Our Work
A few of the systems we've built and put into production.
Deal-to-Documents
This is what runs behind the scenes for a single new client record: no manual document creation, no hunting for templates, no re-typing the same details three times.
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Trigger
A deal reaching the right stage in the CRM kicks off the process automatically.
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Read the spec
The relevant note is pulled and parsed automatically, every equipment and configuration detail extracted from free text into structured data, with key totals calculated automatically.
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Generate for signature
The primary agreement document is assembled from the deal and spec data and sent out for e-signature automatically, no manual document prep.
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Generate the technical report
The inspection/commissioning report is built automatically, pulling the correct technical specs to match the actual installed equipment.
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Build the client pack
A tailored client document pack is created from a template and customized automatically, trimmed to include only what's actually relevant to that install, not a generic one-size-fits-all packet.
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File it
Everything lands in the client's folder automatically, correctly named and organized.
Quote-to-Invoice
This is what runs from the moment a new deal shows up to the moment it's ready for billing: enrichment, quoting, and record-keeping happen on their own, kept in sync at every step.
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Trigger
A new deal is created in the CRM, and enrichment starts automatically, no one has to remember to fill anything in.
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Enrich & prepare
Contact details are pulled and formatted, and a pre-filled quote link is generated and attached to the deal, ready to send without manual data entry.
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Capture the quote
When the client submits the quote form, every field is parsed automatically into structured, usable data.
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Update the record
A clean summary is posted to the deal and every relevant field updates automatically, so the record is always current, no one copying details between tools by hand.
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Prepare billing
The line items for the job are built from the quote and checked against your billing system: matched automatically if they already exist, created or flagged for quick review if they don't.
Spec-to-Estimate
This is what runs from a raw spec note to a correctly priced, correctly termed estimate: reading, pricing, and matching the customer all happen automatically before anything gets built.
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Trigger
A deal reaching the right stage in the CRM kicks off the process automatically, no one has to start it by hand.
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Read & parse
The relevant note is pulled and parsed automatically, breaking every spec detail down into structured data instead of someone reading through free text.
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Price it out
Every line item is priced and matched to the correct product and tax setup automatically, no manual lookup, no copy-paste pricing errors.
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Calculate terms
Deposit, staged payments, and any applicable incentive are calculated automatically, along with the customer memo, the math happens once, correctly, every time.
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Match or create the customer
The customer record is found or created automatically, matched by contact details, no duplicate entries piling up over time.
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Build the estimate
The correct estimate, or estimates, when incentives or add-ons apply, is generated automatically in your accounting system, correctly handling every combination of new versus existing customer and whatever extras apply.
Onboarding Automation
This is what runs the moment a deal is signed and ready to move into onboarding: reading the details, handling the paperwork, and drafting a personalized welcome all happen automatically.
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Trigger
A deal moving into onboarding kicks off the process automatically, once the agreement is signed.
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Read the details
The relevant note is pulled and parsed automatically, including any incentive eligibility and add-ons.
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Calculate & personalize
Any applicable incentive is calculated, and a personalized onboarding email is assembled automatically, showing only the sections relevant to that specific customer.
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Set up the client folder
A dedicated folder is created (or found, if one already exists) for the client automatically.
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Gather the paperwork
Open invoices are pulled from the billing system and the signed agreement is retrieved, both filed straight into the client's folder, no manual downloading or attaching.
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Draft & update
A ready-to-send onboarding email is drafted with everything attached, and the CRM record is updated with the current balance, automatically, every time.
Contract Automation
This is what runs from a deal reaching the right stage to a signed-and-tracked agreement: reading the details, picking the correct contract variant, and sending it out all happen automatically.
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Trigger
A deal reaching the right stage in the CRM kicks off the process automatically.
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Read & calculate
The relevant note is pulled and parsed, and the system size, payment terms, and any applicable incentive are calculated automatically.
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Select the right version
The correct contract variant is selected automatically based on the specific configuration and incentive eligibility, no one picking the wrong template by hand.
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Populate & send
Every field, customer, system, payment schedule, banking details, is filled in automatically and the agreement is sent out for e-signature immediately.
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Record the result
The signed document reference is written back to the CRM automatically.
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Advance the deal
The deal moves to the next stage automatically once the agreement is sent, no one manually updating status.
Closeout Automation
This is what runs once a job wraps: reconciling the balance, keeping the record current, and pulling every photo into the client's folder all happen automatically, right down to tidying up after itself.
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Trigger
A deal marked as complete kicks off the process automatically.
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Reconcile the balance
Any outstanding balance is pulled from your accounting system automatically, due dates are set, and totals are summed if there's more than one open item.
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Update the record
The CRM is updated with the current balance automatically, no one copying numbers between systems by hand.
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Collect the photos
Every photo from the job's dedicated channel is gathered automatically.
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File them
Photos are uploaded straight into the client's folder, correctly organized, no manual downloading and sorting.
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Clean up
The channel is archived automatically once everything's filed, keeping things tidy without anyone having to remember.
Lead Capture App
This is what replaced a raw spreadsheet for one team's lead intake: a shareable form, a live editable table, and a single source of truth, all reachable from a browser with nothing to install.
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Access instantly
A shareable web form and live table are ready to use immediately, no separate app to install, no login friction for the team.
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Capture
A new record gets submitted through the form and is added automatically, no one touching a raw spreadsheet by hand.
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List & search
Every record is available in a live, searchable, sortable table, always up to date.
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Edit inline
Any record can be edited directly in the table, with changes written back automatically.
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Extend on the fly
New fields can be added right from the browser as the team's needs grow, no one editing the underlying data source directly.
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Stay in sync
Everything reads and writes to one single source of truth, so there's never a version mismatch or a duplicate copy floating around.
Case Automation System
A connected 4-part system, not four separate workflows: each part works together to intake new records, monitor open ones, chase outstanding status, and report on all of it, automatically.
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Intake & classification
New requests coming in by email are read, classified, and routed automatically, urgent ones flagged immediately, documents saved, and the right people notified, no one manually sorting an inbox.
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Follow-up monitoring
Open records missing key information are checked automatically on a set schedule, with a follow-up message sent out on its own, nothing falls through from being forgotten.
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Status tracking
Outstanding status or financial details are automatically chased, unresponsive items get flagged after a set period, and every update is logged, no manual chasing or spreadsheet updates.
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Audit & reporting
A full review runs automatically on a schedule, summarizing risk and producing a report that lands in the team's inbox, no one compiling it by hand.
WhatsApp Intake Assistant
This is what runs on every incoming message: recognizing who's messaging, guiding them through a self-service menu, collecting exactly what's needed, and alerting the right team member automatically.
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Receive
An incoming message is picked up automatically, no one manually monitoring the inbox.
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Recognize the contact
Returning contacts are recognized automatically and picked up right where they left off; new contacts get a welcome menu.
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Guide with a menu
A self-service menu walks the client through their options, remembering exactly where they are in the conversation.
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Collect what's needed
The right details are requested for whatever they've chosen, in one clean message, no back-and-forth.
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Alert the team
A formatted internal notification goes out automatically for every request type, so nothing sits unseen, requests needing documents get a secure upload link generated automatically.
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Confirm & reset
The client gets a confirmation automatically, and their session resets, ready for their next message.
Voice Agent System
This is what handles a call from the moment it rings: answering instantly, understanding the request, collecting the right details, and booking or routing it, automatically, in both directions.
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Answer instantly
Every inbound call is answered automatically, day or night, after-hours calls handled the same as business hours, no queue.
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Understand the request
The caller's intent is understood from what they say and routed automatically to the right specialized flow, no phone tree, no transfers.
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Collect what's needed
The agent asks for exactly the right details for that type of request, structured and complete, in one conversation.
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Check & book
Availability is checked automatically and appointments are booked directly onto the calendar, no back-and-forth.
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Handle outbound too
The same system can place outbound calls when needed, for example, following up on an open request automatically.
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Route & notify
The finished request is routed to the right place internally, with the team notified automatically.
Lead Qualification Engine
This is what runs on a recurring schedule to keep the pipeline clean: pulling new leads, checking them against clear criteria, and converting or clearing them automatically, no manual screening.
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Trigger
Runs automatically on a recurring schedule, no one has to kick it off or remember to check.
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Pull new leads
Every new, uncontacted lead is pulled from the CRM automatically.
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Qualify
Each lead is checked against clear criteria automatically, no manual judgment calls, no inconsistent screening.
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Convert the good ones
Qualified leads are converted automatically: status updated, an opportunity created, a contact created, and a follow-up task assigned to the right rep.
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Notify & acknowledge
The sales team is notified automatically, and the lead gets an acknowledgement, no one waits without a response.
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Handle the rest
Leads that don't qualify are marked automatically too, keeping the pipeline clean without extra manual work.
Deal Handoff Automation
This is what runs the moment a deal is won: enriching the record, determining the right onboarding tier, creating the follow-up tasks, and welcoming the customer, all automatically, within seconds.
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Trigger
The moment a deal is marked won, the process starts automatically, no delay waiting for someone to kick it off.
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Enrich the record
Full account and contact details are pulled automatically, so nothing has to be looked up by hand.
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Determine the tier
The right onboarding tier and kickoff timeline are calculated automatically based on deal size, no manual judgment calls.
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Create the follow-ups
A kickoff task and a welcome-package task are created automatically, each pre-filled and correctly dated.
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Notify everyone
The win is announced and the onboarding team is notified automatically in the team chat, with everything they need to assign it.
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Welcome the customer
A welcome email goes out automatically, so onboarding starts within seconds of the deal closing.