QuestionsBefore you start
What happens after I pay?
You get a welcome email with your plan's terms and a short intake form right away. Send your logo, colors, business details and the logins we need through the secure form. Your client portal shows every step toward going live in 10 business days.
How does billing work?
You pay the one-time setup fee at checkout. Your monthly plan starts 30 days later and renews each month until you cancel. Both amounts are shown before you pay, and every charge goes through Square.
Can I cancel?
Yes. Cancel online in your client portal, anytime, with one button. There's no contract. Monthly plans cancel online anytime and end at the close of the paid period, with no partial-month refunds. The setup fee is refundable until build work starts and nonrefundable after.
What is your refund policy?
Monthly plans cancel online anytime and end at the close of the paid period, with no partial-month refunds. The setup fee is refundable until build work starts and nonrefundable after.
Do I have to get on a sales call?
No. Everything happens online: try the demo, pick a plan and check out. If you'd rather talk, you can book a short call.
Book a callHow long does setup take?
Live in 10 business days, counted from the day we receive your completed intake form. Your portal tracks each step so you always know where your build stands.
How can I pay?
Card, Apple Pay or Google Pay through Square. Card details go straight to Square and never touch our servers. We don't send invoices for plans; checkout handles everything in one step.
Who owns my data?
You do. Export everything anytime. If you leave, we hand over your data and delete our copy on request.
How do you keep logins and data secure?
Logins you share go through an encrypted form, never email, and are stored encrypted with access logged. Each client's records are walled off by database access rules. Card data is handled only by Square.
Is this AI?
Some of it, and we always say so. Replies are handled by automated agents working from our own knowledge base, and anything they can't answer goes to a person. The systems we build for you can do the same for your customers.
Which plan should I choose?
Starter covers any 4 modules, Growth any 8, Full House all 15, and Signature adds custom work on top. Most service businesses that want to stop doing admin themselves fit Growth. Use the module picker; it chooses the cheapest plan for what you pick.
Open the module pickerHow much does it cost?
Starter: $2,500 setup, then $1,000 a month. Growth: $4,000 setup, then $1,500 a month. Full House: $6,000 setup, then $2,000 a month. Signature: $7,500 setup, then $2,500 a month.
See pricingIs this cheaper than hiring an admin?
For most businesses, yes. A $45,000 admin plus 20% payroll costs about $54,000 a year before recruiting and training; Growth costs $22,000 in year one. The calculator on the homepage lets you use your own numbers.
Try the calculatorWhat counts as custom work in Signature?
Custom work is scoped in writing at onboarding and delivered within the 10 business day build; anything beyond that scope is quoted separately and paid by Square payment link before work starts.
Do I have to switch from the tools I use now?
Usually not. We connect what you already use where we can, and replace only what's missing or broken. Tell us your tools in the intake form.
Can I change modules later?
Yes. Swap modules within your plan, or move up a plan, from your portal.
Does this work for my kind of business?
It's built for owner-run service and retail businesses that are busy enough to need an admin. The demo shows a sample company; your build uses your services, prices and policies.