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Cyber6
  1. 01Get found
  2. 02Get customers
  3. 03Serve customers
  4. 04Get paid
  5. 05Run the business

Run the business: less retyping, less waiting, more real work.

The office retypes job details between the CRM, the schedule, and the accounting system. Your systems pass work along on their own, and safe AI assistants handle the routine admin.

ILLUSTRATIVE WORKFLOW

Home services

  1. 01

    Job approved

  2. 02

    Dispatch receives

  3. 03

    Completion verified

  4. 04

    Billing notified

EXAMPLE MESSAGE

The approved job details are ready for scheduling.

Where your team steps in: Scope changes, safety checks, and completion sign-off stay with your team.

WHAT CHANGES

What changes for home services

  • Jobs move from done to invoiced faster

    We measure: days to invoice

    CYBER6 CORE
  • No more double entry

    We measure: manual entries per job

    CYBER6 CORE
  • Handle more jobs without adding office staff

    We measure: jobs per office staff member

    CYBER6 CORE

We record your starting numbers first, so every result is compared to your own business. How Cyber6 Core measures →

Everything in Run the business for home services

  • Quick win: Most businesses start here.Most businesses start here.
  • Bigger build: More integration work, usually part of a larger plan.More integration work, usually part of a larger plan.
  • Managed partner tool: We set up and manage a specialized, vetted tool under our Secure Build Standard.We set up and manage a specialized, vetted tool under our Secure Build Standard.
Need something not listed? Ask us →

STEP BY STEP · ILLUSTRATIVE

A day with and without Run the business

A customer approves a quote for a new roof.

  1. 01

    9:00 AM · JOB APPROVED

    WITHOUT IT

    The approval sits in someone's email.

    WITH IT

    The approved job moves into scheduling automatically.

  2. 02

    9:30 AM · DISPATCH RECEIVES

    WITHOUT IT

    The office retypes the job into the dispatch board.

    WITH IT

    Dispatch sees the job details without anyone retyping them.

  3. 03

    Job done · COMPLETION VERIFIED

    WITHOUT IT

    The crew lead calls the office to say it's done.

    WITH IT

    Completion is confirmed by your crew lead in the field.

  4. 04

    Job done · BILLING NOTIFIED

    WITHOUT IT

    Invoicing waits until Friday's paperwork session.

    WITH IT

    Billing is notified the same day. Scope changes and sign-off stay with your team.

HOW THE PIECES CONNECT

Run the business · Home services

  • COMES IN
  • Approvals
  • Forms and documents
  • Your existing systems

Your automation

Moves information between steps

  • GOES OUT
  • No retyping
  • Next person notified
  • Exceptions sent to a person
Anything unusual, sensitive, or disputed goes to a person on your team, with the full history attached.

Times and details are an example of how a typical day can play out, not a client story or a promised result.

EACH PIECE, UP CLOSE

What each piece does, in more detail

PIECE 01

Automatic handoffs

Work moves from intake to scheduling to invoice without waiting for someone to pass it along.

  • Intake to scheduling
  • Scheduling to invoice
  • No waiting between steps

How we set it up

We map the trigger, required information, next owner, and exception path at each handoff. Work advances only when its required fields and approvals are present; incomplete records create a task for a person rather than disappearing between systems.

ILLUSTRATIVE WORKFLOW

Construction

  1. Job approved

  2. Dispatch receives

  3. Completion verified

  4. Billing notified

Job approved

EXAMPLE MESSAGE

The approved job details are ready for scheduling.

Approved rules · verified information

How this works for construction

An approved job can pass to scheduling with the agreed scope and site details attached. Verified completion can then notify billing, while missing sign-off keeps the job in a review queue.

Where your team steps in

Scope approval, safety checks, and completion sign-off remain with the project team.

More for construction

PIECE 02

Data that moves itself

Your systems pass information along on their own, so nobody retypes it.

  • Systems connected
  • No double entry
  • Fewer typing mistakes

How we set it up

We agree which system owns each field and how records are matched before connecting anything. Validation catches missing values or conflicting updates, and failed transfers are logged with a clear owner so mistakes do not multiply across tools.

ILLUSTRATIVE WORKFLOW

Accounting & tax

  1. Intake received

  2. Fields validated

  3. Client matched

  4. Work record updated

Intake received

EXAMPLE MESSAGE

The approved client fields are ready to sync.

Approved rules · verified information

How this works for accounting & tax

Approved client intake details can populate the practice's work record without staff retyping the same contact fields. Conflicting or incomplete information returns for review.

Where your team steps in

Tax judgments, identity checks, and financial entries require qualified review.

More for accounting & tax

PIECE 03

Safe AI assistants

Assistants handle document drafting, inbox sorting, and routine admin inside approved tools.

  • Document drafting
  • Inbox sorting
  • Routine admin

How we set it up

We choose a bounded task, approved source material, and a named reviewer. The assistant can prepare a draft or categorize a request, but it should not invent missing facts, make regulated decisions, or send sensitive work without the required approval.

ILLUSTRATIVE WORKFLOW

Law firms

  1. Sources approved

  2. Draft prepared

  3. Sources checked

  4. Attorney reviews

Sources approved

EXAMPLE MESSAGE

Draft prepared for attorney review, with source material attached.

Approved rules · verified information

How this works for law firms

An assistant can organize approved source documents or prepare a first draft inside the firm's approved environment. The attorney sees the source material and checks the output before using it.

Where your team steps in

Legal advice, citations, privilege decisions, and anything sent to a client require attorney review.

More for law firms

PIECE 04

AI your team can use safely

A simple AI use policy and training, so staff don't paste company data into public tools.

  • A simple AI use policy
  • Training for your team
  • Approved tools only

How we set it up

The policy turns into practical decisions: which tools staff may use, which information they may enter, what needs review, and how to report a problem. Training uses the team's actual tasks so the rules are usable during an ordinary working day.

Safe AI use for your team →

ILLUSTRATIVE WORKFLOW

Medical practices

  1. Task identified

  2. Data classified

  3. Tool checked

  4. Supervisor reviews

Task identified

EXAMPLE MESSAGE

Check the data type before choosing an AI tool.

Approved rules · verified information

How this works for medical practices

Staff can distinguish general administrative drafting from work involving patient information. A simple decision path directs sensitive tasks to an approved environment or a supervisor.

Where your team steps in

Clinical decisions remain with clinicians; sensitive data requires an approved purpose, tool, and access controls.

More for medical practices

HOW IT WORKS

How it works for home services

9:00 AM · JOB APPROVED

Without it: The approval sits in someone's email.

With it: The approved job moves into scheduling automatically.

Tap any step to see what changes at that moment.

  • Automatic handoffs
  • Data that moves itself
  • Safe AI assistants

ILLUSTRATIVE WORKFLOW

Home services

  1. 01

    Job approved

  2. 02

    Dispatch receives

  3. 03

    Completion verified

  4. 04

    Billing notified

EXAMPLE MESSAGE

The approved job details are ready for scheduling.

Where your team steps in: Scope changes, safety checks, and completion sign-off stay with your team.

Built by a security team. Watched by one too.

Read the Secure Build Standard →

Payment links come from your authenticated domain, so customers can tell them apart from invoice scams.

  • Every connection between systems uses only the access it needs, and every step is logged.
  • AI assistants work inside approved tools, with company data kept out of public AI services.

WHAT EVERY PLAN INCLUDES

Every plan includes the same support.

  1. 01

    Discovery and baseline

    We record your starting numbers before anything changes.

  2. 02

    Build and connect

    We connect the tools you already use, built to our Secure Build Standard.

  3. 03

    Testing before launch

    Every workflow is tested against real scenarios before customers see it.

  4. 04

    Team training

    Your team learns how it works and what to do when something needs a person.

  5. 05

    Monitoring

    We watch your automations after launch, not just at setup.

  6. 06

    Monthly results report

    Plain-English results against your baseline from Cyber6 Core.

  7. 07

    Changes and improvements

    Adjustments as your business changes as part of your plan.

  8. 08

    Documentation and your data

    Every workflow is documented, and your data can be exported if you ever leave.

SUPPORT AFTER LAUNCH

A real team behind it.

Who you talk to

A named point of contact who knows your business.

How fast we respond

Standard service levels by priority, with urgent issues answered within minutes during business hours.

What we watch

Failed messages, broken connections, and unusual activity are flagged to our team, and we fix or escalate them.

WHAT WE NEED FROM YOU

What it takes on your side.

  • One point person for decisions and approvals.
  • Access to your tools through secure, limited accounts we set up together.
  • A few hours of your time during setup, depending on your business, then quick approvals.

YOUR NUMBERS

What's this worth to your business?

home-services

Estimated monthly value

$0

Estimate based only on the numbers you entered. Not a guarantee of results.

Talk through these numbers

HOW WE START

From first call to results.

  1. 01

    Explore

    A 30-minute call about how your business runs.

  2. 02

    Baseline

    We record your starting numbers.

  3. 03

    Build and launch

    Built to our Secure Build Standard, rolled out in phases, with your team trained.

  4. 04

    Report

    Plain-English results against your baseline from Cyber6 Core.

QUESTIONS

Common questions

  • The goal is to take repetitive work off your team so they can do more of the work only people can do.

See our Subprocessors →

Don't see it? Ask.

If a task is repetitive, follows a pattern, and lives in your phones, inbox, calendar, or software, we can likely automate it. If we can't, or shouldn't, we'll tell you.

  • It happens often
  • It follows a pattern
  • It uses tools you already have

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