AI/SI services for trades
Pick the problem. We build the fix on the tools you already use (Google Workspace, your phone system, or your field software). We don't rip out your CRM or rebuild your estimating, invoicing or scheduling. We confirm what your tools support during scoping; we haven't yet built on every field-software product.
Start here: Not sure where to start? Pick the one problem that costs you the most time, and we'll help you choose on the call.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your shop is allowed to text, and STOP replies are honored. How texting works
Available to build
When a call is missed, the caller's number and voicemail (with a transcript if your phone system supports it) are emailed to the office, with a callback task.
Available to build
Missed calls are forwarded as you set; once texting is registered, the caller gets a text back from your business number. Until then, it can run as the Missed-Call Alert by Email (also available).
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your shop is allowed to text, and STOP replies are honored. How texting works
Available to build
A new lead from your website form or email gets an instant email reply, and the office gets an alert. A text reply can be added after carrier registration.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your shop is allowed to text, and STOP replies are honored. How texting works
Designed, ready to build
Each inbound call is logged with a short checklist (new or returning, contact, trade, call type). Calls that aren't bookings go to a callback queue with a set callback time. Bookings go into your own slot lengths.
Pilot
After an estimate visit: status logged the same day, a reminder to the customer 24 hours later (email for the pilot; wording you approve), a required call by the estimator that gets logged, a recheck at 72 hours, a 14-day check-back for “not yet” customers, and an alert to the owner when follow-ups are missed. Each estimate ends as Still Pursuing or Lost. Runs on Google Workspace, or on your field software if it supports it (we check this with you up front).
We're taking on a pilot with one trades shop to build this with you on your accounts. It's a pilot: we'll measure it together, and we won't claim results until it has run.
Designed, ready to build
After the job, the automation asks every customer for a review (by call, or by text once carrier registration is done; email in the meantime). It never screens anyone out.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your shop is allowed to text, and STOP replies are honored. How texting works
Available to build
When a new review is posted, a reply is drafted for you to approve before it's posted.
Available to build
Before an agreement renews or a service is due, the customer gets a book-your-service email and the office gets a call task. A text version can be added after carrier registration.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your shop is allowed to text, and STOP replies are honored. How texting works
Available to build
A scheduled check-in message to your past customers. Channel set with you (email, or text after carrier registration).
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your shop is allowed to text, and STOP replies are honored. How texting works
Available to build
When a job or estimate visit is scheduled, the customer gets a confirmation email: date, arrival window, what to expect. A text version can be added after carrier registration.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your shop is allowed to text, and STOP replies are honored. How texting works
Available to build
When the tech marks en route, the customer gets a text with the tech's name and arrival estimate. Text only, so it starts after carrier registration (10-15 days, sometimes longer). There is no email version.
Text messages start after your business number is registered with the carriers. Carrier review typically takes 10-15 days, sometimes longer. Until then, this runs by email. Texts go only to customers your shop is allowed to text, and STOP replies are honored. How texting works
Designed, ready to build
After an estimate is accepted, the job is flagged “not ready to schedule” until the deposit and signed acceptance are in (how it shows up depends on your scheduling tool; we check this with you up front). Each pre-job requirement your trade needs (for example locate request, permit, materials) is tracked from Submitted to Good to Go, with set deadlines.
Available to build
When parts are marked needed on an accepted job, a parts request (list, job, needed-by date) goes to the office for approval before anything is sent to a supplier, and is logged on the job.
Running in our business
Customers pay through a Stripe payment link; payment can open an intake form, with uploaded photos filed to Google Drive for staff to review. Needs your website on hosting we manage (see Website Move).
Built for our own rentals; we adapt it to your tools.
Designed, ready to build
After an estimate is accepted, the job is flagged “hold: no deposit” until the office confirms the deposit (how it shows up depends on your scheduling tool; we check this with you up front).
Designed, ready to build
At job end, payment or a payment arrangement is logged; if it's unpaid after 24 hours, the estimator or PM is flagged to make the collection call.
Designed, ready to build
Payment arrangements are tracked on a schedule, with a flag when a payment is missed.
Available to build
Invoices sent on terms are listed by status (sent, due, overdue), and the office is flagged on overdue ones. Reads from QuickBooks or your field software (we check access with you up front).
Running in our business
A weekly one-page report built from the tools you already use, in Google Sheets.
Built for our own rentals; we adapt it to your tools.
Running in our business
A daily pull of your bank balance into a cash summary in Google Sheets. Depends on a bank data feed for your account.
Built for our own rentals; we adapt it to your tools.
Running in our business
Bills that arrive by email are found and filed to the right Google Drive folder, and missing ones are flagged. It doesn't log in to vendor portals or collect every bill.
Built for our own rentals; we adapt it to your tools.
Want several of these together, or a whole department? We scope it with you on a call.
Book a callTell us how calls, estimates and payments move today. We'll help you pick where to start.
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