Specialty trades
Close out jobs, invoice, and collect.
HVAC, plumbing, and electrical shops of about 2–20 people, on QuickBooks Online plus Jobber or Housecall Pro.
AI back office for contractorsBack-office AI workers
For small businesses in the US and Canada.
We deploy and manage AI workers in the tools you already use. Trades shops of about 2–20 people get a Closeout & Collections Clerk. Property managers of about 20–300 doors get help with maintenance intake, rent follow-up, and owner statements.
Property managers
Maintenance, collections, owner statements.
Firms with about 20–300 doors. Maintenance intake, rent follow-up, and owner statements, in the PMS, email, and SMS.
AI workers for property managersEquipment rental
One back-office loop, run through.
Name the process that eats the week. The scan picks the first worker and the records it needs.
AI readinessA worker starts in shadow mode: it drafts, and a person approves. It takes on routine work by itself only after it has proven accurate on that task. You keep the data and the production accounts.
From the books to a worker in production
Read the business, pick one workflow, prepare the data, launch one worker, then keep it running.
- 01
Analyze the business
Revenue, cost, and hours by client before any agent is scoped.
View serviceRevCostMargin leakNorthHarborSummitCedar - 02
Map AI opportunities
Unbilled jobs, late invoices, and supplier bills that do not match the job.
View serviceUnbilled–Invoices–Bills– - 03
Prepare data for AI
Scattered records structured into entities agents can trust on live work.
View service - 04
Onboard agents
A named worker on the workflow. Shadow first, then a live handoff.
View serviceShadowLiveDoc chaseAgentCleanSend - 05
Operate and improve
Monitoring, fixes, and the next worker once the first one is stable.
View service
The back office
Where the work sits
The paperwork that piles up in a small trades shop, and the loops a small property firm still runs by hand.
Trades shops
- Unbilled jobsThe invoice never goes outClient–Other–
- Late invoicesPayment sits after the jobClient–Other–
- Supplier billsThe bill does not matchClient–Other–
- Payment chaseSomeone has to follow upClient–Other–
A shop of about 2–20 people finishes the job. The invoice, the payment, and the supplier bill still wait. Trades shops
QuickBooks Online plus Jobber or Housecall Pro. The records are already there. The handoff is the stall. Cash Leak Audit
Property managers
- Maintenance emailRequests sit in the inboxNow–Wanted–
- Rent follow-upLate rent waits on a personNow–Wanted–
- Owner statementsAssembled by handNow–Wanted–
- Double entryThe same numbers, twiceNow–Wanted–
A firm of about 20–300 doors still runs maintenance intake, rent follow-up, and owner statements by hand. Property managers
The worker drafts. A person approves. It takes the routine on only after it is accurate on that task. How a worker starts
01
services
Quick start, audit, deploy, then operate. A back-office AI worker runs the workflow. For small businesses in the US and Canada. Not a chat setup and not a basic automation. Older products can still be rebuilt.
02
projects
03
our principles
Agents run inside the ledger, inbox, and property system on live client work.
- Shadow first
- Live in production
- Every action audited
- Your tools, your data
- Compounding agents
04
What a project covers
01
A role on the task board
One named worker on a live workflow in the tools you already pay for. Not a chatbot beside the spreadsheet.
02
Short of capacity, not software
The stall is the handoff between systems. We name one loop and put a worker on it.
03
From analysis to a live agent
Analysis, then the Opportunity Map, then the smallest dataset that makes the first job reliable. Exceptions go to a person.
04
You keep the record
You keep the data, the code, and the production accounts. Every action stays in the log.
Specialty trades
Close out jobs, invoice, and collect.
A Closeout & Collections Clerk for HVAC, plumbing, and electrical shops of about 2–20 people.
AI back office for contractorsProperty managers
Maintenance, collections, owner statements.
Maintenance intake, rent follow-up, and owner statements, for firms with about 20–300 doors.
AI workers for property managersEquipment rental
One process that caps capacity.
Name the loop. The scan picks the first worker and the records it needs.
AI readinessSoftware you already run
Rebuild the product, keep the operation.
Rebuild the system you already run. The old one stays until the new one is trusted.
Digital solutionsQuestions owners ask first
No. They take repetitive back-office work so your people focus on judgment, relationships, and exceptions. The agent runs that job.
For analysis: accounting or PMS exports, payroll, time tracking, and client lists. For the audit: access to the tools where work actually happens (email, practice software, QuickBooks, property systems). We scope the minimum needed and can start with read-only exports before any integrations.
Entry prices, in USD: Cash Leak Audit $500, credited to setup and free for the first 5 shops. A trades start is $1,200, which is $500 setup plus $700 for the first month. A managed worker starts at $700 a month. The rest of the list is on the pricing page. See pricing
Yes. We can sign a mutual NDA before sharing sensitive operations or financial details. Many engagements start with the paid audit so both sides evaluate fit with clear boundaries.
Where to read the proof
Bring one manual processSAY HELLO!
Tell us the process. Invoicing, collections, closeout, or document follow-up. We reply within one business day.