One workspace,
built around
your team.
Your people, business tools and AI, working from the same information. We build a custom workspace where your team can see what matters, review the next step and keep work moving.
Explore the custom buildsReady for Priya’s review.
The client approved layout B. Priya can review it before Ben books the install.
Team handoffs
Find the latest information.
See what needs doing.
One job, from the client’s request to the next person’s task.
Pick up a job without chasing the backstory.
The client’s request, relevant documents and previous decisions stay connected to the job. Your team can pick up where the last person left off.
A first draft your team can review.
An assistant can summarize a conversation, flag missing information or prepare a follow-up using the records it is permitted to access.
Know who needs to approve it.
Each job has a responsible person. Review points show who approves the next action and what changes when they do.
Request · shorter kitchen island
Layout B replaces the original drawing.
Priya and Ben see the same agreed layout.
“The shorter island works for us.”
Draft a note from the approved change.
Use layout B. The client approved the island.
Client approval attached to the file.
Confirm the final version before handoff.
Schedule the cabinet install.
MortgageFlow
A brokerage wanted its own CRM. We’re building private broker workspaces, renewal reminders and Mira, an assistant that prepares the next step for review.
See who needs a follow-up.
Ask about a renewal. Open the source record. Approve a reminder. See what Mira prepares and where the broker decides.
Who needs a call today?
Mira brings overdue follow-ups and unanswered messages into the broker’s morning briefing. The broker chooses the next conversation.
Where does each file stand?
Each mortgage sits at its current stage with a next action on the card. A broker can pick up a file and see exactly where to continue.
Ask about your book.
Find the client behind a renewal and prepare your next call.
One client in your book has a mortgage maturing in the next six months. Isaac Example’s refinance matures December 19.
CanopyOps
From the first estimate to the crew on site. Explore how the job, the people doing it and the invoice stay connected.
Explore the CanopyOps buildLess chasing. More context.
Which quote did they accept?
The scope is in a reply. The job sheet has the earlier version.
Did the crew get the note?
The access instructions are in a separate conversation.
Can we invoice this yet?
The office still needs to check whether the work is done.
Illustrative scenario · fictional work, familiar handoffs.
The office has the plan.
The crew has what matters.
Site notes, the day’s work and the next step. See how a crew lead can pick up the same job, then hand it back when it’s done.
Work in progressThe office and crew are looking at the same job.
Storm cleanup
Grace Li · Storm-damaged ash
232 Rosedale Valley RoadNorth York, ON
Make the storm-damaged tree safe and remove fallen limbs from the property.
- Getting on site
- Driveway access available. Protect lawn with mats.
- Before you start
- Service line near east canopy. Maintain required clearance.
Vermeer BC1000XL chipper
The office will see the completion and your note.
Storm cleanup
Grace Li·Storm-damaged ash
- Customer
- GLGrace Li
- Property
- 232 Rosedale Valley RoadNorth York, ON
Make the storm-damaged tree safe and remove fallen limbs from the property.
Site accessDriveway access available. Protect lawn with mats.
Heads-up for the crewService line near east canopy. Maintain required clearance.
South crew
Maya Chen · Crew lead
When the crew finishes, the office can prepare the invoice.
Ready when the work is done.
Complete the job, then create a draft from the accepted estimate.
| Description | Amount |
|---|---|
| Make storm-damaged tree safe and remove fallen limbs from property.1 service · JOB-1065 | $1,842.40 |
- Subtotal
- $1,842.40
- HST (13%)
- $239.51
- Total CAD
- $2,081.91
- Balance remaining
- $0.00
Same customer. Same scope. Carried over from the estimate.
Preview only. No invoice has been created.
You work with
the person building it.
“Show me one job from your week. The spreadsheet, the messages, the bit that gets stuck. I’ll work with your team to turn that into a system you can use.”
- 01 / YOUR PROCESS
Your stages and approval steps.
The client fields, job stages and review points are shaped around how your team handles the work.
- 02 / DIRECT ACCESS
Talk to the person building it.
You show Lukas what’s awkward. The same person making the software hears why it needs to change.
- 03 / ONGOING SUPPORT
Get help after the handover.
We agree who looks after hosting and fixes, and how your team can ask for the next improvement.
What could work
better?
Bring one example from your team’s day. We’ll use it to shape the conversation.