Operations and scheduling

The right person knows the next job.

Scheduling, job status updates, handoffs, inbox and calendar help, and a weekly ops report. A person confirms the plan when the day changes.

Sample job handoff waiting for a confirmation

Schedule · SAMPLE
Job
Job #101
Time
8:00 AM
Match
Team member A
Handoff
Sent

Handoff sent · SAMPLE

Job #101 is with Team member A.

Review

Status · SAMPLE

Sample status: Confirmed

Done
Text · SAMPLE

Job #101 handoff sent. Confirm? Y/N

The next job gets lost.

.01

The next job is in a text thread.

People hunt for what is next instead of seeing it on the schedule.

SAMPLE · Job #101 · 8:00 AM

.02

Status updates wait.

The last update sits with whoever had a free minute.

SAMPLE · Status draft · SAMPLE

.03

Handoffs get missed.

The next person does not get a clear note when the job moves.

SAMPLE · Handoff · not sent

What we set up

What we set up

Each one asks a person to approve anything important. The panels below are sample screens.

Scheduling

The assistant reads the schedule you already use and lines up the next job.

SAMPLE

Job #101 · 8:00 AM

You approve it.

People stay in control. The assistant asks in Slack, Teams, or a text before anything important goes out.

Text · SAMPLE

Job #101 handoff sent. Confirm? Y/N

Works with the tools you already use

  • QuickBooks
  • Xero
  • Gusto
  • ADP
  • Stripe
  • Square
  • Shopify
  • Gmail
  • Outlook
  • Google Workspace
  • Microsoft 365
  • Microsoft Teams
  • Slack
  • Zoom
  • HubSpot
  • Salesforce
  • Mailchimp
  • Calendly
  • Dropbox
  • DocuSign
  • Zapier
  • Asana
  • Monday.com
  • Google Calendar
  • Notion
  • Airtable

Watch a sample move.

Four steps. Arrives, the assistant works, you approve, then it is done. Sample data only.

The guarantee

$25K a year in savings, starting at go-live.

If we don't hit it, we keep working for free or refund you.

Sample walkthrough

A sample job is on the schedule

Job #101 is on the schedule at 8:00 AM.

Needs you
SAMPLE
Job
Job #101
Time
8:00 AM
Match
Not yet

.FAQ

Questions, answered.

What does Overstreet do?

The Overstreet team helps companies with $10M+ in revenue get their team AI-ready. We find the savings, set up AI assistants in the tools you already use, and train your people.

What is an AI assistant?

Software that does a repeat task for your team, like sending invoices or following up on leads, and asks a person to approve anything important.

Do we need new software?

No. We work inside the tools you already use, like QuickBooks, Microsoft 365, Slack and Google Workspace.

Is our data safe?

Yes. Every engagement includes a systems and security review, and the first training session covers secure AI use and a 1-page AI policy.

Will AI replace my staff?

No. It takes busywork off your team so they can spend time on customers and growth. People approve the important steps.

What is the guarantee?

Your AI assistants save at least $25K a year, starting at go-live. If not, we keep working for free or refund you.

Get your nights and weekends back.

One free call. A clear plan. $25K a year guaranteed, starting at go-live.

Book your free 30‑min AI savings call
Slack · SAMPLE

Recommended: approve INV-1001 ($1,234.00). Approve? Y/N

$25K a year in savings, starting at go-live.

If we don't hit it, we keep working for free or refund you.