ChalkBot

An assistant that works your desk.

You are on a ladder. The phone buzzes anyway. ChalkBot answers the customer, checks the calendar, books the job and writes it all down, inside your CRM, following your rules, your price book, and your calendar.

ChalkBot is on for the 14-day free trial. After that it stays only on the AI plan, $99 a month. Core is $49 without it.

What it writes can be wrong. Read it before a customer sees it.

1 of 11

Answers in your voice

A customer texts or emails the shop. ChalkBot reads how you write, then replies from the business, in words that sound like you. Not a script from somewhere else. Your phrases, your pace, your sign-off.

  • Customer texts and emails that sound like the shop
  • It learns the lines you already use
  • You can still take the thread any time
answering a customer
Dana R. Any chance you could wash and reseal the deck this week?
"good to hear from you" "want me to lock it in?"
Hi Dana, good to hear from you! Thursday at 9 is open with Marcus. Want me to lock it in?
Replied, sounding like you

2 of 11

Books the work

Ask it to get someone on the calendar. ChalkBot finds a slot that actually fits, picks who goes, and puts the visit on the board. It reads the week you already run, not a blank grid.

  • Finds a slot that is wide enough
  • Picks who goes, closest and free
  • Writes it on the calendar
booking the work
You Get Dana on the calendar this week for the deck
Mon
Tue
Wed
Thu9:00
Deck wash
Fri
Booked · Thu 9:00 AM · Marcus

3 of 11

Follows up

Quiet quotes and leads get a nudge before they go cold, in your words. ChalkBot skips the people who already said no. You are not writing the same chase by hand every Friday.

  • Chases quiet quotes and leads
  • Uses your usual line
  • Leaves the nos alone
chasing stale leads
You Chase everyone I quoted more than a week ago
Dana R.9 days · $2,620sent
Kirkland Property12 days · $9,405sent
Tanya B.15 days · $3,585sent
Follow-ups out, in your words

4 of 11

Quiet hours

Night replies wait until morning. ChalkBot can write them when they come in, then sit on them until your hours open. Nobody gets a 10pm text from the shop.

  • Writes the reply at night
  • Holds it until your hours
  • Sends when the shop is open
minding your hours
You Answer the three that came in tonight
9:41 PMthree replies written
holding 8:00 AM
8:02 AMall three sent
Held overnight, sent at 8:02 AM

5 of 11

Quotes and invoices

ChalkBot drafts from your price book, sends the link, and when they say yes it can turn that into a job. When the work is done, it can draft and send the invoice too. You still review it.

  • Drafts from your price book
  • Sends the quote or invoice
  • Turns a yes into a job
drafting a quote
You Quote Dana for the deck and send it
Wash and prep$340
Stain, two coats$1,860
Total · sent$2,200
She said yes · job #188

6 of 11

Reads your numbers

Ask what is owed, what converted, which work paid. ChalkBot counts from your own records, not a guess. Fence staining versus interiors, last quarter versus this week: it reads the board you already keep.

  • What is owed
  • What converted
  • Which work actually paid
reading the numbers
You What is owed, and which work paid last quarter?
$12.4kowed
41%converted
$18.2kfence staining
Fence
Interior
Decks
Counted from your own records

7 of 11

Rain days

ChalkBot checks the forecast and pulls a wet outdoor day back to the dock. Indoor work stays put. You are not rewriting the week by hand because a Tuesday turned into a washout.

  • Checks the forecast
  • Pulls outdoor work to the dock
  • Leaves indoor jobs where they are
pulling a rain day
You Tuesday looks wet. Pull outdoor work back.
Mondry
TuerainHarmon stain
Wedclear
Dock Harmon · stain
Outdoor Tuesday on the dock

8 of 11

Clears the board

Ask it to tidy stale quotes. ChalkBot archives the ones nobody answered. Anything with money on it, or a booked job, it leaves where it is. Nothing is deleted.

  • Archives stale quotes
  • Leaves deposits and booked jobs
  • Does not delete the record
clearing the board
You Clear out the quotes nobody ever answered
#118 Driveway seal97 daysarchived
#124 Shed repaint104 daysarchived
#136 Rear fencedeposit paidleft alone
Archived, nothing deleted

9 of 11

Saved routines

Asks that run on a clock. Write it once: every Monday at 8, chase quiet quotes. ChalkBot keeps that ask and runs it when the clock says so, still following your rules.

  • Save an ask, set the time
  • It runs without you standing there
  • Same voice, same skip-the-nos
running a routine
You Every Monday at 8, chase quotes older than a week
Saved · Mondays 8:00 AM
Chase quiet quotes
Routine on the clock

10 of 11

Ask from a record

Open ChalkBot on a quote, a job, or an invoice. It already knows which record you mean. You are not pasting a number into a blank box. You are asking from the thing in front of you.

  • Open it on a quote
  • Or a job
  • Or an invoice
asking from a quote
Quote
#241 · Thompson
Deck refresh · $2,620 · sent
Invoice this when they approve
I already have the quote open. When they say yes I will file the invoice from this record.
Asked from the quote

11 of 11

Developer API

Mint a key in Settings. Your own software hits the same shop the office already uses. Plug your own model if you want. Core cannot mint keys. Details live on the API page.

  • Keys for the business, not a browser login
  • Your own model, if you bring one
  • Quiet hours and your rules still bind
a key for the shop
chk_live_…Minted in Settings
Your own modelIf you want one
Same shop, callable. See /dev

The plan

On for the week. Then $99.

ChalkBot is on for the 14-day free trial. After that it stays only on the AI plan, $99 a month. Core is $49 without it. Extra seats are $14 on either plan.

It follows your rules, your price book, and your calendar. Output can be wrong. Review it before a customer sees it.

$49 Core, no ChalkBot
$99 AI, ChalkBot stays

See everything included

The rest of the toolkit

Quotes, the schedule, invoices, texting, leads, photos, payroll. That whole office lives on the product page. ChalkBot sits on top of it. It does not replace it.

Start your free trial

14 days free. No card needed. ChalkBot is on for those two weeks.

Start your free trial

14 days free. No card needed. ChalkBot is on. After that, Core is $49 or AI is $99.

Start your free trial