How it works
We start where your business waits on you.
Your customers, your workflows and your data, kept in step by one set of facts we write down with you.
Bozman Machinery & Construction
- Cost the quote12 tons at $49 a ton, plus $85 delivery.
- The owner approves
- Reserve stock
- Schedule & deliver
- Invoice
Waiting for you
Clear the path.
Find what is getting missed.
Catch unanswered calls, overlooked leads, and work waiting to be billed.
Connect the work.
Link your website, phones, records, and workflows so handoffs keep moving.
Extend your judgement.
Ask about margin, jobs, or capacity. Build your rules into repeatable frameworks and AI agents, with approvals where you need them.
First, how you run the business.
We start with one conversation about how the place runs and how you make decisions. Then we sort the work: fixed rules for what never changes, your judgement built into the tools where it applies, and you for the decisions that stay yours.
- 01
Understand the workflow
We start with how you run the business and how you make decisions.
- 02
Collect and normalize the data
Your existing tools, customer information and workflows, connected.
- 03
Build the prototype
Your rules come first. You review the drafts and the decisions that stay yours.
- 04
Deploy and train
We do the setup and make the changes. You choose what it takes on next.
What needs my attention?
- Use your business information to assess margins, inventory and capacity.
- See work waiting on you and review drafts for approval.
- Carry your decisions into daily work through workflows and AI agents built around your rules.
Bozman Machinery & Construction
Review the schedule conflict and approve the fix. Open Customer replies to choose which rules act and which ask you first.
Dana R. is double-booked on Wed, Oct 28. Proposed fix: move Renee Cho to 1 pm. Keep Sam Ortiz at 10 am.
Wednesday, Oct 28
Dana R. · 2 jobs
- Sam Ortiz10 am arrival
- Renee Cho10 am arrival · overlap
It never moves a booked job on its own: changes wait for you.
- Missed call: text backA call goes unanswered142 sent in 30 days · 61% replied
- After-hours web form: confirmationA form is submitted outside business hours88 sent in 30 days · 44% replied
- Quote follow-upA quote is still unanswered after 2 days57 sent in 30 days · 30% booked
- Appointment reminder24 hours before a job203 sent in 30 days · 96% confirmed
- Review request24 hours after a job is marked complete96 sent in 30 days · 18% reviewed
Switch a rule off and it stops.
Connected business systems.
Connect your existing tools, customer information and workflows.
Follow-ups go out on time, low stock gets flagged before it runs out, and nobody copies between three screens.
- Your customer details and quote
- A follow-up at the time you choose
- The reply returns to the same record
The calls that come in when nobody can pick up are mostly the same few questions: whether you are open, whether you do this and what it costs, whether they can come tomorrow.
We set up a phone that answers those the way you would and writes you a note for everything else. If your business books appointments, it does that too, from the same facts.
A website written once and left alone drifts away from the business until it describes a place that no longer exists, and the questions people call about are still not answered anywhere on it.
We rebuild or refresh the site so it says what you would say today and answers what people actually ask. It gives the ones who would rather not call a way to book.
When something changes in the business, you tell us once and we change it.
- Messaging.
- The same hours, services, and prices on your site and on your phone.
- Evidence.
- If it is not public, it cannot be quoted. The questions people ask you get written down and published.
- Reputation.
- A lot of the answer is what your customers say about you.
- Technical.
- Structure, speed, and the markup search engines and assistants expect.
The site and the phone read from the same facts, so a change you make reaches both.
Who takes the job, and when?
We set up the schedule around what you already know: who works when, what each crew can do, what it carries and where it already has to be.
The site details go to the schedule, next to each crew's skills, equipment, route and commitments. You choose the crew and the arrival window. The customer hears a time after you do.
The yard treatment is done, but the invoice waits for an evening at the desk, and chasing a late payment is the part of the job nobody wants.
- Knowing and collecting.
- CHIFFON shows you which invoices are paid, due or late. Collecting the money stays with the follow-up you chose.
- A reminder and collections.
- A reminder is a polite nudge you approve once, then it goes out on the schedule you set. Anything firmer, from a phone call to a collections agency, is your decision.
The late payments that need a conversation come to you.
Four benefits
Save time
Tickets reach the books without anyone typing them twice.
Save money
Low stock gets flagged before a job needs it.
Reduce risk
Your prices, your stock and your margin go into a draft quote. Anything outside the limits you set comes back to you.
More revenue
Every quote gets its follow-up, without anyone keeping a list.
Clear the path.
The facts you already carry in your head, and the decisions you want to keep.