Features - Worksherpa

Customer communication

Sherpa AI customer communication

Keep every conversation moving without living in your inbox.

✓ Respond faster
✓ Qualify leads
✓ Draft emails
✓ Track conversations

Sherpa Assist

Hi - can you give me a quote to redo our upstairs bathroom?

Sherpa AI · drafted a reply

Happy to help. Could we book a 15-min site visit this week? I have Thursday AM or Friday PM open.

Scheduling

Scheduling assistant

Book the work, handle the changes, and keep customers in the loop.

✓ Schedule appointments
✓ Coordinate changes
✓ Notify customers
✓ Keep work moving

This week

Mon

12

Tue

13

Site visit · Karras

Wed

14

Install · 4th St

Thu

15

Site visit · bath

Fri

16

Follow-up calls

✓ Sherpa booked the Thursday site visit and texted the customer.

Voice

Sherpa AI voice assistant

Talk through the job on site and let Sherpa do the writing.

✓ Speak naturally
✓ Capture notes
✓ Document projects
✓ Update records

Voice note · on site

0:38

"Replace the vanity, move the shut-off valve, customer wants matte black fixtures, follow up on the tile sample Friday."

✓Job record: Karras - upstairs bath

✓Note added: Matte black fixtures

✓Follow-up set: Tile sample · Friday

Quoting

Smart quoting

Turn site notes into a clean estimate, and adjust it in seconds.

✓ Draft estimates
✓ Suggest pricing
✓ Handle revisions
✓ Learn from past jobs

Estimate · draft

Upstairs bath remodelDrafted by Sherpa

Demo & disposal$1,400

Plumbing rough-in$2,650

Tile & fixtures$3,900

Labor (5 days)$4,250

Total estimate$12,200

Follow-up

Follow-up automation

Stop chasing. Sherpa surfaces the work that's gone quiet.

✓ Track unanswered quotes
✓ Spot stalled opportunities
✓ Prepare follow-up messages
✓ Never let one slip

Needs follow-up

Sod install · Reyes

Quote sent 4 days ago - no reply

Nudge

Irrigation repair · Tan

Asked for a revised price Friday

Draft ready

Fall bookings · Maple Court

Sherpa suggested a check-in

Suggested

Business knowledge

Everything your business learns, kept and put to work.

✓ Remember customers
✓ Remember projects
✓ Remember pricing
✓ Turn info into action

Customer · Alvarez

●

Paver patio · 2024

320 sq ft, cedar border · $12,200

'24

●

Spring cleanup · 2025

Mulch + 4 beds · repeat customer

'25

●

Fire-pit add-on · now

Sherpa recalled the patio specs instantly

now