Two ways to automate your business. Which one fits you?

Some owners run their whole day from a text thread. Others want the full picture on one screen. We build both: an assistant you message like an employee, and a dashboard that shows everything it’s doing.

Owner Operator Solutions

One conversation. Your whole operation.

Text it like you’d text an employee: "Dave needs a water heater quote, get him booked for tomorrow." It pulls the quote, books the job, and sends the reminder, right inside the tools you already use. It always checks with you before anything happens, so you’re still the one saying yes.

< 60s

from question to answer

new apps to learn

9:41

Stack & Lever Assistant

Live

Got a call from David Park, water heater issue, needs someone out tomorrow

Checking records for David Park... found him, 2 prior jobs. Want me to book a service call for tomorrow? What time works?

10am, and give me a rough quote for water heater replacement

Based on standard rates:

Quote estimate

Water heater (40 gal)$850–$1,100

Parts + laborincluded

Same-day surcharge+$75

Booking David Park for tomorrow at 10 AM. Confirm?

Yes, and send him a reminder text

Booked. Reminder sent to David:

SMS sent to David

"Hi David, your service appointment is confirmed for tomorrow at 10:00 AM. Our technician will be there shortly after. Reply here with any questions."

How’s revenue this month?

May so far:

May · Month to date

Total

$28,450

Jobs

Avg/job

$466

vs Apr

+9%

Any customers overdue for a follow-up?

4 customers flagged: last service was 6+ months ago with no return visit. Want me to draft an outreach message and send it to the list?

Message

Want to know what this looks like on yours?

the owner’s view

Watch your work happen. Without touching it.

Every build ships with a dashboard: what ran, what needs your yes, and what it’s saving you in real dollars. Flip between the day-to-day and the numbers, and try approving the quote.

STACK&LEVER

Operations Dashboard

LIVE

Jobs booked

Quotes sent

Follow-ups run

NEEDS YOUR YES · 1

Approve quote: water heater replacementQuotes

HANDLED AUTOMATICALLY · TODAY

Overnight inquiries answeredInbox7:02 AM

Day-3 quote follow-ups sentQuotes9:15 AM

Invoices issued on job completionInvoicing11:40 AM

Reactivation texts to past customersOutreach1:05 PM

Weekly summary preparedReports4:30 PM

Let’s find out what you’d get back.

Fifteen minutes. No deck, no pitch. We listen, ask the right questions, and tell you honestly whether we can help.