One Platform. More Possibilities. Smarter Business.
From smart websites and customer management to AI receptionists, marketing automation, and online payments, Billy SmartOS helps business owners bring their essential tools together.
Intelligent communication and call handling configured specifically for your business.
AI Phone Receptionist
Quote requiredAnswers incoming calls, captures caller details, answers questions, and books appointments when you are unavailable.
AI Website Chat Assistant
Quote requiredAn intelligent website assistant that engages visitors, answers common inquiries, and captures qualified leads around the clock.
AI-Powered Customer Follow-Up
Available after setupConversational sequences that respond to leads and keep potential customers engaged until they are ready to book.
Conversational AI Messaging
Available after setupTwo-way automated text conversations within defined business hours and message guidelines.
AI Review Responses
Available after setupAssisted drafting and response management for online reviews to maintain an active public profile.
Keep your business in front of prospects and past customers through structured outreach.
Email Marketing
Available after setupSend announcements, service updates, and targeted follow-up to your customer list.
SMS Customer Messaging
Available after setupReach customers directly with appointment updates, reminders, and service notifications.
Social Media Scheduling
Available after setupPlan, organize, and publish social content across connected business profiles from one hub.
Social Media Management Services
Quote requiredDone-for-you content planning and scheduling tailored to your local services.
Customer Reactivation Campaigns
Available after setupReach out to past customers with seasonal check-ins and relevant service reminders.
Google Review Management
Available after setupRequest, monitor, and organize customer reviews systematically after completed jobs.
Lead Generation Funnels
Available after setupDedicated landing pages designed to capture interest for specific services and promotions.
Advertising Management Services
Quote requiredCampaign strategy, setup, and ongoing management quoted separately for your market.
Referral & Recommendation Workflows
Available after setupStructured follow-up that encourages satisfied clients to refer friends and colleagues.
Connect daily operational touchpoints so inquiries move smoothly from first contact to completion.
CRM & Contact Management
Available after setupOrganize customer details, interaction history, notes, and records in a central workspace.
Appointment Booking & Calendars
Available after setupAllow prospects and clients to view availability and book appointments according to your schedule.
Missed-Call Text-Back
Available after setupAutomatically send a helpful text follow-up when an incoming business call cannot be answered.
Sales Pipelines
Available after setupTrack opportunities visually through defined stages from initial inquiry to booked job.
Workflow Automation
Available after setupCustom automations that send notifications, update records, and assign follow-up tasks.
Forms & Surveys
Available after setupCapture detailed quote requests, intake information, and customer feedback online.
Estimates & Proposals
Available after setupSend professional estimates and service agreements for client review and acceptance.
Customer Notifications
Available after setupAutomated confirmations, pre-arrival notices, and follow-up messages delivered on time.
Collect payments, invoice clients, and manage customer accounts directly from your platform.
Payment Links
Available after setupSend direct payment links for deposits, retainer fees, and completed services.
Invoicing & Billing
Available after setupGenerate and send branded invoices with clear terms and online payment options.
Recurring Billing & Retainers
Available after setupSet up repeating monthly charges and maintenance subscriptions with automated receipts.
Online Client Resources
Available after setupHost onboarding guides, video walkthroughs, and customer training materials.
Client Portal Access
Available after setupProvide customers a dedicated area to view appointments, invoices, and documents.
Online Storefronts
Quote requiredList and sell service packages, merchandise, or product add-ons directly from your site.
Customer Loyalty Programs
Available after setupReward repeat business through automated check-ins, service credits, and exclusive offers.
Operating Disconnected Tools vs. One Connected Platform
When business software operates in isolation, team members spend time re-entering information, follow-ups are delayed, and customer requests can be missed.
Disconnected software setup
- Separate logins for website, appointments, inbox, and billing
- Leads must be copied manually between forms, spreadsheets, and phones
- Follow-up depends on remembering to call or email back manually
- Missed calls leave no automatic response and callers contact competitors
- Review requests sent inconsistently or only when remembered
- Multiple vendor invoices and overlapping feature charges
One connected Billy SmartOS platform
- Single sign-in connecting website, customer records, calendar, and messages
- Inquiries from web forms and missed calls flow directly into the CRM
- Pre-configured follow-up workflows run automatically based on customer action
- Missed calls prompt immediate text follow-up to keep the conversation going
- Review requests trigger automatically after completed services
- One unified system supported by Billy & Associates
Discuss a Solution for Your Business
Every business has different operational needs, existing assets, and customer volumes. We discuss your workflow, configure the necessary components, and provide a clear quote before any service is activated.
