Ask Everglow

Ask your business. Get an answer.

Everglow already holds your jobs, invoices, quotes and leads. Ask what needs attention or who owes you money, and the answer comes from those records — the counts and dollars your board already shows — with the records listed underneath. Tap one and you are on it.

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Ask Everglow answering “Who owes us money, and how overdue?” for a demo roofing company: $25,742.73 owed, $13,032.98 of it overdue across 15 invoices, with each invoice listed by customer, amount and days late.
Atlantic Ridge Roofing, a demo company. Open it yourself →
How Ask Everglow works

Every answer comes with the records.

Ask Everglow is not a chatbot guessing about your business. It reads the same records your board does, counts them the same way, and shows you which records it counted.

“What needs my attention today?”
A briefing in four parts — cash, operations, revenue and reputation — with only what is actually there.
“What’s ready to invoice, and how much?”
Finished work with no invoice, job by job.
“Who owes us money, and how overdue?”
What is owed, what is late, and every invoice with its days late.
“What’s happening today and tomorrow?”
The visits on the schedule, crew by crew.
“Which quotes and leads need follow-up?”
Quotes gone quiet and leads nobody has answered, with their values.

For owners and the office, on every plan. It answers and opens records; it does not send, invoice or change anything. When you want an assistant that does the work, connect your own — below.

Bring your own AI

The paperwork isn't hard. It's just never the most urgent thing.

Nobody forgets to invoice on purpose. It loses to a no-cool call at 4pm, and then it's Friday, and then it's next month. An assistant that can actually do the work — not just tell you about it — is the difference.

“Invoice everything we finished this week.”
Reads the completed visits, builds the invoices, shows you the list before sending anything.
“Quote the Ellsworth changeout, $6,890 installed.”
Builds it with line items and hands back a link the customer can accept online.
“Book Mrs. Alvarez for Thursday afternoon with Dee.”
Checks the real gaps in Dee's day first, then puts it on the board — then Plan the day orders the route around it.
“Log the check from Vilano, $287, check 1042.”
Applies it and tells you the remaining balance.
“Open a callback on the Ravenswood job. Our fault.”
Links it to the visit that caused it and sets the due clock by priority.
“Add the Beachwalk rooftop to the pipeline, about $12k, closing next month.”
Creates it with the value, probability and expected close.

Where the hours actually go. One operator, one evening a week on invoicing and follow-up, is fifty evenings a year. That's the thing this replaces — not a report you could already run.

It matters most if you're on your own. A ten-truck shop has a dispatcher and a bookkeeper. A two-truck shop has you, at nine at night, with a shoebox.

Setting it up

Five minutes, once

  1. Settings → AI access → New key

    Name it something you'll recognize later, like "Claude on my laptop".

  2. Choose who it acts as

    The key can never do more than that person can. One made for a field tech sees their jobs and no financials.

  3. Leave "allow changes" off

    Read-only answers questions and changes nothing. Run it that way for a week before you let it write.

  4. Copy the key

    Shown once. We store only a hash, so we genuinely can't show it to you again — lose it and you revoke it and make another.

  5. Add a custom connector in your AI tool

    In Claude: Settings → Connectors → Add custom connector, paste the URL Everglow shows you (the key is built into it), leave “Requires sign-in” off. Other tools that take an API key use the plain server address with the key as a Bearer token. Then start asking.

What it can reach

28 tools that answer. 55 that do the work.

Answers questionsWhat it tells you
get_todayWho's where, who's en route, what's unassigned
find_clientSearch by name, phone or email
get_clientFull history, equipment, warranty status, balance
find_open_timeReal gaps in each tech's day
list_jobsFiltered by date or status
get_moneyCollected, outstanding, aging, who owes most
get_pipelineOpen opportunities, weighted, days stalled
get_casesRework and callbacks, cost, whose fault
get_unbilledCompleted work with no invoice
Does the workWhat it actually does
invoice_unbilledInvoices a whole backlog — previews first, always
invoice_visitInvoices one completed visit
create_quoteBuilds a quote and returns the customer link
record_paymentLogs a cash or check payment against an invoice
schedule_jobBooks new work onto the board
reschedule_visitMoves or reassigns a visit
create_clientAdds a client, and their first site
open_caseOpens a callback, linked to the job that caused it
add_opportunityAdds work you're chasing to the pipeline
move_opportunityMoves a deal a stage, with a note
add_noteAppends a note to a visit

The write tools only appear if you switch on "allow changes" when you create the key. Read-only keys can't see them at all.

The part that should worry you

Letting an AI touch your books

Reading your data is one thing. Creating invoices is another, and you should want to know exactly how it's fenced.

Your model

We don't pick the AI

Your data goes to whichever assistant you connect, under your own account and your own terms with them. We don't route it through a model we chose, because we don't choose one.

Your limits

A key can't outrank its owner

Every key acts as a real person and inherits their permissions. A tech's key gets refused on revenue and pipeline the same way the tech is.

Your record

Every call is logged

Settings shows what the assistant did and when. Revoke a key and it stops working immediately — no waiting, no support ticket.

Read-only is the default, and it's the right default. Start there for a week. Ask it things, see whether the answers match what you know. Turn on writes once you trust it.

Anything bulk previews first. Invoicing a backlog shows you the list and the total and waits. An assistant should never create twenty invoices on a maybe, and this one can't.

You don't need AI to use Everglow. Every shop on the platform gets this at no extra cost, and plenty will never switch it on. The board, the quotes and getting paid are the product. This is for the operators who want it.

Included on every plan. Even the one-person one.

Fourteen days free, no card needed, setups for 65 trades. Ask Everglow is on from the first day; connecting your own AI takes five minutes.

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