Work that makes the revenue path hold.

02 / The base automation

AI phone & call handling

Nothing goes to voicemail. A configured front desk receives calls and inquiries around the clock, gathers what your team needs, schedules qualified work, and routes urgent situations to a person. This is the automation most businesses start with — see it handle a real scenario end to end.

See how a call is handled

03 / Finding the work

Lead generation & outreach automation

Before a call can be answered, someone has to be calling. We build the research and outreach machinery that finds the right contacts — property managers, facility owners, referral partners — and reaches them on a schedule, without a person doing it by hand.

What’s included

• Target list building from public records, permits, and business directories
• Contact verification so outreach lands on a real person, not a dead number
• Scheduled outbound sequences across call, text, and email
• Reply handling that routes interested contacts to a human
• A weekly view of contacts reached, replies, and booked conversations

Scoped after the diagnostic, based on what we find

See how it works

04 / Keeping systems in sync

CRM & workflow automation

Most of the manual work in a service business is re-typing the same information into a second system. We connect the tools you already use — job platforms, calendars, accounting — so a job created once shows up everywhere it needs to, without someone copying it by hand.

What’s included

• Two-way sync between call handling, scheduling, and your job platform
• Automatic job and contact creation from calls, forms, and inbound leads
• Status updates that move with the job instead of living in one inbox
• Alerts when a step in the workflow stalls
• Documentation of the workflow so it survives staff turnover

Scoped after the diagnostic, based on what we find

See how it works

05 / Staying in touch

Customer communication automation

Demand that did not convert the first time is often still recoverable. We build disciplined follow-up and customer communication — for missed calls, inactive estimates, and unpaid invoices — so the next message does not depend on someone remembering to send it.

What’s included

• Call-back and SMS sequences for missed calls
• Follow-up for estimates that have gone quiet
• Reminder flows for unpaid invoices where appropriate
• Clear stop rules and handoff points for staff
• Reporting on activity and outcomes

Scoped after the diagnostic, based on what we find

See how it works

06 / Less manual typing

Back-office & document automation

Invoices, estimates, permits, and supplier paperwork usually get typed into a system by hand, one line at a time. We turn that paperwork into structured data automatically, so the numbers move into accounting and reporting without a person re-entering them.

What’s included

• Automatic extraction of line items from invoices and estimates
• Structured data delivered into your accounting or job system
• Exception flags for anything that needs a human look
• An audit trail of what was processed and when
• A short training pass so your team can adjust the rules themselves

Scoped after the diagnostic, based on what we find

See how it works

07 / Answering staff questions

Internal knowledge agent

Every "what's the warranty on this," "what did we quote the Johnson job," "where's this insurance doc" question usually lands on the owner. We train an AI on your own SOPs, pricing history, warranty terms, and paperwork, so staff and techs in the field get an instant, accurate answer instead of pulling you off higher-value work.

What’s included

• An assistant trained on your SOPs, pricing history, warranty terms, and FAQs
• Answers drawn from your own documents, with the source shown
• Access from the field by phone, text, or chat
• Controls over what the agent can and cannot surface
• Updates as your documents and procedures change

Scoped after the diagnostic, based on what we find

See how it works

08 / Seeing the numbers

Reporting & business intelligence

Across every automation we build, we keep one clear, monthly picture of what changed — in dollars where possible, not dashboard noise. As your team, services, and customer demand change, we adjust the workflows to match, rather than leaving them to drift.

What’s included

• A monthly review of workflow performance in dollars where possible
• Refinements to prompts, routing, and follow-up rules
• New scenarios as the operation changes
• Review of exceptions and customer feedback
• A clear point of contact for ongoing work

Priced individually — every operation is different

Every operation is different. Final scope is set after the free diagnostic, based on call volume, workflow complexity, and the number of integrations involved.

See how it works