Quoting, scheduling, customer follow-up, supplier management. Built live for the way you actually run jobs - your services, your pricing, your crew.
Every workflow is built during your session - specific to your services, your pricing, and how your crew actually works.
Turn job notes into polished customer quotes in your format and pricing. Out the door same day, not next week.
Manage incoming requests, assign crews, and flag conflicts. Never double-book or miss a service window again.
Auto-draft post-job follow-up messages to collect reviews, referrals, and repeat work - without anyone forgetting to send them.
Summarize supplier emails, flag cost anomalies, and route approvals to your bookkeeper without manual review.
Monitor permit status, flag upcoming inspections, and track regulatory deadlines so nothing slips through the cracks.
Turn field notes and crew updates into client-ready completion reports automatically - same day, every time.
Sort incoming calls and emails by priority, flag emergencies, and draft responses to routine questions like pricing and availability.
Send daily job assignments, update schedules, and field crew check-ins through one streamlined system.
Automated review requests after every completed job. More 5-star reviews on Google, more inbound leads.
Codify how you quote, schedule, and run jobs - so AI follows your way of doing things, not a generic template.
From booking to fully operational - in one session. No six-week implementation plan. No consultant on retainer for months.
15 minutes. We map out exactly what we'd build for you - specific to your operation. No generic pitch, no slide deck.
In a 2–3 hour session, we install Cowork, connect your apps, and build your top workflows live - built around how your business actually operates.
We run a real task end-to-end before we wrap - actual document, actual draft. You leave with proof it works, not a tour.
"I'm not trying to become a tech company. I run a service business. They set up exactly what we needed - quote turnaround and customer follow-up - and stayed out of the rest. Quotes that used to take days now go out same day."
The five we get asked most. If you have others - that's what the free 15-minute call is for.
That's exactly who this is for. Most of our trades clients are owners and operators, not tech people. If you can use email and a phone, you can use this.
Most of the time, yes. We connect Cowork to your existing tools during the session so it works alongside what you already have - not on top of it.
Yes. The setup works on phones and tablets so field crews can use it for job notes, completion reports, and customer messages from any job site.
We build workflows for each service line during the session so quotes, scheduling, and reports are tailored to whatever you're doing.
The retainer covers monthly office hours to add new workflows as your business grows - new services, new crew members, new processes. Most trades clients choose Maintenance ($500/month) and add capabilities as needed.
Start with a free 15-minute call to map out what we'd build for you - or jump straight in from $500, guaranteed.
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