Canopy Autopilot

Your back office.
Handled.

We wire your accounts, build the automations, and operate the whole thing remotely — follow-ups, collections, estimates drafted from voice recordings. You sign in and watch the dashboard.

See What It Recovered Meet The Crew
Valley West stone steps and garden
What the system recovered this month
$27,800
Total recovered
61 hrs
Given back
$18,200
Cash collected
A/R pulled in faster
$14,900
Labor leak caught
$9,600
Deposits sped up
$3,300

Real data from a live client — anonymized. Assist-mode: a human still verifies every call.

Three AI teammates

Better context. Fewer dropped balls.

One qualified lead. One voice recording. One dashboard counting what came back. Your office runs while you're in the field.

Valley West landscaped front yard
Front of House

The receptionist that never misses

Every missed call gets a text in seconds. Leads are qualified, escalated, and logged — including the ones that hit voicemail at 9pm. The 30–40% that used to die in voicemail don't anymore.

Before Missed calls go to voicemail and die. Owner finds out a week later when the job went to a competitor.
After Every call answered, qualified, and logged — even at 9pm. Hot leads escalated immediately.
Valley West garden and hardscape
Back of House

Estimator + project brain

Qualified lead comes in from a call recording. A draft estimate is waiting before the owner even knows the call happened. Catalog-driven, AI-scanned from the property — not a blank page at midnight.

Before Quotes written at midnight. Owner up late because the office couldn't turn them around same-day.
After Drafted from the recording, ready to review same-day. Owner approves, system sends.
Valley West landscape project
Operations

The office manager that works nights

Tiered A/R dunning, deposit collection, follow-up cadences, job-sheet hygiene, the daily ops brief. The system does the chasing. A human approves. The dashboard counts everything.

Before Follow-ups, dunning, and job-sheet chasing fall on whoever has time. Which is nobody.
After Automated cadences chase every open item. Recovered dollars counted monthly.
Your AI Crew

Five Employees. No Payroll.

Each one has a specific job and produces a specific output. Hire the ones your office needs first, add the rest as you grow.

Watch The Crew Work
Reception · Chain of Events Produces: the Intake feed
  1. Missed call comes in
  2. Texts the caller back within 60 seconds
  3. Asks 2–3 qualifying questions
  4. Captures name, address, job type
  5. Logs the lead to your CRM
  6. Pings you only if it's hot.
Estimator · Chain of Events Produces: the Pipeline
  1. You record a walkthrough on your phone
  2. Transcribes it
  3. Pulls scope + measurements
  4. Prices it against your catalog
  5. Drafts a branded proposal
  6. Queues it for your one-tap approval.
Office Manager · Chain of Events Produces: Cash recovered
  1. Watches your A/R daily
  2. Sends friendly reminders on a cadence
  3. Escalates big or aging balances to a call list
  4. Logs payments as they land
  5. Flags write-off risk before it ages out.
Dispatcher · Chain of Events Produces: Schedule adherence
  1. Reads the day's jobs
  2. Routes the crews
  3. Checks GPS against the schedule
  4. Flags a job running long
  5. Texts the customer an arrival window.
Bookkeeper · Chain of Events Produces: Margin watch
  1. Matches receipts to jobs
  2. Catches a missing receipt
  3. Allocates labor hours
  4. Computes job margin
  5. Flags a job trending over budget.
The dashboard

It builds itself. You read it.

No data entry. The system logs everything it does and counts what it recovered. Every month, you see a number that justifies the bill.

canopylm.com · Recovered · May 2026
Live · updated just now
Total recovered
$27,800
↑ 14% vs prior period
Hours given back
61
↑ 8 vs prior period
Leads captured
94
↑ 22% after-hours
A/R days (avg)
18
↓ 11 days from baseline
Where it came from
A/R pulled in faster
54%
$14,900
Deposits sped up
12%
$3,300
Labor leak caught
35%
$9,600
Write-offs avoided
6%
$1,600

Real data — anonymized. Your dashboard looks like this after month one.

How it starts

Running by Friday. Not by Q3.

Five days from contract to live automations. We do the wiring — you keep running your business.

Monday
Access Granted

We get read-only access to your accounts — CRM, phone, QuickBooks. Nothing touches production yet.

Tuesday
Catalog Built

Your services, prices, and job types are loaded into the estimating catalog from your existing data.

Wednesday
Automations Wired

Missed-call-to-text, follow-up cadences, and A/R dunning connected and tested against real accounts.

Thursday
Dashboard Live

Your recovered-dollars dashboard goes live. You see your first real numbers — before anything's even chased.

Friday
Go Live

First leads captured. First follow-ups sent. We operate it from here — you sign in and watch it work.

Monday · Access Granted We connect to your phone system, CRM, and QuickBooks in read-only mode and map your accounts, team, and service catalog. Nothing we do can change a record or send anything yet.
Tuesday · Catalog Built We pull your real pricing and job types out of your past estimates, so the Estimator quotes the way you actually quote — not a generic template.
Wednesday · Automations Wired Missed-call-to-text, follow-up cadences, and A/R dunning are wired and dry-run against your real data with sending OFF, so anything weird gets caught before a single message goes out.
Thursday · Dashboard Live Your recovered-dollars dashboard goes live before we turn anything on — you see what's recoverable first, and decide what goes live.
Friday · Go Live Sending turns on, the crew starts working, and you sign in and watch — approving the few things that need a human, like verifying what was said on a call.
Pricing

Two parts. One outcome.

A SaaS subscription that runs the software, plus a managed-ops fee for us to operate it for you. Together they're the back office your company doesn't have.

SaaS Platform

The software

Your dashboard, automations, lead capture, and estimating tools — all connected and running.

Canopy Core
Dashboard, A/R, follow-ups, lead capture
$399
/mo
Estimating module
Catalog, AI property scan, draft queue
$149
/mo
Phone + SMS
Birddog missed-call-to-text layer
$79
/mo
Total / month $627

Example pricing for a 5–12 truck company. Scales with team size. One missed job pays for several months.

Managed Ops

We operate it for you

Setup, wiring, ongoing operation, and voice-verify glance — done remotely by us. This is the part competitors can't copy.

Setup + onboarding
Five-day launch, catalog built, automations wired
$2,400
one-time
Monthly ops fee
Remote operation, verify queue, tuning
$800
/mo
Or: performance pricing

Skeptical? Pay a slice of what the dashboard recovers instead of a flat fee. Your cost scales with what the system actually finds — and you can see every dollar it counted.

Setup + $800/mo · or · Performance % of recovered. Both include voice-verify operation, ongoing tuning, and monthly recovered-dollars report.

The freed-up hours

What do I do with all this time?

Once the back office runs itself, you get two jobs back that no machine can touch.

"After we build the automated office then go do the only two jobs a machine can't — sell the work and keep the margin honest. Canopy can scale as fast as you can build."

— The freed-up hours brief
Valley West landscape site visit
Relationships · Judgment

Sell The Work

The machine drafts the estimate. You close it. Relationships and judgment don't automate — and neither does the instinct to walk a job and know what it's really worth. That's still yours.

Valley West crew working on site
GP Per Job · Labor Audit

Keep The Margin Honest

Live in the gross-profit-per-job number. The dashboard surfaces the labor leaks — your job is to catch the pattern and correct it before it compounds. The data is already there. You just have to look.

Valley West crew and equipment
Hire · Train · Bonus

Build The Crew

Hire well, train the standard, run the rising-tide bonus. The people are the business — and when you're not buried in paperwork, you can actually lead them. That's the leverage the system buys you.

Valley West finished landscape property
Scale · Replicate · Lead

Grow It

Take on the next ten jobs. Or take on the next ten owners — the ones still drowning in the paperwork you just deleted. The system that freed you is the system you can now sell. That's the real scale move.

$27,800
Recovered in month one
61 hrs
Given back that month
5 days
From contract to live
~$110K
Labor upside identified

Get started

Your office is leaking. Let's find out how much.

Drop your email and we'll run a free 20-minute teardown of your office — count your missed calls, aged A/R, and paper trails. The gap sells itself.

No demo deck. No sales call. We show you your own numbers first.