Services
AI implementation for service-trade companies
Start with an audit, launch an AI front office, then keep improving with a monthly partner.
2 weeks
AI Ops Audit
$2.5k–$7.5k
- Call-recording and workflow review
- Software stack and data assessment
- Prioritized ROI roadmap
- Fee credited toward implementation
30–45 days
AI Front Office Implementation
$10k–$35k
- AI phone and text receptionist and booking, where your phone system and CRM support it
- Lead and estimate follow-up
- Review requests
- Invoice and collections nudges
- AI tools and model setup for your office team
- Integrated with your FSM and CRM
Monthly retainer
AI Ops Partner
$2k–$8k / mo
- Monitoring and tuning
- New automations each quarter
- Monthly KPI report
- Roll-up / acquisition integration playbooks
What we automate
Missed calls answered
An AI receptionist picks up after hours, at lunch and during surges, and books, triages or escalates to a human based on your rules.
Faster quoting
Tech notes, photos and price books become draft estimates your team reviews and sends the same day.
Smarter dispatch
Calls come with structured job details, urgency and address, pushed into your FSM, so dispatchers make decisions instead of retyping.
Follow-up that happens
Open estimates, unpaid invoices and lapsed customers get timely, on-brand nudges, and your team only sees the replies.
More reviews
Every completed job triggers a review request at the right moment, routed to Google.
Office capacity without hiring
Repetitive admin moves to AI, so your CSRs and office staff spend their time on customers and exceptions.
AI tools for your team
We set up and train your office on the right AI tools and models, such as Claude or Perplexity, for writing, research, estimating support and customer communication, with guardrails for your business.
How it works
- 1
Audit
We review your call recordings, workflows and software, then hand you a prioritized ROI roadmap with the specific AI tools that fit your stack.
- 2
Build
We implement on top of the tools you already use, like ServiceTitan, Housecall Pro, Jobber, Skimmer and QuickBooks.
- 3
Launch
We go live in stages with human fallback, train your team and fix the rough edges.
- 4
Improve
Each month we monitor, tune and add automations, and report against the KPIs we agreed on.
FAQ
Do we have to switch software?
No. We build on top of what you already run (ServiceTitan, Housecall Pro, Jobber, Skimmer, QuickBooks and common phone systems) wherever they offer integrations.
Which AI tools do you use?
It depends on your business. We're not tied to one vendor. Depending on your CRM, phone system and goals, that can mean an AI receptionist, workflow automation, research tools like Perplexity, or models like Claude set up for your team. The audit decides what fits.
Will AI sound robotic to my customers?
We script the AI with your intake questions, your service area and your tone, and test it on real call scenarios before launch. Anything outside its rules goes to a human.
Is this replacing my office staff?
The goal is to take repetitive work off their plate and cover the hours and surges you can't staff. Most owners use it to grow without adding office headcount.
How long until it's live?
An audit takes about two weeks. A front-office implementation usually goes live in stages over 30 to 45 days.
What size company is this for?
Service-trade businesses doing roughly $1M to $25M in revenue, including owner-operated companies and PE-backed roll-ups.
Do you work outside Colorado?
Yes. We're based in Monument, CO, and work with trades nationwide, remotely and on-site when it makes sense.
What does it cost?
The audit runs $2.5k to $7.5k and is credited toward implementation. Implementations run $10k to $35k, and the ongoing partner retainer is $2k to $8k per month. Exact scope comes out of the audit.