Pick what we run for you.

Common starting points

We started you with Front Desk. Add or swap anything below.

Business Automation

Customers, money and people — run for you, with a real person accountable.

• ✓Front DeskIncludedPhone, inbox and calendar as one automation — every inbound answered in your voice, booked, confirmed and reminded. Opt-in · rolling out: your own people keep answering, and Morthn writes each call up for one-tap filing.
  Scope note

  Opt-in · rolling out — your people can keep answering the phone. During staffed hours the call rings your desk; after the call, Morthn writes up who called, what they need and when, and your receptionist files it into the customer record, the calendar or a quote with one tap. After hours or no answer, the AI line picks up — or, if you choose people only, the caller leaves a recorded message that lands in the same review list. Every caller hears a short recording notice, and you choose who on your team can review. We switch it on one business at a time, after a test call on your own line passes.

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• Reviews+$500/moA thoughtful reply drafted for every Google and Facebook review within 24 hours, ready for you to review and post in one tap.
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• Payments + AR+$500/moEvery invoice generated and sent from your appointment and quote data with a Stripe or Square payment link, then overdue accounts chased automatically until they pay.
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• Dispatch+$500/moInbound service tickets routed to the right crew by skill, location, availability, and customer priority.
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• Lifecycle+$500/moEmail and SMS sequences for every customer lifecycle moment — new-customer welcome, post-purchase nurture, 30/60/90-day check-ins, birthday and anniversary, lapsed-customer win-back, referral asks.
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• Document Intake+$500/moContracts, statements, and notices read into a searchable knowledge base — parties, dates, amounts, and obligations extracted, anything unclear flagged for a human instead of guessed.
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• Quotes & Estimates+$500/moQuote requests drafted from your pricing, sent on your one-tap approval, then followed up until the customer answers — because unanswered quotes are where jobs die.
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• CRM Hygiene+$500/moYour CRM kept current from real activity — calls, emails, invoices, and bookings write back automatically, duplicates get merged, dead deals get closed.
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• Hires & Departures+$500/moOne form, your approval — accounts, equipment, and the legal deadlines for every hire and departure, all on one tracked checklist.
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• Zombie Seats & Renewals+$500/moSeats still paid for departed workers, flagged with dollar figures — and every auto-renewal alarmed on its last safe cancel date.
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