AI for small business

Put the busywork
on autopilot.

We design and deploy a handful of high-leverage AI workflows inside the tools you already use — so your team stops losing hours to manual, repetitive work.

See how it works
Fast, fixed-scope launch · 3–5 workflows · hands-on training at go-live
One new lead
Time to handle it
0days

Proven across the trades and local service businesses — pick yours

Where the hours go
0hrs / week

The average small team loses nearly half a workday, every day, to admin that never had to be manual.

Lead follow-up
7 hrs
Scheduling & intake
5 hrs
Invoicing & quotes
4 hrs
Reporting & updates
2 hrs
How it works

From first call to live in weeks — not months.

A fast, fixed-scope build. We map the work, automate your highest-leverage workflows, and train your team — no long projects, no custom rabbit holes.

Step 01

Discovery call

We map your current tools, your bottlenecks, and the quick wins worth automating first.

What we cover

Your tools, your busiest bottlenecks, and the jobs eating the most time each week.

Step 02

Workflow blueprint

We define 3–5 core workflows with clear acceptance criteria. You approve the scope.

You get

A one-page plan with clear acceptance criteria for every workflow — you sign off before we build.

Step 03

Build & integrate

We build, test, and connect everything inside the tools your team already uses.

We work in

Your CRM, inbox, calendar, and invoicing. No rip-and-replace, no new logins to learn.

Step 04

Go-live & training

We launch, hand off the SOPs, train your team, and watch the first week closely.

You leave with

Live automations, written SOPs, and a team trained to run all of it from day one.

What we automate

A few high-leverage workflows. Done well.

We don't try to automate everything. We pick the handful of jobs that quietly eat your week and make them run themselves.

Turn any manual process into a workflow

When a job takes a string of manual steps across your tools, we automate the whole chain — so it runs itself end to end, without anyone copy-pasting between apps.

New job bookedworkflow auto-runs
Customer synced to your CRMdone
Quote drafted & emaileddone
Job added to the calendardone
Invoice & follow-up scheduleddone Automated

Scheduling & intake

New requests get qualified, scheduled, and added to the calendar automatically.

Calendarauto-booked
Tue · 9:00amAC tune-up
Wed · 11:30amDrain clear
Saves ~5 hrs / week

Quotes & invoicing

Turn a job into a clean quote or invoice in seconds — and chase the unpaid ones for you.

INV-1042generated in 10s
Labor + parts$790
Tax$63
Total$853 Sent
Saves ~4 hrs / week

Reviews & reputation

Ask happy customers for a review at the right moment, and route unhappy ones to you first.

"Fast to respond and the whole booking was effortless."

— Dana K. via Google
~12 more 5-star reviews / month

The daily digest

A plain-English summary of leads, jobs, and revenue in your inbox every morning.

Today at a glanceMon · 7:00am
New leads12 ▲ 3
Jobs booked5
Revenue$8,400
Follow-ups due3
The math

See what you'd get back.

Drag the sliders to match your business. This is the time and money the right automations typically hand back.

150+
1 hr15 hrs
$25$150
Hours reclaimed
0hrs / week
Value back to the business
$0 / month
Based on automating ~70% of repetitive manual work. We confirm the real numbers on your discovery call.
What owners say

Owners are getting their week back.

A few of the trades and local-service teams running their busywork on autopilot — in the tools they already use.

"Scheduling used to eat my dispatcher's entire morning. Now requests get qualified, booked, and on the calendar automatically — she spends that time on customers instead of data entry."
JM Jenna MarloweOwner · Marlowe Heating & Air
"Invoices used to sit for days. Now they go out the same day the job's done and the reminders chase themselves. We're getting paid almost a week faster."
CR Carlos ReyesOperations Lead · Reyes Plumbing Co.
"Our deal paperwork used to bounce between five different tools by hand. Now it flows through automatically — nothing slips through the cracks, and I've stopped doing data entry at 9pm."
DW Dana WhitfieldBroker/Owner · Whitfield Property Group
Scope & pricing

You approve the plan and the price before we start.

One focused build to get you live, plus an optional plan to keep everything tuned. Every business is different — so we scope and quote to yours, never one-size-fits-all.

Start here

Build — full setup

Your core workflows designed, built, and launched.

Tailored to your scope

Quoted after your discovery call. You approve the plan before we build.

  • Lead intake & qualification
  • Follow-up & scheduling automation
  • Quotes, invoicing & payment chasing
  • Daily KPI digest
  • SOPs + live team training

Managed ops

We keep it sharp so you never touch the plumbing.

Flexible monthly plan

Month to month, scaled to your needs. Cancel anytime.

  • Weekly optimization & tuning
  • Prompt & workflow improvements
  • Priority support & issue resolution
  • Monthly ROI summary
Questions

The things owners ask us first.

No. We layer into your current stack first to maximize speed and adoption. You keep the tools your team already knows — we just make them work together and handle the busywork in between.

Targeted customization only where the ROI is clear. We set hard scope boundaries up front so we avoid costly over-engineering and you get to value fast.

Owner-led and founder-run businesses, typically 5–50 people — especially in the trades and local-service world: HVAC, plumbing, electrical, real estate, property management, dental, and professional services.

No. We do the building and the integration for you. At go-live, you get plain-language SOPs and a live training session for your team. If your team can use email and a calendar, they can run everything we set up.

As soon as the scope and deposit are in place, we reserve your implementation slot. Most builds go live within a few weeks of the blueprint sign-off.

Get your team's time back.

Tell us about your business and we'll show you exactly which workflows to automate first. Takes about two minutes — no generic demos.

See the ROI again
Professional, direct, and built for people who value their time.