Work that makes the revenue path hold.

02 / The base automation

AI phone & call handling

Nothing goes to voicemail. A configured front desk receives calls and inquiries around the clock, gathers what your team needs, schedules qualified work, and routes urgent situations to a person. This is the automation most businesses start with — see it handle a real scenario end to end.

See how a call is handled

03 / Finding the work

Lead generation & outreach automation

Before a call can be answered, someone has to be calling. We build the research and outreach machinery that finds the right contacts — property managers, facility owners, referral partners — and reaches them on a schedule, without a person doing it by hand.

What’s included

• Target list building from public records, permits, and business directories
• Contact verification so outreach lands on a real person, not a dead number
• Scheduled outbound sequences across call, text, and email
• Reply handling that routes interested contacts to a human
• A weekly view of contacts reached, replies, and booked conversations

Typical range: implementation $3,000–$10,000; ongoing list refresh $500–$1,500/mo

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04 / Keeping systems in sync

CRM & workflow automation

Most of the manual work in a service business is re-typing the same information into a second system. We connect the tools you already use — job platforms, calendars, accounting — so a job created once shows up everywhere it needs to, without someone copying it by hand.

What’s included

• Two-way sync between call handling, scheduling, and your job platform
• Automatic job and contact creation from calls, forms, and inbound leads
• Status updates that move with the job instead of living in one inbox
• Alerts when a step in the workflow stalls
• Documentation of the workflow so it survives staff turnover

Typical range: implementation $4,000–$14,000

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05 / Staying in touch

Customer communication automation

Demand that did not convert the first time is often still recoverable. We build disciplined follow-up and customer communication — for missed calls, inactive estimates, and unpaid invoices — so the next message does not depend on someone remembering to send it.

What’s included

• Call-back and SMS sequences for missed calls
• Follow-up for estimates that have gone quiet
• Reminder flows for unpaid invoices where appropriate
• Clear stop rules and handoff points for staff
• Reporting on activity and outcomes

Typical range: implementation $4,000–$12,000

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06 / Less manual typing

Back-office & document automation

Invoices, estimates, permits, and supplier paperwork usually get typed into a system by hand, one line at a time. We turn that paperwork into structured data automatically, so the numbers move into accounting and reporting without a person re-entering them.

What’s included

• Automatic extraction of line items from invoices and estimates
• Structured data delivered into your accounting or job system
• Exception flags for anything that needs a human look
• An audit trail of what was processed and when
• A short training pass so your team can adjust the rules themselves

Typical range: implementation $4,000–$12,000

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07 / Seeing the numbers

Reporting & business intelligence

Across every automation we build, we keep one clear, monthly picture of what changed — in dollars where possible, not dashboard noise. As your team, services, and customer demand change, we adjust the workflows to match, rather than leaving them to drift.

What’s included

• A monthly review of workflow performance in dollars where possible
• Refinements to prompts, routing, and follow-up rules
• New scenarios as the operation changes
• Review of exceptions and customer feedback
• A clear point of contact for ongoing work

Typical range: retainer $500–$2,500/mo

All ranges are typical, not a quote. Final scope depends on call volume, workflow complexity, and the number of integrations involved.

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