SmallBiz.ai on AvatarVA · for owners with more work than hours
Someone wants to give you money. Make sure they do not disappear.
Your AI receptionist already answers questions and books visits. SmallBiz.ai adds six automations that do the follow-up nobody has time for: answering every lead in a minute, chasing quotes and invoices, filling the calendar, collecting paperwork, and briefing you every morning. Every message waits for your one-tap approval. A weekly receipt shows what it collected against pennies of AI cost.
Missed leads
Someone asks at 9pm and hears back on Tuesday.
Slow follow-up
The $4,800 estimate from three weeks ago is still sitting there.
Admin work
Reminders, forms, W-9s, invoices, and "did they ever pay?"
Six things it does for you
Turn on only what hurts. Most owners start with leads or invoices.
💬
Never Miss a Lead
Missed calls and slow replies
Every website visitor, chat and form gets an instant answer, you get alerted, and follow-ups go out until they book. Nothing sends without your tap.
$29 to 49/mo
📝
Follow Up My Quotes
Estimates going cold
Open quotes get a nudge, a follow-up, and a call task. Stops the moment they say yes or no.
$19 to 39/mo
💰
Get My Invoices Paid
Invoices paid late
Overdue invoices get friendly then firmer reminders with your pay link. Works with QuickBooks, Stripe, or a simple list.
$19 to 39/mo
🌅
My Daily Business Brief
Drowning in admin
One email every morning: what needs you, what was handled overnight, money in and out, today's calendar.
$15 to 29/mo
📅
Keep My Calendar Full
No-shows and empty slots
Confirmations, reminders, no-show rebooking, and a monthly nudge to customers you have not seen in a while.
$29 to 49/mo
📂
Stop Chasing Documents
Chasing paperwork
Ask for a W-9, COI or signed estimate once. Private upload link, automatic reminders, done when the file lands.
$19 to 39/mo
Two businesses, running live
Both are demo companies we operate with real data on this site. The customer side is open to anyone; the owner side is read-only.
🔧
Home services · Irvine, CA
Pacific Coast Plumbing
Mike Reyes · Licensed plumbers serving Irvine and coastal Orange County since 2011
Four plumbers, two trucks, one phone that never stops. Leads came in at night and nobody answered until morning. Estimates sat for weeks. Four invoices were late and Mike could not have told you which.
The owner experience
See what Mike sees: leads answered, money chased, calendar filled, documents collected, and this morning's brief. Read-only, live data.
See what the owner sees →
10 leads handled$7,815 overdue being chased$16,100 in open quotes0 follow-ups sent this week
A day with SmallBiz.ai
- A website visitor asks about a water heater at 9pm and gets a priced answer in seconds, then books.
- Overnight, three leads got an instant reply; Mike approved the Day 2 follow-ups from his truck.
- Seven late invoices and quotes were chased with one tap. Maria paid; her chaser stopped by itself.
- Tom missed his appointment; a rebook note went out after Mike approved it. Four quiet customers got a warm hello.
- Ortega Electric finally uploaded the COI through a private link. No more calls.
🦷
Dental clinic · Newport Beach, CA
Bright Smile Dental
Dr. Elena Park · Family and cosmetic dentistry in Newport Beach. New patients welcome.
One dentist, two hygienists, a front desk that is either on the phone or with a patient. "Do you take my insurance?" goes unanswered after 5pm. No-shows leave holes in the schedule. New patients arrive without forms. Treatment estimates never get a yes or a no.
The owner experience
See what Dr. Elena Park sees: leads answered, money chased, calendar filled, documents collected, and this morning's brief. Read-only, live data.
See what the owner sees →
7 leads handled$1,422 overdue being chased$6,445 in open quotes0 follow-ups sent this week
A day with SmallBiz.ai
- A new patient asks about Delta Dental PPO at 8pm, gets the answer and the $249 new-patient fee, and books a Saturday.
- Every booking gets a confirmation and reminders 24 hours and 2 hours before.
- New patients receive a private link for forms and an insurance card photo; the office is told the moment they arrive.
- Two treatment estimates got a friendly follow-up; the crown was accepted.
- Patients not seen in six months get a recall note, twenty a week, each one approved by Dr. Park in one tap.
How it works
- $49 Checkup. A 3-minute form and a 30-minute call. You get a one-page plan: your top three leaks, dollarized, and the first fix.
- Turn products on from your phone, $15 to $49 a month each. Or we set one up for you for $249 and support it for 30 days.
- Approve with one tap. Nothing customer-facing sends without you. Every action is logged. There is an off switch per product.
- See the receipt. Every Monday: paid, collected, leads answered, AI cost in cents.
Nothing goes out without youOnly the instant lead reply can be pre-approved. Day 2, Day 5, every chaser, every recall note asks first.
Works with what you haveGmail or our sender, Google Calendar or ours, QuickBooks and Stripe or a simple list.
Answers only from your factsThe receptionist and the drafts use your uploaded price list and nothing else.
Costs penniesA month of invoice chasing costs less than one stamp, and you can see it.
The ladder
Free$0AI receptionist: chat, booking, contact capture
Automation Checkup$49 once3-minute form, 30-minute call, one-page plan of your top three leaks
Products$15 to $49/mo eachturn on only what hurts; approve from your phone
Set one up for me$249we configure, test and support one workflow for 30 days
Automate My Business$499three connected workflows end to end
Managed$149 to $499/mowe monitor, maintain and report monthly
Start with the $49 CheckupCreate the free receptionistAsk for a live walkthrough