Nov 17 (edited) • General discussion
New Project: Description and interesting features
The Service Business Platform is built on a unified core that powers every part of a company’s operations. Businesses can run one service type—or multiple sectors like HVAC, plumbing, cleaning, carpet care, or commercial services—inside a single account. Each sector inherits core defaults and can customize its own workflows, pricing, service lines, and settings.
The platform uses service lines to separate variations inside a sector, such as recurring cleaning vs. one-time cleaning, allowing deep customization without creating separate business units.
All modules—sales, campaigns, quoting, customer service, scheduling, field operations, billing, payroll, and automations—are fully modular, so companies can disable them, swap in external tools, or connect to outside systems through API or MCP bridges.
The platform supports full two-way API and MCP integrations, allowing external systems to push data in or pull data out so operations stay synchronized and every customer touchpoint ends up in one unified journey timeline.
The Builder system allows users to design offer flows, reports, dashboards, templates, and automations without coding. Templates can come from defaults, sector presets, or AI.
The Offer Flow Builder creates adaptive offer sequences, upsells, and retention flows that adjust automatically based on BI alerts, customer behavior, sector rules, and past interactions.
The Detective BI engine analyzes customer touchpoints, history, operational data, SOPs, policies, and notes to summarize cases, flag risks, and recommend solutions or offers.
Every customer has a complete journey timeline that unifies emails, texts, phone logs, job photos, field notes, issues, quotes, payments, and operational events.
The problem-based quoting system builds accurate quotes by pricing item service levels based on the customer’s unique problems, symptoms, home type, or sector-specific conditions.
Reports and dashboards can be generated using templates, the Builder interface, or AI—pulling from the same structured data and analytics layers.
The AI assistant is context-aware, using vectorized SOPs, rules, sector data, and customer history to deliver accurate recommendations, explanations, and internal guidance.
The platform uses a layered data architecture—a secure core operational database, an external events & analytics store, a snapshot store, and a vector database. Core records stay locked down, while BI and AI work from fast, query-optimized layers to keep costs low.
Businesses can bring their own API keys for LLMs, marketing tools, payment gateways, accounting systems, and MCP integrations so advanced features scale with their own usage, not yours.
Operations across the business—field teams, office staff, scheduling, dispatch, payroll, accounting, payments, and customer interactions—run through one unified platform.
BI alerts and machine-learning signals can detect churn risk, operational inefficiencies, pricing gaps, and missed upsell opportunities and trigger recommended actions across modules.
Sectors can cross-operate: they can share field teams, combine jobs, cross-sell offers, chained jobs, run cross-sector campaigns, and share or override inherited defaults when needed.
Let me now what you think.
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New Project: Description and interesting features
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