Most contractors can't see what they made yesterday, and half their quoted jobs go cold because nobody follows up. I build the financial command center and the AI follow-up systems that give owners real-time control of the money and revive the quotes sitting in the drawer — bolted onto the tools you already run.
Real systems, live in under 30 days. A bolt-on layer — not a rip-and-replace.
You don't actually know what you made yesterday — cash, job costs, and margins live in QuickBooks, a spreadsheet, and your head, never in one place.
Quoted jobs go cold. You send the estimate, get busy, and never follow up — so the homeowner signs with whoever texted them back.
Your office runs on manual data entry and one person's memory — hours of payroll spent on work a system should be doing.
Nobody has written roles or SOPs — when someone drops the ball, there's nothing to point to, and everything routes back to you.
An AI concierge follows up with every quoted-but-cold homeowner, reads where their head is at, and hands you the ones ready to buy. It never quotes a price and never goes off the rails — you stay in command.
Sample pipeline shown in the live demo below.
See who's warm, who's cold, who's ready to accept, and how much quote value is in motion — at a glance, without logging into five tools.
The agent nurtures each lead like a real assistant — and never quotes a price, commits a date, or invents facts about your company. Jump in and take over any thread yourself the moment you want to.
Ready to sign, asking for a price, or upset — those get routed straight to you. The rest, it keeps warm on its own, so you only step in where it counts.
Bolts onto your CRM. Works with Jobber and the tools you already run — no rip-and-replace.
It doesn't replace you. The agent nurtures and hands warm leads to you — it never closes the deal on its own.
Never goes off the rails. It won't quote a price, commit a date, or invent facts about your company.
Texts in your voice. You approve the messaging up front — it sounds like your office, not a robot.
Respects the rules. Quiet hours are enforced and STOP / opt-outs are honored automatically.
You stay in command. Jump into any conversation and take it over the moment you want to.
Roofing and MEP owners hire me to turn manual, money-losing back-office work into systems that run on their own. Two of them:
A roofing company needed a steady stream of homeowners who actually need a new roof. I built an automated system that scanned public permit and compliance records and surfaced the exact properties out of roofing code — the owners who need a roofer now — replacing a manual lookup that took hours per ZIP code.
A multi-company mechanical, electrical & plumbing contractor couldn't see cash or job profit across his businesses. I'm building his financial command center — real-time visibility wired to QuickBooks — plus automated utility-bill reconciliation and a written roles-and-KPIs structure, so the business stops routing every decision back to him.
A real-time dashboard — cash in and out, job-level profit, payroll burn, and P&L at a glance — wired to QuickBooks and your accounting system. Finally know what you made yesterday.
We find the manual, repetitive work eating your office's day — data entry, follow-ups, reporting — and automate it, so your people do higher-value work without you adding headcount.
Written roles and standard procedures so accountability doesn't live only in your head — new hires ramp faster and you stop being the single point of failure.
Do $400K a month and let just 5% leak through cold quotes, missed follow-ups, and manual errors, and that's $20,000 a month walking out the door — money most owners never see because it never shows up on one screen. The command center makes it visible. Then we help you close the gap. It pays for itself the moment it finds the first leak.
Book a 15-minute demo. No pitch deck, no jargon — I'll walk you through the command center and the AI concierge live, and we'll figure out whether it's a fit. If it's not, I'll tell you that too.
Book a 15-Minute Demo