Everything your business runs on. One AI.
Calls, bookings, schedule, customers, invoicing — handled end-to-end by one AI that knows your business.
your working surface
Where you actually run the business.
Inbox, tasks, calendar, files — the daily surface every business needs. With one difference: tasks can be assigned to AI.
Every conversation, every channel — email, SMS, calls, web chat. Sorted by urgency by AI before you open it.
Tasks can be yours, your team's, or assigned to Rufio to handle. AI tasks do real work — they resolve themselves.
Every booking, job, and reminder — automatically placed and adjusted. Drive time included.
Searchable across customers, jobs, and conversations. Nothing buried.
Anything worth remembering — attached to a customer, a job, or a conversation.
task assigned to AI
Follow up with Johnson job
Rufio sends a check-in text. Marks done when replied.
12
AI-handled tasks this week
Tasks that need an interface get one — composed on the spot
customer experience
Every customer, every conversation.
How they find you, book, pay, and come back — one continuous relationship, handled by the same AI.
24/7
Calls answered, even at 8:42 PM
Same AI answers and books — no handoff between systems
“Most platforms break this into five tools that don't talk.”
Calls, texts, web chat, email — answered around the clock in your voice. Same AI that runs your business answers the phone, so it can actually book, quote, or reschedule.
By phone, text, or self-service portal. Land on your calendar with full context. Reminders schedule themselves.
Customers can book, reschedule, check invoices, and pay — without calling. The portal runs the same AI as the rest of Rufio, so it can answer real questions.
Every call, job, payment, and conversation in one record. Next time they contact you, Rufio knows who they are before you pick up.
quotes, invoices & payments
The work happens. The money follows.
Quotes drafted, invoices auto-sent, payments tracked — connected to the actual work.
Drafted in your voice with your usual pricing. Follow-ups fire on the schedule that converts in your business — without you remembering to send them.
Drafted automatically from completed jobs. No re-entering data. The work finishes; the invoice drafts.
Card, ACH, check accepted. Recurring billing for service plans. Payment reminders sent automatically. QuickBooks sync if your accountant wants it there.
0
Re-entries required — job done means invoice drafted
QuickBooks sync — books update when payment hits
“Most invoicing tools need you to enter the same data twice.”
pre-shaped for your business
Everything above, already shaped for your business.
The categories are universal. The defaults are not. You start from a version that already knows your business.
7
Pre-built configuration layers
Day 1
Usable from the start — not a blank slate
10+
Industries pre-configured out of the box
∞
Customizable — change anything that doesn't fit
Workflows
Booking, quote-to-invoice, post-job, follow-up — industry-appropriate by default.
Chart of accounts
Income and expense categories already structured for your business.
Custom fields
What gets tracked per customer, per job, per quote — plus the status types your business uses.
Service catalog
Pre-loaded with structures that match how your industry prices and sells.
Templates
Quotes, contracts, invoices, reminders — in language that fits your industry.
Reports
The metrics that actually matter for your business, not a generic dashboard.
Pricing presets
Typical ranges so you start from realistic numbers, not from zero.
how it all connects
Threading through all of it.
One call at 8:42 PM — watch what fires automatically by morning.
8:42 PM
Customer calls. Voice AI answers.
Recognizes the returning customer. Pulls up their full history without you doing anything.
Appointment booked. Invoice drafted.
Booking confirmed by text. Deposit invoice created automatically — no action from you.
Tomorrow's route updated. Review scheduled.
New job included, drive times adjusted. A post-visit review request will fire automatically after the job — already scheduled.
see it for your business
Pre-shaped for your industry.
Same engine, your specifics. Pick your industry — see the capabilities Rufio ships with for your business.
Don't see your business?
Rufio adapts anyway. Tell us about your business and we'll shape it for you.