CRM for contractors
Hey Alix is an AI assistant and CRM for contractors and tradespeople that you update by talking. Standing in a customer's kitchen or back at the truck, you say the measurements, what was agreed and what needs ordering; it reads the entry back and saves it after your “yes”. It keeps your notes and follow-ups. It does not write estimates or invoices.
Numbers and decisions go on the customer's card while you are still looking at the wall.
What you need to pick up becomes a task tied to the job, with a day on it.
Every walk-through ends with a promise. Each one gets a name and a date.
Site visits and start dates go into the calendar in your panel and move with one sentence.
A contractor's office is a truck. Measurements end up on a scrap of drywall, on the back of a receipt or in a photo you cannot find three weeks later. The homeowner says “while you're here, can you also look at the hall outlet?” and you say sure, and by the next job it is gone.
Then there are the estimates. You walk four houses in a week, tell each owner “I'll get you a number by Friday,” and write them up at the kitchen table on Sunday night from memory. The jobs you lose are often not the ones where you were too expensive. They are the ones where you called back too late.
Open Hey Alix in the phone's browser, start a conversation and talk like you would to someone in the office. One sentence can hold several things: a note, a task and a visit. It reads them back, you say yes or fix a number.
The basics first: the address, the gate code, where to park, who is home during the day and whether to call the husband or the wife about money. Then the job itself as you saw it: dimensions, what is behind the wall, the age of the panel, the shutoff that does not fully close.
And what was agreed out loud. The finish she chose. The extra outlet he added on the second visit. The fact that they want the work done before the in-laws arrive at Thanksgiving. Six months later, when they call about another room, you ask what you did there last time and it tells you.
Hey Alix does not produce estimates, quotes or invoices. It will remember that the Greens are waiting for a number and what you measured, but the number itself comes from you and from your estimating and invoicing software. It does not replace that software or your accounting.
It does not schedule crews, track job costs or count what is on the shelf in the shop. Bigger outfits use field service or construction management software for dispatch, costing and stock, and Hey Alix is not that. It also does not answer the phone when a customer calls while you are on a ladder. It is one person's memory, not a front office.
Today Hey Alix works in the browser on your phone and computer; nothing to install. It needs a microphone and an internet connection, so a basement with no signal means saying it when you are back upstairs. The assistant speaks English and Polish. Early access is through a waitlist and pricing has not been announced.
Planned, not available yet: phone apps for iOS and Android, reminders where the assistant speaks up on its own when an estimate is due, and hands-free calls through CarPlay. For now, talk to it parked outside the job before you pull away, and follow the road rules.
Yes. You talk and it creates the customer, the note, the task and the visit. It reads each change back and saves after you say yes. You can still open the panel and read or edit everything on screen.
No. Hey Alix does not produce estimates, quotes or invoices. It keeps the measurements and the promise (“number by Friday”) so the estimate you write elsewhere goes out on time.
You start the conversation on the phone and from there it is voice. Say the measurement, hear it read back, say yes. Hands-free calling through CarPlay is planned.
No. It keeps your own calendar of visits and start dates inside the panel. It does not assign jobs to crew members or dispatch anyone.
It reads every entry back before saving, so a wrong number is caught on the spot. Saved changes are in a log and each one can be undone.
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