Where it applies

I do not limit myself to one industry. Here are examples of repeatable processes worth starting a conversation with.

Field services

HVAC, installations, renovations — dispatch and paperwork eat the owner's day while quotes sit unanswered. Automation recovers office hours and closes more jobs.

  • Job dispatch to crews
  • Follow-up on sent quotes
  • Review collection after the job
  • Crew schedules and notifications
  • Field-to-office reporting

Professional offices

Accounting firms and law offices drown in documents. Data extraction, contract flow and client onboarding — all automatable without changing your systems.

  • Data extraction from invoices and documents
  • Contract flow and reminders
  • New client onboarding
  • Recurring reporting
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