Pulse runs the business on its own. The AI employee is the part we install and tune ourselves, for when you want more.
It reads your deals, work orders, invoices and customers and answers from your real numbers, because it runs against the same database your team uses every day. It drafts quotes, chases overdue invoices, reads vendor bills and briefs you every morning.
The AI employee runs on a Linux server we set up beside your Pulse, on your own AI provider account. It comes with our onboarding service, so it’s added by consult rather than checkout. Book a consult →
Opens the day with what needs you: deals to push, invoices to chase, jobs at risk of slipping.
Describe the job in a sentence; it builds the quote with the right parts, pricing and warranty.
Watches AR and drafts the reminders, so overdue invoices get chased without anyone remembering to.
Snap a bill and it pulls the vendor, amount and line items straight into your books.
Ask anything about your pipeline, jobs or books — it answers from what's actually in your system.
Stalled deals, quotes priced below cost, parts under reorder, jobs past quoted labor, work that never got invoiced, maintenance past due — surfaced daily.
Ask for a holiday special or a product promo. It designs three versions from your templates, logo and product photos; pick one or tweak it in a sentence.
A branded PDF built for a single account, drawing on your catalog, your own documents and the customer’s website.
Product facts come from your catalog and documents, and the sources are listed under each draft. It doesn’t invent offers.
The promo goes in the body of the email from the rep’s own address and is logged on the account.
Finished ads use only images you uploaded. A website you point it at guides the style; its pictures are never copied.
It runs on the same AI account as the rest of the AI employee, with no image service billing you by the picture.
Your best estimator knows which customers pay late, which buildings are a nightmare in February, and what you quoted the Baker District job at three years ago. Right now that lives in their head. When they retire, it retires with them.
Everything your team runs through the AI employee stays on your server: every deal won and lost, every quote and what was on it, every note after a hard phone call, every price you’ve held, and every conversation with the AI itself. Ask it two years from now and it answers from your own history.
“Why did we lose the Kearny job?” answered from the record: the deal, the quote, the follow-ups, what it was priced at.
When a rep leaves, their accounts don’t start over. Whoever picks them up inherits every conversation, price and promise already in place.
Year one it knows this year. Year five it knows every customer you've quoted, every price you've held, and every reason a deal went the way it did.