CRMs, Automations & AI Agents
Your whole office on one screen. The busywork done for you.
Leads in your texts, jobs on a whiteboard, invoices in a notebook, quotes nobody follows up on. We build one system around how your business actually runs, then add AI agents that handle the follow-up.
I built this for the way I run Magnolia Boys: crews in the field, jobs every day, and no time to chase paperwork.
Watch: how one CRM and AI agents take the busywork off your plate
5-7 min · Video coming soon
A look inside
Every lead, job and dollar in one place.
Deskline is the CRM we build on: calls from your AI receptionist, a shared calendar, a crew app, invoices and review requests.
Illustrative preview with sample data
The problem
Money slips through the cracks every week.
Quotes nobody chases
You send the estimate, then life happens. Half of those jobs would have closed with one follow-up text.
Info is everywhere
Texts, notebooks, spreadsheets and your memory. When something gets lost, a customer gets annoyed.
You're the bottleneck
Every schedule change, invoice and "where's my tech?" call goes through you, so you can't grow.
What we build
Everything your office does, in one place.
Calendar & dispatch
Every job on one shared calendar, assigned to the right tech in the right time window.
Crew app
Techs see their day on their phone and tap "on the way", "started" and "finished".
Customer records
Every customer's calls, jobs, notes and invoices on one page.
Invoices & payments
Send a clean invoice from the job, mark it paid, and watch revenue add up.
Review requests
A Google review request goes out after every finished job, so your reviews grow on autopilot.
Website leads inbox
Every form fill and missed call lands in one list with a call button.
Reports
Calls, bookings and revenue at a glance, plus a daily summary on your phone.
Your rules
Built around how you already work, not a one-size-fits-all app you have to fight.
Automations & AI agents
Agents that do the follow-up you never get to.
- Missed-call text back. Anyone you miss gets a text within a minute, so they don't call the next guy.
- Quote follow-up. Estimates chase themselves with friendly check-ins until they get a yes or a no.
- Reminders. Appointment reminders cut no-shows; "time for your next service" texts bring customers back.
- Lead responder. New web leads get an answer in seconds, day or night.
- You stay in charge. Anything important waits in an approval queue until you tap OK.
Running in the background
Pricing
Built around your business, priced up front.
Full AI Build
Your whole operation on AI.
from $9,500 setup
- Everything in Never Miss a Job
- Custom CRM built around your business
- Automations and AI agents built in
- Priority changes and monthly tuning
Starting price. Smaller automation-only projects are available; you'll get an exact quote after your free audit.
Questions
Straight answers.
Do I have to switch from the software I use now?
Not necessarily. We can add automations and AI agents to tools you already use, or build a CRM around your business if what you have isn't working.
Will my crew actually use it?
The crew app is built for guys in the field: open it, see today's jobs, tap a button. No training manual.
Can AI agents send things without me knowing?
Only what you allow. Anything important waits in an approval queue until you OK it.
How long does a build take?
Automations can be running in a week or two. A full custom CRM takes longer; you'll get a timeline with your plan.
Free AI audit
Let's find where AI pays you back first.
Tell me a little about your business. I'll look it over, then we'll hop on a short call where I show you the quickest wins and give you a straight quote.
- No pressure, no jargon
- A clear plan whether you hire us or not
- Pick a time on my calendar right after you send this