AI for Craftboxx that knows the rest of your business
Craftboxx holds the jobs, the crews and the schedule. Liaison connects to it with access you grant and reads jobs, quotes, visits, timesheets and equipment, and keeps the schedule, the invoicing and the customer in step with what happened in the field.
Because it reads Craftboxx together with your books, your CRM and your calls, an answer about the jobs, the crews and the schedule comes with the rest of the picture. You keep Craftboxx; nothing is replaced or re-entered.
What Liaison does with Craftboxx
- Fills schedule gaps from the waitlist and texts both customers from your number.
- Turns finished jobs into invoices and chases the ones that go unpaid.
- Follows up on open quotes in your voice before the customer goes elsewhere.
- Assembles hours for payroll and flags anything that looks wrong before the run.
Questions it answers across Craftboxx and your other tools
- “Which jobs finished this week but have not been invoiced?”
- “Where is there a gap on Thursday, and who on the waitlist can fill it?”
- “Which quotes are older than ten days with no answer?”
- “Which crews ran over their hours this pay period, and on what jobs?”
What it can do in Craftboxx
3 actions Liaison can take in Craftboxx. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create ArticleCreates a new article in Craftboxx
- Create Customer and Mailing AddressCreates a new customer along with their mailing address in Craftboxx
- Update Project and AppointmentApplies updates to a project and its corresponding appointment in Craftboxx
Works alongside Craftboxx
The tools Liaison most often reads together with Craftboxx.
Liaison in Craftboxx, set up with you, for $629 a month.
- Connects to Craftboxx with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Craftboxx with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Craftboxx?
No. You keep Craftboxx exactly as it is. Liaison connects to it, reads it together with your books, your CRM and your calls, and does the work in it the way a person on your team would.
How does Liaison connect to Craftboxx?
With access you grant from your own Craftboxx account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Craftboxx without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.