Home services
New lead responder
Answers new Thumbtack and Angi leads with times you have open and books the estimate in Jobber.
The catalog
108 AI employees for 12 industries, each in the tools you already use. Open one to see every step he takes, or watch him do the job.
HVAC, plumbing, electrical, cleaning and landscaping. 9 Jameses.
Home services
Answers new Thumbtack and Angi leads with times you have open and books the estimate in Jobber.
Home services
Follows up on every open quote in Jobber or Housecall Pro so none of them go quiet.
Home services
Answers customer emails about arrival times, rescheduling and invoices using the real job details.
Home services
Reminds customers about unpaid invoices with the pay link, politely, and tells you who paid.
Home services
Asks every customer for a Google review after the job and answers new reviews in your voice.
Home services
Books the tune-ups and seasonal visits your plan members are due for, from ServiceTitan.
Home services
Turns your crew's before and after photos into posts for Facebook, Instagram and your Google profile.
Home services
Sorts applicants for tech and crew jobs by your must-haves and books the interviews you choose.
Home services
Checks the parts your techs used this week and builds the reorder at your supply house.
Dining rooms, cafés, catering and takeout. 9 Jameses.
Restaurants and cafés
Answers every Google, Yelp and OpenTable review in your voice and brings you the unhappy ones first.
Restaurants and cafés
Answers catering inquiries with a quote from your own menu and prices, then follows up until they decide.
Restaurants and cafés
Answers guest emails and Instagram messages about hours, menu, parking and lost items.
Restaurants and cafés
Handles requests for big tables: checks OpenTable, offers times and books the one the guest picks.
Restaurants and cafés
Posts your daily specials on Instagram and Facebook with your photo and a short caption.
Restaurants and cafés
Sorts applicants for server and cook jobs by your must-haves and books the interviews you choose.
Restaurants and cafés
Builds your weekly food and supply orders from your counts and pars, on your vendors' own sites.
Restaurants and cafés
Checks DoorDash error charges against your Toast tickets and drafts disputes where the ticket backs you.
Restaurants and cafés
Puts each day's Toast sales, tips and delivery payouts into QuickBooks and flags what does not match.
Bookkeeping, tax and advisory practices. 9 Jameses.
Accounting firms
Chases clients for the documents you still need, through your TaxDome portal, until they are in.
Accounting firms
Sends your engagement letter, chases the signature, sets the client up in Karbon and asks for documents.
Accounting firms
Sorts client emails into Karbon, answers status and upload questions, and leaves tax questions to you.
Accounting firms
Reminds clients about unpaid fees in QuickBooks or Xero, politely, and tells you who paid.
Accounting firms
Categorizes clients' bank transactions by your rules and asks them about the ones he cannot place.
Accounting firms
Asks every client for a Google review when their work is done and answers new reviews in your voice.
Accounting firms
Books review meetings when a client's work is ready, with your Calendly link and a reminder the day before.
Accounting firms
Writes your monthly client newsletter with key dates and firm news from your notes, and sends it in Mailchimp.
Accounting firms
Sorts applicants for tax season roles by your must-haves, books the interviews you choose, sets up hires.
Agents, teams and brokerages. 9 Jameses.
Real estate
Answers new Zillow and website leads in Follow Up Boss with real details on the home and sets a follow-up.
Real estate
Adds open house visitors to Follow Up Boss and thanks each one with homes like the one they toured.
Real estate
Answers emails from clients, lenders and other agents using what he knows of each deal.
Real estate
Logs each closing's commission, split and fees, matches the deposit and keeps your year's numbers current.
Real estate
Asks every buyer and seller for a Zillow and Google review after closing, from Follow Up Boss.
Real estate
Requests showings for the homes your buyer picks, plans the order and sends the buyer the tour.
Real estate
Turns a new listing into a flyer, social posts and an email to your list, ready the day it goes live.
Real estate
Sorts agents who ask to join by your must-haves, books the meetings you choose and sends their paperwork.
Real estate
Tracks every date and document from contract to closing and reminds the lender, title and agents in time.
Solo practices and small firms. 9 Jameses.
Law firms
Answers new inquiries, sends your intake form and sets each person up in Clio for your conflict check.
Law firms
Files client emails to the right matter in Clio and drafts answers to status questions for your OK.
Law firms
Finds overdue bills in Clio and sends each client a polite reminder with a LawPay link, after your OK.
Law firms
Asks every client for a Google review when their matter closes and drafts replies that keep cases private.
Law firms
Reminds clients of hearings, depositions and meetings on your Clio calendar, with the time and place.
Law firms
Turns your firm news and the topics you pick into weekly LinkedIn and Facebook posts.
Law firms
Gathers applicants for your paralegal and staff openings and books interviews with the ones you pick.
Law firms
Asks clients for the documents their matter needs, chases what is missing and files what comes in.
Law firms
Sends your engagement letter when you take a case, opens the matter and requests the retainer.
Marketing, creative and digital agencies. 9 Jameses.
Agencies
Follows up on every proposal you sent until the client signs or says no, and keeps HubSpot current.
Agencies
Turns client requests from email and Slack into ClickUp tasks and tells the client it is in hand.
Agencies
Makes each client's monthly retainer invoice in QuickBooks and sends it once you say yes.
Agencies
Asks every client for a Google or Clutch review when a project wraps, with nothing offered in return.
Agencies
Books each client's monthly check-in, sends the agenda the day before and handles reschedules.
Agencies
Checks client ads on Meta and Google every morning against the budgets you set and flags what is off.
Agencies
Logs applicants and portfolios for your open roles and books calls with the designers and writers you pick.
Agencies
Builds each client's monthly report from Meta and Google Ads in your template and drafts the email.
Agencies
When a deal is won, sends the contract, sets up ClickUp and a Slack channel and sends a kickoff link.
Recruiters, staffing and search firms. 9 Jameses.
Recruiting and staffing
Writes to hiring managers at the companies on your list and logs every reply in Bullhorn.
Recruiting and staffing
Answers candidate emails about where they stand from your Bullhorn notes and logs every message.
Recruiting and staffing
Makes the fee invoice in QuickBooks when a placement starts and keeps an eye on it until it is paid.
Recruiting and staffing
Asks every placed candidate and client for a Google review and drafts replies to new ones.
Recruiting and staffing
Books client interviews for the candidates you submit, confirms both sides and handles reschedules.
Recruiting and staffing
Turns your open job orders into a weekly email to your candidate list and a LinkedIn post.
Recruiting and staffing
Posts each new job order on Indeed and LinkedIn and logs every applicant in Bullhorn for you to review.
Recruiting and staffing
Chases your contractors for weekly hours and sends client managers their team's hours to approve.
Recruiting and staffing
Finds duplicate and stale candidate records in Bullhorn and tidies them once you agree.
Online stores and direct-to-consumer brands. 9 Jameses.
E-commerce
Answers stores that ask about wholesale with your line sheet and terms, and follows up until they decide.
E-commerce
Answers order status and product questions in Gorgias from Shopify and ShipStation, in your voice.
E-commerce
Builds the evidence for each Shopify chargeback from the order, tracking and messages, for your OK.
E-commerce
Makes sure every buyer gets your review request, with no discount for it, and answers new reviews.
E-commerce
Writes your weekly Klaviyo email from new, restocked and sale items, and schedules it with your OK.
E-commerce
Checks your Meta ads every morning against the budget you set and asks before changing anything.
E-commerce
Gathers applicants for your peak season packing and support roles and sets up the people you hire.
E-commerce
Watches stock in Shopify, drafts purchase orders to your suppliers and sends them once you say yes.
E-commerce
Handles return requests by your policy, from label to refund, and asks you before any money goes back.
Hair, beauty, spas, gyms and studios. 9 Jameses.
Salons, spas and fitness
Answers price and booking questions from Instagram, your site and email, then books the time they pick.
Salons, spas and fitness
Answers client emails about prices, hours, packages and policies, and hands you the tricky ones.
Salons, spas and fitness
Finds failed membership and package payments in Mindbody and asks each member to update their card.
Salons, spas and fitness
Asks every client for a Google review after their visit and answers each review in your voice.
Salons, spas and fitness
Finds clients due for their next cut, color or facial who haven't booked, and sends them a link to rebook.
Salons, spas and fitness
When an instructor can't teach, asks who can cover and puts the sub on the class in Mindbody.
Salons, spas and fitness
Turns your before-and-after photos into Instagram posts and stories, and posts them once you say yes.
Salons, spas and fitness
Posts your stylist or instructor opening, sorts applicants by your must-haves and books interviews you pick.
Salons, spas and fitness
Checks your retail and back bar stock each week and places the supply order once you say yes.
General contractors, remodelers and trades. 9 Jameses.
Construction
Follows up on every bid that hasn't been signed and tells you which clients are ready to move ahead.
Construction
Writes each client a Friday update on their job from your daily logs and site photos.
Construction
Finds overdue invoices in QuickBooks and sends a polite reminder for each once you say yes.
Construction
Turns extra work your crew flags into a priced change order, gets it signed and bills it.
Construction
Asks every client for a Google review when a job closes out and answers each review in your voice.
Construction
Sends each sub their dates for next week from your schedule and tells you who hasn't confirmed.
Construction
Turns your best CompanyCam photos into before-and-after posts for Instagram, Facebook and Google.
Construction
Posts your crew openings, sorts applicants by your must-haves and sets up interviews with your picks.
Construction
Chases RFIs and submittals in Procore that are past due and tells you what's holding up work.
Residential and commercial property managers. 9 Jameses.
Property management
Answers every Zillow inquiry with the same facts and showing times, and books the showings people pick.
Property management
Answers tenant questions about rent, parking, trash and house rules, and passes notices and disputes to you.
Property management
Finds tenants with unpaid rent after the grace period and sends a friendly reminder through your portal.
Property management
Sends each property owner their monthly statement with a short note on repairs, vacancies and rent.
Property management
Asks every new resident for a Google review and answers each review in your voice.
Property management
Plans your routine unit inspections, sends tenants notice of entry and puts the route on your calendar.
Property management
Writes the listing when a unit opens up and posts it on Zillow and your site once you say yes.
Property management
Posts your leasing or maintenance opening, sorts applicants by your must-haves and books interviews you pick.
Property management
Takes each maintenance request, sends your usual vendor once you say yes and keeps the tenant posted.
Carriers, brokers and delivery fleets. 9 Jameses.
Logistics and trucking
Finds DAT loads that fit where your trucks will be empty and emails the brokers on the ones you pick.
Logistics and trucking
Answers broker and shipper emails asking where a load is, using live truck locations from Samsara or Motive.
Logistics and trucking
Bills each load once it delivers, with the rate con, BOL and POD attached, to the broker or your factor.
Logistics and trucking
Builds a detention claim from GPS times when a truck waits past free time, and sends it to the broker.
Logistics and trucking
Books pickup and delivery appointments on shipper and receiver portals to fit your truck's ETA.
Logistics and trucking
Posts your open trucks and lanes each week on LinkedIn and emails them to your shipper and broker list.
Logistics and trucking
Posts your driver openings, sorts applicants by your must-haves and books interviews with the ones you pick.
Logistics and trucking
Watches mileage and fault codes in Samsara or Motive and books shop time for trucks that are due.
Logistics and trucking
Watches CDL, medical card and truck paperwork dates and reminds your drivers before anything expires.
Anything you can describe. Our engineers work out how he would do it, and you see the price before you hire him.
Each card is how he starts. On your call, our engineers shape every step around how you work: your tools, your rules, your words. Then he is yours.
He keeps a memory of your business: your customers, your prices, your tone. Ask him anything on iMessage or the web, and he handles the small things in between.
Pick the James. We build him for your business and bring him to work.