Our Work
A few of the systems we've built and put into production.
Deal-to-Documents
A single new client record turns into a finished document set behind the scenes: 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.
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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 at the same time.
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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.
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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
From the moment a new deal shows up to the moment it's ready for billing, enrichment, quoting, and record-keeping take care of themselves, kept in sync at every step.
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Trigger
A new deal is created in the CRM, and enrichment starts right away, 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, so the record is always current.
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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
A raw spec note becomes a correctly priced, correctly termed estimate: reading, pricing, and matching the customer all happen before anything gets built.
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Trigger
A deal reaching the right stage in the CRM kicks off the process.
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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, no manual lookup.
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Calculate terms
Deposit, staged payments, and any applicable incentive are calculated, 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
The moment a deal is signed and ready to move into onboarding, reading the details, handling the paperwork, and drafting a personalized welcome all get done without anyone driving them.
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Trigger
A deal moving into onboarding kicks off the process 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 every time.
Contract Automation
A deal reaching the right stage turns into a signed, tracked agreement: reading the details, picking the correct contract variant, and sending it out all run without anyone pushing them along.
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Trigger
A deal reaching the right stage in the CRM kicks off the process.
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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 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 once the agreement is sent.
Closeout Automation
Once a job wraps, reconciling the balance, keeping the record current, and pulling every photo into the client's folder all happen without anyone lifting a finger, right down to tidying up after itself.
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Trigger
A deal marked as complete kicks off the process.
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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.
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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 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.
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Capture
A new record gets submitted through the form and is added right away, 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.
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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, urgent ones flagged immediately, documents saved, and the right people notified.
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Follow-up monitoring
Open records missing key information are checked 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 chased, unresponsive items get flagged after a set period, and every update is logged.
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Audit & reporting
A full review runs on a schedule, summarizing risk and producing a report that lands in the team's inbox.
WhatsApp Intake Assistant
Every incoming message gets the same treatment: recognizing who's messaging, guiding them through a self-service menu, collecting exactly what's needed, and alerting the right team member.
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Receive
An incoming message is picked up right away.
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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.
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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 also get a secure upload link generated on the spot.
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Confirm & reset
The client gets a confirmation automatically, and their session resets, ready for their next message.
Voice Agent System
From the moment a call comes in, it's answered instantly, the request understood, the right details collected, and the call booked or routed, in both directions.
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Answer instantly
Every inbound call is answered instantly, 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 to the right specialized flow, no phone tree.
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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 and appointments are booked directly onto the calendar.
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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
On a recurring schedule, the pipeline gets kept clean: new leads pulled, checked against clear criteria, and converted or cleared, no manual screening.
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Trigger
Runs on a recurring schedule.
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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, no manual judgment calls.
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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 right away.
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Handle the rest
Leads that don't qualify are marked too, keeping the pipeline clean without extra manual work.
Deal Handoff Automation
A won deal moves straight into onboarding: the record enriched, the right tier determined, follow-up tasks created, and the customer welcomed, all within seconds.
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Trigger
The moment a deal is marked won, the process starts.
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Enrich the record
Full account and contact details are pulled, 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 based on deal size.
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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.