Automations

    Kill the repetitive busywork stealing 10+ hours a week from your team.

    Quoting, scheduling, data entry, status updates, end-of-day reports — the work nobody wants to do but somebody has to. We build custom AI automations that quietly handle it in the background, plugged into the tools you already run.

    See what we build

    Is this you?

    • →Your office manager is buried in copy-paste between QuickBooks, your CRM, and your email.
    • →Jobs slip because no one updated the spreadsheet, the CRM, and the customer all in the same week.
    • →End-of-day reports take an hour every night — and nobody ever actually reads them.
    • →Hiring another admin sounds expensive. The status quo is more expensive — you just can't see it yet.

    What we build

    Custom AI workflows trained on your business, plugged into the systems you already run. Not Zapier templates — real automations that follow your real rules, with logging and a human-in-the-loop where it matters.

    Quote-to-CRM-to-calendar pipelines that fire on a single trigger
    Daily and weekly reports written and delivered automatically to the people who need them
    Customer status updates (text, email) that fire on real job events — not on someone remembering
    Data sync between QuickBooks, Jobber, ServiceTitan, HCP, your CRM, and your spreadsheets
    Inbox triage and routing so the right messages reach the right person
    Human approval steps wherever the rules need a real human's eyes

    Proof

    4+ hours a week recovered for a single team member — and that's just the first workflow.

    We start by mapping where your team is actually spending its hours, then build the highest-ROI automation first. Most clients see four to ten hours per week per person recovered inside the first 60 days — without firing anyone, without buying new software, and without changing the tools their team already knows.

    What it costs

    Three rungs. Start anywhere. Most owners begin with the audit because the entire fee credits back when you build.

    Start here

    AI Opportunity Audit

    $500–$1,500

    Paid mini-audit that finds where you're losing money and hands you a costed roadmap. Credits 100% toward any build.

    Single-Service Build

    $2,500–$5,000 setup

    One service done right — pick any of the five and we ship it custom-trained on your business.

    Managed Monthly

    $1,500–$7,500/mo

    We run, monitor, and improve your AI systems with a senior operator accountable to the outcome.

    Questions owners ask

    Find out what you're losing — before you spend a dollar.

    Book a free 30-minute fit call. We'll map where missed calls, slow follow-up, and manual busywork are costing you — and show you a live demo trained on a business like yours. No pitch deck. No pressure.

    Or call (262) 951-8690 — you'll reach Jon directly.