Features

Everything inside — in plain English.

The first Wix for RBM: drag-and-drop workflows that run as rich conversations on RCS, Apple Messages, and WhatsApp. Conversation in, structured data out. Here's the whole machine — what it does, and why you'll care. All of it is running today.

Start here · the magic

The tricks nobody else can do.

No-app delivery

A whole field app inside a text thread

Start a job, photograph a dataplate, capture a signature, take a payment — entirely inside a WhatsApp or RCS conversation. No download, no login to teach. Even a one-day subcontractor onboards from a single text.

Speak → structured

People talk. You get data.

Your crew describes the job out loud — one rambling sentence — and the platform files typed readings, GPS, timestamps, and photos into the exact required fields, through the same validation a typed answer gets. The ease of a conversation, the rigor of a form.

The board that runs itself

Nobody ever clicks “dispatch”

A work order lands in your system → it syncs in → a job appears on the right tech's phone → they run it by voice or tap → the answers flow back onto the record → your webhook fires. You plug in at the two ends; the middle runs itself.

The honesty gate

The record is never faked

Wingman remembers every photo the tech still owes — a labeled placeholder holds each spot — and the job physically refuses to finish until every placeholder is swapped for the real shot. Signatures are always captured live, never spoken, never faked.

Time travel

Your data has a rewind button

Show exactly what any record looked like at month-end close — even things since deleted — and replay a whole cross-department report at monthly snapshots with every change highlighted. Built in, on every record, automatically.

Work sorts itself

Every job assembles its own checklist

Rules over your own data decide which checklists each job gets — a premium customer's job automatically includes a site-audit step nobody else sees. Nothing hand-picked, nothing forgotten.

Roster → user base

Your spreadsheet becomes your workforce

Sync your employee or customer list and those rows automatically become invited, textable, real platform users — from zero to a thousand people with no manual account creation and a full audit trail.

One tap to pay

Payment in the thread

The first charge opens a secure card form and saves the card; every charge after is a single in-thread tap — no browser, no terminal. The card never touches our servers, and every settled charge lands in a ledger you own.

It's a database too

Point Power BI straight at it

Power BI, Tableau, Excel, or SSMS connect to ServiceProof like it's a Microsoft SQL Server — live field data, time-travel, and your business context as real tables. No custom driver, no export step, no lessons for your BI team.

AI with a seatbelt

Propose → confirm, always

The AI teammate in your chat can cancel a job, re-route a tech, or add a record — but only by staging a proposal the person who asked must approve. Speed, with a human hand on every write that matters.

The capability matrix

Everything people do — everywhere it works.

Down the side: the actual work. Across the top: the five ways in — the messaging thread, the mobile app, the web portal, a voice in your ear, and your own AI or systems. You build it once; the work meets people wherever they already are.

What people do In the threadRCS · Apple · WhatsApp Mobile appnothing to install Web portaloffice & admin By voicethe Wingman earpiece Your AI / APIone URL + your key
Run a guided workflow✓✓✓✓✓
Take an order (cards & carousels)✓✓✓✓✓
Capture photos + GPS✓✓✓○tracks what's owed✓
Capture a signature○flips to web✓✓○flips to web—
Take a payment✓✓✓○first time flips to web—
One-tap repeat charge✓○via the secure card form○via the secure card form——
Dispatch & track jobs✓✓✓✓✓
See a “My Jobs” worklist✓✓✓✓✓
Fill forms / edit records✓✓✓○✓
Get reports & live charts✓✓✓○✓
Team chat + the AI teammate✓✓✓✓✓
Build & publish workflows——✓—✓
Query all your data (BI / SQL)——✓—✓
Get the proof-of-service PDF✓✓✓—✓
✓ Native — it just works there. ○ A smart hand-off — a signature always flips to a real screen, because evidence is never faked. — Not that surface's job.

The blanks in the last column are deliberate: money never moves on an AI's — or an API's — say-so. Every charge is priced on the server and confirmed by a person. Signatures work the same way — always captured live by a human, never generated. That's a feature.

The rest of the machine

And everything else — at a glance.

Seven departments, fifty capabilities, one line each. Nothing here is a roadmap — every line is live today.

01 · BuildingAnyone can build — really, anyone

  • Drag-and-drop canvas — steps, branches, parallel paths, loops; publish to a phone in one tap.
  • Drop a PDF → a workflow — the AI turns your paper form into a working flow.
  • Real process, not flat forms — branches that route on data; loops for repeating equipment.
  • Publish = a frozen snapshot — in-flight runs never drift when you edit later.
  • Validate before save — checked with “did you mean” fixes; nothing launches broken.
  • A library to start from — export, share, back up, or start from the shelf.

02 · DeliveryIt reaches them where they already are

  • Author once, every channel — add a channel later; nothing you built changes.
  • Cards, carousels, buttons — native rich messaging, not links out.
  • Threads that stay alive — tap an old card days later; pick right back up.
  • A menu in the thread — text MENU for your team's apps as tappable tiles.
  • Speaks their language — text “speak Spanish” and everything follows, permanently.
  • Graceful SMS fallback — no rich channel? The run still completes in plain text.
  • A web & mobile backstop — complex steps flip to the browser, then the thread resumes.
  • QR posters & launch links — live scan-to-completion funnels, plus a kill switch.

03 · Your dataIn from anywhere, out to everywhere — never hostage

  • Three doors in — spreadsheet, live database sync, or API; one validated door.
  • Your own business keys — records addressed by your customer #, not our ids.
  • Only changes travel — ten million rows, two hundred edits? Two hundred writes.
  • Private data stays home — sync filters run on your side; PII never leaves.
  • The Matchmaker — point at any raw table; the mapping proposes itself.
  • Reports 10 joins deep — cross-entity questions answered live, no export step.
  • BI without a driver — Power BI, Tableau, Excel connect like it's SQL Server.
  • Webhooks the moment it happens — work completes; your systems hear immediately.

04 · The meaning layerSoftware that understands your business

  • One description, every surface — define the world once; texts, PDFs, dashboards, and the AI all read it.
  • One expression language — write [[Customer.Name]] once; it works in questions, emails, PDFs, and rules.
  • Write once, run anywhere — one workflow serves HVAC, a pizza shop, a courier — unchanged.
  • Live math in the flow — totals computed live, still correct when the tech backtracks.
  • Answers write back — a captured reading lands on the real equipment record.
  • Forgiving matching — “In Progress,” “in-progress,” “InProgress” — all match, nothing silently misses.

05 · Running the workDispatch, track, prove

  • Jobs from rules, not clicks — the right checklist to the right tech, automatically.
  • One job, many hands — stages hand off by the data itself; no coordinator.
  • My Jobs on any phone — each person's live worklist; reminders escalate on their own.
  • Offline-first in the field — no signal? Answers queue and push in order on reconnect.
  • Start here, finish there — begin on WhatsApp, sign on web, review on mobile; one run.
  • Evidence you can trust — signatures and photos captured live, never pre-filled.
  • The proof PDF — every run, or a whole job packet, with embedded photos and signatures.
  • Installable superpowers — Action Packs: reminders, webhooks, AI insights; flip a switch.

06 · The AIFour pillars — and yours plugs in

  • Point your AI, get built — it reads the docs, learns your data, builds end to end.
  • The AI Party Line — your enterprise AI joins a live field thread, on your key.
  • AI that reads time — trends, variance, and history in one pass; grounded, never guessed.
  • Voice into the record — a spoken walkthrough becomes validated, typed answers.
  • Feed your own models — your whole meaning layer streams to your on-prem AI.
  • No AI? Still runs — the intelligence is an amplifier, never a paywall or a dependency.

07 · Trust & controlThe part procurement audits — already done

  • Every change, remembered — who changed what, when; an audit trail that can't be skipped.
  • Fine-grained roles — twenty-six distinct permissions, no all-or-nothing superuser.
  • Bank-grade sessions — encrypted tamper-proof tokens, two-factor sign-in, lockout built in.
  • Files that expire — every photo serves through signed, auto-expiring links.
  • Your brand everywhere — logo, colors, theme across portal, mobile, emails, PDFs.
  • Bring your own everything — your AI key, storage, sender, Stripe, even your own database.
  • Truly multilingual — English, Spanish, German, French and more — per person, every surface.
  • Privacy with teeth — right-to-erase reaches conversations, files, even AI-side uploads.

08 · Reports, forms & BIYour answers, any way you want them

  • Built-in report builder — cross-entity reports, ten joins deep, no export step.
  • Branded PDF reports — compose fresh layouts, or fill your own PDF template.
  • Proof packets, automatic — the report builds itself the moment a job completes.
  • Live charts, delivered — on screen, or pushed to the team's thread on a schedule.
  • Forms that are also APIs — one definition: office screen, mobile surface, write endpoint.
  • Power BI / Tableau / Excel — connects like a SQL Server; ODBC from anything, no driver.
  • Excel & CSV export — every answer set downloads clean.
  • Time-travel reporting — replay any report at monthly snapshots, changes highlighted.

Start free

Every feature above is live right now.

Not a roadmap — a running platform. Start free, or point your AI at /mcp and let it see for itself.

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