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Documentation · Playbooks

Playbooks.

Recipes that combine the apps into working systems, organized by industry. Each one uses tools that are live today.

The recipes

Six combinations we see working. Every app named below links from your client portal, and the product docs cover the setup steps.

Real estate

Speed to lead

New inquiries cool fast. Let TimeGuard AI answer and qualify the calls you can't take, then reply the same hour, every time, including weekends. Uses: TimeGuard AI.

Real estate

Open house follow-up

Take the sign-in sheet home, then send every visitor a follow-up the same evening. The real estate prompts in the Free Library write the first message, the week-one check-in, and the nudge for the ones who went quiet. Uses: Free prompts.

Property management

The always-answered office

Tenant calls hit TimeGuard AI first: routine questions get answered, maintenance requests get logged with transcripts, and true emergencies trigger priority alerts to the on-call person. Uses: TimeGuard AI.

Home services & contractors

Fill the calendar

Hand the ad campaigns to the done-for-you crew, and let TimeGuard AI answer every call the ads bring in so no job goes to voicemail. Uses: Done-For-You · TimeGuard AI.

Accounting & professional services

The informed advisor

Set OMG IQ to your clients' industries, not just your own. Walking into a client meeting knowing what moved in their market this week is the cheapest credibility you'll ever buy. Uses: OMG IQ.

Any industry

Never-missed-lead loop

Wire the lead notification automation from the getting-started guide to every lead source you have, so a new lead always reaches a human phone within minutes. Uses: Portal automations.

Want it built for you?

Every playbook here is something our team can set up with you: map it in a strategy session or hand it to the done-for-you crew.