Everything you need to run a service business.
Every feature works together, with AI watching over your shoulder doing the work you'd otherwise forget about.
The dashboard
Mission control for your day.
Smart scheduling
Week / month calendar, drag-to-reschedule, recurring jobs (weekly / biweekly / monthly), color-coded per crew. Conflict detection means you can't double-book by accident.
Customers that actually update themselves
Status pipeline (Lead → Active → Recurring → Lapsed → Churned) auto-updates from job activity. Per-customer notes, tags, gate codes, lifetime value, lead source.
Daily AI suggestions
Every morning Helm surfaces what needs attention: leads going cold, customers about to churn, invoices overdue, jobs needing review requests. One tap to act.
The booking funnel
Turn your website into a booking machine.
Embeddable booking widget
Drop one iframe on your website. Customers answer 6 questions, see a live price update as they type, and book themselves in. No phone tag, no quote spreadsheet.
Send-and-forget quotes
Build a quote in 30 seconds. Send by email + text with one click. Customer sees a branded page, accepts or declines, and you get notified instantly.
AI phone receptionist
Natural-voice AI answers your number 24/7. Recognizes returning customers, quotes pricing from your live rules, suggests times that match your real calendar, books the job, and texts a confirmation.
Money in
Get paid faster. Stop chasing.
Auto-invoicing
Job marked done → invoice auto-created from the job price → sent to the customer with a Stripe Checkout link. Customers can pay by card, ACH, or you can record cash/check manually.
Smart reminders
Helm watches every unpaid invoice and sends gentle escalations: a nudge 7 days after due, then a firm reminder, then a final notice. You don't have to think about it.
Tips, partials, refunds
Customers can leave a tip on the pay page. Partial payments split correctly. Refunds happen from the invoice page in two clicks.
Conversations
One thread per customer. Every channel.
Two-way SMS + email inbox
Customer texts your business line, it lands in Helm. Customer replies to your email, same thread. Reply from any device, from one place.
AI-drafted replies
Incoming message? Helm reads the context (job history, pricing, schedule) and drafts a reply ready for you to send with one tap. Or have it send automatically for routine asks.
Automated reminders
Day-before SMS, hour-before SMS, post-job thank-you, review request, win-back nudge for 60-day-lapsed customers. Templates editable per language and tone.
Grow
Turn happy customers into more customers.
Review automation with a smart gate
Two hours after a job, Helm asks for a 1-5 rating. 5-star ratings see a 'Review us on Google' button. Lower ratings stay private feedback so you can fix the problem before it becomes public.
Referral engine
Every customer gets a unique code. When a new customer uses it, the referrer gets a credit, the new customer gets a discount. Leaderboard motivates sharing.
Win-back campaigns
Helm flags customers who haven't booked in 60+ days, marks them LAPSED, and offers them a return discount. Most come back.
All this. Less than one Jobber subscription.
14-day free trial. No credit card. Cancel any time.