One workspace, surface by surface.
Everything on this page is the live product photographed on a demo workspace. No mockups, no concept art. This is what your team logs into.
A spreadsheet your team already knows how to use.
The core of Backoffice is the Everything Sheet: a real grid with formulas, a fill handle, keyboard navigation, and typing anywhere. Familiar on purpose, because a system only works if people actually live in it.
- Formulas, sorting, filtering, frozen columns, and a board view for pipelines
- Saved views per team: active jobs, new requests, waiting on customer
- Statuses, dates, dollar values, and assignments as first-class fields, not text
- Linked records connect jobs to customers to estimates to follow-ups
Open the dashboard and know where things stand.
The dashboard reads your whole workspace: pipeline numbers, what is new, what is overdue, and an AI morning brief written from your actual records. Sections you do not want, you hide.
- A needs-attention engine that finds overdue, stale, and urgent work by itself
- Widgets you configure, or ask the AI to build for you
- Six report presets plus a scheduled email digest for owners
My Work and Follow-ups keep the day honest.
Every sheet feeds one personal page: what is overdue, what is due today, what is coming. Follow-ups resurface on their date whether or not anyone remembered them.
- Overdue, today, and upcoming buckets across every sheet at once
- One-click done for unambiguous statuses
- Follow-up dates fire automations, so quiet work gets loud on time
Ask your workspace anything. Approve what it builds.
The assistant answers from your records and your business context, in gold so you always know what the AI wrote. When it proposes a view, a widget, or a cleanup, you see exactly what will change before it does.
- Grounded answers: what is overdue, who went quiet, what changed this week
- Proposals with previews: views, widgets, duplicate finding, drafts
- Every request logged per workspace, with the model and duration visible
Your existing spreadsheets import themselves.
Upload a CSV or Excel file and the columns match themselves to your fields. Messy values get cleaned deterministically on the way in, and re-imports skip the rows you already have.
- AI column matching with a review step, never a blind import
- Dates, phone numbers, currencies, and statuses normalized automatically
- Duplicate detection by email and phone, plus a durable undo on every import
How-tos: your operating manual, searchable and alive.
The way things get done at your company usually lives in the owner's head. How-tos moves it into the workspace: import your existing docs and PDFs in bulk, organize with one AI pass, and let the team ask questions that get answered with sources.
- Bulk import from Word, PDF, text, or paste
- Ask how anything gets done and get steps with the source cited
- The AI reads your how-tos when answering everywhere else, too
Clients: everyone you work for, in one place.
A directory of the people and companies you serve, each with a full dossier: contact details, value, linked jobs and estimates, pinned notes, files, and an AI summary of where things stand.
- Status-tagged cards with search and quick add
- A profile per client with every linked record and note
- CSV imports that skip the clients you already track
Portals give clients a calm page, not your spreadsheet.
Share a scoped link and a client sees only what you chose: their estimates, their project, their files. They approve, decline, or upload without an account, and it all lands back in your workspace with a paper trail.
- Quote approval from any phone, no login
- Hidden columns are stripped server-side, they never reach the client
- Every link revocable at any time
Everything a back office is supposed to have.
The unglamorous parts, because those are the ones you will care about in month six.
Forms
Public intake forms create records directly in your sheets, with optional AI triage that summarizes and prioritizes each submission before your team sees it.
Automations
When a status changes, a follow-up comes due, or a form arrives, the workspace can flag records, log activity, run AI, or send an email. You define the rules once.
Webhooks
Anything that can send a POST request can create records: Zapier, Make, your website, your phone system.
Version history
Every change to every record is captured. See what changed, who changed it, and restore any value.
Roles & permissions
Viewers read, editors edit, owners decide. Sheet-level access controls who sees what, and the AI only sees what the person asking can see.
Export & backup
One click downloads everything: every sheet as CSV, plus your pages, forms, and automations. Your data stays yours.
Notifications
Assignments and mentions notify the right person, in the app or by email, on their schedule.
Templates
Service businesses do not start from blank. Proven layouts for jobs, estimates, onboarding, and follow-up get adapted to yours.
Need something beyond the workspace? We also design fully custom AI systems around your business, built to your spec.
Custom AI systems →