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Explain Vision for

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New to business software? We’ll explain everything simply.New to business software?

Vision Intelligence. The busywork, done for you.

Vision’s built-in assistant learns your business, does the running around in every app, and always checks with you first. You choose who on your team uses it.Vision’s built-in assistant works across every app, answers questions in plain words, plans the work, and always checks with you before anything is sent or saved. It comes with Vision, and you choose who on your team uses it.The built-in assistant reads across every app within each person’s access, shows the records behind every answer, drafts plans and messages, and acts only on approval. It’s included, never trains on your data, and you choose who uses it.

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Founding price for the first 100 businesses.

Demo: Vision’s settings, on the Intelligence page. The switcher says who does the busywork: Vision Intelligence, or your own AI account. It swaps from one to the other, and your business behind it stays exactly where it was: your customers, who sees what, your history, and your rules are all still there.

VisionSettingsSearch or ask Vision

Who does the busywork

  • Your customers
  • Who sees what
  • Your history
  • Your rules

Your business stays put.

01Act 1 of 4 · Ask it anything

Ask like you’d ask a person. Get a straight answer.

Who owes you? Who’s free Friday? Just ask.

Type it the way you’d say it. Vision Intelligence checks every app, answers in a sentence, and shows where each fact came from.No reports to build, no apps to dig through. Ask in plain words, and Vision Intelligence checks your customers, calendar, and invoices at once, answers in a sentence, and shows where each fact came from.Plain-language questions across every app, answered within your permissions, with the source record linked under each answer.

Pick a question. Vision Intelligence checks the apps and answers from Tallisbrook’s own records, naming each one. What’s unpaid? $19,072 open on 2 invoices. Corliss Building owes most of it: $18,460. From: Corliss Building, Okafor residence.

VisionAskWhat’s unpaid?
Vision Intelligence
$19,072
open on 2 invoices

Corliss Building owes most of it: $18,460.

From

Every morning: the few things that need you, and why.

  1. 01Ready before you get to work.Vision reads every app overnight, so your list is ready.Vision reads your customers, calendar, email, and invoices overnight, so you start with one short list instead of six apps to check.An overnight pass across every app, ranked into one list per person, within their access.
  2. 02A reason on every line.Each item says why it’s on the list.Every item carries its reason and the record behind it.
  3. 03Act in one tap.Drafted, planned, or prepped. Each waits for your OK.Drafts, plans, and prep arrive ready. Nothing is sent or saved without your approval.
VisionBriefSearch or ask Vision

Thursday, 07:40

Three things need you today.

  1. Larkspur’s renewalDraft ready
  2. Fenwick chargers start MondayNo lead yet
  3. Wren & Pike walk, 2:30Prep ready

02Act 2 of 4 · Let it plan the work

It plans the work. You say yes, and it’s done.

It always asks before it does anything.

Tell Vision Intelligence what needs doing. It brings you a plan with its reasons, and does the work once you say yes.Tell it what needs doing, and it drafts the plan across every app, with the reasons. Once you say yes, it does the work in each app and keeps a history of every step.Describe the outcome. It proposes a cross-app plan with the source behind each step, runs it only on approval, and logs every change.

Demo: a plan from Vision Intelligence to get the Hollis Row retrofit started. Three steps, each with the record behind it: book the crane for Monday, from the Hollis Row job; order 14 heat pumps, from the signed quote; Sam leads the install, from Sam’s calendar. Nothing moves until you approve it. You can swap Sam for Kenji; Vision re-checks and finds Kenji is booked. Approve, and the steps are done one by one. Started: crane booked, units ordered, Sam leads.

VisionProjectsSearch or ask VisionD

Start Hollis Row

  1. Book the crane for MondayHollis Row job
  2. Order 14 heat pumpsSigned quote
  3. Sam leads the installSam’s calendar
Waits for your yes.

Your part: one yes.

Facing a tough call? See your options, with the numbers.

Ask the hard question, like how to cut overtime without letting anyone go, and get three options with the numbers behind each.Ask how to cut overtime without letting anyone go. Vision Intelligence reads your calendar, timesheets, and customers, then brings three options, what each saves and costs, and where every number came from.Ask a trade-off question. Get three options with what each saves and costs, every figure traced to its source record.

Demo: Dana, the office manager, asks Vision “Cut overtime without letting anyone go.” Vision Intelligence brings three options, each with the record behind it. Move maintenance to slow weeks, about $1,230 a month less overtime, from the job calendar. Pair Lena with Theo on small jobs, about $610, from the timesheets. Pause after-hours calls for two customers without a service plan, about $410, from their contracts. Together, about $2,250 a month: goal met, and nobody is let go.

VisionDecisionsCut overtime without letting anyone go

Vision Intelligence

  • Maintenance to slow weeks$1,230
    Job calendar
  • Pair Lena with Theo$610
    Timesheets
  • Pause two late-call customers$410
    Contracts
Saved a monthGoal $2,000

Your part: pick which ones.

03Act 3 of 4 · Teach it your way

It learns how you do things, and builds the tools you’re missing.

It quotes, follows up, and chases late payments your way.

It learns from your own rules, procedures, and price lists in the Knowledge app, and follows them every time.Put your price lists and procedures in the Knowledge app once. Vision Intelligence follows them every time it drafts a quote or a reminder, so the work matches how you already do it.It drafts from the approved versions of your policies, procedures, and price lists in Knowledge, and names the document and version behind each line.

See the Knowledge app

Demo: the Knowledge app keeps Tallisbrook’s price list, approved, version 3. Vision Intelligence drafts the Hollis Row quote for 14 units from it: heat pumps $79,100, line sets $5,880, circuits $10,640, total $95,620. Each quote line names the document it came from: Price list, v3.

VisionKnowledgeSearch or ask VisionD
Price listApproved · v3
  • Heat pump$5,650
  • Line set$420
  • Circuit$760
Hollis Row quote Vision Intelligence
  • Price list · v3
  • Price list · v3
  • Price list · v3
Total$95,620

Your part: approve it once.

Need a tool that doesn’t exist? Describe it, and Vision builds it.

A job-costing board, a warranty tracker, a profit dashboard, built from your own business information.A job-costing board, a warranty tracker, a profit dashboard: describe it, and Vision builds it on the customers and jobs already in your apps.A job-costing board, a warranty tracker, a profit dashboard, built on your own records, under the same permissions and change history.

  • You decide who can build.
  • Private until shared.
  • All included.
  1. 01

    Describe it.

    “A checklist for every job.”

  2. 02

    Approve it.

    See what it holds, who sees it, and what it links to.

  3. 03

    Use it.

    It’s in your Vision account, under the same rules as everything else.

Demo: a new app appears in Vision’s side menu: Job checklist, built by Vision Intelligence. Dana opens it on the Fenwick EV chargers job: four steps, who does each, two done. How it got there: she typed “A checklist for every job.” Vision Intelligence proposed the app, linked to Projects, with fields for step, who, done and photo, seen by the field team and the office. She approved it, and it joined the side menu.

VisionHomeA checklist for every job.
Job checklistApproved
Linked to Projects
stepwhodonephoto
Built by Vision Intelligence

Your part: describe it.

04Act 4 of 4 · You’re in charge

Use it for everything, or just a little. You decide.

Included with Vision. Never required.

Every app works fully on its own. Vision Intelligence is there whenever you want a hand.Every app is complete on its own, so nobody needs the assistant to get their work done. Use it when you want a hand, and choose who on your team uses it.Each app is fully functional without the assistant. Use is set person by person, and anything it does still waits for approval.

Vision Intelligence

Included
  • Rosa · OwnerUses it
  • Dana · Office managerUses it
  • Ruth · Front deskNot now
Every app works fully on its own.

Already pay for an AI tool? This one already knows your business.

It comes built in, knows your business across every app, and never acts without your yes.No keys to paste and no accounts to connect. Vision Intelligence comes built in, already knows your customers and jobs across every app, and never acts without your yes.Built in, with no keys or provider setup. It reads across every app within each person’s access and acts only on approval.

  • The right AI for each job.

    Vision Intelligence picks it for you and moves to better ones as they arrive.

  • No keys, no setup.

    It’s already in your Vision account. There’s nothing to connect.

  • It already knows your business.

    Across every app, within each person’s access.

  • You’re in charge.

    Choose who on your team uses it, and see what it used.

  • Your work keeps going.

    If one AI provider has trouble, Vision switches to another.

  • Your data stays yours.

    Your business data is never used to train AI models.

How we keep it safe

05Questions

Your Vision Intelligence questions, answered.

  • Why use Vision Intelligence instead of your own AI account?

    Because it already knows your business, and there’s nothing to set up. It picks the right AI for each job and moves to better ones as they arrive. It’s already in your Vision account, with no keys and no separate AI accounts to manage. It knows your business across every app, within each person’s permissions. You choose who on your team uses it, and you can see what it used. If one AI provider has trouble, Vision switches so your work keeps going. Your business data is never used to train AI models.

  • Does Vision Intelligence cost extra?

    No. It’s included, with a monthly allowance built in.

  • What happens if I don’t use it all?

    Each month starts with a fresh allowance. Unused allowance doesn’t roll over.

  • We’ve tried an AI chatbot. It didn’t know our business.

    Vision Intelligence answers only from your own business information, shows where each answer came from, and tells you plainly when it doesn’t know.

Reserve your spotFounding price for the first 100 businesses.