Operations Feature Menu

Pick the features you want.

Everything a Sandbox Synergy system can do for your business, in plain language. Mark each item Want, Maybe or Don't need, or answer a whole section at once, then send it to us. Every item is labelled honestly: Available now, Beta (works, a few gaps), Coming soon, or Custom build.

Download blank PDF

1. Front end

What your customers see and do: your website and their customer account.

Whole section

1. Front end: answer every itemWantMaybeDon't need

Inputs

What your customers enter.

All in inputs

1. Front end Inputs: answer every itemWantMaybeDon't need

Instant quote request Available now
Customers pick items or services, see an estimate on screen and send the request. Consent is recorded and bots are filtered out. Entered by: Customer.
Instant quote requestWantMaybeDon't need
AI website chat Available now
Answers questions from your own information, labelled as AI, and takes callback requests when it doesn't know. Entered by: Customer.
AI website chatWantMaybeDon't need
AI phone answering Coming soon
An AI answers your business line, takes messages and books callbacks. Entered by: Customer.
AI phone answeringWantMaybeDon't need
Careers / job application form Available now
Applicants apply online and answer your screening questions. Entered by: Applicant.
Careers / job application formWantMaybeDon't need
Approve and e-sign a quote Available now
Customers open a private link, review line items and approve with a typed signature, or decline. Entered by: Customer.
Approve and e-sign a quoteWantMaybeDon't need
Pay an invoice online by card Beta
Customers look up an invoice and pay. Money goes straight to your own payment account, never ours. Entered by: Customer.
Pay an invoice online by cardWantMaybeDon't need
Deposit when a quote is approved Coming soon
Collect a deposit at the moment the customer signs. Entered by: Customer.
Deposit when a quote is approvedWantMaybeDon't need
Leave a review / testimonial Available now
Customers share feedback and give permission before anything is shown publicly. Entered by: Customer.
Leave a review / testimonialWantMaybeDon't need

Outputs

What your customers get back and see.

All in outputs

1. Front end Outputs: answer every itemWantMaybeDon't need

Branded website Available now
Home page with your photos, services, how it works, reviews and a clear call to action, in a design template you choose.
Branded websiteWantMaybeDon't need
Catalog / services list Available now
Full list of your services or equipment, with live availability from your inventory.
Catalog / services listWantMaybeDon't need
On-screen estimate Available now
Instant price estimate from your own rates.
On-screen estimateWantMaybeDon't need
Invoice page, PDF and receipt Available now
A clean invoice page customers can view, download and pay from.
Invoice page, PDF and receiptWantMaybeDon't need
Job status lookup Available now
Customers enter a job number plus their phone or email to see status and scheduled day.
Job status lookupWantMaybeDon't need
Service-area pages Available now
One page per town you serve so local customers can find you.
Service-area pagesWantMaybeDon't need
Privacy, Terms and text-message consent pages Available now
Written for your business and served on your own domain.
Privacy, Terms and text-message consent pagesWantMaybeDon't need
Link preview card Beta
When your site is shared, a branded preview image shows your name and photo.
Link preview cardWantMaybeDon't need

Records

What your customers can look up themselves.

All in records

1. Front end Records: answer every itemWantMaybeDon't need

Invoice and receipt history Available now
Customers request a secure 24-hour link by email and see their past invoices and receipts.
Invoice and receipt historyWantMaybeDon't need
Shared documents Available now
Certificates of insurance, W-9s, signed paperwork: files you choose to share, available through short-lived private links.
Shared documentsWantMaybeDon't need
Signed quote record Available now
Every approval or decline is kept with the typed name, time and the quote it applied to.
Signed quote recordWantMaybeDon't need

Automation

What happens on its own when customers interact.

All in automation

1. Front end Automation: answer every itemWantMaybeDon't need

Instant staff alert on new requests Available now
Quotes, callbacks, applications and quote responses alert your team by email and in the app.
Instant staff alert on new requestsWantMaybeDon't need
Website chats saved Available now
Every website chat is saved and searchable in your dashboard.
Website chats savedWantMaybeDon't need
Consent and opt-out handling Available now
Consent is recorded on forms; customers who reply STOP are never texted again.
Consent and opt-out handlingWantMaybeDon't need
Only approved reviews go public Available now
Hidden or unapproved reviews never leave the server.
Only approved reviews go publicWantMaybeDon't need

2. Back end

What your staff use: a private, sign-in staff app with roles (Owner, Operations Manager, Field Crew, Front Desk).

Whole section

2. Back end: answer every itemWantMaybeDon't need

Inputs

What your team enters.

All in inputs

2. Back end Inputs: answer every itemWantMaybeDon't need

Customers (CRM) Available now
Add, edit, search and archive customers. Duplicate phone/email is caught. Entered by: Staff.
Customers (CRM)WantMaybeDon't need
Quote builder Available now
Line items with quantity and price, totals computed, status workflow and change history. Entered by: Staff.
Quote builderWantMaybeDon't need
Invoices Available now
Create from a quote or from scratch, due dates, edit while unpaid, void when needed. Entered by: Staff.
InvoicesWantMaybeDon't need
Calendar and scheduling Available now
Week calendar of jobs, add on a day, double-booking blocked. Crew see only their own jobs. Entered by: Staff.
Calendar and schedulingWantMaybeDon't need
Dispatch Available now
Assign, reschedule and reassign crews; attach field photos stored privately. Entered by: Office / crew.
DispatchWantMaybeDon't need
Field checklists (mobile) Beta
Per-job checklists with photos and sign-off showing who and when. Offline mode still to come. Entered by: Field crew.
Field checklists (mobile)WantMaybeDon't need
Inventory / equipment Available now
Owned, out and in-shop counts with available stock calculated for you. Entered by: Staff.
Inventory / equipmentWantMaybeDon't need
Import your existing data Beta
Drop in spreadsheets, PDFs or Word files, or a shared-sheet link, to bring in customers, quotes and invoices. Entered by: Staff.
Import your existing dataWantMaybeDon't need
AI document reader Beta
Upload a contract or bid; AI pulls out totals and flags risks, then converts it to an invoice. Entered by: Staff.
AI document readerWantMaybeDon't need
Hiring pipeline Available now
Move applicants through Review, Interview, Offer, Hired; hire straight into your team. Entered by: Owner / manager.
Hiring pipelineWantMaybeDon't need
Team and access Available now
Invite staff by email, set roles, remove access. Owner only, every change logged. Entered by: Owner.
Team and accessWantMaybeDon't need
Business settings Available now
Phone, hours, alert email, review link, referral offer and testimonials, changed any time. Entered by: Owner.
Business settingsWantMaybeDon't need

Outputs

What comes out of the system.

All in outputs

2. Back end Outputs: answer every itemWantMaybeDon't need

Quote PDFs and approval links Available now
Download a quote PDF or copy a private approval link to send.
Quote PDFs and approval linksWantMaybeDon't need
Invoice PDFs and emailed invoices Available now
Send and resend invoices; status only says Sent when the email really went out.
Invoice PDFs and emailed invoicesWantMaybeDon't need
Text and email follow-ups Available now
Reusable templates with real delivery status.
Text and email follow-upsWantMaybeDon't need
Review and referral requests Available now
Ask happy customers for a review with your link; track one-time referral rewards.
Review and referral requestsWantMaybeDon't need
Dashboard Available now
Open quotes, money outstanding, active crews, jobs today, new notifications.
DashboardWantMaybeDon't need
Reports Available now
Collected, outstanding, pipeline, win rate, jobs and crew utilization from your real records.
ReportsWantMaybeDon't need
Spreadsheet (CSV) exports Available now
Quotes, invoices, customers, jobs, inventory and activity, ready for your accountant.
Spreadsheet (CSV) exportsWantMaybeDon't need
Calendar feed for your phone Available now
Private read-only feed of jobs for your phone or desktop calendar.
Calendar feed for your phoneWantMaybeDon't need
Direct accounting software sync Coming soon
Push invoices and customers straight into your accounting software.
Direct accounting software syncWantMaybeDon't need
Two-way calendar sync Coming soon
Changes in your phone calendar flow back into the system.
Two-way calendar syncWantMaybeDon't need
Staff text alerts Coming soon
Get a text, not just an email, when a new request or payment comes in.
Staff text alertsWantMaybeDon't need

Records

What's stored, and where. Each business has its own private data, backed up nightly.

All in records

2. Back end Records: answer every itemWantMaybeDon't need

Customer records Available now
Each customer with their linked quotes, invoices, jobs and documents.
Customer recordsWantMaybeDon't need
Jobs and field photos Available now
Every job with schedule, crew and photos in private storage.
Jobs and field photosWantMaybeDon't need
Customer documents Available now
Uploaded files per customer, with who uploaded them and when, and whether the customer can see them.
Customer documentsWantMaybeDon't need
Quote and invoice history Available now
Who changed what and when on every quote and invoice.
Quote and invoice historyWantMaybeDon't need
Activity log Available now
Every staff and website action: who, role, what, when. Owners and managers can search it.
Activity logWantMaybeDon't need
Company knowledge base Beta
Your uploaded files indexed so the AI coach can answer from them with citations.
Company knowledge baseWantMaybeDon't need
Applicants, team and training progress Available now
Applicant answers, staff roles and each person's training progress.
Applicants, team and training progressWantMaybeDon't need

Automation

What runs on its own.

All in automation

2. Back end Automation: answer every itemWantMaybeDon't need

Lead finder Available now
Pulls new leads from real public sources for your industry and area, refreshed through the day, each with its source link. Never invented contacts.
Lead finderWantMaybeDon't need
AI coach for staff Available now
Staff ask questions and get answers from your own files with citations; it says when it doesn't know.
AI coach for staffWantMaybeDon't need
Notifications Available now
In-app feed per person plus email alerts for new requests, responses and payments.
NotificationsWantMaybeDon't need
Overdue invoice flags Available now
Invoices past due are flagged automatically.
Overdue invoice flagsWantMaybeDon't need
Quote → follow-up → invoice flow Available now
A website quote logs a follow-up; an approved quote converts to a draft invoice in one click.
Quote → follow-up → invoice flowWantMaybeDon't need
Nightly backups and uptime monitoring Available now
Database backed up every night; your site is checked every 5 minutes.
Nightly backups and uptime monitoringWantMaybeDon't need
Training videos and AI lesson drafts Beta
Videos teaching your team the system, plus AI-drafted lessons you review before publishing.
Training videos and AI lesson draftsWantMaybeDon't need
Scheduled multi-step follow-up sequences Coming soon
Automatic follow-ups on day 1, 3 and 7 until the customer replies.
Scheduled multi-step follow-up sequencesWantMaybeDon't need

3. Other features we can build

Not built yet. Ideas from across industries; tell us which matter and we'll scope them.

Whole section

3. Other features we can build: answer every itemWantMaybeDon't need

For your customers

All in for your customers

3. Other features we can build For your customers: answer every itemWantMaybeDon't need

Online booking with time slots Custom build
Customers pick an open time and book themselves.
Online booking with time slotsWantMaybeDon't need
Memberships and recurring billing Custom build
Monthly plans, service contracts and auto-renewals.
Memberships and recurring billingWantMaybeDon't need
Customer messaging portal Custom build
Two-way messages with customers inside their account.
Customer messaging portalWantMaybeDon't need
Appointment reminders Custom build
Automatic reminders before a scheduled visit.
Appointment remindersWantMaybeDon't need
Intake forms and waivers Custom build
Custom forms and signed waivers before a job or visit.
Intake forms and waiversWantMaybeDon't need
Online store Custom build
Sell products or parts online.
Online storeWantMaybeDon't need
Loyalty points and gift cards Custom build
Reward repeat customers.
Loyalty points and gift cardsWantMaybeDon't need

For your operations

All in for your operations

3. Other features we can build For your operations: answer every itemWantMaybeDon't need

Live crew location Custom build
See where crews are in real time.
Live crew locationWantMaybeDon't need
Route planning Custom build
Best order of stops for the day.
Route planningWantMaybeDon't need
Timesheets and payroll export Custom build
Clock in/out on the job and export hours.
Timesheets and payroll exportWantMaybeDon't need
Fleet and equipment maintenance Custom build
Service schedules, inspections and repair history.
Fleet and equipment maintenanceWantMaybeDon't need
Purchase orders and vendors Custom build
Order supplies and track vendor bills.
Purchase orders and vendorsWantMaybeDon't need
Permits, certifications and compliance tracking Custom build
Expiry reminders for licenses, insurance and certifications.
Permits, certifications and compliance trackingWantMaybeDon't need
Safety and incident reports Custom build
Field incident forms with photos and sign-off.
Safety and incident reportsWantMaybeDon't need
Rental contracts with check-out/in photos Custom build
Condition photos and damage notes on each rental.
Rental contracts with check-out/in photosWantMaybeDon't need
Multiple locations Custom build
Separate branches under one owner view.
Multiple locationsWantMaybeDon't need

For growth and insight

All in for growth and insight

3. Other features we can build For growth and insight: answer every itemWantMaybeDon't need

Email newsletters Custom build
Send updates and offers to opted-in customers.
Email newslettersWantMaybeDon't need
Social media posting Custom build
Plan and post updates from one place.
Social media postingWantMaybeDon't need
Advanced dashboards Custom build
Custom charts and goals for owners.
Advanced dashboardsWantMaybeDon't need
Connect to software you already use Custom build
Custom connections to your existing tools.
Connect to software you already useWantMaybeDon't need
Something else Custom build
Tell us in the notes box.
Something elseWantMaybeDon't need

Send your checklist

0 items marked. We'll reply with a plan and price for what you picked.

Name *CompanyEmail *PhoneNotes (anything else you need)Website