Automations

Every Automation We Build — With ROI Built In

We don't automate for the sake of it. Every workflow below has a measurable dollar return, a deployment timeline, and a defined success metric.

Lead Recovery

Missed Call Text-Back

Auto-texts missed callers within seconds to keep them in your queue instead of calling a competitor.

8-15x within 30 days24 hours to deploy

Lead Capture

24/7 AI Voice Agent

Answers your phone 24/7, qualifies callers, books appointments, and routes emergencies to your on-call team — not a voicemail, an actual conversation.

5-10x within 60 days5 business days to deploy

Revenue Recovery

Quote Follow-Up Machine

Automated multi-touch follow-up on open quotes — keeps your proposal alive through procurement delays, board approvals, and slow decision cycles.

6-12x within 90 days7-10 days to deploy

Field Operations

Digital Job Forms

Replaces clipboards, paper forms, and illegible field notes with structured digital capture — photos attach automatically, data flows to invoicing and compliance systems.

4-8x within 60 days3-5 business days to deploy

Cash Flow

Instant Invoicing

Auto-generates invoices from completed job data — parts, labor, travel time calculated and sent before the truck leaves the site.

3-6x within 30 days3-5 business days to deploy

Strategic Intelligence

AI Intelligence Briefing

Weekly operational intelligence report — predictive maintenance alerts, revenue trends, capacity forecasting, and competitive positioning data delivered every Monday morning.

3-5x within 90 days2-3 weeks to deploy

Knowledge Management

AI Staff Copilot

Knowledge base and document search for field techs — query by equipment type, get cited compliance guidance, parts specs, and troubleshooting procedures instantly.

4-8x within 90 days2-4 weeks to deploy

Operations

AI Document Processing

Converts paper records, photos, and field notes into structured digital data — compliance documentation, insurance claims, and service histories assembled automatically.

4-6x within 60 days1-2 weeks to deploy

Predictive Operations

AI Diagnostic & Predictive Assistant

Proactive dispatch and maintenance prediction — identifies equipment likely to fail before it does, triggering preventive service calls instead of emergency responses.

5-10x within 6 months3-4 weeks to deploy

Revenue Acceleration

AI Estimating Engine

Generates quotes from specs, photos, or voice input — trained on your pricing, supplier rates, and markup matrix. Quote turnaround from days to hours.

8-20x within 90 days2-3 weeks to deploy

Which automations are right for your business?

The AI Operations Assessment identifies which of these automations will generate the most ROI for your specific operation — with dollar figures, not guesses.

Book a free discovery call Learn about the assessment