SUGAR ASSISTANT

Your business advisor. Available 24/7.

Sugar is your built-in AI assistant that understands your business. Ask anything about your jobs, clients, or finances — and get a real answer, in English or Spanish.

Sugar Assistant
Online
How should I price a move-out cleaning for a 3bed/2bath?
For a 3/2 move-out, I'd start at $280–$320. Move-outs take 30–40% longer than standard cleans — expect oven interior, fridge, blinds, and baseboards. Add $40 for appliances. Are you including carpet cleaning?
No carpet. Can you draft a quick quote message I can send the client?
Sure! Here's a message you can copy: "Hi [Name], thanks for reaching out! For a 3/2 move-out clean, our rate is $295. This includes all rooms, kitchen appliances, bathrooms, and interior windows. Let me know if you'd like to schedule!"

WHAT'S INCLUDED

Business-aware AI, not a generic chatbot.

Industry-aware answers — Sugar knows your trade, your terms, your workflow
Business context notes — Sugar remembers key facts about your company
Persistent chat history — conversations are saved across sessions
Bilingual — ask in English or Spanish, get answers in the same language
Draft emails and proposals — ask Sugar to write client-facing content
Pricing guidance — ask how to price a job or estimate materials
New conversation — start fresh at any time with one click

COMMON QUESTIONS

Does it need my own API key?

Yes. Sugar Assistant runs on an Anthropic key you provide in Settings, so the usage and the cost are yours and nothing is billed through us for it.

Does it know anything about my business?

Only what you tell it. You can save a short business context that is included with every conversation, so you are not re-explaining who you are each time.

Is my conversation kept?

Yes, per account, so a thread survives a refresh — and you can clear it whenever you want.

ASKING YOUR OWN DATA

01

Bilingual, and it knows your business

Ask in English or Spanish and get an answer in the same language, aware of your industry and the business context you have set.

02

Your key, your account

Sugar runs on your own API key, saved encrypted. That keeps you in control of the account doing the work rather than sharing a pool with strangers.

03

The conversation persists

History is stored per account, so a thread survives a refresh or a tab change, and you can clear it deliberately when you want a clean start.

CRM & Members Reports & Exports Accounting Communications

Sugar Assistant — $24.99/mo add-on.

Available on any SUITE plan. Bring your own Claude API key for even lower costs.