AI and automation
Put AI to work in your business, not just in a chat window.
ChatGPT, Claude, Microsoft Copilot and Gemini can already write your estimates, answer routine emails, summarize meetings and move information between your apps. Most businesses never get past trying it. We set it up for your real work, connect it to the tools you already use, and train your team so it sticks.
What automation looks like day to day
A request comes in
AI drafts the response
Your systems update
You approve and send
Illustrative example. Every setup is built around how your team already works.
What we set up
AI assistants for your paperwork:
estimates, invoices, proposals, follow-ups, written your way every time
Copilot and Gemini inside the tools you already pay for:
Microsoft 365 and Google Workspace, set up so your team actually uses them
Automations between your apps:
a new lead, a signed quote or a paid invoice kicks off the next steps on its own
Guided conversations:
the AI asks the questions, your team just answers
Training and simple guides
so it gets used after we leave
Ready-made tools
Tools we set up and adapt for your business, faster and for less than starting from scratch:
Estimate and invoice assistant.
Describe the job, answer a few questions, get a finished document. In daily use by a contractor today.
Guided business review.
An AI interview that turns an owner's answers into a one-page report on where time and money are going.
Illustrative sample Data move checks.
The same tests run on every migration so totals and balances tie out.
Proposal builder.
Give it the job notes, get a clean proposal with your scope, terms and pricing.
Daily inbox summary.
One short email each morning: what needs you, what can wait, what's already handled.
Meeting notes to action items.
Every call turns into a summary and a task list with owners.
Customer reply drafts.
Common questions answered in your voice, ready for you to send.
Review requests and follow-ups.
A nudge to happy customers after each job, sent automatically.
Talk it through on the drive to the next job
Describe the job out loud on the way to the next one: what you did, the parts, the hours. By the time you park, the estimate or invoice is drafted and waiting for your OK. Nothing goes to a customer until you approve it.
- Works by voice or text
- Uses your prices and your logo
- You review and send
Sample Electric Co.
INVOICE #1008
Bill to
J. Smith
Due
Due on receipt
- Subtotal
- $4,315.00
- Tax
- $302.05
- Total
- $4,617.05
Recent work
An electrical contractor uses a Claude assistant daily to turn spoken or typed job details into consistent invoices and estimates, after inconsistent results with ChatGPT.
Getting found in AI answers
Want your business named when customers ask ChatGPT or Google's AI who to call? That's part of our websites and lead generation work.
What it costs
Small setups fit in a Working Day. Ready-made tools are a fixed setup price. Bigger automations are a fixed-price project.