Know which campaigns create profitable jobs—and what to do next.
MAX AI connects campaign source, lead quality, sales execution, quotes, invoices, payments, and estimated job economics in one owner-facing operating view.
What needs attention today
Ranked by urgency, value, and commercial evidence.
A revenue system should answer decisions, not decorate a dashboard
The operating question is simple: where did profitable work come from, what is at risk, and which action deserves attention now?
See what actually pays back
Trace campaign spend through qualified leads, won work, collected cash, and estimated gross profit—not just clicks and form fills.
Work the right conversation next
Rank leads and open deals by urgency, fit, value, and next action so revenue does not disappear inside an untended inbox.
Protect margin before the job starts
Keep customer price, internal cost, deposits, invoices, and job economics connected while sensitive actions remain approval-controlled.
Keep attribution intact from first click to collected cash
Every handoff preserves the customer, campaign, commercial value, approval state, and evidence needed for the next decision.
Capture and qualify
Collect consent and commercial context, score deterministically, and surface the best next action.
Own the sales move
Track the deal owner, value, stage, next action, and deadline in one workspace.
Quote with margin context
Separate customer price from internal cost and calculate totals without AI arithmetic.
Invoice and collect
Create approved invoices and use Stripe Checkout when a workspace is configured for it.
Trace costs and exceptions
Link expenses, missing evidence, payment mismatches, and margin pressure back to the work.
Decide from profit
Review campaign return, pipeline risk, collected cash, and estimated gross profit together.
Useful automation with a visible boundary
The product prepares, scores, connects, and recommends. Sensitive execution remains attributable and reviewable.
Available in configured workspaces
Working paths already supported by the application and its controlled integrations.
Deliberately not claimed
Boundaries that protect customer trust, ad spend, and financial truth.
Stop asking which campaign produced leads. Ask which one produced profitable customers.
Explore the working flow with representative local-service data and no credentials required.