Internal Copilot Workspace
Chat-driven estimates and automation operations
Current goal: Get more leads. Instant setup generates website, CRM, estimate defaults, pipeline stages, and automations.
Workspace Copilot
Route tasks to Estimates, Page Builder, or Automations.
Business Booster Intake
Enter business details to generate voice receptionist + chatbot setup instructions and embed code.
Copilot Operating System
Tell me what you want to build, estimate, or automate
Type a command once and Builder Copilot routes you to the right tool with prefilled context.
- Create an estimate for a residential build
- Build a landing page for framing services
- Set up a lead follow-up system
User types → system routes → work starts instantly.
Start Here Guide
Follow this checklist so you always know what to do next.
Step 1
Load a trade template
Pending
Step 2
Create first estimate draft
Pending
Step 3
Turn on autopilot workflows
Pending
Step 4
Add a new lead to pipeline
Pending