Your always-on business assistant.
Max isn't a chatbot bolted onto a support widget — it's the intelligence layer running across your entire Sidecar platform. Reach it from a sidebar, a dedicated conversation page, support chat, or your own inbox. Ask it questions, assign it work, and let it drive your business forward.
Max rides shotgun on every screen.
Ask Max is pinned as a side panel wherever you're working — building a smart item, editing a worksheet, reviewing a quote. No context switching, no re-explaining what you're looking at.
A richer AI experience, built into the app.
Beyond the sidebar, Max has its own home in the nav — a running conversation history and an Actions tab for everything you've scheduled. Ask a real business question and Max pulls your work orders, calendar, and deals to answer it, showing exactly which tools it called and what it found — not a guess dressed up as an answer.
Always-present support chat
A chat launcher stays docked on every page of the app — visible in the dashboard, the inbox, your routes map, anywhere. Help is never more than one click away, no matter what you're working on.
Email & SMS, not just in-app
Forward a message to Max over email or text and it works the request — no separate app to open. The same assistant follows the conversation across your shared inbox, wherever the customer wrote in.
Schedule Max, or just assign it a task.
Give Max an instruction to run once or on a recurring schedule — a follow-up on a proposal, a weekly pipeline summary, a nightly check for overdue invoices. Or hand it a task the way you'd hand one to a teammate: assign it, and Max turns that assignment into a scheduled action on its own.
One-time or recurring — run an action immediately, at a scheduled time, or on a repeating cadence.
Assign Max a task — treat Max like a teammate on your task list; the assignment becomes an action Max runs on schedule.
Plain-language instructions — write what you want done, Max figures out how.
Max grows with the trust you give it.
Three levels of autonomy — start with an assistant you ask, graduate to one that coaches, and eventually delegate whole workflows.
Assisted
Included with paid plansOn-demand AI.
AI Estimate Builder, Plan Intake, Smart Catalog, and omnichannel messaging. Assign work to Max AI — included with every paid plan.
Rhythmic
WaitlistProactive coaching.
Customer Intelligence, Performance Coaching, Business Health Insights, and an AI Voice Agent — accountability driven by your goals and sector best practices.
Autonomous
WaitlistWorkflows you delegate.
Human-in-the-loop controls plus Customer Concierge, Crew Coordination, and Territory Canvassing — expand scope as Max earns trust.
See Max AI running on your business.
Request a personalized demo and we'll show you exactly how Max fits your operation.