Dashboard
Recent Requests
No recent requests
Upcoming Jobs
No upcoming jobs
AI Workflow — Full Business Pipeline
What It Does
Executive Analytics
Revenue Trend (6 Months)
Invoice Status Breakdown
Revenue vs Expenses (6 Months)
Top 5 Customers by Revenue
Accounts Receivable Aging
Customer Churn Risk
Cash Flow Intelligence
60-Day Cash Flow Projection
AR Aging
Customers
| Name | Phone | Source | Properties | Created |
|---|
Service Requests
| Customer | Description | Service Type | Urgency | Status | Date |
|---|
Estimates
| Estimate # | Customer | Description | Total | Status | Date |
|---|
Jobs
| Job # | Customer | Property | Description | Scheduled | Status |
|---|
Invoices
| Invoice # | Customer | Total | Balance Due | Status | Due Date | Actions |
|---|
Payments
| Date | Customer | Invoice # | Amount | Method | Reference |
|---|
Equipment
| Name | Model | Serial # | Storage | Status | Actions |
|---|
Equipment Intelligence
Maintenance Alerts
Equipment Usage (8 Weeks)
Cost Per Hour
Equipment Cost Breakdown
| Equipment | Purchase | Maint. | Hours | $/Hr | |
|---|---|---|---|---|---|
| Loading... | |||||
Expenses
| Date | Vendor | Category | Description | Amount | Payment | Job | Tax Ded. |
|---|
Landscaping Calculators
Mulch Calculator
Calculate how much mulch you need for your landscaping project.
To-Do List
Bills
Every recurring bill in one place. Snap a photo, forward an email, set auto-pay. Texicurean OS.
Add a bill
JPG, PNG, or PDF
Edit bill
Subscriptions
Billing & Accounts
Two separate billing concerns live on this one page: Your Concierge Pilot Subscription — what you pay Custom AI Apps for the software. Your Customer Payment Processors — the Stripe / Square keys that charge your customers through your branded site.
Your Concierge Pilot Subscription
This is what you pay Custom AI Apps LLC every month for Concierge Pilot itself — separate from what your own customers pay you.
Stripe Connect — Your Merchant Account
Each location runs payments on its own Stripe account. Card swipes, online orders, and Terminal charges settle directly to your bank. Concierge Pilot collects a small platform fee per transaction. You stay the merchant of record — Stripe holds the relationship with you, not Custom AI Apps LLC.
Your payment processor
Paste your Stripe or Square credentials so orders placed on your site settle directly into your merchant account. Keys are stored server-side and never exposed to the browser.
Phone Agent (Vapi)
Connect your own Vapi account so you pay Vapi directly for every minute your AI phone agent takes — no markup from us. Paste your API key so Concierge Pilot can manage the assistant, voice, and prompts for you.
SMS Provider
By default, SMS goes through our shared Twilio with 2,000 messages/month included in your plan. Go beyond 2,000 and overages bill at $0.04/msg. If you'd rather run on your own Twilio account (no overages — you pay Twilio directly), connect it here.
Health Check
One-click diagnostic — verifies every Concierge Pilot feature is wired up and working for your business. Run this after any big setup change.
Service Contracts
| Contract # | Customer | Service | Frequency | Price | MRR | Term | Status | Renew |
|---|
Renewal Alerts
6-Month Revenue Forecast
Analytics AI-POWERED
Real-Time P&L
No more waiting on a monthly bookkeeper. Connect your bank, we auto-categorize every transaction, and you see food cost %, labor %, occupancy %, and net profit % updated daily.
Revenue vs Costs by Week
Anomalies & Insights
Spend by Category
Workspace
Every URL for this tenant — customer-facing skins, operator tools, reports — all in one place. Click any link to open in a new tab.
Autopilot
Your AI agent watches inventory, drafts orders, asks for approval when needed, and pays the supplier. You set the rules and the budget — it does the work.
Pending approvals
Recent orders
Setup
Suppliers
Approval rules
Budget caps + approvers
Bank account (ACH)
Accounting
Loading accounting...
Document Vault
Compliance Dashboard
Company Settings
Company Logo
Click to upload your company logo (PNG, JPG, or SVG)
These settings control how your tenant appears on login, throughout the app, and in emails. Slug is used for pre-login branding via ?tenant=slug.
Smart Pricing & Upsell Engine
Communications
AI Job Reports
Speed-to-Lead
Agents
Per-tenant configRecent Leads
Last 25Higgsfield
- Higgsfield — image + video generation (Kling 3.0, Nano Banana Pro, Soul V2, Marketing Studio)
- Kimi K2.6 — layout-first website builder from Pinterest references (free)
- Hyperframes — automated video editing + website-to-video promo generation (free)
Lead found → Kimi K2.6 builds the prospect's site → Claude polishes
↓
Higgsfield generates hero shots / B-roll
↓
Hyperframes turns site + assets into a 10-sec promo video
↓
Cold-email lands with: live site link + video preview
Example prompts that just work:
Trigger words that wake the Higgsfield skill: make / generate / create / render / draft / produce + image / video / clip / ad / hero shot / pin / UGC / product photo / brand video / presenter / avatar / scene.
30-day unlimited: Nano Banana 2 (lasts 30 days from your purchase date)
Premium image: Nano Banana Pro
Rough math: 1K credits ≈ 500 Nano Banana Pro images OR ~114 Kling 3.0 videos.
~/.npm-global/bin/higgsfield (aliases: higgs, hf)
PATH: already added to
~/.zshrc
Auth: device-login OAuth completed. Verify with
higgsfield account status
Claude skills installed:
higgsfield-generate— main image+video gen across all modelshiggsfield-product-photoshoot— branded product photos (lifestyle, hero banners, ad packs)higgsfield-soul-id— train Soul character refs for face/identity consistencyhiggsfield-marketplace-cards— marketplace listing card UI
Skills auto-activate based on your prompt. You don't need to invoke them manually.
Where it falls short: static layout only. It misses scroll-triggered animations, parallax physics, viewport-aware staggered logic. That's the senior-engineer-brain layer — and that's where Claude Opus 4.7 takes the handoff.
Workflow:
- Find a reference on Pinterest or Dribbble
- At kimi.com, drop the reference + master prompt (defines tech stack: Next.js 14 / Tailwind / Framer Motion / Lenis smooth scroll, plus visual aesthetic + non-negotiable design challenges)
- Download the generated React project as a zip
- Open in Anti-Gravity (or VS Code / Cursor / Claude Code)
- Run
npm install && npm run dev - Hand off to Claude Opus 4.7 with ONE master prompt listing all problems by priority — fix foundation, layer scroll-linked parallax, refactor staggered timeline, production polish
Cost: $0. Free, open-source, no API key needed. Just kimi.com login.
Three levels of use:
- Level 1 — Website-to-video. Paste a URL, ask Claude "use Hyperframes website-to-video to turn this into a 10-sec video." Claude scrapes the content, extracts brand palette, downloads assets, composes a promo. This is your overnight cold-pitch killer feature.
- Level 2 — HTML component inspiration. Copy a 21st.dev component prompt into Claude. Hyperframes adapts the styling into video animation.
- Level 3 — Custom workflow. Cut raw footage with the "last take rule" (if you say a phrase twice, keep the second). Storyboard preview before render. Add motion graphics, color keying (green-screen removal — pairs with Higgsfield-generated assets).
Example prompts:
Skills installed (auto-active in Claude Code):
hyperframes— main video composer skillhyperframes-cli— CLI integration for FFmpeg + render pipelinewebsite-to-hyperframes— URL → video promogsap— GreenSock animation library for advanced motion
Cost: $0. Free, open-source, runs locally. The only cost is whatever Claude tokens are consumed during the editing session.
higgsfield auth login. Browser opens, takes 5 seconds.
"higgsfield: command not found": run
source ~/.zshrc in any open terminal, or just close and reopen Terminal/Claude Code.
Out of credits: top up at higgsfield.ai/me/settings. Or wait until next month — credits refresh on the renewal date.
Skill not picking up after install: quit Claude Code (Cmd-Q) and reopen. Skills load on cold start.
Reinstall a skill:
npx -y skills add higgsfield-ai/skills@higgsfield-generate -g -y (swap the suffix for the skill name)
Bookings & Meetings
Arpejo
Team & Scheduling
Shift Close & Tips
Compliance Calendar
Local SEO
| SCHEDULED | CONTENT | CTA | CHANNELS | STATUS | PUBLISHED | LINKS |
|---|---|---|---|---|---|---|
| No posts yet. | ||||||
| DIRECTORY | URL | STATUS | SUBMITTED | |
|---|---|---|---|---|
| No citations tracked yet. | ||||
Google LSA
Saved audits for this tenant
Every audit you run is auto-saved. Switch tenants in the top dropdown — old audits stay intact and reload when you switch back.
Find this tenant's Google Business Profile
Search Google's Places index, pick the right listing, and we'll auto-link it to this tenant. The audit re-runs and your score updates instantly.
What is this tab and how do I use it?
This whole tab is your Local SEO machine — everything you need to rank higher on Google Maps and in search. Higher rank = more people find you = more calls, more walk-ins, more revenue.
What "GBP" means: Google Business Profile. That's the listing that pops up on Google with your business name, photos, hours, reviews, and map pin. This entire tab is built around making your profile rank higher and pull in more customers.
1. GBP Health Audit
Click RUN AUDIT at the top → AI grades your Google Business Profile: are 3-5 categories filled in? Have you posted in the last 30 days? How many reviews and what's your average rating? Is schema markup live on your homepage? You get a score (0-100) plus a specific list of what to fix. Think of it as a check-up for your Google listing.
2. Posts Generator
Google ranks businesses higher when they post regularly — most owners never do it. Click GENERATE 15 POSTS → AI writes 15 ready-to-publish posts mixing offers, seasonal events, and services. Schedule them weekly and you're on autopilot for months. Never fall behind on posting again.
3. Citation Tracker
A "citation" = your business listed on a directory (Yelp, BBB, Bing for Business, etc). The more places Google sees your name and address consistently, the more it trusts you. This checklist shows what's been submitted, what's pending, and what's verified. Goal: 500+ citations for your business.
4. Hyper-Local FAQ Generator
Type your service + city (e.g. "BBQ restaurant" + "Midlothian"). AI generates 15 FAQ-style Q&As written specifically with your city name woven into every answer. Paste them onto your website. This is what makes Google see your site as the definitive local authority — not just another restaurant page.
5. Schema Markup Generator + Audit
Schema markup = invisible code on your website that tells Google exactly who you are: name, address, phone, hours, menu, services. Generate the code with one click → copy → paste it into your website's <head>. One of the highest-leverage SEO fixes available — most businesses have never done it.
6. Multi-GBP Coverage
A single Google listing only ranks within ~10-15 miles. If you want to reach customers across a bigger area, the strategy is to set up additional GBPs in different neighborhoods. This section has the wizard that walks you through each step: DBA name, address, phone, and verification. "No GBP coverage" just means no extra locations added yet — the wizard is how you start expanding.
1. Run GBP Health Audit → see exactly what's hurting your ranking
2. Fix the gaps: Posts Generator, Schema Generator, Citation Tracker
3. Add FAQ content to your website so Google sees you as the local authority
4. Ready to reach more neighborhoods? Add locations via Multi-GBP Coverage
What is Google LSA?
LSA = Local Service Ads. Google's pay-per-LEAD ad system (different from regular Google Ads which is pay-per-click). When a customer searches "plumber near me," LSA listings show at the very top with a phone-number button. The customer clicks CALL → the tenant's phone rings → only THEN does Google charge for the lead.
Why this matters
One agency operator spent $3K/mo on Meta ads → got "okay" results. Switched to $1K/mo on LSA → closed $100K+ in landscaping deals in 4 months. Pay-per-lead beats pay-per-click because you only pay when a real human picks up the phone.
Why it works perfectly with our Phone Agent
LSA delivers the call. Our AI Phone Agent (built on Vapi) answers it 24/7, qualifies the customer, and books the appointment. End-to-end, no human picks up the phone. This is the "Lead Engine" tier.
What this tab does
Currently a placeholder while the parallel agent finishes the build. When complete, it will surface:
• LSA leads inbox — every lead Google charged for, with the call recording.
• Auto-dispute classifier — our AI listens to each call recording, flags spam / wrong-service / out-of-area calls, and auto-files refund disputes with Google. This is a margin lever no other agency has.
• Cost-per-booked-job report — shows what each customer actually cost after disputes recovered.
Eligible verticals (now)
70+ categories. Service businesses: plumber, electrician, HVAC, locksmith, roofer, garage door, lawn care, pest control, dog grooming, vet, dentist, attorney, financial planner, real estate, weight loss, yoga, personal trainer. Restaurants are NOT eligible.
1. Tenant signs up for the "Lead Engine" tier ($497/mo pilot · $997/mo standard)
2. We help them set up LSA + GBP + Phone Agent
3. Calls come in → Phone Agent books them
4. Auto-dispute classifier files refunds for junk leads automatically
5. Tenant pays Google's per-lead rate. We collect $497-997/mo recurring.
—
LIQUOR INVENTORY & LOSS DETECTION
AI-vision counts, POS-pour reconciliation, supplier ordering with EDI 850, and per-shift loss detection.
AI Receptionist
1. Upload documents FASTEST
Drop a menu PDF, price list, services doc, or your full business overview — she'll parse business name, hours, services, pricing, FAQs, everything. If you upload a complete doc, you can skip the rest.
2. About your business
3. Hours
When are you open? Plain English is fine.
4. Services & pricing
List what you offer + roughly what it costs.
5. FAQs
The 5–10 questions you get every day.
6. Personality & wording (optional)
Your AI’s voice is Emma — a friendly American-English voice we use for every receptionist. You can’t swap her for a Texan or Canadian accent, but you can tell her how to sound — word choice, energy, what to emphasize.