Voice
Inbound and outbound calling
Make and take calls, send and receive texts, and read, draft, send, receive, and follow up on email.
Provider Enterprise
Run the whole business by call, text, or email.
There is no app learning curve. Asking the PLMBR agent is like asking an employee who can operate the whole company—across customers, dispatch, field work, finance, and follow-up. Owners can still open PLMBR whenever they want.
Multi-office
One operating layer across locations
Current number
Connected through the right carrier method
Controlled
Approvals, permissions, and audit history
The interface is already in your hand
Calls, texts, and email. One operating layer.
Provider Enterprise handles inbound and outbound calling, texting, email, and other channels when the operation requires them. Run the application by texting or emailing the agent, without opening PLMBR unless desired.
Text
Run the application from a thread
Text the agent to update customers, dispatch work, approve changes, check cash, or run another operating task without opening PLMBR unless you want to.
Email
The inbox becomes an operating surface
Email the agent with a request, receive the result, and keep follow-up moving across customers, teams, and connected systems.
Your number
Keep the identity customers already know
Keep your current business number through forwarding, porting, BYOC/SIP, hosted/provider messaging, or another configured connection.
At scale
Many conversations, one set of rules
Manage multiple customer conversations, office roles, office-specific numbers, teams, schedules, and operating rules.
Simultaneous conversations stay separated by customer and job while office-specific numbers, roles, teams, schedules, and rules determine what the agent does next.
Plain-language command center
Ask once. The work happens.
A request becomes coordinated action across conversations, records, approvals, people, money, and the connected systems that finish the job.
- Command 01
“Dispatch the nearest qualified technician and text the customer an ETA.”
Outcome
PLMBR checks trade, skill, availability, urgency, proximity, and office, assigns the right technician, and sends the update.
- Command 02
“Create a change order from the photos and send it for approval.”
Outcome
The approved scope, evidence, price, and signature stay with the job record.
- Command 03
“Follow up on unpaid invoices.”
Outcome
PLMBR identifies what is due, follows the approved collection rules, and escalates the exceptions.
- Command 04
“Compare office performance this month.”
Outcome
Conversion, utilization, revenue, margin, collections, and cash flow come back in one answer.
- Command 05
“Prepare payroll-ready hours.”
Outcome
Site time, overtime, approvals, and exceptions are prepared for the connected payroll or payment workflow.
- Command 06
“Reactivate maintenance customers who are due.”
Outcome
PLMBR finds the right customers, starts the approved outreach, books responses, and tracks the result.
01 — Front office
Every customer conversation can finish the work.
Customer intake, selling, documentation, payments, and retention share the same context instead of changing hands between disconnected tools.
From estimate to collection
Estimates, proposals, booking packets, signatures, change orders, invoices, collections, and payment follow-up.
Always-on intake with a human close by
Emergency and after-hours intake, escalation, and immediate human takeover.
The next job starts before the relationship goes quiet
Memberships, warranties, maintenance reminders, review requests, client retention, and customer reactivation.
Current operating boundaries
- Qualification and appointment booking keep the front office moving from first contact to a scheduled visit.
02 — Field operations
Dispatch sees the same truth as the field.
Dispatch automation continuously brings customer context, technician fit, evidence, vehicles, and materials into the same operating record.
Assign for the actual job
Dispatch by trade, skill, availability, urgency, proximity, and office.
Document the full visit
Route optimization, job photos and videos, field notes, completion proof, materials, inventory, tools, and equipment tracking.
See where the fleet can respond
Track truck and fleet locations through connected GPS or telematics.
Current operating boundaries
- Schedule coordination and assignment changes preserve the reason, owner, and history.
03 — Workforce
People, offices, and approvals stay coordinated.
Multiple offices and office roles operate from shared company rules while each person sees the work and authority meant for them.
Turn field time into approved time
Track technician time at each site and prepare approved hours for the connected payroll or payment workflow.
Handle compensation through connected workflows
Timesheets, overtime, commissions, payroll-ready approvals, and payment workflows for technicians and office staff.
Coordinate every role
Pay technicians and office admins through connected workflows while managers review exceptions, approvals, schedules, and team workload by office.
Current operating boundaries
- Named owners, dispatchers, estimators, technicians, office administrators, finance, and leadership roles keep work and authority clear.
04 — Finance
The financial picture follows the work.
Per-office finances and company-wide performance stay connected to customers, jobs, technicians, sources, and collections.
Read the business at every level
Multi-office P&Ls, conversion rates, technician utilization, forecasting, source attribution, revenue, margin, collections, and cash flow.
Keep the books connected to operations
QuickBooks-connected bookkeeping across customers, estimates, invoices, payments, expenses, jobs, and offices.
Compare offices without losing the company view
Office-level revenue, margin, expenses, receivables, and cash positions roll into one governed company view.
Current operating boundaries
- Governed discounts, refunds, and money-movement boundaries route financial actions through the required approval.
05 — Operating controls
Automation follows your rules and authority.
The agent acts inside explicit company knowledge, approval boundaries, and role-based access—not a generic playbook.
Teach the agent how the company operates
Company SOPs, price books, service rules, territories, approval limits, and brand voice.
Decide exactly what can happen
Permissions by person, office, channel, intent, and connected system, with approval thresholds, audit history, security, and an emergency pause.
Keep the review trail intact
Sensitive actions route to the right approver, every decision stays attributable, and an authorized operator can take over immediately.
Current operating boundaries
- Read-only and draft-only modes, bounded autonomy, and least-privilege access define what the agent can see, prepare, and do.
06 — Connections
Bring the systems and accounts already running the company.
Provider Enterprise connection delivery happens during onboarding around the customer’s authorized accounts, system capabilities, security requirements, and operating method.
Move the history, connect the work
Data migration and connections to existing CRM, field-service management, accounting, payroll, GPS, telematics, and custom systems.
Connect supplier purchasing
Connect F.W. Webb, Home Depot, and Lowe’s accounts for catalog, pricing, receipts, and approved purchasing workflows supported by the customer’s account and integration method.
Add the other required channels
PLMBR connects other required channels through the supported customer account and integration method, then applies the same roles, approvals, and audit controls.
Current operating boundaries
- Connect Google Workspace, Microsoft 365, and files or spreadsheets.
- Use webhooks, APIs, and flat-file exchange for systems that need another integration method.
- The customer keeps existing systems, accounts, and workflows while PLMBR operates across them.
07 — Custom buildouts
Your operating model is the blueprint.
Custom-build delivery is part of Provider Enterprise onboarding and expansion, with the workflow, controls, and acceptance criteria defined around the operation.
Build the operating surface you need
Custom agents, custom CRM and operational workspaces, custom workflows, custom reports, and connections to proprietary systems.
Fit the company, not a template
If your operation works differently, PLMBR is built around it.
Deliver against real operating rules
Each buildout is configured, tested, and launched with the customer’s owners, offices, teams, permissions, approvals, and connected systems.
08 — Trust and control
Fast enough for the front line. Governed enough for the company.
PLMBR keeps automation accountable with explicit access, approvals, auditability, security controls, and a clear path to a person.
Approvals stay attached to the action
Quotes, purchases, changes, payments, outreach, and connected-system actions follow the company’s thresholds and named approvers.
Every consequential step has history
Audit history records the request, context, action, approval, connected system, and responsible person or agent.
A person can take over now
Escalation paths, emergency pause controls, and immediate human takeover keep the operation in charge of every channel.
Built for the operation you actually run