How it works
Configured, not assembled.
Built around your trade.
You complete one intake. We execute 40+ configuration steps. You take a 45-minute launch call. Your back office opens for business.
You complete the intake
26 fields — your business details, trade and service lines, team roster, price book, hours, brand colors, subdomain. Every field maps to a configuration step, so a finished intake is a complete provisioning packet. If anything's unclear, we ask once, up front — never in drips.
We build your back office
Your trade's workflow pack is cloned and branded: project templates, QA checklists, dispatch board, booking page, intake forms, quote and invoice generators, and the automation set — quote follow-up, dunning, QA gates, review requests, seasonal rebooking.
- Your logo, colors, and business name throughout
- Your services, prices, and service area loaded
- Your crew created with roles and assignments
- Your subdomain provisioned and branded
We validate everything
Before you ever log in, your system passes an acceptance test: a test booking flows from intake to dispatch to invoice to review request. Payment processing is verified. Your automations fire on schedule. Nothing ships half-built.
Your 45-minute launch call
We walk you and your crew through the portal — booking a job, running the dispatch board, sending a quote, collecting payment. Your team learns it fast because there's nothing left to figure out.
Migration, if you're switching
Coming from Jobber, Housecall Pro, or spreadsheets? We migrate your customer list and price book during onboarding. Most shops are fully moved over during onboarding — and the 90-Day Your Deputy Promise starts the day you go live.
Under the hood
What's actually inside.
Growth tier shown — every tier's pack is scoped to what your shop needs, nothing you don't.
Capture
- Branded booking page on your subdomain
- Trade-specific intake forms
- Quote follow-up drip
- Emergency triage routing
Operate
- Cross-crew dispatch board
- Mobilization checklists
- Photo evidence vaults
- QA gates & sign-offs
- Crew checklists & SOPs
Grow
- Deposits at booking, reminders on late pay
- Review requests after paid jobs
- Referral rewards
- Seasonal rebooking campaigns
End of shift
Your competitors are one missed call away from your customer.
Put your back office on autopilot. Complete the intake, take a 45-minute launch call, and we handle the build from there.
Illustrative sample report — what your end-of-day looks like with Your Deputy on the job.