You do the work. Blue runs the business. Blue is an AI back office that lives at your shop and works over plain text messages. It watches your QuickBooks, your quotes, your schedule, and your inbox — and it does the chasing, drafting, and bookkeeping legwork that eats your evenings. No app to install. No login to remember. You text it like you'd text your best office manager.
Every plumbing shop past the one-truck stage hits the same wall: the work is there, but quotes go out late, follow-ups don't happen, invoices lag the job, receipts pile up in the truck, and nobody's watching cash until it's tight. Hiring an office manager costs $45–60k. Blue does the same chasing for a fraction of that — and it never takes a sick day, never forgets a follow-up, and answers at 9pm when you're pricing tomorrow's repipe at the kitchen table.
Every scenario below is a workflow that exists today — running in the field at our pilot customers — reframed for plumbing work. Nothing here is a mockup of what we hope to build.
Before the first coffee: today's jobs off the calendar, who's scheduled where, the weather (a hard-freeze warning means a burst-pipe day — staff for it), what's unpaid, and anything that needs your eyes.
The water-heater quote you sent last Tuesday? The homeowner never answered. Blue tracks every open quote and drafts the follow-up at the right interval — you approve with one text, it sends.
Snap a photo of the Ferguson or Winsupply receipt from the front seat. Blue reads it, matches the vendor, and drafts the bill into QuickBooks — flagging anything that looks like a duplicate before it double-pays.
Text "Cedar Ct is done" from the driveway. Blue drafts the invoice in QuickBooks from the accepted estimate, you approve, it goes out before you're home. No more Sunday-night invoicing pile.
A weekly forecast from your real QuickBooks numbers: what's landing, what's going out, where the pinch is. The week you'd have found out the hard way, Blue tells you on Thursday instead.
Sewer line replacement means excavation, and excavation means an 811 locate ticket — filed early enough to be legal, tracked so it doesn't expire under you. Blue drafts the ticket, tracks the response, and warns you before a crew breaks ground on a dead ticket. This machinery runs daily at our utility-contractor customer — plumbing digs are the easy case.
Job closed, customer happy — that's the moment. Blue drafts the review request so it actually goes out, instead of living on the someday list. Five-star reviews are the cheapest marketing a plumber can buy.
Load your docs — manufacturer install manuals, warranty terms, spec sheets, your price book — and any tech on the roster can text a question and get the answer with the actual page attached. At our current pilot, field crews query safety manuals and a 90-page labor contract this way, cited to the page.
This is the whole interface. No dashboard to learn, no app to update — the same thread you’d use to text a friend.
DEMO CONTENT IS ILLUSTRATIVE · A REAL DEPLOYMENT ANSWERS FROM SAAT’S ACTUAL QUICKBOOKS, QUOTES & SCHEDULE
Blue connects to QuickBooks Online through Intuit's official channel — the same way your accountant's tools do. It reads invoices, estimates, payments, and bills to answer questions and watch cash; it drafts new entries for your approval.
| Blue does on its own | Blue drafts, you approve | Blue never does |
|---|---|---|
| Reads your books to answer questions and forecast cash · watches for unbilled finished jobs · flags likely duplicate vendor bills before they're paid | Every invoice, estimate, bill, customer email, and review request — one text from you releases it | Send money, sign anything, delete records, or talk to your customers without an approved draft |
Blue runs on a Mac mini we install at your shop. Your customer list, your pricing, your books access — it stays on hardware you can point at. We maintain it remotely; encrypted off-site backup protects you from theft, fire, or a dead drive.
For scale: $950/mo is about a fifth of a part-time office hire — for something that works 24/7, reads your books, and never lets a quote die quiet. One saved duplicate bill or one revived $4,800 quote a month and it's paid for itself.
It's early. Forge is a young company with two customers live — a concrete contractor and a utility-line contractor. You'd be the third, and the first plumber. That cuts both ways: you get founder-level attention on your setup, and you'll occasionally see rough edges before we sand them.
The first two weeks are calibration, not magic. Blue learns your voice, your vendors, your pricing, your customers. It asks more questions early. Owners who text it back get a sharply better office manager by week three.
It won't do your plumbing. It also won't do payroll or timesheets — deliberately out of scope. It runs the paperwork around the work: quotes, follow-ups, invoices, receipts, scheduling, cash, documents, 811.
The three phones up there aren't a storyboard — that's the whole product, doing the job the way it does it every day. Starting is the same motion: a text. Say the word and inside two weeks Blue is on a box at your shop, connected to your QuickBooks, learning your vendors and your voice — with the full 90 days to prove it's the best hire you never had to make.