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Feature

Switch: the AI assistant that drafts, while you decide

Updated November 11, 2026

Switch is the AI assistant built into every screen of SWITCHBOARD. It drafts the text to a customer, the checklist for a job, the estimate lines from a walk-through, and explains what a number means. It drafts, you approve: nothing is sent, saved or changed until a person says yes. The plans, prices and schedules themselves are worked out by code, and Switch explains them.

Drafts, never sendsEvery message waits for a person to approve
On every screenJobs, estimates, inbox, money, dispatch
Explains the numbersWhy a route changed, why a margin dropped
Code does the mathPrices, routes and pay are worked out by code

The rule: Switch drafts, you decide

Most shop owners have heard enough about AI to be wary of it. The worry is fair: software that texts a customer the wrong thing, or changes a price on its own, costs real money. So Switch has one rule that does not bend. It drafts and it explains. A person approves. Nothing goes out, nothing is saved, nothing moves on the board until someone presses the button.

What it drafts

  • Messages. A reply to a customer's text, a follow-up on an estimate that has gone quiet, a polite late-payment reminder, a reply to a new Google review.
  • Checklists. A job checklist for a new kind of work, with the safety steps first.
  • Estimates. Lines from what the tech recorded on a walk-through, matched to your own Price Book.
  • Training. A first draft of a quiz or checklist for a Workshop course.

What it explains

The hard numbers in SWITCHBOARD are worked out by plain code, not by the AI: route plans, prices, margins, payroll and overtime. That keeps them repeatable and checkable. Switch's job is to say what they mean in plain words. Why did Plan the day move the 2pm visit to another tech? How much drive time did it save? Why is this estimate below your target margin? Which cost is missing? It answers from the numbers on the screen, not from a guess.

Where it shows up

On every screen: the inbox, the job, the estimate, dispatch, the money pages. In the tech's phone app, truck mode adds big buttons and voice, so a tech can ask for the next job's notes without typing. It is the same assistant everywhere, and it knows which screen you are on.

If Switch is not sure, it says so. A blank it cannot fill is flagged for a person, never filled with a guess.

What it does not do

It does not run your shop for you, and it does not make promises to customers. It does not change prices, move jobs or send anything by itself. It does not plan routes; it explains the plan the code made. More on where AI really helps a trade shop today in AI in the trades.

How it fits with the receptionist

The AI receptionist is the one place AI talks to customers live, and even there every time, price and name it says comes from your data through code. Switch works on the inside, with your team. See both on the live demo or in the sandbox.

Questions people ask

Can Switch send a text to a customer by itself?

No. It drafts the text and a person approves it before anything is sent.

Does the AI set my prices?

No. Prices come from your Price Book and your rules. Switch can explain a margin or flag a missing cost, but it does not change prices.

Can techs use it hands-free?

Truck mode in the tech app has big buttons and voice, so techs can ask for job notes without typing.

Is it an extra add-on?

No. Every feature is included, with unlimited users. Pricing is quoted per shop on a 30-minute walkthrough.

See it on your own shop.

Thirty minutes on a call, built around your trade and your week. We set it up with you, and pricing is quoted per shop on the call.

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