08_WORK // SHIPPED + LIVE + TEMPLATES
Click any card. You'll land inside a working customer portal — branded for that industry, with realistic data, pages your team would actually use. Imagine your own logo on it, then start a subscription or quote a custom build.
TEMPLATEAIFOR MEDICAL PRACTICES
PROBLEM
Patient intake on paper, insurance verification by phone, no-show calls all day, prior authorizations falling through cracks.
OUTCOME
Digital intake before arrival, AI-triaged messages, reminder cadence across SMS/email/voice, full referral & PA tracker. Sits beside Epic / Athena.
TEMPLATEAIFOR DENTAL PRACTICES
PROBLEM
Front desk on hold confirming cleanings, perio recalls slipping past 6 months, copays uncollected at check-in.
OUTCOME
Digital intake with insurance + ID upload, automated 6-month recalls, treatment-coordinator queue, specialist referral tracker. Mirrors Dentrix / Eaglesoft.
TEMPLATEAIFOR VETERINARY CLINICS
PROBLEM
Vaccine cadence slipping, pre-anesthesia bloodwork chased by phone, controlled-substance log behind on entries, owners calling for refills the team already approved.
OUTCOME
Pet + owner intake, vaccine schedule per species, pre-op tracker, AI-triaged messages, specialist referrals, DEA log audit-ready. Sits beside Cornerstone / AVImark.
TEMPLATEAIFOR SALONS, BARBERS, MED SPAS
PROBLEM
No-show losses, color formulas scattered across stylists' phones, lash memberships untracked, deposits forfeit-eligible but never collected.
OUTCOME
Online booking with cancellation-policy holds, full client cards (color formula, allergies, history), AI message triage, lash + color memberships, rebook cadence per client. Mirrors Square / Vagaro / Booksy.
TEMPLATEAIFOR INDEPENDENT AUTO SHOPS
PROBLEM
Vehicles in shop with no customer authorization, parts back-ordered with no comms, EPA disposal manifests filled out by hand, oil-change reminders never sent.
OUTCOME
Drop-off intake, DVI with photos, texted estimates with one-tap approval, parts tracking, ready-for-pickup texts, EPA logs auto-built. Sits beside Mitchell 1 / Shop-Ware.
TEMPLATEAUTOMATIONFOR RESIDENTIAL & COMMERCIAL CLEANERS
PROBLEM
Crews show up to lockouts, recurring billing fails silently, supplies run out mid-route, quote requests sit unanswered, owner answers messages all night.
OUTCOME
Route optimization with crew + ETA, property cards with access codes, AI-priced quote intake, recurring auto-billing with dunning, OSHA SDS records. Mirrors Jobber / Housecall Pro.
READY_WHEN_YOU_ARE
Three minutes of typing gets you a portal, a private brief, and a human reply within one business day. Fixed scope, fixed price, no sales drip.
NO SALES DRIP // ONE HUMAN REPLY