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Industries

Construction and trades

Estimates, crews, and job sites all move faster than the paperwork behind them, so the follow-up and the invoicing are usually what slips first.

Where we usually start

Where we would start

Examples of system shapes, not client results. Which ones fit a specific business gets decided on the discovery call.

A
Quote follow-up
A system that watches sent quotes and notices when one hasn't been answered. It drafts the follow-up automatically, and a person approves it before it goes out.
Systems
B
Estimating workflows
A quote request gets assembled, checked against past jobs and your own rate rules, and flagged for review before it goes out.
Agentic workflows
C
Scheduling coordination
Bookings with several parts, including crew, equipment, and customer availability, get coordinated instead of juggled manually.
Agentic workflows
D
Invoicing and ops record-keeping
Jobs get billed on time, and the paper trail for purchase orders, invoices, and stock records stays current without manual entry.
Systems
E
Lead source attribution
Each lead keeps the channel it arrived on attached to it, from first contact through to a closed job.
Systems
F
Closed-job ledger
A ledger that matches inbound enquiries to jobs actually won, so spend is judged on outcomes instead of clicks.
Systems

It starts with a discovery call and a scoped pilot.