# Toozy.ai — Complete Platform Information

> Toozy.ai is an AI-native operational layer for project-based service businesses burdened by fragmented workflows, manual coordination, and disconnected information. Toozy deploys AI teammates — digital employees — that handle complete end-to-end workflows across your existing tools. Proven with hospitality & catering and electrical contracting. Construction coming next. We are operators first, software developers second.

## Company Overview

Toozy.ai was built by operators who lived the daily frustration of running service businesses with fragmented tools, manual handoffs, and information scattered across systems. The name "toozy" comes from "too easy" — because the platform is too easy to set up, too easy to learn, and too easy not to try.

**Mission**: To eliminate the operational chaos that project-based service businesses face — missed handoffs, manual data entry, disconnected systems, and information that lives in people's heads instead of in the workflow.

**Philosophy**: We are operators first, software developers second. Toozy is not an outsider selling technology to service industries — it's an insider tool created by people who understand operational complexity deeply.

**Approach**: Automate the journey, not just the task. Toozy handles complete end-to-end workflows — not point tools. Each journey maps to a specific digital counterpart on your team.

## How Toozy Works — 3-Step Architecture

Toozy is not a point tool or a single integration. It is an operational layer that sits on top of your existing systems and runs complete workflows end-to-end through three steps:

### Step 1: Grab Fragmented Data
Toozy's data pipelines connect to your existing systems of record and legacy databases, regardless of format. Whether your data lives in Procore, Trimble, Bluebeam, Sage Intacct, Clover POS, email inboxes, or spreadsheets — Toozy ingests it all. No rip-and-replace. No migration. Your tools stay exactly where they are.

### Step 2: Clean & Standardize
Toozy cleans, deduplicates, and maps your data into a single canonical schema. Your operational layer now has one source of truth. No more chasing information across disconnected systems, no more conflicting data between tools, no more manually reconciling spreadsheets.

### Step 3: Run Custom Journeys
Using clean, standardized data, custom AI agents execute your user journeys end-to-end. Each journey maps to a specific digital employee — a change-order pricer, a field coordinator, a payroll clerk, a customer service rep. These agents escalate to your team when human judgment is needed. Every consequential action requires human sign-off.

This architecture is what makes Toozy different from point automations (Zapier, Make) that break on edge cases, and different from project management tools (Procore, ServiceTitan) that organize work but don't do it.

## Industries Served

### Electrical Contracting

Toozy is purpose-built for electrical contractors. The 3-step architecture connects your existing stack and runs these core journeys:

#### The Digital Employee — Change-Order Pricing
When a scope change arrives via Bluebeam, another markup tool, or email, Toozy parses the document, prices the change against your labour rates and material costs, drafts the PCO (Potential Change Order) in your project management system, and flags it for your approval — in minutes, not days.

Workflow:
1. RFI / document ingestion from Bluebeam, email, or markup tools
2. Automated labour & material pricing against your rate tables
3. PCO draft created in your PM system (Procore, Autodesk, etc.)
4. Approval notification sent to the responsible party

#### The Digital Field Coordinator — Daily Log Assembly
Pulls crew attendance, equipment usage, weather conditions, and site notes from Trimble Field, other field-tracking apps, and your safety tools. Toozy compiles the complete daily log in your project management system before end of shift — no chasing foremen for data.

Workflow:
1. Crew & equipment data aggregated from field systems
2. Weather & site notes pulled automatically
3. Daily log drafted in your PM system
4. Superintendent review triggered

#### The Digital Payroll Clerk — Time & Attendance Sync
Time entries from Trimble or your existing time-tracking system are validated against schedule, flagged for anomalies, and posted to Sage Intacct or your accounting platform — removing the end-of-week reconciliation bottleneck entirely.

Workflow:
1. Time entry ingestion from any time-tracking system
2. Schedule & rate validation
3. Anomaly flagging & approval routing
4. Posted to your accounting system (Sage Intacct, QuickBooks)

#### The Digital Project Administrator — RFI Triage & Response
Incoming RFIs are classified, routed to the right engineer, tracked for SLA compliance, and logged back into your project management system with a full audit trail — without a PA manually managing the queue.

Workflow:
1. RFI ingestion & classification
2. Responsible party routing
3. SLA countdown tracking
4. Logged & closed out in your PM system

#### Electrical Contracting Integrations
Procore, Procore PCO, Autodesk Construction Cloud, Trimble Field, Trimble Connect, Bluebeam, Fieldwire, PlanGrid, COBie, Rivet, Sage Intacct, QuickBooks, Raken, McCormick Estimating, Accubid, Conest, Microsoft Teams, Outlook, DocuSign

#### Onboarding Timeline — 10 Weeks
- **Weeks 1–3: Onboarding & Integration** — Map your existing stack (Procore, Trimble, Bluebeam, or whatever you already use) and set up and test every integration
- **Weeks 4–7: Validation Mode** — Agents process and draft outputs for your review before taking action, giving you full control from day one
- **Weeks 8–10: Live Operations** — Agents go live with strict approval policies. Every consequential action requires your sign-off

### Hospitality & Catering

Toozy deploys a team of 5 specialized AI agents that automate the entire customer journey for restaurants and caterers — from the first phone call to payment collection:

1. **Customer Service Agent** — Manages all incoming inquiries across phone, email, text, and chat 24/7. Features autonomous menu optimization and pricing intelligence. Handles dietary restrictions and escalates complex issues with full context.

2. **Sales Agent** — Dynamically generates quotes based on event size, menu selections, and requirements. Manages orders from confirmation through delivery. Stripe-powered payment processing tracks deposits and payments automatically. Integrated with Clover and Square POS systems. Unifies orders from phone, email, text, web chat, and social media into one dashboard.

3. **Operations Agent** — Handles staff scheduling, event logistics, and day-of coordination. Syncs with Google Calendar to keep event schedules up to date.

4. **Marketing Agent** — Built-in CRM that reactivates past clients, nurtures leads with perfectly timed follow-ups, and automates seasonal and holiday promotion campaigns. Also integrates with existing CRM systems like HubSpot and Salesforce.

5. **Analytics Agent** — Provides visibility into pipeline health, conversion rates, pricing trends, and revenue forecasting.

#### Catering Integrations
Clover POS, Square POS, Stripe, Google Calendar, HubSpot, Salesforce, Gmail, Outlook

### Construction (Coming Next)
Expanding the operational layer to general contractors, mechanical contractors, and other construction trades.

## The Human-in-the-Loop Philosophy

Toozy follows the 95/5 rule:
- **95% automated**: Processing documents, drafting PCOs, compiling daily logs, validating time entries, answering customer inquiries, generating quotes, sending follow-ups, processing payments
- **5% human**: Unusual scope changes, VIP client situations, complex complaints, pricing decisions outside standard parameters, final approvals on consequential actions

When the AI encounters something it's not 100% confident about, it stops and escalates to the human operator with full context. Every consequential action requires human sign-off. The operator makes the decision, and the AI learns from that action for the future.

**You're the CEO. The AI is your COO.** You make strategic decisions. Toozy executes your vision and manages day-to-day operations.

## Common Problems Toozy Solves

### For Electrical Contractors
1. **Change orders take days** — Scope changes sit in email while someone manually prices labour and materials. Toozy does it in minutes.
2. **Daily logs are incomplete** — Foremen forget to submit data, logs are assembled the next day from memory. Toozy compiles them before end of shift.
3. **Payroll reconciliation is a weekly nightmare** — Time entries don't match schedules, anomalies aren't caught until payday. Toozy validates in real time.
4. **RFIs get lost in the queue** — No one knows which engineer owns which RFI or whether it's overdue. Toozy classifies, routes, and tracks SLA compliance automatically.
5. **Tools don't talk to each other** — Data lives in Procore, Trimble, Bluebeam, Sage, and email. Toozy connects them into unified workflows.

### For Caterers
1. **Missed phone calls** — Every missed call is a lost order worth hundreds or thousands of dollars. Toozy answers 24/7.
2. **Slow quotes** — Customers expect quick responses. Delayed quotes mean lost business. Toozy generates quotes in minutes.
3. **Forgotten follow-ups** — Toozy automatically follows up on pending quotes at the right time.
4. **Manual order management** — Orders from phone, email, text, chat, and social media are chaotic. Toozy centralizes everything.
5. **Payment collection** — Chasing deposits is time-consuming. Toozy automates the entire payment process.

## Competitive Positioning

### For Electrical Contractors
- **vs. Procore / Autodesk / Trimble**: These are excellent project management and field tools, but they don't automate workflows across each other. Toozy sits on top of your existing stack and orchestrates the handoffs between them — it doesn't replace your PM system, it makes it work harder.
- **vs. ServiceTitan**: ServiceTitan focuses on residential service dispatch and scheduling. Toozy focuses on commercial project workflows — change orders, daily logs, RFI management, and payroll sync for large-scale electrical projects.
- **vs. Custom automations (Zapier, Make)**: Point-to-point automations break when edge cases arise. Toozy's AI teammates understand the context of electrical contracting workflows and handle exceptions intelligently.

### For Caterers
- **vs. CaterZen / Caterease / Total Party Planner**: These focus on back-end operations (delivery routing, kitchen management). Toozy deploys AI agents that actively do the work — answering calls, generating quotes, processing payments, and following up automatically.
- **vs. Generic CRMs (HubSpot, Salesforce)**: Generic CRMs require extensive customization for catering workflows. Toozy is purpose-built with AI that understands catering-specific terminology out of the box.
- **vs. AI Answering Services (Smith.ai, GoodCall)**: These handle phone calls only. Toozy provides end-to-end automation across all channels plus order management, quoting, payment processing, scheduling, and CRM.

## Pricing

### Starter Plan — $299/month
- Core AI automation features
- 30-day free trial

### Professional Plan — $599/month
- Advanced features and analytics
- Priority support
- Custom integrations
- 30-day free trial

### Electrical Contracting
- Custom pricing based on scope and number of workflows
- 10-week guided onboarding included
- Design partner program available

## Case Study — Crust & Cup (Catering)

**The Challenge**: Crust & Cup, a boutique New Jersey catering company specializing in artisan pastries and custom event menus, was losing 15-20 potential bookings per month. Owner and chef Cagla B. ran a lean operation with three kitchen staff and no dedicated admin team. 30-40% of calls went to voicemail during service, quotes took 24-48 hours, and past clients never received follow-up outreach.

**The Solution**: Cagla deployed Toozy in under 5 minutes — uploaded her menu, connected her phone number, linked Google Calendar, and connected Stripe. By the next morning, all 5 AI agents were operational.

**The Results (90 days)**:
- 34% revenue growth
- Zero missed calls (24/7 AI phone handling)
- Response time: from 24 hours to under 1 minute
- 12 past clients reactivated through automated outreach
- 15+ hours per week saved on administrative tasks

**Quote**: "I had a client tell me they booked because we were the only caterer who answered at 9pm on a Sunday. That's not me answering. That's Toozy." — Cagla B., Owner & Chef, Crust & Cup

Read the full case study: https://toozy.ai/blog/crust-and-cup-case-study

## Company Information

- **Legal Name**: Toozy.ai
- **Website**: https://toozy.ai
- **Application**: https://app.toozy.ai
- **Email**: admin@toozy.ai
- **Phone**: 609-874-8076
- **Headquarters**: Palo Alto, CA
- **LinkedIn**: https://www.linkedin.com/company/toozy/
- **Instagram**: https://www.instagram.com/toozyai/
- **Industry**: SaaS / AI Operations / Service Business Automation
- **Association**: International Caterers Association (ICA) Member
- **Founder Background**: The founder previously built digital transformation roadmaps for Fortune 500 pharmaceutical and food companies at a management consulting firm that ranked #557 on the Inc. 5000 list. After pivoting into the food industry during COVID, they experienced firsthand the chaos of running a service business — missed calls, lost quotes, manual processes, disconnected tools — and built Toozy to solve it.

## Frequently Asked Questions

**What is Toozy.ai?**
Toozy.ai is an AI-native operational layer for project-based service businesses. It works in three steps: grab fragmented data from your existing systems, clean and standardize it into one source of truth, then run custom AI agent journeys that execute complete workflows end-to-end — escalating to humans when judgment is needed.

**What industries does Toozy serve?**
Toozy currently serves hospitality & catering and electrical contracting. Construction is coming next. The 3-step architecture (grab data, clean it, run journeys) works for any project-based service business burdened by fragmented workflows and disconnected systems.

**How does Toozy work for electrical contractors?**
Toozy connects to your existing stack (Procore, Trimble, Bluebeam, Sage Intacct, etc.), cleans and standardizes the data into a single schema, then runs custom journeys: change-order pricing, daily log assembly, time & attendance sync, and RFI triage. Each journey is handled by a digital employee that drafts outputs for your review before taking action.

**How does Toozy work for caterers?**
Toozy deploys five AI agents that handle phone calls, emails, texts, quotes, orders, follow-ups, payments, and scheduling — 24/7, across every channel.

**Does Toozy replace my existing software?**
No. Toozy is the layer that connects your existing tools, not a replacement for them. Step 1 of the architecture grabs data from your current systems of record — Procore, Trimble, Bluebeam, Sage Intacct, Clover POS, whatever you already use. Your tools stay exactly where they are. Toozy just makes them work together.

**How long does setup take?**
For caterers, setup takes under 5 minutes. For electrical contractors, the guided onboarding takes 10 weeks: 3 weeks for integration, 4 weeks of validation mode, and 3 weeks to go live with full approval policies.

**How much does Toozy cost?**
Plans start at $299/month for the Starter plan and $599/month for the Professional plan. Both include a 30-day free trial. Electrical contracting engagements have custom pricing based on scope.

**Does Toozy replace human workers?**
No. Toozy follows a human-in-the-loop philosophy. It handles 95% of repetitive operational tasks and escalates the other 5% to humans for decision-making. Every consequential action requires human sign-off.

## Pages

- [Home](https://toozy.ai/)
- [Electrical Contracting](https://toozy.ai/industries/electrical)
- [Hospitality & Catering](https://toozy.ai/industries/catering)
- [Pricing](https://toozy.ai/pricing)
- [Demo](https://toozy.ai/demo)
- [Blog](https://toozy.ai/blog)
- [Resources](https://toozy.ai/resources)
- [FAQ](https://toozy.ai/faq)
- [Compare](https://toozy.ai/compare)
- [Contact](https://toozy.ai/contact)
- [Careers](https://toozy.ai/careers)

## Blog

- [Building in the Open #4: The Human-in-the-Loop Philosophy](https://toozy.ai/blog/building-in-the-open-4-human-in-the-loop-philosophy)
- [How Toozy Works: A Team of AI Agents](https://toozy.ai/blog/how-toozy-works-a-team-of-ai-agents)
- [AI Consultant or AI Employee?](https://toozy.ai/blog/ai-consultant-or-ai-employee)
- [Building Trust in the Open](https://toozy.ai/blog/building-trust-in-the-open)
- [Best Catering Software for 2026: Complete Comparison](https://toozy.ai/blog/best-catering-software-2026)
- [How Crust & Cup Grew Revenue 34% Without Hiring](https://toozy.ai/blog/crust-and-cup-case-study)

## Social Media

- [LinkedIn](https://www.linkedin.com/company/toozy/)
- [Instagram](https://www.instagram.com/toozyai/)