Automation & AI Systems

Vertical-specific job ops systems for trades, logistics, and nonprofits. We build it. You own it. We run it on retainer.

Real People. Real Tech. Real Solutions.

Sound Like Your Operation?

"New job calls go to voicemail, leads go cold"

Trades shops losing jobs because intake is manual and slow

"Dispatch is still done on a whiteboard"

Freight and logistics companies running routing by phone and spreadsheet

"I'm paying staff to do robot work"

Talented people wasting time on tasks a computer should handle

"We miss leads because we're too slow"

By the time you respond, they've already called your competitor

"We need automation we own—not another SaaS subscription"

Tired of paying $200/month for tools you don't fully control

"We miss follow-ups because nobody owns the process"

Estimates sent, no follow-up, job lost. Happens every week.

What We Build

Custom automation systems designed for your actual workflow—not a template

Job Operations Systems

End-to-end job ops: lead intake → dispatch → invoicing → follow-up. Built on n8n (self-hosted) or Make.com—you own the workflow either way.

  • Trades: HVAC / electrical / plumbing job flow
  • Logistics: dispatch routing & client portals
  • Nonprofits: donor intake & campaign ops
  • n8n self-hosted or Make.com workflows
  • API integrations between your existing tools
🤖

AI Agent Deployment

AI assistants that handle initial customer interactions, triage leads, and gather information—while you stay in control.

  • Lead qualification agents
  • Customer intake automation
  • AI-powered chat & email responses
  • Appointment scheduling bots
  • Human-in-the-loop approval workflows
🔄

Business Process Automation

Map your operations and automate the tedious parts. Onboarding, invoicing, reporting—handled.

  • Document generation & templating
  • Automated reporting & dashboards
  • Invoice & payment processing
  • Onboarding & offboarding flows
  • Reminder & follow-up sequences

Real Use Cases

What automation actually looks like in practice

🔧 HVAC / Trades: Job Intake & Dispatch

❌ Before: Customer calls, goes to voicemail, manually entered into spreadsheet, dispatched by text. Jobs get lost.

✅ After: Web form or call intake triggers automated job creation, tech assignment, customer confirmation, and invoice on completion. Zero manual steps.

🚛 Logistics: Dispatch & Client Updates

❌ Before: Loads assigned by phone. Clients call for updates. Status tracked in a whiteboard or shared spreadsheet.

✅ After: Load intake triggers driver assignment, automated client status updates, and delivery confirmation—all from one owned system.

🤝 Nonprofits: Donor Management & Follow-Up

❌ Before: Donations tracked in spreadsheets. Thank-you emails sent manually days later. Lapsed donors never followed up with.

✅ After: Donation triggers instant receipt, tax letter, and personalized thank-you. Lapsed donor sequences run automatically. No cloud data-sharing with third parties.

📊 Estimate → Invoice → Follow-Up Loop

❌ Before: Estimate sent. No follow-up unless someone remembers. Job lost to competitor who called back first.

✅ After: Estimate sent → 48hr follow-up triggered automatically → acceptance converts to job → completion triggers invoice. Nothing falls through the cracks.

How We Work

No black boxes. No vendor lock-in. You own what we build.

1. Discovery & Mapping

We shadow your actual workflow—not what you think it is. Where are the bottlenecks? What's repetitive? What breaks?

2. Build & Test

We build automation in your systems (not ours). Test with real data. Iterate based on your feedback.

3. Document & Train

Plain-language documentation. Training for your team. You own the logins, the workflows, the data.

See It In Action

Try our interactive lead triage simulator—compare manual vs AI-assisted workflows

Try the Demo

Ready to Automate the Boring Stuff?

Schedule a free 30-minute workflow audit. We'll scope a vertical-specific system for your operation. Typical investment: $4,500–$5,500 to build · $650–$750/month to run. You own everything.