Owners Assistant
Tenant-first onboarding

Launch a service business account from the boardroom.

Build a validated brochure-site account draft first. The base subscription includes the AI site assistant, CRM capture, and job application intake; the rest can be added a la carte.

Setup draft

Set up your business workspace

Walk through the same steps a service business owner will see. This creates a safe preview first; real billing, account creation, and integrations still wait for approval.

1
Business

Name, owner, location, and brand basics

2
Website

Connect current site or prepare a starter site

3
Features

Pick dashboard utilities and future add-ons

4
Connections

Choose email, payments, banking, and data import setup

5
Review

Build draft, prepare account, and preview launch gates

Existing website path

Keep the current website live.

Owners Assistant adds the backend dashboard, lead intake, portal links, mobile companion, and connection checklist without forcing a website migration.

Website pathAlready has a website
Selected utilities6
Connections later1
Draft statusNot built yet
Step 1

Business profile

Start with the basics a non-technical owner already knows.

Step 2

Website setup

Choose whether Owners Assistant connects to a current website or prepares a simple starter website.

Step 3

Brand and billing preview

Choose colors and confirm whether this starts as a review/trial draft.

Step 4

Dashboard utilities

Pick what the owner will see in the web dashboard and mobile companion.

Base subscription

$149/month includes the AI site assistant, CRM lead capture, and job application intake.

AI Site Assistant

Included

Answers website questions, qualifies visitors, and routes requests to the business owner.

CRM Lead Capture

Included

Stores leads, contact details, source, service interest, and follow-up status.

Job Application Intake

Included

Collects applications for open positions and places them in the dashboard.

A la carte utilities

Service businesses can start lean and only pay for the utilities they attach to their dashboard. Coming utilities can be selected for launch planning but will not activate until approved.

Step 5

Connections and imports

The owner chooses what to connect later through secure OAuth or controlled import, without entering passwords here.

Business-owned connections

Email, hosted payments, and optional read-only banking connect after tenant setup. This draft never accepts credentials.

CRM data migration

Import existing CRM records into Owners Assistant without maintaining a permanent competitor connection.

Review and prepare launch

Build the draft first. Then prepare the pending account package and preview what the dashboard will look like after approval and billing gates.

Launch Path

Step 1

Collect owner name, business name, phone, email, website, and service area

Stored against the organization before any project data is created.

Step 2

Choose existing website backend-only path or generated starter website path

Stored against the organization before any project data is created.

Step 3

Attach the base AI site assistant, CRM capture, and job application intake

Stored against the organization before any project data is created.

Step 4

Select a la carte utilities so the business only buys what it uses

Stored against the organization before any project data is created.

Step 5

Prepare Stripe Checkout and Customer Portal payment arrangements

Stored against the organization before any project data is created.

Step 6

Connect business-owned email, messaging, and optional financial providers

Stored against the organization before any project data is created.

Step 7

Invite owner/admin users

Stored against the organization before any project data is created.

Step 8

Launch the customizable dashboard with the selected utility modules

Stored against the organization before any project data is created.

Base and Utilities

base

Owners Assistant Base

$149/month starting point

  • AI Site Assistant
  • CRM Lead Capture
  • Job Application Intake
available now

Client Portal

$99/month add-on

Project-facing portal for clients, documents, progress, and messages.

available now

Operations Dashboard

$149/month add-on

Central dashboard for leads, clients, projects, documents, and operational follow-up.

available now

Data Migration Center

$99/month add-on

Guided CSV import for contacts, leads, jobs, and previous CRM exports.

available now

Starter Website Builder

$99/month add-on

Template-based website, domain setup checklist, editable wording, and photo swaps.

available now

Email Connection

$49/month add-on

Business-owned Outlook or Gmail OAuth connection after account creation.

available now

Mobile Companion

$129/month add-on

Field-ready mobile companion for owner/admin users.

available now

Client Payments

$99/month add-on

Stripe-hosted client payment links and payment status in the dashboard.

coming utility

Documents and Proposals

$149/month add-on

Tenant-safe proposal, invoice, contract, and scope packet generation.

coming utility

Financial Intelligence

$199/month add-on

Read-only bank and job-cost visibility after owner approval.

coming utility

IntelliCapture / SiteScan Intelligence

$199/month add-on

Photo, scan, and future LiDAR intake for project review and estimating support.