ToolboxOS / Software Controlled AI

AI prepares the handoff. Your team makes the call.

ToolboxOS starts with assisted estimate drafting, then extends the same review-first model across customer, field, payment, and market decisions.

Explore controlled AI Request access
01 / Front desk 02 / Job & field 03 / Human control

01 / Front desk

Turn a missed call into a reviewed next step.

The product direction organizes service, location, urgency, and property context before a person approves the next step.

A contractor office coordinator reviews customer property details, an incoming call summary, and a proposed appointment before taking action.
Prepared by AI, reviewed by a person
Product direction / Answer

Voice receptionist

Prepare the first response when the team cannot answer immediately.

  • Call context
  • Qualification prompts
  • Booking or escalation
Product direction / Qualify

Lead qualification

Organize the information needed to decide what moves next.

  • Service and location fit
  • Urgency and intent
  • Missing context
Product direction / Respond

Reply drafts

Draft a response from the actual customer and job history.

  • Conversation summary
  • Suggested next step
  • Human send control

02 / Job & field

Turn field photos, notes, and measurements into a reviewable first draft.

Assistance starts from approved company rules and the job record, then returns material decisions to the team.

A field technician photographs and measures an active renovation while a project lead reviews the structured site evidence on a tablet.
Field evidence to structured draft
Current assisted workflow / Prepare

Estimate assistance

Organize known scope into a reviewable estimate draft.

  • Scope context
  • Options and exclusions
  • Price review gate
Product direction / Document

Inspection drafts

Convert notes, photos, forms, and files into structured findings.

  • Visible evidence
  • Uncertainty flags
  • Human correction
Product direction / Complete

Job summaries

Prepare a clear closeout from the field record.

  • Work performed
  • Changes and exceptions
  • Completion handoff

03 / Human control

Keep important decisions with the team.

Material changes to scope, price, schedule, payment, customer commitments, and public claims remain reviewable.

Source evidence entering an AI draft chamber, stopping at a human approval gate, and continuing to a permitted action with a visible history rail.
AI stops at the decision gate
Current assisted workflow Draft only
Reviewable estimate draft

Scope in. Draft out.

The customer action stays behind a human decision gate.

Decision state Human approval required
Source note Approved context

Customer request, site note, or confirmed scope.

Source attached
Prepared draft Structured estimate

Scope, assumptions, options, and exclusions.

Assisted draft
Review gate Check and decide

A person corrects the draft and approves what happens next.

Not sent
AI may prepare Summaries, estimate structure, suggested next steps
A person approves Price, schedule, payment, commitments, public claims
Draft only. No customer action is taken automatically. Broader review enforcement and activity history are in build

Controlled AI / Next

Assist the work without giving away control.

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Feature availability varies by workspace configuration and connected services.