Integration
Outlook
Your inbox and calendar read together, and the paperwork inside them filed.
What it does with Outlook
It connects to your Outlook and reads the inbox and the calendar. Each morning it sorts the inquiries and tells you who's waiting. A permit or inspection notice gets filed to the job and the inspection date goes onto the crew calendar. A booking email becomes a visit on the board with a confirmation drafted. It keeps the crew schedule on your Outlook calendar and in step as it moves. In the afternoon it flags the emails that need a decision from you and drafts replies for the rest.
When a permit or inspection notice lands, file it to the job and put the date on the crew calendar.
Every afternoon, flag the emails that need me and draft replies for the rest.
Keep our crew schedule on the Outlook calendar, one event per job per day.
Every Monday, which subcontractor quotes we're still waiting on, by job.
What it reads, what it writes
- Refreshes
- Every day, and the moment something changes where the system tells us.
- Cleans
- Duplicates, blanks and conflicts in what it reads, logged with before and after.
- Who wins
- Outlook stays your system of record for what it holds. It never overwrites a record you changed by hand without telling you.
Questions
- Will it reply to a customer on its own?
- Not until you've approved the first of that kind. Drafts wait in Outlook.
- Does it work with Microsoft 365 for the whole company?
- Each person connects their own account, and it works only in what that account can already open.