Product Tour
See the work get done, start to finish.
Six short walkthroughs, each playing inside the app. Most follow one couple, Mark & Linda Porter, from their service model to their Year in Review. Click any step to jump to it.
WALKTHROUGH 01 OF 06
Assign a tier and that tier’s service model loads for the household. Then tailor it: remove what doesn’t fit, change a rhythm or an owner, attach a video, and add what this couple needs as Mark heads into retirement.
WALKTHROUGH 02 OF 06
Upload the transcript. Canyon AI reads it, summarizes it, and suggests changes to the household, each one tied to the line it came from. Nothing is saved until you approve.
WALKTHROUGH 03 OF 06
Dictate a note after a phone call. It’s transcribed, read, and turned into suggested changes. You approve them, and the household record updates.
WALKTHROUGH 04 OF 06
Pull one task across every household, sort it by priority, hide what’s already done, and work the list: log each call, add notes and subtasks, leave a voicemail.
WALKTHROUGH 05 OF 06
Set what can happen at each onboarding meeting. When a meeting ends, pick what happened, and the next tasks start on their own. Here it’s the Hollands, referred by the Porters.
WALKTHROUGH 06 OF 06
A year of meetings, notes, and finished work comes together in the household record. Choose the sections, review the draft, and publish a Year in Review the Porters can read.
Get Started
Start with your service model.
The builder is free: a quick setup, then an AI interview drafts the service model for each of your tiers. You decide what stays. Or book 20 to 30 minutes with the founder, on the same system that runs his practice.