One inbox instead of two. Contacts that build themselves so a text shows a name. And a record of the business that lives somewhere other than the two of you.
Kurt, when I asked what a good week looks like, you said you want everything in one place you can count on, and no paper calendar beside it. That is what this builds toward.
Everything here runs inside the Google account you already have and pay nothing for. ISN stays exactly where it is, and so does 3D. There is no new app to learn.
Both mailboxes get set so a stray swipe files a message instead of deleting it, and a quiet copy of everything, attachments included, goes to a backup account nobody has to open.
Once it is on, nothing has to be forwarded anywhere as insurance. It is already kept.
Your two addresses come into a single view, and you can still reply from either one without thinking about which is which.
The business address becomes the permanent record for client mail, and you can both work out of it, so the history sits with the business rather than in one person's inbox.
Anyone who emails you gets saved automatically, with their phone number pulled off their signature when they have included one, and filed by what they are to you.
It syncs to your phone on its own, so a text from a number you have never saved arrives with a name on it. I will also go through the numbers already sitting in your phone and put names to the ones I can.
Inspections, realtors, vendors, invoices and everything else get sorted the moment they arrive, into a handful of named sections you can look straight at. There is nothing to file and nothing to move.
One thing this cannot reach: when you call a listing agent and then wait on them, that call never touches your email, so nothing here can chase it for you. Worth talking about once the rest is running.
Morning. You open your mail once, and there is one inbox instead of two.
It is already sorted. The realtor you are waiting on is under Realtors, the excavator thread is under its own heading, and the rest is out of the way without being gone.
A text comes in from a 615 number. It says the name of the radon company, because they emailed you three weeks ago and got saved right then.
You go to send the attorney the file they asked for. It is under Legal, you find it in a few seconds, and you send it yourself.
You put your thumb somewhere you did not mean to. Nothing happens. The message files itself and it is still there.
That evening, Connie already knows how the day went, because the business kept its own record of it.
| Included | Detail |
|---|---|
| The four pieces above | Set up, tested on your actual phones, and left running. |
| Two sittings, in person | About an hour at the start, and half an hour at the end to walk you both through it on your own phones. |
| Your phone set up with you | Text size, reading a message out loud, and your texts on the same screen as your email. |
| 90 days covered | Anything I set up that stops working, I fix, and there is no charge for it. |
About a week from the day you tell me to start.
Both of you, on a call or in person, with your phones in your hands.
Just tell me where the other email lives and who set it up.
Say go and I will send the invoice and put us on the calendar.
Once the contacts exist, your calendar knows enough to tell you the day before you leave the house. Today's inspections in order, the address, and the name of the person, on your phone. It is worth more once the first four pieces have been running a few weeks, so it is a separate thing later and nothing to decide now.
I have really enjoyed getting to know you both, and I would love to build this. Anything you want moved, cut, or done differently, tell me and I will change it.
Kate
Kate Parker · She Thrives Software Consulting · 209-815-0827 ·
kateparker@shethrivessoftwareconsulting.com