Automation
LiveA renewal drafted before it lapses, a past-due invoice reminder, a first pass at the maintenance day. Each one is a suggestion a person approves, with a reason attached and a switch to shut it off.
The same loop runs in every module: sense something on a real record, propose, wait for a person.
Suggestion · Renewal draft
A renewal drafted ahead of the date from equipment age and agreement margin, held for a person to approve.
A price adjustment shown with its reasoning before anything on the customer's price changes. Not built yet.
A first pass at a maintenance day's assignments, weighing certification, drive time and load, for a dispatcher to review.
A suggested reminder held for a person to approve before it reaches the customer.
Statuses are current as of October 2026.
Only if a module is explicitly set to Auto, and only within the bounds configured for that module: a dollar cap, a rate limit, an allowed scope and quiet hours. Off and Suggest never apply anything without a person's approval.
Yes. One switch turns every proposal off across the account, and each module has its own switch on top of that.
Yes. A plain-language reason is required on every proposal, including when something is held back instead of applied.
Renewal drafts, PM-schedule suggestions and past-due invoice nudges are available. Smart repricing and after-hours call answering are on the roadmap. The status column above follows our published availability list.
On the record it is about: the agreement for renewals, preventive maintenance for schedule suggestions, and invoicing for reminders.
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