The Pocket Back Office

The website gets you found. The AI receptionist answers. The Pocket Back Office makes sure no lead ever quietly disappears.

It’s built for one-person and small-crew service businesses — handymen, contractors, cleaners, painters, plumbers — where the owner is on a ladder or under a sink when the phone rings. Modeled on the back office we run for a resort operation, shrunk to fit in an operator’s pocket.

How it works

Every channel, one net. Leads arrive three ways in a working business: the AI receptionist’s calls, the website contact form, and plain email. The Pocket Back Office routes all three into one flow — nothing sits in an inbox nobody checks.

You hear about every lead three ways:

• An instant alert on your phone (Telegram)
• An email: “Lead — your business — name / job / city”
• A record in a simple CRM, so nothing lives only in a text thread

One tap keeps it moving. Buttons under each alert — Called back / Booked / Can’t do it — write the status straight back to the CRM. No end-of-day paperwork, no “did I call that guy?”

A watchdog stands guard. If any lead pipeline breaks — a form stops firing, a webhook dies — the system notices and alerts within about 15 minutes. This exists because of a real six-day silent outage we caught the hard way. Silent is the enemy; a broken pipe should be loud.

A rhythm, not a flood. A short morning brief of open leads, a nudge when a lead sits untouched for 24 hours (and an escalation to the owner at 48), and a one-line weekly score so you know what the machine caught.

Why it exists — the $8,250 lesson

Our own handyman company, DaytonaHandy, got an $8,250 job inquiry by email — a 150-chair assembly job — and under the old setup it never reached the operator. The lead existed. The system dropped it. The Pocket Back Office is the system we built so that never happens again, and it’s live on DaytonaHandy today: read the case study →

What it costs

The Pocket Back Office is part of the low-tier install — the website, the AI phone line, and the back office are one system, not three products. $1,500 down, $500/mo, twelve months, and after that the site is yours and you just pay for the AI. See pricing →

Want it on your business? Start with the free demo — or call the AI at (386) 384-8445 and hear the front end of this system answer live.