Workflow Story

Bizzy Bot Runs Your Back Office

Your AI assistant handles the busywork

8 Connected Steps
Contractor using Bizzy Bot voice commands
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Step 1 of 8
Bizzy Bot

Bizzy Bot

You're in the truck between jobs and remember the Johnson estimate is still sitting in drafts. Instead of pulling over to fumble through the app, you just say 'Hey Bizzy, finalize the Johnson estimate and send it over.' That's it. Hands on the wheel, job handled.

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2
Step 2 of 8

Automations

Bizzy kicks off the workflow. It pulls up the draft estimate, applies your standard markup and terms, attaches the scope of work, and packages everything into a professional-looking proposal — the same one that would take you 15 minutes to put together manually.

Learn more about Automations
Service technician using automation software
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Step 3 of 8

Estimates

The finished estimate lands in the Johnsons' inbox and texts them a link. It's clean, branded, and easy to read on a phone. They can see every line item, the total, and a big green 'Approve & Book' button right at the bottom.

Learn more about Estimates
4
Step 4 of 8

Public Booking Page

Mr. Johnson opens the estimate over lunch, likes what he sees, and taps Approve. He's taken to your booking page where he picks a time slot for next Thursday morning. The whole thing takes him about 90 seconds — no phone calls, no emails, no waiting.

Learn more about Booking Page
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Step 5 of 8

Calendar, Appointments & Routes

The appointment snaps into your calendar automatically. It's placed in the right service zone, assigned to a tech with the right skills, and blocked off so nothing else gets stacked on top of it. Your schedule stays clean without anyone touching it.

Learn more about Calendar
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Step 6 of 8

Jobs

A complete job record is created with everything attached — the approved estimate, customer details, property info, scope of work, and the assigned tech. When Thursday comes, your team has everything they need in one place. No hunting through emails or texts.

Learn more about Jobs
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Step 7 of 8

SMS Inbox

Your phone buzzes: 'Heads up — the Johnsons approved their estimate and booked for Thursday at 9am. Assigned to Mike.' You smile, merge onto the highway, and move on with your day. That's 20 minutes of office work that just handled itself.

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Step 8 of 8

Dashboard & Analytics

The Johnson job shows up in your pipeline instantly. Revenue forecasts update, the weekly schedule fills in, and your close rate ticks up. At the end of the week, you can see exactly how much business Bizzy helped you close — without you ever sitting behind a desk.

Learn more about Dashboard

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