D

Dash

Restoration CRM

Restoration job management (Next Gear). No public API, so your teammate works in it through a licensed seat.

API KEY
Read-only

Ask Ruby

“Which jobs need attention today?”
“Summarize the latest activity on this job.”
“Find the job for this homeowner.”
What Ruby can do

Supported tools

Ruby reads from Dash and grounds her answers in your data. Every tool is read-only: she surfaces, summarizes, and drafts; a human always takes the action.

Dash (Next Gear) job management, reached through the workspace's own licensed seat.
Why connect it to Ruby

Built for restoration, not bolted on.

Grounded answers

Ruby reads Dash live and cites what she found, so answers reflect your actual data, not a stale export.

Read-only by design

Least-privilege, read-only access. Ruby surfaces and drafts; your team always takes the action.

Managed, secure auth

Connect with one click. Tokens are encrypted and scoped per company; revoke access any time.

Knows restoration

Ruby understands jobs, claims, drying logs, and AR, so Dash data lands in the right operational context.

Use it from anywhere

Connect once, then just ask.

Connect Dash once in Ruby. Ask in the Ruby app, or bring the same secure connection into the assistant your team already uses.

Ruby

Ask in the Ruby app and get an answer grounded in Dash and the rest of your connected stack.

Claude

Bring the same secure Dash connection into Claude so it can answer with your live data.

ChatGPT

Use Dash from ChatGPT with the same per-company, read-only access Ruby uses.

Frequently asked questions

Do I need developer credentials to connect Dash?

You paste an API key from your account in Settings > Integrations. There is nothing to build; Ruby stores it encrypted and scoped to your company.


Can Ruby change anything in Dash?

No. The Dash connection is read-only. Ruby reads, summarizes, and drafts; a human always makes the change in Dash.


Is my Dash data secure?

Credentials are encrypted at rest and access is scoped per company. You can revoke the connection at any time from Settings > Integrations, which immediately cuts Ruby off.


Can I use Dash alongside my other tools?

Yes. Ruby reasons across every tool you connect at once, so she can tie Dash to your CRM, accounting, email, and documentation in a single answer.