The office help you cannot find,already on payroll

Not a roadmap slide. An AI voice agent answering your phone, leads arriving pre-ranked, pricing reviewed against your own history, and drafts written in your voice. All of it running in the product today.

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AI runs on a monthly credit pool. Plan pricing goes to the early access list first.

24/7: Inbound calls answered and qualified
4: Lead tiers: hot, warm, cool, cold
1: Photo needed for a measurement range
0: Data shared outside your workspace

The three that change the week

Where AI actually moves money

AI voice agent

It answers when nobody else can

Inbound calls hit the voice agent, which greets the caller, asks qualifying questions one at a time, and gives rough service and pricing guidance. When the call needs a person, it tries a warm transfer to an available rep.

Nobody answers: it creates a callback task, raises a high priority alert, and texts the caller that your team is on it.
Every completed session leaves a call summary in the shared inbox with the qualification notes and whether a transfer connected.
It speaks in your saved Brand Voice profile and stays on rough pricing. It will not promise a crew or a firm date.

Lead scoring

Work the top of the list, not the top of the inbox

Incoming leads are scored hot, warm, cool, or cold from their profile and behavior, so a rep with 40 minutes between jobs spends it on the two that are actually going to close.

Scores update as the lead behaves: opening an estimate more than once moves them up the list.
Scoring is a starting point, not a verdict. Your reps still apply judgment.
Available on every plan, including Starter.

Pricing analysis

Find what you are quietly underpricing

It reads your own pricing history and realized margins against market benchmarks and comes back with specific recommendations rather than a generic warning that margins matter.

Compares service by service, so a healthy average does not hide a bleeding line item.
Pairs with the Red Line floors you already set so a recommendation has somewhere to land.
Falls back to statistical summaries if the workspace has not configured a provider key.

The rest of the suite

Small things that quietly save an hour a day

Drafts that sound like you

Proposal scope text, follow-up messages, and inbox replies come pre-written. Train a Brand Voice profile once with approved examples and every customer-facing draft, the website chat, and the voice agent use it.

Photo assisted measurement

A rep snaps one photo on site and gets a cautious measurement range back. The mobile estimator refuses to apply it to pricing until the rep confirms the on-site quantity, so a bad angle never becomes a bad quote.

Call scoring and coaching

Calls come back with a transcript, a score, and coaching notes. You can hear how a new rep handled the price objection without spending a day riding along.

Business assistant

Ask questions about your own workspace and get answers grounded in your records. Quick actions run through the secured app API rather than the browser.

Weekly digest and alerts

A weekly summary of what moved, plus weather alerts when the forecast is about to wreck a schedule you already committed to.

Agent access with scoped tokens

Let an approved assistant read your business data with a scoped token, and turn on a small set of guarded write actions only when your workflow is ready for it.

Before you ask

Where your data goes

AI in CleanEstimate Pro combines the records already in your account with protected model calls and internal business rules. Here is what that means in practice.

Scoped to your workspace

Only the context needed for that task is sent: the lead details, the pricing history, the conversation, and your Brand Voice profile. Nothing else leaves the org.

Audited

Agent activity is recorded so your team can review exactly how a token was used and what it touched.

Read-only by default

Start an agent with read access. Write access is a deliberate switch you flip, not a default you discover later.

Spend you control

Credits reserve before generation and reconcile after, holds count against your balance so concurrent requests cannot overspend, and you choose whether hitting the limit warns, blocks, or goes to overage.

Once you are in

The order we would turn it on

1
Look at your lead scores and see whether the ranking matches your gut on the last ten leads.
2
Run a pricing analysis against your own history before you touch a single rate.
3
Set up Brand Voice with a few messages you actually sent and liked.
4
Turn on AI drafts in the inbox and edit the first dozen before you trust them.
5
Enable the voice agent for after hours only, then widen it once you have listened to a week of calls.
6
Add agent access last, read-only, and review the audit log before granting anything more.

See how AI sits inside the rest of the platform

Let it answer the next call you would have missed

Create the workspace, train it on your voice, and put the AI on the phone before your competition figures out it exists.

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The office help you cannot find,already on payroll

AI runs on a monthly credit pool. Plan pricing goes to the early access list first.