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๐ŸŒ… Brief your morning email, settings, phone notifications โš™ Products what is on, sender details ๐Ÿ”— Connections QuickBooks, Stripe, Gmail ๐ŸŽ™ Meeting notes record a site walk or a call, get decisions and tasks ๐Ÿ‘ฅ Team invite office staff and techs, sign out ๐Ÿ“š Knowledge and notifications price list, Telegram and Slack Close
Test drive. A read-only look at Bright Smile Dental, a demo business running SmallBiz.ai. Buttons show what the owner would tap. Book the $49 consult to see yours, or go back to smallbiz.ai. Demo story: all steps
Try it with your own email: be the customer of Bright Smile Dental

Type your email once, then press any button. Real emails go out from the demo business within a minute; then watch yourself appear on these screens. Nothing is sold, nothing is stored beyond a week.

Customer-facing pages you can use with the same email: contact form ยท chat ยท booking page

Daily Brief

Subject: Tuesday brief: 15 need you, 0 on the calendar, $1,422 overdue

Good morning. Here is your Tuesday brief for Bright Smile Dental.

Needs you (15)

  • Daniel Kim has not replied in 48h Leads
  • Marcus Bell has not replied in 48h Leads
  • Chloe Martin has not replied in 48h Leads
  • Invoice BS-3112 Ethan Cole $725 is 43 days late Money
  • Invoice BS-3107 Olivia Brandt $412 is 52 days late Money
  • Invoice BS-3118 Aisha Rahman $189 is 26 days late Money
  • Quote TP-511 Ben Walsh $4,800 unanswered for 41 days Money
  • Quote TP-508 Grace Nguyen $1,250 unanswered for 47 days Money
  • Still missing: W-9 form from subu (needed by Sun, Sep 13) Documents
  • Still missing: Certificate of Insurance (COI) from subu (needed by Sun, Sep 13) Documents
  • Task: Call subu for their Certificate of Insurance (COI) Tasks
  • Task: Call subu for their W-9 form Tasks
  • Task: Call Noah Fischer about quote TP-514 Tasks
  • Task: Call Ben Walsh about quote TP-511 Tasks
  • Task: Call Grace Nguyen about quote TP-508 Tasks

Handled for you (last 24h)

  • Quiet day, nothing went out.

Money

  • $1,422 overdue across 4 invoices
  • $6,445 in 3 open quotes
  • Last 7 days: 0 paid ($0), 0 quotes won ($0)
  • Automation cost last 7 days: $0.00

Today (0)

  • No bookings today.

Open SmallBiz.aiMoney

You get this every day at 07:00 (America/Los_Angeles). Change it in the app under Brief.