What still requires you or your team
The human work
Talk to the customer
Decide whether the job is a good fit
Approve pricing, estimates, or important messages
Perform the actual service
Make the final business decisions
JACK is working
Curated opportunities. Better conversations. Run the business. Get paid.
$2,000 launch + $299/monthGet JACK
Run the business without carrying it home.
What is JACK?
A CRM (Customer Relationship Management system) helps organize the business you already have. JACK helps build and run the business you want.
JACK is the employee behind your business.
It doesn’t just organize customers after you find them. JACK finds and researches new opportunities, grades them, explains why they matter, and prioritizes where your time can have the biggest impact.
From there, JACK carries the work forward.
It organizes your customers, schedules, jobs, employees, estimates, invoices, payments, conversations, photos, documents, and follow-ups in one place. It reminds you what needs attention, prepares the next step, and keeps your business moving from the first opportunity to the final payment.
Instead of opening five, ten, or even more different apps to figure out what to do today, you open JACK.
When you get home… be home.
02 — Who does what
You run the business. JACK keeps the office work handled.
The point is not to give you another system to manage. The point is to take tracking and remembering off your plate.
What JACK handles around it
The office work
Curates opportunities and keeps customer information together
Shows who needs a call and why
Keeps jobs, appointments, assignments, and notes organized
Prepares follow-ups, estimates, invoices, and reminder drafts
Flags unanswered estimates, overdue invoices, and unfinished work
Keeps customer and job history ready for future follow-up
You do the work only you can do. JACK keeps the rest from being forgotten.
No digging through texts. No separate spreadsheet. No relying on one employee’s memory. No wondering what needs to happen next.
03 — A job from start to finish
From lead to paid job
The customer and job information stay together from the first opportunity through payment. You do not rebuild the same record at every step.
1
A lead or opportunity arrives
JACK captures the context and reason to follow up
2
You make the call
JACK gives you the reason and follow-up
3
The customer says yes
JACK adds the job to the schedule
4
Your crew does the work
JACK keeps the updates, notes, and photos
5
It is time to get paid
JACK prepares the invoice and tracks payment
JACK prepares priorities · follow-ups · overdue work · drafts
You approve messages · pricing · invoices · crew changes · financial decisions
04 — What JACK handles
The administrative work that no longer has to live in your head
JACK does not merely give your information a cleaner home. It keeps checking it, updating it, and preparing the next action for you.
01 · Daily operations
Run today
JACK watches the calendar, brings late or missing work forward, and keeps the day prepared for you.
Handled and kept ready for you
✓Appointments kept together
✓Jobs added to the schedule
✓To-dos brought forward
✓Late work automatically flagged
8:00 AM
Crew arrival confirmed
JACK handled this
02 · Customers and sales
Keep customers moving
JACK keeps every conversation, estimate, and next step attached so follow-up is already prepared for you.
Handled and kept ready for you
✓Curated opportunities delivered
✓Calls and notes remembered
✓Follow-ups prepared
✓Customer history maintained
4 days
Follow-up ready to review
JACK handled this
03 · Money
Keep money moving
JACK tracks what was sent, notices what is unanswered or overdue, and prepares the next money action for you.
Handled and kept ready for you
✓Estimates made easier
✓Invoices kept organized
✓Payments automatically tracked
✓Reminder drafts prepared
12 days
Reminder ready to review
JACK handled this
04 · Team and memory
Keep everyone aligned
JACK records updates in the right place so the office, crew, and owner do not have to rebuild the story.
Handled and kept ready for you
✓Assignments kept current
✓Field updates recorded
✓Photos added to job history
✓Business knowledge kept ready
1 update
Job history updated
JACK handled this
05 — Proof and price
See the value. Inspect the work.
JACK brings money and unfinished work forward, then leaves a plain-English record of what it checked and prepared.
JACK Value Ledger · example
$10,575
money waiting for action
$8,400
Unanswered estimate
Follow up
$2,175
Overdue invoice
Reminder ready
14
Past customers
Repeat work
Illustrative demo records—not a promise of financial results.
JACK’s Work Log
What JACK checked, organized, and prepared while you were working.
8:31 AM
Checked outstanding invoices
Invoice #1048 is 12 days overdue. A polite payment reminder is ready for review.
10:12 AM
Reviewed open estimates
Harbor & Vine has not answered in four days. JACK returned it to today’s call list.
1:06 PM
Organized a completed job
Mike uploaded the final photo. The customer record and job history now include it.
The dashboard shows the result. The Work Log shows why it appeared.
Simple pricing
$2,000 launch
then $299/month
About $10/day after launch
Launch includes
✓JACK workspace setup
✓Basic customer and service import
✓Calendar and workflow configuration
✓Estimate and invoice starting structure
✓Owner orientation
Monthly includes
✓Ongoing JACK access
✓Hosting and maintenance
✓Standard system updates
✓Configured standard workflows
✓Support and business intelligence
Scoped separately unless included: Digital Report Card, website, curated opportunity packages, messaging or payment usage fees, employee logins, employee QR tracking, and Custom OS development.
Choose the right starting point
You understand JACK. Now choose what the business needs first.
Website and Digital Report Card services remain separate from JACK, so the business only pays for the parts it needs.
Tomorrow is prepared.
When you get home… be home.
Need employee logins, individual QR attribution, performance tracking, or custom workflows? Custom OS is the optional expansion.
Final step · Business intake
Let’s set up your JACK.
Tell us how the business works and where things are getting stuck. We’ll use this to prepare your setup conversation.
$2,000 launch
$299/month after setup
Includes standard setup, basic import, and orientation. Custom OS work is separate and optional.