Operating Flow

From First Call to Final Payment — One Operating Flow

Call/Web Lead

AI Response

Triage

Appointment

Dispatch

Invoice

Text-to-Pay

Captured

Review

AI Answers the Call

Alex answers inbound customer calls, captures the issue, and determines urgency.

Leads Get Followed Up

Web leads are contacted quickly so ad spend does not get wasted.

Jobs Get Booked

Every qualified call or lead becomes a structured appointment.

Techs Get Dispatched

Alex routes the job to the right technician or flags it for manual review.

Invoices Go Out

A Square invoice can be created automatically for the service or dispatch fee.

Customers Pay by Text

Alex sends the customer a secure text-to-pay link.

Payment Status Updates

The dashboard updates when payment is pending, sent, failed, or captured.

Follow-Up Continues

Alex can support review requests, customer updates, and lifecycle outreach.

The Command Center

One Command Center for the Revenue Side of Your Service Business

Alex is not just a call answering tool. It is the operating layer between customer demand and collected revenue. See what came in, what got booked, who was dispatched, what was invoiced, and what got paid.

Live Triage

Live

Burst pipe
Maria L. · Call
Emergency
Panel sparking
Devon R. · Call
Emergency
No hot water
Sara K. · Web
Urgent
AC not cooling
Owen T. · Web
Standard

Dispatch Board

5 active

Jenna Park
Burst pipe · ETA 30m
Emer.
Marco Reyes
Panel sparking · ETA 45m
Emer.
Luis Carter
Water heater · ETA 1h
Aisha Grant
Lockout · ETA 20m
Unassigned
AC not cooling · manual

Payment Command

$2,150

Invoice Created
4
Text Sent
3
Payment Pending
2
Captured
6
Failed
1

Appointments Ledger

Today · 5 of 8

Issue	Urgency	Fee	Technician	Status
Burst pipe flooding kitchen	Emergency	$250	Jenna Park	Payment Captured
Electrical panel sparking	Emergency	$300	Marco Reyes	Text Sent
No hot water	Urgent	$175	Luis Carter	Payment Pending
Locked out of storefront	Standard	$125	Aisha Grant	Invoice Created
AC not cooling	Standard	$200	Needs Manual Assign	Pending

Revenue Capture

Most tools help you schedule the job. Alex helps you capture the revenue.

Scheduling is only half the problem. The money matters too. When a job is dispatched, Alex can generate a Square invoice and text the customer a secure payment link. The customer pays from their phone, and your team sees the payment status update in real time. No paper invoice. No callback. No chasing later.

Get paid while the job is still fresh — before the tech leaves.

Invoice CreatedText SentPayment PendingCapturedFailed

9:31 AM•••

Hi Maria — dispatch tech Jenna is en route for your burst pipe.

Your $250 dispatch fee invoice from Northside Plumbing:

Square Invoice$250.00

Just paid 👍

Payment captured · $250.00 · Visa ••4421

Demo Story

Example: Saturday Emergency Call

A homeowner calls at 9:18 AM because a burst pipe is flooding the kitchen. Alex answers immediately, captures the address and issue, marks the job as emergency, creates a $250 dispatch fee, assigns Jenna Park, sends a Square invoice by SMS, and updates the dashboard when payment is captured.

Call answered by AI9:18 AM
Emergency triage completed9:18 AM
Appointment created9:19 AM
Technician assigned — Jenna Park9:20 AM
Dispatch fee invoice $250 created9:22 AM
Text-to-pay link sent by SMS9:23 AM
Payment captured — $2509:31 AM
Job visible in operating dashboard9:31 AM

Frictionless Start

Built to Start Fast

Alex is designed for operators who do not have weeks to configure software. No long implementation. No heavy contracts. No complicated rollout. Get the core system running quickly and start capturing missed demand.

No contracts

Setup in minutes

Built for small teams

Works with the tools you already use

Designed for the field, not the boardroom