DraftJust now
Reply to Maple Ridge HOA about the October invoice
Send this to Dana at Maple Ridge?
Drafted by Leads
Hey Dana 👋,
The October invoice for the four trash-outs at Maple Ridge is attached. It's due by November 1.
Thanks,
Sam
PerchStack: AI crews for service businesses
An office that runs itself while you're on the job
We set up a crew of AI agents that keeps up with your leads, invoices and email. Every morning you get one note with what matters, and nothing goes out without your yes.
Tuesday
Good morning, Sam
Needs you
Nothing needs you right now.
Today so far
- Chief wrote your morning note
- Inbox sorted 14 emails and drafted 2 replies
- Leads drafted 3 invoices from yesterday's jobs
What a crew does
Four agents, one office
Each agent has one job. Chief is the one you talk to, and it hands the work to the rest.
Chief
The one you talk to
- Answers you by voice or text
- Hands each task to the right agent
- Writes your morning note
Leads
Your office manager in Jobber
- Keeps track of new requests and quotes
- Spots who hasn't been answered
- Drafts invoices from the day's jobs, ready for you to send
CFO
Your numbers, when you ask
- Reads your books in QuickBooks
- Answers money questions with live numbers
- Ask what came in this week, and get the real figure
Inbox
Your email, kept in order
- Sorts what comes in
- Drafts the routine replies
- Sends only what you approve
Missed calls and texts
A missed call or text on your business line becomes a note for the crew and an alert on your phone.
The rule that makes it safe
Nothing goes out without your yes
The crew records and drafts on its own. Anything that reaches a customer or moves money waits for your yes.
On its own
- Notes every job, call and message
- Drafts quotes, invoices and replies
- Writes your morning note
- Answers your questions
Waits for your yes
- Anything sent to a customer
- Every quote and invoice that goes out
- Anything that moves money
You choose the exceptions, such as first replies to new inquiries, and the crew only says what you've approved.
The PerchStack app
Your crew on your phone
The app comes with every crew. It is in testing now on iPhone, iPad and Mac.
Today
What needs you, one card at a time. Approve it, ask for changes or say no.
Talk
Talk to any agent out loud, hands free with your earbuds, or write to it.
Everything in one place
Your company email, your crew's docs and your team's chats.
You own it
Your server, your data
Your crew runs on a small server in your name and works with your own data: your jobs, your books, your email. If we ever part ways, you keep the server and everything on it.
How it starts
You see it before you pay
A 15-minute call
Tell us how your office runs today and what takes up your time.
A mockup of your own crew
We map your day, then show you a mockup of your own crew. You pay nothing until you have seen it.
We set it up
We set up your server and connect Jobber, QuickBooks, your email and your phone line.
The crew starts working
It drafts, you decide, and nothing leaves without your yes.
Starter is $750 a month and Full is $1,500 a month. See what each includes.