More
People, connections and files
Contacts
Tom & Lisa Henderson
Client, 112 Magnolia Bend
601-555-0101 · hendersons@example.com
Dana Whitfield
Client, 230 Willow Creek Rd
601-555-0102 · dana.whitfield@example.com
Ray & Monica Carter
Client, 48 Cypress Hollow Dr
601-555-0103 · carters@example.com
Gloria Banks
Client, 905 Live Oak Ln
601-555-0104 · gloria.banks@example.com
James Okafor
Client, 17 Heron Point
601-555-0105 · j.okafor@example.com
Sarah & Ben Mitchell
Client, 61 Pecan Grove Ct
601-555-0106 · sarah.mitchell@example.com
Connections
QuickBooks Online
Not connected (demo)Bring in your customers, invoices and bills once, so you can stop typing them twice.
Excel and spreadsheets
Not connected (demo)Drop in your job sheets, price lists and client lists. They become jobs, budgets and contacts.
Outlook and Gmail
Not connected (demo)The assistant reads job emails and drafts replies. Nothing is sent without your OK.
Contractor Foreman
Not connected (demo)Through the assistant's own browser (Cotlet), for daily logs, schedule and job costs.
Bring in your spreadsheets
Drop your Excel files here: job budgets, price lists, client lists. The assistant sorts them into the right place and shows you before saving.
About this demo
Built by UClaim Solutions for RenoVision of Mississippi. Every name, address and number here is made up. Nothing is connected, saved or sent. It shows how one simple screen could replace QuickBooks and the spreadsheets, with an assistant doing the busywork.