Operon Documentation
Operon is the business operating system for home service companies — lawn care, landscaping, cleaning, field service, and contractor businesses. It is more than a CRM: customer records (the CRM) are the foundation, and Operon runs the whole business in one system — scheduling, estimates, quotes, invoices and payments, revenue and accounting, analytics, employees, the LeadFlow lead pipeline, marketing and Website Intelligence, Website Studio for building and publishing a website, and Content Studio, a Canva-style creative studio for making flyers, yard signs, photo ads, and marketing videos. Travis, an embedded AI operator, plus a daily priorities brief tie it together. So Operon is the home service CRM that also builds your website and your marketing content.
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. Available on every plan, including Free.
Operon Pay Live
Payment collection built on Stripe Connect (businesses connect their own Stripe account for direct payouts). Available on every plan, including Free — only standard Stripe processing fees apply. 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). Revenue is tracked on every plan, including Free; the advanced Accounting reports page stays Pro.
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). Ad/content generation moved out to the Content Studio add-on (2026-07).
Content Studio Live
Content Studio is a Canva-style creative studio built into Operon — a paid add-on for Pro and Enterprise (not included on Free or Starter). Home service and contractor businesses create marketing assets without leaving the system that already knows their business, services, customers, website, and marketing context: flyers, yard signs, and photo ads (generated as branded designs from the business details and a prompt), AI spokesperson video ads through HeyGen, and prompt-based video edits/generation (foundation shipped, coming soon). It is effectively a Canva alternative for contractors — an AI flyer generator, a yard sign generator, and a video ad generator for lawn care, landscaping, cleaning, and field service companies. Every generation is saved to the business's history and can be reopened.
RevBoost Live
Automated Google review requests sent to customers via SMS using configurable templates and a review link.
CallPilot Live
AI phone receptionist. Travis answers the business line, talks to the caller, captures the job details, and books work — with call recordings, transcripts, and per-call outcomes.
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.