The right workspace. For every part of your business.
From your first ad to your last job update, give every part of your business the tools and information it needs. Explore a few examples of what we can build around your workflow.
01For Your Marketing
Marketing
Bring your campaigns, content, and customer conversations together. Build a connected marketing system that attracts inquiries, helps customers take the next step, and keeps your business in touch.
AI-assisted Facebook ad campaign setup
Ad creatives, social posts, landing pages, and forms
Voice and chat agents for booking, support, and sales
Email and SMS follow-ups, upsells, and seasonal offers
Customer reactivation and referral workflows
Review requests and reputation management
AI-Office / MarketingSample Preview
AI-assisted Facebook campaign setupConnect your ad account, build campaigns with AI, and review before launch.Ad creatives and social posts, built around your offerCreate on-brand ad copy, images, and posts from your services and offers.Voice agents for booking, support, and salesHelp callers, qualify inquiries, and book appointments—with a handoff to your team.Helpful conversations that move customers forwardAnswer questions, help clients, qualify leads, and book the next step through chat.Keep in touch with timely campaigns and offersConnect email and SMS follow-ups, upsells, seasonal promotions, and customer reactivation.Turn customer recommendations into a clear processInvite referrals, capture new inquiries, and keep track of the next step.A simpler way to request, track, and respond to feedbackSend review requests, organize feedback, and draft replies for your team to review.Give every campaign a place to convertConnect custom landing pages and forms to your CRM, booking, and follow-up workflows.
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02For The Owner
Command Center
See the moving parts of your business in one place. Bring jobs, customer activity, and team updates together so you know what needs your attention.
A clear overview of the day
Team activity and open items
Business reporting at a glance
AI-Office / Command CenterSample Preview
Your daily business overviewTeam activity and items to reviewBusiness reporting in one place
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03For Your Team
Employee Portal
Give your team a simple place to find their schedule, job details, and instructions. Make it easy to share progress and keep the office up to date from the field.
Schedules and job instructions
Job checklists and field updates
Photos, notes, and issue reporting
AI-Office / Employee PortalSample Preview
A clear schedule for every employeeJob details and step-by-step checklistsField updates that keep everyone informed
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04For Your Operations
Dispatching Portal
Keep schedules, crews, and job details connected. Assign work, adjust the day, and give the right people the information they need before heading out.
One shared scheduling board
Crew and job assignments
Route planning and daily coordination
AI-Office / Dispatching PortalSample Preview
Your day on one scheduling boardCrew assignments with the right contextA simple view of the day’s routes
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05For Your Growth
Sales & Estimates
Keep opportunities moving from the first inquiry to approved work. Organize leads, prepare estimates, and stay on top of the follow-ups that bring customers back.
A pipeline for every opportunity
Custom estimates and proposals
Follow-ups with a clear next step
AI-Office / Sales & EstimatesSample Preview
Every opportunity in one sales pipelineEstimates built around your servicesFollow-ups that keep conversations moving
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From information to a useful answer
Ask a question. See what informs the answer.
Choose an owner’s question, then explore the records that support the response.
AI-Office / Business BrainIllustrative examples · Sample business data
You ask
I’ve hired someone for eight weeks. How much advertising would fill their 40-hour week?
Your AI Office
Start with a $144 weekly advertising budget.
After allowing five hours for travel and setup, you have 35 productive hours to fill. At five labor hours per cleanup, that is about seven jobs. With a 60% lead-to-job rate, plan for 12 leads a week. At $12 per lead, that is $144 a week—about $21 a day.
The base eight-week estimate is $1,152. Review it as bookings and ad results come in; future results can vary.
See how it knows
Availability · Sample worker record
40 paid hours per week, for eight weeks
This example reserves five hours for travel and setup and assumes no existing work is allocated to the new worker.
These are examples of a configured AI Office, using fictional records. Available information and actions depend on your agreed setup and connected systems.
The information behind your AI Office
The details that make your business yours.
We organize the information included in your setup and connect it to the customers, jobs and decisions it belongs to. Open a category to see what that can include.
01
Customers & properties
Preferences, conversations and the history of every service location.
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Contacts and communication preferences
Property details, measurements and access notes
Previous jobs, complaints and resolutions
Customer agreements and special instructions
Service history, warranties and feedback
“What should I know before calling this customer?”
02
Sales & estimates
The path from the first inquiry to the accepted scope.
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Leads, sources and qualification answers
Appointments and follow-up history
Estimate inputs, revisions and accepted quotes
Pipeline changes, wins and lost reasons
Conversion rates and time to close
“Which estimates need a follow-up?”
03
Marketing & ad results
Campaign costs connected to inquiries and booked work.
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Campaigns, audiences, budgets and changes
Daily spend, clicks, leads and acquisition costs
Lead sources linked to sales outcomes
Creative tests, offers and seasonal campaigns
Email, SMS, referrals and review activity
“What should we spend to fill next month’s open hours?”
04
Jobs & operations
What was planned, what was approved and what actually happened.
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Scopes, schedules and recurring visits
Crew assignments and job instructions
Estimated and actual labor, travel and setup
Materials planned, used, returned or wasted
Photos, quality checks, issues and rework
Approved change orders and delays
“What does tomorrow’s crew need to bring?”
05
Money & job costs
The numbers behind your prices, costs and margins.
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Invoices, deposits and payment status
Labor, materials, rentals and subcontractor costs
Supplier bills, receipts and historical rates
Advertising costs allocated to acquired work
Estimated versus actual job profitability
Operating budgets and spending limits
“Why did this job leave less profit than estimated?”
06
People, stock & equipment
Who is available, what is on hand and what the work requires.
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Employee skills, roles and availability
Temporary staff dates, time off and crew capacity
Inventory quantities, locations and stock movements
Tools, equipment assignments and maintenance
Supplier lead times and purchasing needs
Training and onboarding records
“Can this crew take another job on Thursday?”
07
Rules & procedures
Company standards alongside customer and job-specific instructions.
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Company policies and approval requirements
Service pricing, minimums and standard procedures
Customer agreements and property restrictions
Job-specific instructions and approved exceptions
Rule versions, effective dates and expiration dates
Brand guidance and approved answers
“Are we allowed to offer this discount?”
08
Memos, meetings & decisions
Keep the context behind instructions and the next steps they create.
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Written notes, voice memos and attachments
Meeting summaries and available transcripts
Proposed changes and confirmed decisions
Tasks, owners, deadlines and follow-through
Who approved a change and why
Original sources linked to summaries
“What did we decide, and who is handling it?”
A few things to know
Simple answers.
Is AI-Office the same for every company?
No. The setup is scoped around your company size, services, and the workflows you want to improve.
Do I need to book a call to explore AI-Office?
No. Watch the full demo and explore the sample screens and business examples on this page without a form or a sales call.
How will custom pricing work?
Your recommended AI Office scope uses the gaps identified in your assessment and our current installation pricing. The plan shows estimated setup and ongoing support costs. Final scope and any third-party software or usage charges are reviewed during your consultation.
Does AI make all the decisions?
You stay in control. Access, approvals, and workflows are defined as part of your setup.
Your business is unique. Your AI office should be, too.
Blue-Egg
