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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 Pacific Coast Plumbing, 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 Pacific Coast Plumbing

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: 13 need you, 0 on the calendar, $7,815 overdue

Good morning. Here is your Tuesday brief for Pacific Coast Plumbing.

Needs you (13)

  • Priya Natarajan has not replied in 48h Leads
  • Hector Alvarez has not replied in 48h Leads
  • Linda Cho has not replied in 48h Leads
  • Invoice INV-260907-813 Angela Ruiz $3,030 is 22 days late Money
  • Invoice 1042 Maria Delgado $2,180 is 57 days late Money
  • Invoice 1053 Turtle Rock HOA $1,240 is 41 days late Money
  • Quote Q-2201 James Whitfield $9,800 unanswered for 46 days Money
  • Quote Q-2204 Dana Feldman $4,450 unanswered for 42 days Money
  • Task: Call Angela Ruiz about invoice INV-260907-813 Tasks
  • Task: Call Mark Cho about invoice 1035 Tasks
  • Task: Call 0969 Ocean View Road about invoice 1036 Tasks
  • Task: Call Sonnenschein Family Store about invoice 1037 Tasks
  • Task: Call Geeta Kalapatapu about invoice 1033 Tasks

Handled for you (last 24h)

  • Quiet day, nothing went out.

Money

  • $7,815 overdue across 6 invoices
  • $16,100 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.