Operon Documentation
Operon is an all-in-one operations platform for home-service businesses (lawn care, landscaping, cleaning, and field services). It combines CRM, scheduling, invoicing and payments, estimates, contracts, accounting, analytics, and an embedded AI operator named Travis.
This is the official, canonical documentation for Operon. Every claim here is verified against Operon's production code.
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Overview
What Operon is, who it's for, and supported industries.
Feature catalog
Every feature with status, plans, and platforms.
Plans & add-ons
The plan and add-on matrix with pricing.
Travis (AI operator)
What the AI assistant can and cannot do.
Modules
Customers (CRM) Live
Customer contact database with profiles, tags, status, service interests, spend totals, and job/invoice associations.
Scheduling Live
Calendar-based job scheduling with crew assignment, recurring/multi-day jobs, and (Pro) route optimization.
Employees Live
Team management: employee/contractor profiles, role-based permissions, pay types, crews, timesheets (clock in/out), payroll period summaries, and tax-document tracking.
Invoices Live
Create, send, and track invoices with line items, due dates, and draft/sent/paid/overdue status; supports creation from completed jobs.
Operon Pay Live
Payment collection built on Stripe Connect (businesses connect their own Stripe account for direct payouts). Supports online checkout everywhere and Tap to Pay on supported iPhones.
Revenue Live
Revenue tracking and goal-setting (targets by period stored as business benchmarks).
Accounting Live
Expense and receipt tracking with AI (OpenAI) receipt OCR for date/amount/category extraction, plus an approval workflow.
Analytics and Reports Live
Business analytics dashboard and reports/exports; plus first-party website analytics for published Website Studio sites.
EstimateAI Live
AI-generated project estimates with line items, labor hours, materials, and a customer summary based on configurable business pricing; rule-based fallback when AI is unavailable.
Landscape Design Live
AI image generation for landscape/yard design visualizations.
InstaSign Live
Digital service contracts with AI drafting, secure tokenized signing links, signature capture, immutability after signing, PDF export, and an audit trail.
LeadFlow Live
Lead management with AI aerial auto-quoting (satellite imagery + AI lawn-size estimation) and AI ad-copy generation/presets.
RevBoost Live
Automated Google review requests sent to customers via SMS using configurable templates and a review link.
CallPilot Live
Call tracking and missed-call SMS follow-up for inbound business calls.
Mileage Live
Vehicle mileage trip logging for tax/expense purposes with sync into accounting.
Equipment Live
Equipment inventory with maintenance logging and mark-as-sold.
Website Studio Live
AI-assisted website builder for service businesses: site generation, AI editing, stock imagery, publishing to an operon-app.com subdomain or custom domain, and built-in lead capture.
Website Leads Live
Lead inbox for submissions captured by published Website Studio sites, with a shared conversation engine that lets Travis qualify, draft/send replies, offer quote times, and book quote visits.
Travis (AI Operator) Live
Embedded AI assistant that answers questions and executes business actions through a permissioned tool registry, with approvals, tenant isolation, autonomy modes, and cost-aware model routing.
Travis Autopilot Beta
Proactive, autonomous Travis workflows (e.g., reply-and-book on inbound Gmail/website leads, follow-ups) governed by autonomy modes, per-day caps, and an emergency halt.
Gmail Integration Live
OAuth connection to Gmail for sending and reading email, plus a background reply-sync cron that pulls customer replies into Operon.