S-01AI workflow automation
Kill the copy-paste work between your systems.
Quotes retyped into the CRM, invoices keyed into QuickBooks, job photos filed by hand. I sit with the people doing it, map the actual path a job takes through your business, and replace the manual hops with agents that read, decide, and write back into the systems you already pay for.
- Intake, dispatch, and billing handoffs run without a human retyping anything
- Every automated action is logged and reversible
- Your team keeps the same tools — the work between them disappears
S-02Internal tools and dashboards
One screen instead of six tabs and a whiteboard.
Most operators run the business out of a spreadsheet nobody trusts and a whiteboard nobody updates. I build the single screen your dispatcher, office manager, or owner actually needs — pulling live from your field software, accounting, and phone system.
- Live job, crew, and revenue status in one place
- Built on your real data, not a demo dataset
- Works on a phone in a truck, not just a desktop
S-03AI intake and response
Answer every lead in under a minute, day or night.
Missed calls and after-hours web forms are the most expensive leak in a local services business. I deploy an intake agent that answers, qualifies against your real service area and job types, books against your live calendar, and hands a human a clean summary.
- After-hours and overflow leads get a real response
- Qualification rules match how you actually take work
- Every conversation lands in your CRM with a transcript
S-04Private knowledge systems
Your manuals, contracts, and job history, searchable in plain English.
Twenty years of SOPs, warranty terms, submittals, and estimator notes sitting in folders nobody opens. I build a retrieval system over your own documents so a tech in the field or a rep on the phone gets a cited answer in seconds — running on infrastructure you control.
- Answers cite the source document and page
- Your data stays in your account, not a vendor silo
- New documents are indexed automatically as they land
S-05AI readiness audit
A two-week look at where automation actually pays.
Before anyone writes code: two weeks on site and in your data, ending in a ranked list of automation opportunities with cost, effort, and expected payback for each. You own the document whether or not you hire me to build any of it.
- Ranked opportunity list with real numbers from your systems
- A clear no-go list — the things not worth automating yet
- Fixed fee, fixed scope, yours to keep