We know how fast the small stuff piles up. Quotes that never got followed up, receipts nobody filed, certificates quietly expiring. We build agents that keep it from piling up, so the work that makes you money gets done and the work that costs you money never slips. You describe the outcome, we configure it against your real systems, and it runs on a schedule. Every send waits for your approval.
Plain language. No workflow builder, no rules engine, no training course.
“Hi Dana, I wanted to check in on the quote we sent for the backyard work before it goes stale…”
Always on. Work starts without anyone pressing go.
No enterprise minimum. No IT department. No rip-and-replace of the software you already pay for.
The back office is the same shape whether you pour concrete, fix HVAC, run a clinic, or bill by the hour. Each agent is configured to your systems and your language, not handed to you as a template to adapt to.
Categorizes spend, prepares vendor records, and assembles the monthly picture from the books you already keep.
Tracks the certificates, licenses and renewals you get audited on, and chases the expiry before it lapses.
Reads what came in, drafts the reply in your voice, and never lets an inquiry sit for a week. Drafts wait for you.
Turns a request, a plan set, or a scope into a priced quote and a client-ready proposal, using your real cost table and your margin method.
Plus Scheduling, Reporting and Paperwork close-out. And if a job is repetitive, rule-based and reads from systems we can reach, describe it — we will tell you honestly whether an agent should do it.
See all seven agents and how they run
Agents connect to the accounting, email, calendar and file systems you already pay for.
Reading and internal work run unattended. Anything reaching a customer waits for a human.
Starter gets you two agents mapped to the jobs costing you the most time. Move up once they have paid for themselves.
A pool builder has a paid design stage. A roofer has an insurance adjuster stage. A clinic has an intake stage. Generic CRMs make you pretend those stages do not exist, and then your team quietly stops updating it. Every lead carries a source stamped at creation that cannot be edited afterward.
A separate engagement, quoted on its own, built around one industry's trigger data, creative and economics. It is also the one thing here we will decline to sell you if we cannot measure the outcome.
Demand generation costs real money in print, postage and data. If nobody can see the deposit land, "it is working" becomes an argument instead of a number, and you are the one paying for the argument.
Mail costs the same per piece whatever you sell, so ticket size decides whether the arithmetic works at all. If your industry is a poor fit we say so in the walkthrough, not after you have paid for a batch.
Most of what Overbuilt does needs no accounting access at all. Two things do: an auto-updating CRM that keeps itself current without anyone typing, and lead generation, where we have to prove a lead turned into paid work.
Quoting, compliance, scheduling, inbox, reporting, close-out. These read your files, email and calendar. No accounting access, no waiting.
Drop statements or receipts in a folder, or forward them by email. The agent categorizes everything, flags what it is unsure about, and returns a clean monthly set.
Documents are due five business days before your month-end close. Anything later lands in the following month, so the close is never rushed.
Your accounting software, card payments through the booking page we build, or both. Deposits match themselves to the inquiry that produced them.
QuickBooks Online and card payments on your booking page are built, tested and in production. Xero, Sage, FreshBooks, Wave and read-only bank feeds are assessed per customer. You need one of these, not all of them, and you do not need to change accountants.
Read-only by default, and we mean it. The accounting connection requests reading rights only. We do not post journal entries, create invoices, or change your categories.
A commercial and municipal aquatics contractor — Olympic-size pools, county parks, a major university — with a residential renovation side. Four decades of work won entirely on word of mouth, and no paid acquisition of any kind before we built them one.
We show the work, not the logo. Client identities stay private unless a customer asks to be named.
How runs are counted. The per-agent figure is what one agent typically uses in a month. What you actually get is the total — a single shared pool your agents draw from however the month falls. A quiet agent leaves headroom for a busy one.
The tiers follow the three connection paths above. Starter is the unconnected path — agents doing work against files, email and calendar. Operations is the connected path, which is where the CRM and attribution become possible. Website builds and hosting are quoted separately at every tier.
No CRM and no accounting connection at this tier. Agents read what you already have and hand the work back.
The first tier that can measure whether work came from anywhere, so the first that can carry lead generation.
For businesses running several lanes at once, or with more than one person who needs the pipeline.
More on pricing — run allowances, overage and billing
Not more agents doing tasks. A standing boardroom that convenes on a schedule, takes positions, challenges each other on evidence, and produces finished work — then does it again the next session without being re-briefed.
Eight: chief executive, marketing, sales, research, finance, operations and engineering, an analyst who scores every proposal and kills weak work, and a history seat that catches repetition across sessions.
What each seat does, and what a session produces. Eight roles, the work they hand back, and why monthly is quoted rather than fixed.
Monthly is quoted rather than fixed because cost tracks meeting cadence, seat count and how much each session has to read. A weekly four-seat board and a daily eight-seat board differ by an order of magnitude, and we would rather meter it honestly than average it and be wrong in both directions.
How support actually works, what an agent run is, what happens when you exceed a tier, and the question we ask before anyone signs anything.
Read the FAQWhich agents map to work someone does by hand today, what your CRM would look like configured properly, whether we can connect to your systems, and — if it fits — what lead generation would target and cost to run.
