Job setup
Builds the new job from the signed contract: fields, schedule, tasks, folders and customer portal.
Human checkpointYou approve before it goes live.
Home/AI and automation
AI and automationAgents handle the busywork. Your people make the calls.
Work is changing fast. AI agents can now take repetitive steps off your team, move information between systems, and keep your documentation consistent. We design them around your systems and processes, with a person in the loop wherever judgment matters.
How an agent fits into a workflow
- Trigger A job is sold, a log is posted, a selection is due.
- Agent does the steps Gathers, drafts, checks and prepares the work.
- People make the call Person approves Your team reviews anything that needs judgment.
- Recorded in your CRM Updated and documented the same way every time.
Example agents
Agents we build
Examples of the kind of agents that come out of a workflow report. Yours are designed around the steps that cost your team the most time.
Daily log summary
Reads the day's field logs and flags delays, damage and missing materials for the office.
Human checkpointThe office reviews the flags each morning.
Selection follow-up
Drafts reminders to owners as selections come due, and warns the super before one holds up a phase.
Human checkpointSent only after your team signs off.
Weekly briefing
Writes a plain-English summary of performance against plan for the leadership meeting.
Human checkpointEvery number traces back to the dashboard.
Documentation keeper
Keeps SOPs and process documents in step with how work is actually being done in your CRM.
Human checkpointChanges are proposed, never published silently.
Incident intake
Turns a service call into a coded incident with cause, crew and photos, ready for the rate report.
Human checkpointThe service lead confirms the cause.
Our principles
The human connection stays
Agents do the repetitive steps. People make the calls. Everything is logged.
People decide
Anything customer-facing or judgment-based goes to a person before it happens.
Everything logged
Every agent action is recorded, so you can see what happened and why.
Start small
One agent on one workflow first, measured against the time it saves, then expand.
Clean data first
Agents are only as good as your system of record. We get your CRM right before we automate on top of it.
Where to start
Find out which workflow to automate first.
Every engagement starts with a fit review. From there, the workflow report shows where an agent will help most.