The solution catalog
Six reusable solution families cover the operational lifecycle—from the first inquiry to the final payment. Each is configured for your industry, tools, rules, and team.
Capture demand when your team is busy, closed, or already helping someone. Calls and inquiries are answered, qualified, routed, and booked using approved business rules.
Follow up on opportunities that would otherwise disappear: new leads, open estimates, declined work, dormant customers, and unpaid invoices.
Keep customers informed without relying on someone to remember every update. Send confirmations, status changes, reminders, review requests, and escalation notices.
Move documents, invoices, approvals, and data through the business without repetitive entry or inbox chasing.
Standardize onboarding, handoffs, compliance documents, assignments, and internal requests across employees, contractors, and locations.
Combine the numbers owners actually need from calls, CRM, scheduling, jobs, advertising, and accounting into one dependable view.
Shop the problem
These pages show how one solution changes by industry. The product family stays consistent; the intake fields, decisions, integrations, exceptions, and handoffs do not.
Qualify calls, route emergencies, and book using the dispatch rules already in place.
Plumbing · Front DeskSeparate active leaks from routine requests and alert only the right on-call person.
Roofing · RevenueUse different recovery paths for repairs, retail replacements, and insurance work.
Construction · Back OfficeCheck retainage, disputes, documents, and project blockers before outreach begins.
Auto repair · Front DeskCapture the vehicle and service need without attempting diagnosis.
Sign shops · RevenueCollect the artwork, dimensions, install details, and approvals needed to quote.
A technology layer, not the pitch
When a workflow needs to understand a caller, read a document, interpret a reply, or decide what happens next, we can place a bounded AI agent inside the system. It follows approved rules, uses only the tools it needs, and hands exceptions to a person.
How we build guarded AI agents →Answers, qualifies, routes, and books—then escalates calls that need a person.
Reads replies, stops sequences, updates status, and alerts the owner when an opportunity is ready.
Extracts and checks data, prepares records, and routes low-confidence items for review.
Watches connected systems, explains exceptions, and surfaces the next useful action.
When a package is not enough
Some problems cross too many systems, users, exceptions, or locations for an honest menu price. We map those operations and provide a written implementation scope.
Explore custom systems →