Incoming callSarah MillerAI assistant
Customer
My AC isn’t cooling. Do you have time tomorrow?
Assistant
Let me check the available appointments.
CapturedSarah MillerAC repair
Assistant
Would September 24 at 2 PM work?
Customer
Yes, that works.
Already have a CRM or booking system? Good.
Keep your tools. Automate the work between them.
We help connect your existing tools and automate follow-ups, reminders, and data entry—starting with one workflow.
Get a free automation assessment
Tell us what you use and what you repeat manually. We’ll assess what can be connected—and whether it’s worth doing.
From a customer call to a booked appointment.
Connect your existing CRM and calendar. Capture the details, coordinate the next step, and keep follow-ups moving.
Illustrative workflow
Your existing CRM
- Name
- Sarah Miller
- Request
- AC repair
- Source
- Phone call
- Status
- New inquiryBooked
- Appointment
- Sep 24 · 2:00 PM
- Contact saved
- Confirmation sent
Your connected calendar
Checking availability…
Sep 24 · 2:00 PM available
Appointment confirmedSep 24 · 2:00 PM
Customer details saved. Appointment booked. Your team notified.
Built around your tools, your scheduling rules, and your customer permissions.
Scheduled follow-up
Message
Hi Sarah, would you like to schedule your next AC tune-up?
Sarah
Yes — could you call me to arrange a time?
Callback requested
AI assistant callbackSarah Miller
Assistant
Would March 24 at 10:30 AM work?
Customer
Yes, thank you.
Your existing CRM6 months later
Sarah Miller
- Last visit
- Sep 24 · AC repair
- Next appointment
- Follow-up permission
- On file
- Service
- AC tune-up
- Status
- Booked
Maintenance follow-up due
- Reminder scheduled
- Your team notified
Your connected calendar
Calendar availability checked
Mar 24 · 10:30 AM available
Appointment confirmedMar 24 · 10:30 AM
A timely follow-up becomes the next appointment.
Built around your tools, your scheduling rules, and your customer permissions.
InboxExample workflow · Demo data
New email
- From
- ABC Maintenance
- Subject
- Invoice INV-10482
- Attachment
- INV-10482.pdf
ABC MaintenanceInvoice
| Maintenance service | $900 |
| Replacement parts | $300 |
| Tax | $40 |
| Total | $1,240 |
September expense overview
Total expenses$18,400
Invoice details
- Vendor
- ABC Maintenance
- Invoice number
- INV-10482
- Invoice date
- Sep 12, 2026
- PO number
- PO-2081
- Maintenance service
- $900
- Replacement parts
- $300
- Tax
- $40
- Total
- $1,240
- Suggested category
- Repairs & Maintenance
Review
- Duplicate checkNo duplicate found
- Total checkLine items + tax match
- PO checkMatches PO-2081
Ready for your review
- Status
- Pending reviewApprovedRejected — not synced
You stay in control.
Exceptions are flagged before syncing.
InsightOpportunity to investigate
Maintenance spending increased 20%.
- August
- $7,000
- September
- $8,400
Service visits increased from 8 to 10.
Review repeat visits for the same equipment. Compare their scope and cost before the next booking.
Your accounting system
ABC Maintenance
- Invoice
- INV-10482
- Amount
- $1,240
- Category
- Repairs & Maintenance
- Status
- Approved
Approved invoice synced
Rejected invoice was not synced.
September · Repairs & Maintenance
- INV-10471 · Sep 3 · ABC MaintenanceAC-07 · Cooling fault repair · 1 visit$1,150
- INV-10476 · Sep 8 · ABC MaintenanceAC-07 · Cooling fault repair · 1 visit$980
- INV-10482 · Sep 12 · ABC MaintenanceAC-07 · Maintenance service, replacement parts · 1 visit$1,240
- INV-10488 · Sep 18 · ABC MaintenanceAC-07 · Cooling fault repair · 1 visit$1,030
- INV-10490 · Sep 22 · Quick Fix PlumbingPUMP-02 · Pump seal replacement · 2 visits$1,600
- INV-10495 · Sep 27 · Northside ElectricPANEL-01 · Breaker and wiring service · 4 visits$2,400
AC-07: three cooling fault repairs in one month.
An invoice arrives in your inbox.
Key details extracted. Ready for review.
Reviewed records move into your accounting workflow.
Less manual entry. Human approval. Clearer spending.
Built around your inbox, approval rules, and accounting tools.
Where this usually starts
Lead follow-up
Keep new inquiries moving without manually chasing every next step.
Booking reminders
Connect reminders and follow-ups to your existing booking process.
Invoices and reporting
Reduce repeated data entry between the tools your team already uses.
Common questions
- Do we need to replace our software?
- Not necessarily. We first assess what can be improved around your current tools.
- Can you connect our tools?
- We’ll check their integration options before recommending a solution.
- What if automation isn’t worth it?
- We’ll tell you. Start with a process where the benefit justifies the effort.
You talk directly to the person who builds it.
- Relevant experienceTechnical cost control at a European carrier and accounts payable at a US trucking company. He built an accounts payable system for a transportation company’s back office that handles 1,000+ invoices a month.
- Work directly with the founderMykhailo reviews your assessment himself and builds the solution if you decide to go further.
- Automation tied to a measurable problemEach project starts from one specific process and is measured against today’s numbers. It expands only when it creates value.
★★★★★
Mykhailo did a business audit for me and identified several problems and opportunities I wasn’t even aware of. He gave me a much clearer picture of what was holding my business back and where I could improve.
I got a lot of value from the consultation and will definitely continue working with him. Highly recommend Mykhailo — if you’re considering working with him, don’t hesitate.
Tell us what you use and what you repeat manually.
We’ll assess what can be connected—and whether it’s worth doing. The assessment is free and comes with no commitment.
- Free assessment
- No commitment
- Keep your current tools
Prefer email? mykhailo@stashkivsoftware.com