8 clients8 accountsavg 3 yrs1 lapsed133 jobs1 due now2 to call · 2 to check in
Proposal to paid, built from one sentence.
Ask for it and Otto builds the whole run: the agreement filled from the record, signed on their phone, the deposit link sent and paid, each step on the customer's timeline.
Documents filled from your records
Signed on their phone
Deposit paid by link
insightbusiness.ai
CustomersGrace Park
SAJDMAAsk Otto ⌘J
GP
Grace Park412 Summit Ave
SendPayment link
ActivityJobs 2Files 4Notes
Deposit paid · $1,600Visa ending 4242 · 10:20 AM
Payment link sent with the signed agreementBy Otto · 10:03 AM
Grace signed the service agreementFrom her iPhone · 10:02 AM
Grace opened the agreement9:41 AM · viewed 3 min
Agreement sent · $6,400Approved by Mike · 9:20 AM
Call answered by OttoAsked for the quote again · Yesterday 6:12 PM
BC
Service AgreementProject scope and schedule
Signed
Planning and first visit
$395
Project work
$5,405
Materials and wrap-up
$600
Total
$6,400
Grace ParkSigned Oct 7, 2026 · 10:02 AM
Deposit received$1,600 of $6,400 · Stripe
Nothing runs until you say so.
Switched on by you
Every system Otto builds starts as a draft. You check each piece and switch it on yourself, and anything that goes out still waits for your yes.
What Otto can do on its ownSettings · Rules
Answer callsIn your business's name, day and night
Book appointmentsOnly into open slots on your calendar
Reply to new leadsDrafts first, you approve
Ask me first
Send quotes over $1,000You review the price
Ask me first
Offer discountsPrices only come from your list
Never
Every run on the record
Each system keeps its runs: who went through it, what happened and what is waiting for you.
New hire onboardingRuns
Dana OrtizPaperwork signed, first week set
Leo ParkOffer letter waiting for your okay
Ana SilvaPaperwork signed, first week set
Ben ChoPaperwork signed, first week set
12 runs this month. 11 finished, 1 waiting for you.
The same system. Without the project.
MomentWithout itWith it
Getting it builtAn agency, a quote and weeks of back and forth.One sentence and a few minutes checking.
Changing itAnother invoice.Say what to change.
Connecting the piecesExports and copy and paste between tools.Built on the same records as everything else.
Knowing it worksYou find out when something breaks.Every run on the log, with its counts.
Understanding itOnly whoever set it up does.Ask Otto how any of it works.