the owner explicitly enables them, action-class by action-class. No surprise charges, no accidental cancellations, no “the AI did it” moments.
Custom — scoped per tenant. Coming soon to the platform.
Currently rolling out as a hand-built deployment for select FieldRoutes operators.