02 · Workflows
Take the busywork off your team.
Every team has a few jobs that come back every week and eat an afternoon each time. We connect the tools you already use and put AI on those jobs. A person on your team still approves the work before it goes out.
Book a free call →What we put AI on
These are common ones. The first call is where we find yours.
- 01
Estimates and quotes
Someone walks the job and gives the details, and AI drafts the estimate and the write-up. Your team edits a draft instead of starting from a blank page.
- 02
Job notes into paperwork
Photos and a few notes from the field become the invoice, the work order and the record. No retyping at the end of the day.
- 03
Fast replies to new leads
A call or form comes in and the right person hears about it right away. The customer gets a real answer instead of waiting until tomorrow.
- 04
One weekly report
Every Monday you get a plain-English summary: jobs done, money in, and where things got stuck. Nobody has to chase numbers.
- 05
Chasing unpaid invoices
Polite reminders go out on schedule, in your voice, without anyone having to remember.
- 06
What your senior people know
The fixes and shortcuts that live in one person's head get written down somewhere the whole team can ask.
How we build it
It fits your business. Not the other way around.
Your tools
You don't switch to a new platform. We connect what you already pay for, like your email, CRM, accounting and shared drive.
Your voice
Anything that goes to a customer reads like your team wrote it, because it learns from your real emails and documents.
Your call
Nothing runs on autopilot. A person sees the work and approves it before anything goes out.
A recent build
Real estate
Deal underwriting, from the broker's PDF
An investor was building every deal model by hand in a spreadsheet. Now they drop in the broker's offering memo. The app reads it, fills in the model against their own return targets, flags pass or pursue, and drafts the memo and a letter of intent.
Someone still reads every deal and makes the call. They just start from a finished draft.
How it goes
Priced per job, after the first call- 1
Free first call
30 minutes. We learn how you run things and where the repeat work piles up.
- 2
A one-page plan
We pick the one or two jobs that save the most time the fastest, and tell you what each costs.
- 3
Build, then keep it running
A few weeks per job. You review the output before it goes live, and we keep it working as things change.
What eats your week?
Let's start there.
Book a free call and we'll tell you the one job worth handing off first.
Book a free call →