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Platform

Every step of the job, in one operation.

This is the proposal we are validating with service businesses. It is not a list of finished features or a launch promise.

What we are studying

These are areas under study. The order and scope of each depend on what we hear.

Opportunities7 contacts
New contact3
Quote sent2

Latest activity

Ana Souza sent the quote

Perry home · biweekly clean

2m

Diego Lima booked the walkthrough

Allen home · Thursday at 9

8m

Jordan Lee logged a request

Vila Office · call back tomorrow

12m

Customers and opportunities

Keep the context and next step of every contact along the way.

October
Fitting in Rescheduled · Moore home
Mon2
Tue3
Wed4
891011121

Requests to fit in

Scheduling and recurrence

Organize jobs, time changes and appointments that repeat.

9:41
Today’s jobs
Search clients
TodayBy time
  • Allen home / Weekly

    Done · 8:40

  • Sun Clinic / Office

    Done · 8:15

  • Perry home / Biweekly

    Done · 7:55

  • Unit 302 / Move-out

    Done · 7:30

  • Lopez townhouse / Post-construction

    Done · 7:10

  • Moore home / Deep clean

    Done · 6:50

  • Vila Office / Office

    Done · 6:30

  • Ramos home / Weekly

    Done · 6:15

  • Aurora Shop / Commercial

    Done · 6:00

Crew and execution

Give the crew what they need before, during and after each job.

Carla Mendes replied

6m

“Could we do Thursday morning?”

Payment received

4m

Allen home paid the October invoice

Job confirmed

2m

Perry home confirmed Friday at 10

Communication and follow-up

Understand where messages, reminders and replies get lost.

Carla Mendes

Asks to move the cleaning day

Suggestion

Hello Carla. We received your request and will check the schedule.

Adjust

Versions

  • v3Warmernow
  • v2Offer times1m
  • v1First draft2m

Automation with context

Take repetitive work off your plate and find where AI actually helps.

+6%

Collected this month

$0
+3

New customers

0
+9%

Jobs completed

0
-5

Reschedules

0

Visibility of the operation

Show the owner what helps them act, without another spreadsheet to maintain.

Which part of this path most needs to improve in your business?

Your answers help define the first version of Initium.

Take the survey

From a new contact to the next job.

Preview of reports, in development.

Take the survey

A customer asks for a quote. The request is recorded and it is clear who follows up.

Preview of the Today screen, in development.

Your answer decides what comes first.

It takes about 10 minutes. What you have answered stays saved on this browser if you need to stop.