HVAC, plumbing and electrical
After-hours call triage, maintenance plan reminders, estimate follow-up and review requests after each job.
Tell us the chore that eats your week. If it’s worth automating, we’ll build something to handle it, and you decide which steps still need a person.
Small chores with a clear before and after. Tick any that sound useful, and they’ll go into your message to us.
This is a menu of what we can build, not a list of past projects. Some items depend on what each service allows, and business texting needs customer consent and carrier registration.
Nothing here matches that. Tell us the chore and we’ll say whether it can be automated.
After-hours call triage, maintenance plan reminders, estimate follow-up and review requests after each job.
Photo job logs, bid tracking, change order drafts and subcontractor insurance tracking.
Seasonal renewals, route planning, weather notices and recurring service billing.
Front-office work only: reminders, intake paperwork, recall lists and insurance verification prep, on tools that fit your privacy obligations. No clinical decisions.
Intake screening, conflict check prep, document summaries for attorney review and deadline reminders.
Client document collection, tax season reminders, inbox sorting and engagement letter routing.
Renewal reminders, certificate requests, quote intake and policy document filing.
Fast lead replies, listing description drafts, showing scheduling and transaction checklists.
Guest messages, maintenance tickets, cleaning schedules and owner statements.
Catering inquiries, supplier invoice capture, staff schedules and review reply drafts.
Stock alerts, rental bookings, digital waivers and seasonal promotions.
Booking, rebooking prompts, class waitlists and membership renewals.
Delivery paperwork capture, driver road and weather briefings, maintenance schedules and load updates.
Orders from email entered into your system, quote drafts, stock tracking and supplier follow-up.
Donor thank-yous, grant deadlines, volunteer schedules and board reports.
Client reports, proposal drafts, onboarding steps and time tracking reminders.
What keeps eating your week, and which tools you use now. A rough description is fine.
What it will do, what it connects to and what it costs, in writing before work starts.
We test it on real examples from your business and fix the problems we find.
Nothing goes live until you have seen it work. You decide what still needs a person’s okay.
Steps that reach a customer, move money or change an important record can wait for your okay. Some, like a live phone line, respond on their own, so we agree the rules up front.
We connect the tools you already use wherever we can, rather than asking your team to learn new software.
We set automations up to keep a record of their work and alert someone when a run fails.
Repetitive work across a small business: answering calls, following up on leads, sorting email, scheduling, invoicing, paperwork, reports and custom AI assistants. Each job is scoped and priced in writing before work starts, and anything that reaches a customer or moves money can wait for your approval. We do not promise specific time or cost savings.
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It depends on the job, so we quote each one in writing before work starts. Connecting two apps is a small project. A custom AI agent is a larger one. Any software or usage fees are listed separately, so you can see them before you decide.
Ask anyway. The list shows the kind of work we can take on, and it is not a limit. If we do not think something is worth automating, or AI is the wrong tool for it, we will tell you.
Usually not. Many automations can connect to the tools you already use. If a tool has no way to connect, we will explain the options, including keeping that step manual.
Sometimes, yes. That is why we test on real examples, keep a record of what the automation does and can put a person’s approval in front of the steps where an error would matter.
We ask for the least access the job needs and tell you which outside services your data will pass through. Patient, legal and financial records can carry extra rules, so we check those with you before building anything.
Automations need upkeep, because the tools they connect to change. We agree who handles upkeep as part of the written scope, whether that is ongoing support or a handoff to your team.
We are based in Bend, Oregon, and much of this work can be done remotely, so businesses elsewhere in the US are welcome to ask.
No. AI automation is a separate service, and you can hire us for either one without the other.
Tell us about one chore, or send the ones you ticked. We’ll email you with a few questions and let you know whether it’s worth automating.
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