Today
Ask AI about a note
Review an internal note
Only the note you enter is sent to OpenAI. Remove names, contact details, financial identifiers and secrets. No CRM, email, job or document records are retrieved. Suggestions require your review and never perform an action.
Review one suggestion as a private task
Choose one suggestion, edit the wording and confirm its due time. Saving here creates one private checklist item, not an appointment or an external reminder. Nothing is saved automatically.
Choose one suggestion. No task has been saved.
Your tasks & notes
Reminders appear here; email and push are not connected.
Tasks & notes
Older captures
Retained for review. Nothing has been deleted or reclassified.
Other legacy work
Separate from your tasks and notes above.
Operations and reconciliation
Five deliberate control cycles. Recommendations stay visible; schedules, customer messages and external records never change automatically.
Operational control
Priority focus
Capacity checks
Intake decisions
Delivery repair
Owner learning
Customers, jobs and enquiries
Convert one synthetic Website lead into one customer, contact, site, lead, job and primary Owner action. Live enquiries remain read-only.
Website enquiries — review only
Open CRM or use Refresh to read the current queue.
LIVE enquiries stay read-only. TEST records and canonical conversion are separate. No customer or job is created and no message is sent.
Canonical leads awaiting conversion
Canonical customer records
Canonical job records
Reminder and safety settings
Calendar is the visible fallback; PostgreSQL remains the source of truth.