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Product

Opareto does the work. Your team makes the calls.

It watches the software you already use, prepares the work that keeps the business moving and brings the right person in when something needs judgment.

Watch Opareto work.

One minute: every night it checks everything, every morning you get a short list, and the work follows through once you approve.

Recurring work, across the business.

Not a chat window you have to remember to open. Work that gets done every day, whether anyone asks or not.

Operations
Keeps customer arrival promises current when the dispatch board changes.
Finance
Matches vendor bills to the purchase order and receipt, and flags the difference.
Sales
Follows up on proposals that have gone quiet, with a person reviewing first.
Service
Turns maintenance agreements into next month’s draft work orders.
Leadership
Has Monday’s pipeline review ready before anyone asks for it.
Work

Noticed, prepared, waiting for your OK.

Every morning starts with what Opareto found overnight and what it has already prepared.

  • What it noticedA quote over the approval threshold, with the fault confirmed and the part in stock.
  • What needs youOne decision, with the reason it matters and the sources behind it.
  • What happens afterApprove it and the follow-up goes out on time. Nobody has to chase it.
Monday, September 7
Good morning, Joe
Opareto noticed
Approve Navy Yard’s compressor quote

The quote is over the approval threshold. Sal confirmed the fault code and Johnstone has the compressor in stock.

Why this matters

Review the prepared margin and approve before the customer follow-up at lunch.

Approve quote Check the sources
Joe Gratta · Navy Yard · Navy Yard RTU-4
DueWorkProjectDepartmentOwnerState
Needs your OK1
NowNeeds youPost three ServiceChannel ETA updatesWaiting for your approvalService portal updatesOne-off taskServiceCross-system workJoe GrattaNeeds you
Overdue1
Jul 122 days lateConfirm CVS’s Thursday arrivalCVS #4411CVS Braintree rooftopCVSServiceServiceServiceOverdue
Today5
10:00 AMTodayApprove Navy Yard’s $2,184 vendor billPO 3381Navy Yard RTU-4Navy YardFinanceFinanceJoe GrattaNeeds your OK
10:30 AMTodayRequest price and availability for Riverside’s motorWO 18391Riverside RTU-3Riverside PlazaOperationsServiceOperationsOpen
Follow-through

What worked once becomes routine.

Recurring work runs on a schedule or when records change, with an owner, a level of access and a result you can check.

Automations

Recurring work Opareto runs on a schedule or when records change.

1Running normally
1Needs attention
4Recurring workflows
AutomationOwner & accessRecent resultNext checkHealth
Keep customer arrival promises currentKeeps portal commitments aligned with the dispatch board and customer email.Chris LodgeService · Complete routine work41 commitments kept current2 needed Chris this monthOn next dispatch changeWhen dispatch changesNeeds attention
Follow up on unanswered proposalsRestarts conversations on proposals that go quiet.Chris LodgeSales · Review mode8 of 11 matched the proposal3 supporting examplesAfter reviewSeven days after a proposal is sentSuggested
Keep the sales pipeline review-readyCollects open proposals, recent changes and missing next steps.Lauren VegaSales · Draft only12 proposals reviewed3 missing next stepsMonday, 6:30 AMMondays at 6:30 AMActive
Prepare next month’s maintenance work ordersTurns active maintenance agreements into draft work orders.Chris LodgeService · Ask before changes18 recurring visits foundSuggested after 3 manual schedulesNot scheduledSuggested for the 20th of each monthSuggested

You decide how far it goes.

Each piece of recurring work has an owner and a level of access. Start cautious and give it more as it earns it.

  1. Draft only

    Prepares the work and leaves it for a person.

  2. Review mode

    Does the work, and a person reviews it before it counts.

  3. Ask before changes

    Checks with the owner before it changes another system.

  4. Complete routine work

    Finishes the routine cases and brings the exceptions to a person.

Ask

Ask anything. Every answer shows its sources.

Ask a question in plain words. Opareto checks every connected system, shows you what it read, and can turn the answer into work.

  • What it checkedThe open quotes, the last customer reply on each thread and the pipeline sheet.
  • What it foundSeven quotes worth $94.7k have gone quiet, with the source for each.
  • What it preparesA plan to follow up, ready for your judgment before anything reaches a customer.
Which quotes have gone quiet?
  • Read 12 open quotes in BuildOps
  • Checked the last customer reply on each thread
  • Matched against the pipeline sheet in Drive
7 quotes worth $94.7k have gone quiet.
Riverside PlazaRTU replacement$28,40012 days quiet
Navy YardChiller service$18,9009 days quiet
Harbor PointRooftop unit$14,2508 days quiet
Sources: BuildOps quotes, Gmail threads, Pipeline.xlsx
Prepare follow-ups
Plan · Prepared for you
Follow up on seven quiet quotes
Owner: Marcus Lee, Sales · Within approved limits
Draft 7 follow-ups in each customer’s threadWritten in your team’s voice, with the quote attachedReady
Set the next step on each quoteBuildOps stays the system of recordReady
Schedule a check-in if there is no replyThursday, 9:00 AM, on Marcus’s calendarReady
Needs your judgmentThese emails go to customersEdit planApprove and send
Knowledge

It learns the rules your team already follows.

Decisions, facts and patterns live in one place your team can read and correct. Change a rule once and every piece of work that uses it follows.

  • SourcedEach rule links back to where it came from, and when it was last checked.
  • CorrectableEdit the wording in plain language. No workflow builder.
  • TraceableSee which work and answers rely on it.
Company knowledge

Review and correct what Opareto uses.

ExploreDecisionsFactsPatterns
DecisionSourceVerifiedUsed by
Quotes above $2,000 need owner approval before they are sent.ApprovalsApproved quote policyJul 8Quote follow-up, Ask
Freight differences under $100 may be approved when the PO and receipt match.FinanceAP operating ruleJul 10Invoice review
Model, serial number, signature and completion photos are required before final billing.Close-outsClose-out checklistJul 11Billing readiness, Warranty registration
A customer arrival window should not be posted until the technician and required part are confirmed.SchedulingService commitment ruleJul 9Portal updates, Dispatch coverage
Approvals
Quotes above $2,000 need owner approval before they are sent.
AQSourceApproved quote policyJul 8
Correct this decision
Quotes above $2,000 need owner approval before they are sent.
Used by
Quote follow-upUses this knowledge when it runs.
AskUses this knowledge when it runs.

Works with the software you already use.

Opareto reads from these today, and acts in them only where a connection supports it and you’ve said it can.

See it on your own business.

We’ll connect a few of your systems and show you what Opareto finds in the first week.

Let’s talk