She answers the calls you miss, books the visit, sends the estimate, chases the invoice, files the receipt. Email her or call her, in your own words, in your own language. No app. No dashboard. $149 a month, flat.
Forward the calls you can't take to your Deana number. She picks up in your business name, takes the details, states your terms, and books the first opening. A sample call, for Mike's Plumbing:
If you can send an email or make a call, you can use Deana. That's the whole thing. No app to learn. No dashboard. No password you'll forget.
Forward the calls you miss and she answers, takes the details, states your terms and books the first opening. Everything else, email her or say it: "estimate for Schmitt, new water heater, $1,850." Snap the receipt from the truck. Write it the way you'd say it, in any of six languages.
The estimate goes out on your letterhead with a one-tap approve button. Approval opens the job and sends the deposit invoice if you take one. Say "invoice Schmitt 1,450" and it goes out clean, in your name, the same minute. Receipts, W-9s, calendar changes: same thing. Tell her once.
Deana reminds the customer politely until the money lands. If they write "can I pay Friday?" she answers as your office and holds the reminder. At 7 a.m. on any day something happened, her brief is waiting: today's visits, then money, then what needs you. Usually nothing.
Everything here is live today, in one flat price. What's coming is listed under the price, and it comes at the same price.
Forward your missed calls to your Deana number. She answers in your business name, takes the name, address and problem, states your minimum and terms, offers your first opening and books it. Urgent calls land in your inbox marked urgent. Every call is written down on the customer's file.
"Book Caribou Thursday at 8." It's on the calendar with travel time blocked either side, the job is open, and the customer has a confirmation with your terms. "What's on today." "Next opening." "Move Caribou to Friday at 3." "I'm off Wednesday." It all shows up on the calendar already on your phone. And the next morning, the day's drives are in the mileage log, by road, on the jobs: no app, no GPS, nothing to start or stop.
"Estimate for Schmitt, new water heater, $1,850." It goes out on your letterhead with a one-tap approve button. When the customer taps it, or just replies "yes, go ahead," the job opens with a number and a name, and the deposit invoice goes out if you take one. You hear about it. You do nothing else.
Say "invoice Schmitt 1,450" and it goes out clean, on your letterhead, never twice. Deana follows up politely until it's paid and answers the customer as your office. Deposits and balances. Sales tax, GST, HST, PST. The money goes straight to you; Deana never touches it.
Photo from the truck, screenshot, PDF from the supplier. Deana reads it, tags it to the job or to overhead, and files it. Someone asks for your W-9? Sent in minutes, signed, with you copied. In Canada, your GST/HST number is on every invoice. Throw the shoebox away.
Every call, message, approval, invoice, receipt and payment stays on the job, in order. Ask "what did I charge Johnson last time?" or "who owes me money?" and you get an answer, not a spreadsheet. The longer she runs your office, the better she runs it.
At 7 a.m. on any day something happened, one email. Today's visits first. Then money: what came in, who's late, what she did about it. Then what needs you, which is usually nothing. Fridays, the week's numbers. Read it in the truck. Know where you stand.
"Add my wife Anna, anna@example.com" and she can email Deana too. "My son Max works with me, he can do drains alone" and openings come from both of you. You're copied on everything, and before anything sensitive changes, Deana asks for a code sent to your email.
Spanish, Polish, Ukrainian, Russian, Portuguese, tired English at the end of a twelve-hour day. Deana reads it and answers you in the same language, by email or on the phone. Everything that goes to your customer goes out in clean, professional English, signed by your office. Chicago or Toronto.
You're paying about $340 a month for four apps and a voicemail box: an invoicing app, a scheduling app, a receipt app and an answering service, none of which talk to each other. Deana is one office, one price.
Every job, invoice, payment, receipt, sales tax or GST/HST line and the mileage log from the year, tagged, totaled, and put in one clean folder: a PDF summary for you, a spreadsheet for your accountant. Send it as one email. Founding customers get the first one free.
30 days free, no card needed, nothing to cancel. Prefer to pay once a year? Two months free. Slow season? Pause for $29 a month, keep your number and your records, and Deana tells callers when you're back.
Payments go straight from your customer to you, by Zelle, check, cash, Venmo or e-transfer, whatever you print on the invoice. Deana never touches the money. And the arithmetic: miss 20 calls a month, close one in five at $500, and she has paid for herself in the first week. That's arithmetic, not a promise; your numbers are yours.
She answers with your business name and hers, states your terms, and books the visit. Your customer hears an office, not a phone menu. When she doesn't know something, she says so, takes the details, and tells the caller you'll call back.
Five short steps, your terms in one line, and one forwarding code dialed on your cell. Nothing to install. Anything you don't have handy, skip it and tell her later. She's on the job the same afternoon.
You're copied on everything she sends. Estimates and invoices go out when you say so, never on their own. A wrong one is voided and a corrected one goes out the minute you reply. Before anything sensitive changes, she asks for a code sent to your email.
Five short steps, no card. Anything you don't have handy, skip it and tell Deana later. We email you a confirmation link; tap it and Deana writes back with a sample invoice on your own letterhead, so you see her work before a customer does.