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Clear software products for business owners and operators. See what it solves, how it works, what you need, estimated ROI, launch time and investment before you contact us.

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NO DATABASE? NO API? NO CLEAN PROCESS?

That is not a blocker. Every service below shows what you provide and what ATEN can add if the technical foundation is missing.

ATEN / AI + AUTOMATION

AI + AUTOMATION

06 PRODUCTS
01
CROSS-INDUSTRYKNOWLEDGE TEAMS

Private Company AI

Your own secure AI assistant, connected to the information your company already owns.

PLATFORMS
Google DriveMicrosoft SharePointNotionSlackMicrosoft Teams
BUILT FOR

Owners and operators whose teams depend on documents, policies, procedures and internal knowledge.

YOU NEED THIS IF

  • Employees repeatedly ask the same questions
  • Information is scattered across different systems
  • Onboarding and knowledge retrieval take too long

WHAT YOU GET

  • AI connected to approved company data
  • Permission-aware answers with source citations
  • Branded web, Slack or Teams experience
TARGET KPIs
Answer timeSelf-service resolutionOnboarding time
POTENTIAL ROITarget 30–60% faster knowledge retrieval and 5–15 team hours saved per week.
ESTIMATED LAUNCH3–8 weeks
STARTING AT$5K
Starter$5K1 source · 25 users
Growth$12K5 sources · 100 users
Enterprise$25K+SSO · custom security

SCALES BY: Users, data sources, security requirements and integrations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Choose the questions and tasks the AI should handle
  2. Connect approved documents, folders, databases or business systems
  3. Organize information and apply user permissions
  4. Test answers, citations and difficult questions
  5. Launch and monitor unanswered requests

WHAT YOU PROVIDE

  • Access to approved company information
  • Sample questions employees regularly ask
  • A list of users, departments and permissions
  • One owner to approve answers and security rules

DATA / DATABASE

No database required. Drive, SharePoint, Notion, PDFs or existing software can be enough.

OPTIONAL ATEN ADD-ONS

Document cleanup and scanningSecure company databaseSlack or Teams integrationSSO and access controlOngoing knowledge updates
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
02
CROSS-INDUSTRYOPERATIONS

AI Workflow Automation

Give repetitive business processes to an AI-powered workflow while your team handles the exceptions.

BUILT FOR

Operations teams managing repetitive administrative work across multiple systems.

YOU NEED THIS IF

  • Employees constantly copy and paste information
  • Requests get lost between departments
  • Routine work requires manual follow-up

WHAT YOU GET

  • Workflow and bottleneck mapping
  • Automated actions across existing tools
  • Human approvals, exception handling and audit logs
TARGET KPIs
Hours automatedProcess cycle timeError rate
POTENTIAL ROITarget 20–60 administrative hours saved per month and up to 70% faster processing.
ESTIMATED LAUNCH2–6 weeks
STARTING AT$2.5K
Starter$2.5K1 workflow
Growth$7.5K3 systems · multi-step
Enterprise$15K+Multi-department

SCALES BY: Workflow count, systems, decision rules and transaction volume

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Map the current manual process
  2. Identify triggers, decisions and exceptions
  3. Connect the applications involved
  4. Build and test with real sample cases
  5. Launch with monitoring and human review

WHAT YOU PROVIDE

  • A walkthrough of the current process
  • Access to the software involved
  • Sample requests and exception cases
  • Approval rules and responsible employees

DATA / DATABASE

Usually no new database is required. ATEN can add one when information must move between systems.

OPTIONAL ATEN ADD-ONS

Process-discovery workshopCustom API connectorCentral workflow databaseHuman approval dashboardAudit and performance reporting
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
03
SERVICESHEALTHCARECONSTRUCTION

Smart Intake & Booking

Turn new inquiries into qualified, scheduled opportunities without the back-and-forth.

BUILT FOR

Businesses that qualify clients or collect information before booking a call, visit or estimate.

YOU NEED THIS IF

  • Leads wait too long for a response
  • Staff chase customers for missing information
  • Scheduling requires multiple calls or emails

WHAT YOU GET

  • Branded intake and qualification flow
  • Automated calendar booking and reminders
  • CRM, email and SMS integration
TARGET KPIs
Response timeIntake completionBooking rateShow rate
POTENTIAL ROITarget response under one minute, 15–35% more qualified bookings and 5–10 hours saved weekly.
ESTIMATED LAUNCH1–4 weeks
STARTING AT$2K
Starter$2K1 service · 1 calendar
Growth$5KMultiple services
Multi-Location$10K+Teams · locations

SCALES BY: Services, forms, qualification rules, calendars and locations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Define required customer information
  2. Create qualification and routing rules
  3. Build the branded intake experience
  4. Connect calendars, CRM, email and SMS
  5. Test every path and launch

WHAT YOU PROVIDE

  • Services, locations and availability
  • Intake questions and qualification rules
  • Staff calendars and assignment rules
  • Brand assets and confirmation language

DATA / DATABASE

No database is required for a simple setup. Leads can flow into an existing CRM or calendar.

OPTIONAL ATEN ADD-ONS

CRM setupCustomer databaseSMS remindersDeposit collectionE-signature and contracts
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
04
RETAILE-COMMERCESOFTWARESERVICES

AI Customer Support Agent

Answer routine customer questions instantly while sending complex issues to the right person.

BUILT FOR

Businesses receiving repetitive questions through their website, email or support system.

YOU NEED THIS IF

  • Customers wait hours for simple answers
  • Staff repeatedly answer the same questions
  • Support stops when the business closes

WHAT YOU GET

  • AI connected to approved support information
  • Helpdesk, website or email integration
  • Human handoff, transcripts and analytics
TARGET KPIs
First responseTicket deflectionResolution rateBacklog
POTENTIAL ROITarget 25–50% self-service resolution for routine inquiries with consistent 24/7 coverage.
ESTIMATED LAUNCH2–6 weeks
STARTING AT$3K
Starter$3K1 channel · 1 source
Growth$8KMulti-channel · helpdesk
Enterprise$15K+High volume · security

SCALES BY: Channels, ticket volume, knowledge sources and integrations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Collect FAQs, policies and past cases
  2. Choose support channels
  3. Define tone and handoff rules
  4. Test against real questions
  5. Launch and monitor accuracy

WHAT YOU PROVIDE

  • Approved support information
  • Common customer questions
  • Support-system access
  • Escalation contacts and business hours

DATA / DATABASE

Documents and help articles may be enough. Live account or order lookup requires a system connection.

OPTIONAL ATEN ADD-ONS

Knowledge-base creationCustomer or order database connectionHelpdesk setupMultilingual supportSupport analytics
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
05
LOCAL SERVICESCONSTRUCTIONPROPERTY

AI Phone Receptionist

Answer, qualify and route business calls even when your staff cannot pick up.

BUILT FOR

Owner-operated businesses where missed calls mean lost appointments, estimates or customers.

YOU NEED THIS IF

  • Calls go unanswered during busy periods
  • Staff are constantly interrupted by the phone
  • After-hours inquiries disappear

WHAT YOU GET

  • Branded AI phone experience
  • Qualification, scheduling and call routing
  • Transcripts, summaries and CRM updates
TARGET KPIs
Answer rateQualified callsBooking conversionMissed calls
POTENTIAL ROITarget 90%+ call coverage, 24/7 lead capture and 5–15 staff hours saved weekly.
ESTIMATED LAUNCH2–5 weeks
STARTING AT$2.5K
Starter$2.5K1 line · 1 flow
Growth$6KDepartments · booking
Enterprise$12K+CRM · advanced routing

SCALES BY: Call flows, departments, call volume and integrations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Map incoming call types
  2. Write qualification and routing flows
  3. Connect a new or existing number
  4. Integrate calendars and CRM
  5. Test scenarios and activate

WHAT YOU PROVIDE

  • Business hours and routing rules
  • Services, locations and common questions
  • Transfer numbers and scheduling availability
  • Escalation instructions

DATA / DATABASE

No database is needed for basic reception. CRM access is needed for customer lookup or call history.

OPTIONAL ATEN ADD-ONS

New business numberNumber portingCRM integrationBilingual handlingCall analytics

Phone and AI usage billed separately.

SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
06
LEGALFINANCEINSURANCECONSTRUCTION

AI Document Processing

Turn PDFs, invoices, applications and forms into usable business data automatically.

BUILT FOR

Teams that manually review, categorize or re-enter information from documents.

YOU NEED THIS IF

  • Employees spend hours reading and entering documents
  • Processing errors create delays
  • Approvals depend on missing information

WHAT YOU GET

  • Document capture and classification
  • Data extraction and validation
  • Automatic routing into existing systems
TARGET KPIs
Documents per hourAccuracyProcessing timeException rate
POTENTIAL ROITarget 60–90% less manual data entry and processing reduced from hours to minutes.
ESTIMATED LAUNCH3–8 weeks
STARTING AT$4K
Starter$4K1 document type
Growth$10KMultiple documents
Enterprise$20K+High volume · security

SCALES BY: Document types, monthly volume, validation and compliance

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Collect representative document samples
  2. Define fields to extract
  3. Configure validation and exception rules
  4. Connect the destination system
  5. Test accuracy and launch

WHAT YOU PROVIDE

  • Sample documents
  • Required data fields
  • Validation and approval rules
  • Access to the destination system

DATA / DATABASE

The destination can be a CRM, accounting platform, spreadsheet or new ATEN database.

OPTIONAL ATEN ADD-ONS

OCR for scansSecure document storageNew database and admin panelHuman-review dashboardCompliance controls
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
ATEN / BUSINESS SYSTEMS

BUSINESS SYSTEMS

07 PRODUCTS
07
CROSS-INDUSTRYOPERATIONS

Systems Integration

Connect the software your business already uses and stop entering the same information twice.

BUILT FOR

Companies operating across separate scheduling, CRM, payment, inventory or reporting tools.

YOU NEED THIS IF

  • Data must be copied between applications
  • Different systems show conflicting information
  • Important updates depend on memory

WHAT YOU GET

  • API and integration architecture
  • Secure automatic data synchronization
  • Monitoring, error handling and alerts
TARGET KPIs
Manual entriesSync failuresData accuracyUpdate latency
POTENTIAL ROITarget 10–30 employee hours saved per week with fewer errors and faster handoffs.
ESTIMATED LAUNCH2–8 weeks
STARTING AT$2.5K
Starter$2.5KConnect 2 systems
Growth$7.5K3–4 systems
Enterprise$15K+Complex · high volume

SCALES BY: Systems, data volume, sync direction and business rules

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Identify systems and information
  2. Review APIs and permissions
  3. Define the source of truth
  4. Build synchronization and error handling
  5. Launch with failure alerts

WHAT YOU PROVIDE

  • Administrator access to each system
  • API credentials when available
  • Data examples and ownership rules
  • A contact familiar with each application

DATA / DATABASE

Systems can often communicate directly. Complex integrations may need an ATEN middleware database.

OPTIONAL ATEN ADD-ONS

Custom API developmentIntegration databaseHistorical migrationData cleanupMonitoring dashboard
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
08
FINANCEOPERATIONSADMIN

Spreadsheet-to-Software

Turn the spreadsheet running your business into secure, scalable software.

PLATFORMS
Microsoft ExcelGoogle Sheets
BUILT FOR

Businesses relying on large Excel or Google Sheets files for critical operations.

YOU NEED THIS IF

  • People overwrite or duplicate information
  • Formulas regularly break
  • Only one person understands the file

WHAT YOU GET

  • Secure multi-user web application
  • Permissions, validation and audit history
  • Automated reports, workflows and integrations
TARGET KPIs
Processing timeData errorsUser adoptionRecord completeness
POTENTIAL ROITarget 40–70% less administrative work while reducing spreadsheet errors and operational risk.
ESTIMATED LAUNCH3–10 weeks
STARTING AT$4K
Starter$4K1 workflow
Growth$10KRoles · workflows
Enterprise$20K+Integrations · reporting

SCALES BY: Workflows, users, formulas, permissions and integrations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Review the current spreadsheet
  2. Document formulas and approvals
  3. Design the application and roles
  4. Build the database and interface
  5. Migrate records and train the team

WHAT YOU PROVIDE

  • The current spreadsheet and sample data
  • Explanation of formulas
  • User roles and permissions
  • Required reports and workflows

DATA / DATABASE

The new application usually needs a database. ATEN can include the backend, authentication and hosting.

OPTIONAL ATEN ADD-ONS

Historical data cleanupData migrationSSOMobile interfaceExternal integrations
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
09
SERVICESHEALTHCARECONSTRUCTION

Revenue Recovery Automation

Automatically follow up on the opportunities and payments your team is currently losing.

BUILT FOR

Businesses with abandoned inquiries, missing documents, unpaid invoices or no-shows.

YOU NEED THIS IF

  • Leads stop responding after first contact
  • Invoices require repeated follow-up
  • Staff forget unfinished opportunities

WHAT YOU GET

  • Trigger-based email and SMS follow-up
  • CRM, invoice and scheduling integration
  • Recovery dashboard with attributed revenue
TARGET KPIs
Recovered revenueResponse rateNo-show rateDays to payment
POTENTIAL ROITrack exactly how much otherwise-lost revenue the system recovers each month.
ESTIMATED LAUNCH1–4 weeks
STARTING AT$2K
Starter$2K1 recovery flow
Growth$5KTriggers · channels
Enterprise$10K+Teams · locations

SCALES BY: Workflows, channels, customer volume and integrations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Identify where revenue is lost
  2. Define triggers and stopping rules
  3. Connect CRM, booking or invoices
  4. Create email and SMS flows
  5. Launch and attribute recovered revenue

WHAT YOU PROVIDE

  • Customer, lead or invoice records
  • Follow-up language
  • Timing and escalation preferences
  • Email or SMS accounts

DATA / DATABASE

An existing CRM or accounting system is sufficient. ATEN can add a lightweight customer database.

OPTIONAL ATEN ADD-ONS

CRM setupCustomer databaseSMS setupPayment linksRecovery dashboard
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
10
MULTI-LOCATIONRETAILOPERATIONS

Operations Command Center

See the health of your entire operation and what requires attention from one screen.

BUILT FOR

Owners managing multiple teams, locations, systems or performance targets.

YOU NEED THIS IF

  • Reporting takes days to assemble
  • Problems are discovered after they become expensive
  • Managers disagree on the data

WHAT YOU GET

  • Connected real-time KPI dashboard
  • Automated reports and anomaly alerts
  • Action routing and management escalation
TARGET KPIs
Reporting timeAlert responseKPI completionVariance
POTENTIAL ROITarget 10–30 management hours saved monthly with faster identification of operational problems.
ESTIMATED LAUNCH3–10 weeks
STARTING AT$5K
Starter$5K1 team · location
Growth$12KSources · locations
Enterprise$25K+Forecasting · permissions

SCALES BY: Locations, data sources, KPIs, users and alert logic

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Define the decisions to support
  2. Select KPIs and thresholds
  3. Connect operational data
  4. Build dashboards and alerts
  5. Validate numbers and launch

WHAT YOU PROVIDE

  • KPI definitions and targets
  • Reporting-system access
  • Existing reports or spreadsheets
  • User roles and alert owners

DATA / DATABASE

Existing systems may be enough. Several sources usually benefit from a reporting database.

OPTIONAL ATEN ADD-ONS

Reporting databaseCustom connectorsData cleanupForecastingAutomated executive reports
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
11
PROFESSIONAL SERVICESCONSTRUCTIONHEALTHCARE

Custom Client Portal

Give customers one branded place to access everything related to their service or project.

BUILT FOR

Businesses manually sending status updates, files, invoices and appointment information.

YOU NEED THIS IF

  • Customers repeatedly ask for updates
  • Files and conversations are scattered
  • The customer experience feels disconnected

WHAT YOU GET

  • Secure customer accounts
  • Status, messages, files, appointments and payments
  • Internal administration and notifications
TARGET KPIs
Portal adoptionStatus inquiriesResponse timePayment completion
POTENTIAL ROITarget 20–40% fewer routine status inquiries and a faster, more professional client experience.
ESTIMATED LAUNCH4–12 weeks
STARTING AT$6K
Starter$6K1 customer workflow
Growth$15KFiles · payments · messages
Enterprise$30K+Roles · integrations

SCALES BY: Users, workflows, permissions, payments and integrations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Define customer actions
  2. Map the internal workflow
  3. Build accounts and permissions
  4. Connect documents, payments and scheduling
  5. Test with sample customers

WHAT YOU PROVIDE

  • Customer workflow and service stages
  • Brand assets and forms
  • User and employee roles
  • Payment or scheduling accounts

DATA / DATABASE

Most portals need a secure database. ATEN can include authentication, storage and administration.

OPTIONAL ATEN ADD-ONS

Customer databaseSecure file storagePaymentsE-signatureSMS notificationsEnhanced compliance
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
12
CONSTRUCTIONAGENCIESPROFESSIONAL SERVICES

Quote-to-Cash System

Move customers from estimate to signed agreement and deposit without administrative delays.

BUILT FOR

Businesses that create custom quotes, proposals, contracts or project scopes.

YOU NEED THIS IF

  • Quotes take too long to prepare
  • Customers disappear between approval and payment
  • Staff recreate the same documents

WHAT YOU GET

  • Estimate and proposal generator
  • E-signature, deposit and invoice collection
  • Automatic onboarding after approval
TARGET KPIs
Quote turnaroundApproval rateDeposit timeDays to cash
POTENTIAL ROITarget 50–80% faster quote creation with approvals and deposits collected sooner.
ESTIMATED LAUNCH2–8 weeks
STARTING AT$3.5K
Starter$3.5K1 proposal flow
Growth$8KPricing · signature · payment
Enterprise$15K+Teams · integrations

SCALES BY: Services, pricing logic, documents, approvals and payment flows

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Organize services and pricing
  2. Recreate proposal templates
  3. Build quote and approval logic
  4. Connect signature, invoice and payment
  5. Test scenarios and launch

WHAT YOU PROVIDE

  • Service and product pricing
  • Estimate and contract templates
  • Tax, discount and markup rules
  • Payment account and approvals

DATA / DATABASE

Basic systems can use existing tools. Configurable estimates may need an ATEN pricing database.

OPTIONAL ATEN ADD-ONS

Pricing databaseCRM integrationAccounting integrationE-signatureCustomer onboarding portal
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
13
B2B SERVICESCONSTRUCTIONPROFESSIONAL FIRMS

CRM Rescue & Automation

Turn an ignored or confusing CRM into a system your team can actually operate from.

BUILT FOR

Businesses paying for a CRM that staff avoid, misuse or maintain manually.

YOU NEED THIS IF

  • Customer records are incomplete or duplicated
  • Opportunities disappear inside the pipeline
  • Staff keep separate spreadsheets

WHAT YOU GET

  • CRM cleanup and pipeline redesign
  • Automated assignment and follow-up
  • Connected intake, reporting and communications
TARGET KPIs
Data completenessFollow-up timePipeline visibilityAdoption
POTENTIAL ROITarget 20–40% less CRM administration with fewer missed opportunities.
ESTIMATED LAUNCH2–6 weeks
STARTING AT$2.5K
Starter$2.5KCleanup · 1 pipeline
Growth$6KAutomation · integrations
Enterprise$12K+Teams · permissions

SCALES BY: Records, pipelines, users, automations and integrations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Audit the current CRM
  2. Define pipeline and ownership
  3. Clean and restructure records
  4. Build automation and reporting
  5. Train the team and monitor adoption

WHAT YOU PROVIDE

  • CRM administrator access
  • Customer and opportunity exports
  • Pipeline stages and user roles
  • One sales or operations owner

DATA / DATABASE

No new database is normally needed. ATEN can select and configure a CRM if none exists.

OPTIONAL ATEN ADD-ONS

CRM selectionHistorical migrationDuplicate cleanupEmail and calendar integrationTeam training
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
ATEN / FIELD + COMMERCE

FIELD + COMMERCE

02 PRODUCTS
14
CONSTRUCTIONHOME SERVICESLOGISTICS

Scheduling & Field Operations

Coordinate appointments, workers and field jobs without phone calls, whiteboards or conflicts.

BUILT FOR

Companies assigning technicians, contractors, inspectors, installers or mobile staff.

YOU NEED THIS IF

  • Scheduling depends on calls and texts
  • Workers arrive without correct information
  • Managers cannot see job progress

WHAT YOU GET

  • Central scheduling and dispatch
  • Mobile job details, forms, photos and signatures
  • Status updates and customer notifications
TARGET KPIs
UtilizationOn-time arrivalJobs completedNo-show rate
POTENTIAL ROITarget 10–20% more productive field capacity and 5–15 administrative hours saved weekly.
ESTIMATED LAUNCH4–12 weeks
STARTING AT$6K
Starter$6K1 team · workflow
Growth$15KMobile · notifications
Enterprise$30K+Crews · regions

SCALES BY: Workers, job types, regions, forms and integrations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Document jobs, areas and schedules
  2. Define assignment and priority rules
  3. Build dispatch and mobile views
  4. Connect forms and notifications
  5. Test with real jobs and roll out

WHAT YOU PROVIDE

  • Staff and contractor list
  • Job types and durations
  • Service areas and hours
  • Current forms and escalation rules

DATA / DATABASE

Custom field operations normally need a job and workforce database, which ATEN can include.

OPTIONAL ATEN ADD-ONS

Operations databaseGPS and mappingOffline mobile accessCustomer SMSPayroll or accounting integration
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
15
RETAILE-COMMERCEDISTRIBUTION

Inventory & Commerce Operations

Keep products, orders and fulfillment synchronized across the systems running your business.

BUILT FOR

Retailers and online businesses managing products across channels, locations or suppliers.

YOU NEED THIS IF

  • Inventory numbers regularly conflict
  • Stockouts appear after customers order
  • Returns and fulfillment need manual coordination

WHAT YOU GET

  • Central inventory and order visibility
  • Low-stock, fulfillment and exception alerts
  • Storefront, supplier and accounting integrations
TARGET KPIs
Inventory accuracyStockoutsFulfillment timeExceptions
POTENTIAL ROIReduce manual reconciliation, prevent avoidable stockouts and improve inventory visibility.
ESTIMATED LAUNCH4–12 weeks
STARTING AT$5K
Starter$5K1 store · source
Growth$12KChannels · alerts
Enterprise$25K+Locations · suppliers

SCALES BY: Products, orders, channels, locations and integrations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Collect SKU and supplier data
  2. Choose the inventory source of truth
  3. Connect sales and fulfillment tools
  4. Configure stock rules and alerts
  5. Validate totals and launch

WHAT YOU PROVIDE

  • Product and SKU list
  • Current inventory counts
  • Sales-channel access
  • Supplier and reorder rules

DATA / DATABASE

An existing POS may be enough. Fragmented operations may need a central ATEN inventory database.

OPTIONAL ATEN ADD-ONS

Central databaseBarcode scanningPOS connectorsSupplier-order automationDemand forecasting
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
ATEN / POS + BOOKING

POS + BOOKING

04 PRODUCTS
21
SALONSSPASLOCAL RETAIL

Square POS & Sales Analytics

Turn checkout activity into a clean view of sales, services, products and location performance.

PLATFORMS
Square
SQUARE / SALESCONNECTED
CATALOGSYNCED
REPORTINGREADY
LOCATIONSVISIBLE
BUILT FOR

Appointment and retail businesses that need a dependable point-of-sale foundation and useful reporting.

YOU NEED THIS IF

  • Sales data is split across tools
  • Catalogs and services are inconsistent
  • Owners cannot quickly compare performance

WHAT YOU GET

  • Square catalog and POS configuration
  • Sales, product and location reporting
  • Owner-ready analytics dashboard and training
TARGET KPIs
Reporting timeCatalog accuracySales visibilityLocation comparison
POTENTIAL ROICreate a faster checkout-to-insight loop so owners can make decisions from current sales data.
ESTIMATED LAUNCH1–5 days
STARTING AT$200
Quick Start$200Audit · focused setup
Growth$750Catalog · reporting · team
Multi-Location$1.5K+Locations · migration

SCALES BY: Locations, catalog size, devices, reports and historical-data cleanup

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Review the current checkout flow
  2. Organize services, products and locations
  3. Configure Square and reporting views
  4. Test transactions and permissions
  5. Train the owner on daily and weekly reporting

WHAT YOU PROVIDE

  • Square account access
  • Service and product catalog
  • Location and tax details
  • Existing sales exports, if migrating

DATA / DATABASE

Square stores transaction and customer data. ATEN can clean imports and create a reporting layer when needed.

OPTIONAL ATEN ADD-ONS

Hardware planningCatalog cleanupMulti-location rolloutCustom reporting dashboardAccounting integration

Square hardware, processing and subscription fees are billed separately by Square.

SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
22
SALONSSPASSERVICE BRANDS

Customer Data, SMS & Email Campaigns

Organize customer records and turn them into useful, permission-based follow-up campaigns.

PLATFORMS
Square
CUSTOMER / CAMPAIGNSREADY
SEGMENTSORGANIZED
SMS + EMAILCONNECTED
OPT-OUTSSUPPORTED
BUILT FOR

Local businesses that want to bring customers back with segmented email and text outreach.

YOU NEED THIS IF

  • Customer details are scattered
  • Every promotion reaches the same audience
  • Follow-up depends on manual reminders

WHAT YOU GET

  • Customer-data cleanup and storage structure
  • Campaign segments for new, returning and high-value clients
  • SMS and email campaign templates with reporting
TARGET KPIs
Repeat bookingsCampaign clicksList growthOpt-out rate
POTENTIAL ROIUse owned customer data to drive more repeat visits while reducing manual campaign work.
ESTIMATED LAUNCH1–5 days
STARTING AT$200
Quick Start$200List · 1 campaign
Growth$750Segments · SMS + email
Ongoing$1.2K+Automations · reporting

SCALES BY: Contacts, segments, campaigns, locations and automation depth

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Export and review customer records
  2. Clean fields and consent status
  3. Create practical audience segments
  4. Build campaign templates and links
  5. Test delivery, tracking and opt-outs

WHAT YOU PROVIDE

  • Customer export or platform access
  • Consent and communication preferences
  • Offer, audience and brand voice
  • Approved sending domain or phone setup

DATA / DATABASE

A clean customer table is required. It can live in Square, a CRM or an ATEN-managed database depending on scope.

OPTIONAL ATEN ADD-ONS

Square Marketing setupCRM migrationAutomated win-back flowCampaign landing pagesPerformance dashboard

Marketing is sent only to eligible contacts. Platform, carrier and sending fees are separate.

SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
23
SALONSSPASMULTI-LOCATION

Square Teams, Payroll & Time Tracking

Give owners one operating system for onboarding, schedules, timecards and payroll preparation.

PLATFORMS
Square
SQUARE / TEAMSACTIVE
ONBOARDINGSET
TIME TRACKINGLIVE
PAYROLLREADY
BUILT FOR

Service businesses adding staff or replacing manual scheduling, onboarding and time tracking.

YOU NEED THIS IF

  • New-hire setup is inconsistent
  • Hours are tracked in texts or spreadsheets
  • Payroll preparation creates avoidable admin

WHAT YOU GET

  • Square Teams roles and permission setup
  • Employee onboarding and time-tracking flow
  • Payroll-readiness checklist, training and handoff
TARGET KPIs
Onboarding timeTimecard accuracyPayroll prep timeSchedule coverage
POTENTIAL ROIReduce weekly admin and make staff operations easier to manage as the team grows.
ESTIMATED LAUNCH1–5 days
STARTING AT$200
Quick Start$200Team foundation
Growth$750Onboarding · time · payroll
Multi-Location$1.5K+Roles · locations · migration

SCALES BY: Employees, locations, roles, payroll rules and migration complexity

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Map staff roles and owner permissions
  2. Configure team profiles and locations
  3. Set up clock-in and timecard rules
  4. Prepare payroll and onboarding flow
  5. Run a manager test and training session

WHAT YOU PROVIDE

  • Square account access
  • Employee and role list
  • Pay schedule and location rules
  • Current onboarding and timecard process

DATA / DATABASE

Employee records remain in the chosen workforce platform. Access is permissioned by role.

OPTIONAL ATEN ADD-ONS

Digital employee handbookOnboarding formsSchedule templatesPayroll migration supportManager dashboard

Payroll availability, tax services and subscription fees depend on Square. The client remains the employer of record.

SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
24
SALONSSPASWELLNESS

Fresha Booking, Campaign Links & Gift Cards

Make it easy for customers to book directly from search, social posts, email and text campaigns.

PLATFORMS
FreshaGoogle
FRESHA / BOOKINGLIVE
DIRECT LINKSPUBLISHED
GIFT CARDSENABLED
APPOINTMENTSOPEN
BUILT FOR

Beauty and wellness businesses that need a polished self-service booking path.

YOU NEED THIS IF

  • Customers must call or message to book
  • Campaign traffic lands on a generic page
  • Gift cards are difficult to promote and purchase

WHAT YOU GET

  • Fresha services, staff and availability setup
  • Direct booking links for web, social and campaigns
  • Gift-card setup, booking QA and owner training
TARGET KPIs
Online bookingsBooking completionCampaign conversionGift-card sales
POTENTIAL ROIShorten the path from discovery to appointment and create an additional gift-card revenue channel.
ESTIMATED LAUNCH1–5 days
STARTING AT$200
Quick Start$200Booking links · gift cards
Growth$750Services · staff · campaigns
Multi-Location$1.5K+Locations · migration

SCALES BY: Locations, staff, services, booking rules and campaign volume

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Review services, staff and policies
  2. Configure availability and booking rules
  3. Create channel-specific appointment links
  4. Set up and test gift cards
  5. Publish links and complete end-to-end QA

WHAT YOU PROVIDE

  • Fresha account access
  • Service menu and pricing
  • Staff schedules and booking policies
  • Brand assets and campaign channels

DATA / DATABASE

Fresha stores booking and customer records. ATEN can connect exports or reporting workflows when approved.

OPTIONAL ATEN ADD-ONS

Booking landing pageGoogle profile linksSocial bio conversion pageAutomated follow-up campaignsMulti-location reporting

Fresha marketplace, payment and subscription terms are governed by Fresha.

SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
ATEN / CONSTRUCTION TECH

CONSTRUCTION TECH

05 PRODUCTS
16
CONSTRUCTIONREMODELINGTRADES

Construction Estimate Generator

Turn project details and measurements into consistent, itemized estimates and client-ready proposals.

PLATFORMS
QuickBooks
BUILT FOR

Contractors spending too much time building estimates manually.

YOU NEED THIS IF

  • Every estimator prices jobs differently
  • Quotes take days to prepare
  • Labor, markup or materials are missed

WHAT YOU GET

  • Labor and material templates
  • Markup, tax, contingency and profit calculations
  • Branded estimates and proposals
TARGET KPIs
Estimate turnaroundMargin varianceWin rateRevisions
POTENTIAL ROITarget 50–80% faster estimate creation while protecting intended project margins.
ESTIMATED LAUNCH3–8 weeks
STARTING AT$4K
Starter$4K1 trade · template
Growth$10KMulti-trade · proposals
Enterprise$20K+CRM · accounting

SCALES BY: Trades, assemblies, users, pricing rules and integrations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Review previous estimates
  2. Organize trades, materials and labor
  3. Configure markup and profit rules
  4. Build estimate and approval flows
  5. Test against completed jobs

WHAT YOU PROVIDE

  • Previous estimates
  • Labor rates and assumptions
  • Material or supplier lists
  • Markup and proposal templates

DATA / DATABASE

A starter can use structured tables. Growth versions normally use a central cost database.

OPTIONAL ATEN ADD-ONS

Construction cost databaseSupplier pricingDigital takeoffQuickBooks integrationE-signature and deposits

Every final estimate is reviewed and approved by the contractor.

SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
17
CONSTRUCTIONESTIMATINGPROCUREMENT

Live Materials & Labor Pricing

Keep construction estimates aligned with current supplier costs and regional labor rates.

BUILT FOR

Contractors whose margins are affected by outdated material and labor pricing.

YOU NEED THIS IF

  • Estimators repeatedly research products
  • Prices change before project approval
  • Old lists lead to underpriced bids

WHAT YOU GET

  • Supplier and pricing-data connections
  • Regional labor-rate database
  • Price-change alerts and estimate updates
TARGET KPIs
Pricing ageEstimate varianceResearch timeMargin leakage
POTENTIAL ROITarget 60–90% less manual price research with fewer bids based on stale costs.
ESTIMATED LAUNCH4–10 weeks
STARTING AT$5K
Starter$5K1 supplier · table
Growth$12KSuppliers · regional rates
Enterprise$25K+APIs · ERP

SCALES BY: Suppliers, regions, products, trades and update frequency

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Identify suppliers and regions
  2. Review APIs and licensed sources
  3. Match products to estimate items
  4. Configure updates and alerts
  5. Validate rates before launch

WHAT YOU PROVIDE

  • Supplier and vendor list
  • Product or material catalog
  • Account or API access
  • Service regions and labor categories

DATA / DATABASE

A normalized pricing database is normally required. ATEN can build and maintain it.

OPTIONAL ATEN ADD-ONS

Pricing databaseLicensed regional cost dataSupplier connectorsSKU matchingPrice-history reporting

Supplier access and licensed data fees are separate.

SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
18
CONSTRUCTIONREAL ESTATEPROPERTY

Property Enhancement Visualizer

Show clients what a renovation or property improvement could look like before work begins.

BUILT FOR

Contractors and property professionals selling improvements clients struggle to visualize.

YOU NEED THIS IF

  • Clients cannot picture the result
  • Design explanations require multiple meetings
  • Premium upgrades are difficult to communicate

WHAT YOU GET

  • Realistic before-and-after concepts
  • Material, color and design options
  • Branded presentation and approval flow
TARGET KPIs
Approval timeProposal engagementRevision roundsUpgrade selection
POTENTIAL ROIFaster client decisions, fewer explanation cycles and stronger presentation of premium options.
ESTIMATED LAUNCH3–8 weeks
STARTING AT$3K
Starter$3K1 improvement category
Growth$8KOptions · project types
Enterprise$15K+Portal · teams

SCALES BY: Project types, visual options, users and monthly render volume

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Choose improvements to visualize
  2. Collect photos and design examples
  3. Create approved material options
  4. Build upload and revision workflow
  5. Test visual consistency

WHAT YOU PROVIDE

  • Sample property photographs
  • Service categories
  • Material and finish options
  • Brand assets and quality examples

DATA / DATABASE

No database is needed for a basic workflow. Saved projects and material libraries require one.

OPTIONAL ATEN ADD-ONS

Customer upload portalSaved-project databaseMaterial libraryCRM and proposal integrationClient approvals

Concept visuals are not stamped construction documents.

SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
19
CONSTRUCTIONARCHITECTUREDEVELOPMENT

Blueprint-to-Realistic Render

Transform floor plans, blueprints and sketches into visuals clients can immediately understand.

BUILT FOR

Contractors, architects, developers and designers presenting projects before construction.

YOU NEED THIS IF

  • Clients cannot interpret technical plans
  • Design approval takes too many revisions
  • Presentations lack realistic visuals

WHAT YOU GET

  • Blueprint and floor-plan interpretation
  • Realistic interior and exterior concepts
  • Material, lighting and finish variations
TARGET KPIs
Approval timeRevision roundsEngagementSelections
POTENTIAL ROIShorten the path from technical plan to client understanding, selection and approval.
ESTIMATED LAUNCH4–10 weeks
STARTING AT$4K
Starter$4K1 plan · workflow
Growth$10KPlans · visual options
Enterprise$20K+Platform · libraries

SCALES BY: Plan complexity, render types, options, users and volume

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Review plans and expected outputs
  2. Define material and dimension interpretation
  3. Build upload and render workflow
  4. Add selections and revision controls
  5. Validate with a technical reviewer

WHAT YOU PROVIDE

  • Sample blueprints or floor plans
  • Material and finish schedules
  • Preferred visual style
  • Required views and reviewer

DATA / DATABASE

No database is needed for occasional renders. Saved plans and reusable components benefit from one.

OPTIONAL ATEN ADD-ONS

Plan cleanupSaved-project database3D component libraryCustomer revision portalEstimate integration

Licensed professionals must approve construction documents.

SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
20
GENERAL CONTRACTORSTRADESDEVELOPERS

Construction Project Command Center

Control budgets, schedules, subcontractors, documents and client decisions from one system.

BUILT FOR

Construction operators managing several active projects, crews and customer relationships.

YOU NEED THIS IF

  • Project information lives in texts and sheets
  • Change orders lack documentation
  • Problems are discovered too late

WHAT YOU GET

  • Project phase, schedule and budget tracking
  • Change orders, approvals and client updates
  • Assignments, documents and site photos
TARGET KPIs
Budget varianceSchedule adherenceChange-order captureApproval time
POTENTIAL ROITarget 5–15 project-management hours saved weekly with fewer missed change orders and faster approvals.
ESTIMATED LAUNCH6–16 weeks
STARTING AT$8K
Starter$8KCore tracking · 1 team
Growth$20KClients · vendors · budgets
Enterprise$40K+Companies · regions

SCALES BY: Projects, users, subcontractors, workflows and integrations

HOW IT WORKS + REQUIREMENTS +

HOW IT WORKS

  1. Map phases, roles and approvals
  2. Organize project and budget data
  3. Build dashboards and change orders
  4. Connect accounting and communication
  5. Migrate active projects and train

WHAT YOU PROVIDE

  • Current project list and schedules
  • Budget and change-order templates
  • Employee and subcontractor roles
  • Project documents and system access

DATA / DATABASE

A secure project database is normally required. ATEN can include the backend, authentication and hosting.

OPTIONAL ATEN ADD-ONS

Project database and migrationMobile field appClient portalAccounting integrationSSO and backups
SELECT THIS SERVICE →Targets depend on baseline, scope, data quality and adoption.
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