Pinnacle Cleaning · Field services

One operating picture from chats, CRM data, forms, and field evidence.

The business was moving quickly, but important context was split across WhatsApp groups, HubSpot, a sales workbook, forms, photos, voice notes, and receipts.

The business problem

Sales, assistants, and field teams had information, but not a shared operating picture. Answering a question often meant searching several tools and reconstructing the story manually.

What WRAG built

  1. A private operations assistantIt can sit silently in approved client groups and understand voice, photos, video, PDFs, and conversation context.
  2. Live HubSpot connectionAuthorized users can query CRM data alongside workbook and conversation context. The integration stays read-only until write actions are approved.
  3. Operational controlsAn incident and ticket database, daily dashboard, assistant scorecard, receipt matching, check-in exception alerts, and task-sheet drafts.
  4. Form intelligence with privacy limitsRoughly 90 Jotform forms are mapped field by field, while personally identifiable information is withheld by default.
The system connects the evidence. People retain authority over consequential action.

Where it stands

The client-owned managed instance is used daily by sales and assistants. Drafting features are scored and evaluated before they are permitted to act. A shadow sheet, read-only CRM posture, explicit approvals, and a kill switch keep control visible.

Are your operations spread across five places?

Let’s connect the work without losing control →