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.
Run your service business on autopilot — no credit card to start.
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
Get found, get booked, and turn happy customers into more customers.
Google Ads, run & optimized for you
Tell Helm your services and area, and it writes and launches your Google Ads, then optimizes them every day, shifting budget to what converts and pausing what wastes money. Every ad points straight at your booking page.
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.