WHAT WE BUILD

Systems that handle the work between the work.

We build the operating layer around your business: answering, routing, following up, collecting, reporting, and keeping the team in sync. Start with a managed product for a defined outcome or a custom system built around your exact process.

2 paths Managed or custom
Written Scope before build
1–6 wk Typical by scope
SERVICE CATEGORIES

Choose the outcome. We build the operating layer.

These are the core jobs our systems handle. Most projects combine several into one connected workflow instead of stacking more disconnected tools.

Managed or custom
Lead Capture & Conversion
Lead Intake & Routing

Capture every inquiry, understand what it needs, and put it in front of the right person while the lead is still warm.

  • Instant SMS/email response to new form submissions
  • Automated quote and estimate follow-up
  • Lead scoring and routing by job type or geography
  • CRM record creation from leads (HubSpot, GoHighLevel, etc.)
Managed or custom
Online Reputation
Follow-Up & Reputation

Keep leads and customers moving with timely follow-up, review requests, and recovery flows that stop when a person takes over.

  • Post-job review request via SMS or email
  • Review invitations with a separate private feedback option
  • Private feedback and service-recovery routing
  • Review response drafts sent to your inbox for approval
Managed or custom
Field Operations
Scheduling, Dispatch & Booking

Turn qualified requests into booked work, keep calendars accurate, and notify the customer and team automatically.

  • Automated appointment reminders (24hr + 2hr before)
  • Rescheduling and cancellation flows
  • Job assignment notifications to field staff
  • Calendar sync (Google Calendar, ServiceTitan, Jobber, etc.)
Managed or custom
Revenue Collection
Billing & Collections

Create invoices from completed work, follow up at the right intervals, and route exceptions before revenue stalls.

  • Auto-send invoice after job completion
  • Payment reminder sequences (day 1, day 7, day 14)
  • Failed payment retry logic
  • QuickBooks / Stripe / Square integration
Managed or custom
Customer Experience
Customer Communication & Support

Answer common questions, qualify inbound requests, and keep customers updated across chat, text, email, and voice.

  • AI-powered FAQ response bot (Slack, SMS, or web chat)
  • Job status update notifications to customers
  • Intake form processing and auto-routing
  • Escalation to human when needed
Custom system
Custom AI Systems
AI Agents & Document Workflows

Purpose-built agents that read, classify, draft, and recommend while deterministic code controls every consequential action.

  • Inbox triage and customer request classification
  • Quote and proposal drafting based on past jobs
  • Unstructured PDF and supplier invoice parsing
  • Human approval queues and strict confidence rules
Explore AI Agents →
Custom system
Operations Platform
Internal Tools, CRM & Dashboards

One focused interface for the work your team currently manages across spreadsheets, inboxes, dashboards, and memory.

  • Custom CRM, pipeline, and activity history
  • Revenue, marketing, and response dashboards
  • Auto-dialers, task queues, and approval workflows
  • Equipment, inventory, and battery monitoring
See operating systems we built →
Managed or custom
Voice AI
Voice AI & Reception

A phone agent that answers routine calls, books appointments, follows up with missed callers, and hands off with context.

  • Inbound call handling with natural-language AI
  • Missed-call text-back (automatic SMS follow-up)
  • Appointment booking directly over the phone
  • Call routing based on caller intent or business rules
PRICING MODEL

Two ways to work with us.

The commercial model follows the kind of system you need. You know which path, what it costs, and what is included before work begins.

📞
Managed Products

A defined product for a common outcome, configured around your business and supported by us. Clear setup and monthly pricing.

📄
Custom Systems

A scoped implementation built around your process, tools, and rules. The written scope defines delivery, ownership, and what "done" means.

🤝
Support & Changes

Managed products include ongoing support. Custom systems include the support stated in the scope, with optional maintenance or separately scoped additions afterward.

Every project starts with the operation: We map the current process, identify the highest-value failure point, and recommend the smallest system that solves it. If there is no worthwhile build, we say so. Use our automation cost guide and budget worksheet to compare setup, software, and ongoing costs.

INTEGRATIONS

Tools we work with.

We don't force a platform. We build around what you already use: or recommend the right fit if you're starting fresh.

Automation Approach
Custom Build n8n Make Zapier
Field Service Software
ServiceTitan Jobber Housecall Pro GoHighLevel
CRM & Email
HubSpot ActiveCampaign Mailchimp Klaviyo
Finance & Payments
QuickBooks Stripe Square FreshBooks
Communication
Twilio Slack Gmail SMS
Don't see your tool?

Bring your current tools to the build call. We check account permissions and supported integration options before confirming what can be connected.

FAQ

Common questions.

Straight answers to the things people ask before booking a call.

No. We can build directly against supported APIs or use n8n, Make, or Zapier when their connectors and workflow tools fit the process. We check available integrations, access permissions, usage, maintenance, and total operating costs before recommending an approach. Platform, hosting, and third-party fees are defined in the scope.
Managed products include the support stated in their plan. For a custom system, the written scope defines the warranty, support window, and maintenance responsibilities. New features or scope changes are quoted before work begins.
Bring your current tools to the build call. We check the specific account permissions, supported events, and integration options needed for your workflow before confirming what can be connected.
Multi-workflow packages covering the full customer lifecycle: lead capture → quote follow-up → job scheduling → invoice and payment → review request → retention sequence. Full-funnel automation spanning 6+ connected workflows across multiple platforms.
We offer a free 30-minute build call with no obligation to proceed. We discuss your workflow, current tools, and software needs, then agree on the next scoping step. Pricing is defined in writing before implementation.
GET STARTED

Not sure which service fits?

Book a free 30-minute build call to discuss your workflow and the custom software your business needs. We define the next scoping step and agree on pricing before implementation.

Book a Free Build Call Or view our pricing →

A workspace for your customers

Connect project status, documents, and approvals in a custom client portal, with permissions and integrations defined around your operation.