Built for Contractors & Trades
AI Automation for Contractors & Trades
Your crew works jobs. Let automation handle the estimates, paperwork, and follow-up.
Contracting businesses run on jobs, but the estimates, scheduling, documentation, and follow-up around those jobs quietly eat most of the admin week. The right automations cut hours of repetitive work per job and keep your schedule full without anyone manually working a follow-up list.
We also help contractor businesses address the security side of the tools they depend on. Your FSM, accounting software, and email accounts are real targets, and basic hygiene around credentials and configurations costs a fraction of what a disruption does. We address it as part of a complete engagement.
Where the hours and the risk are hiding
The problems we see on almost every contracting business engagement.
Quotes and estimates take hours to build
Your estimator fills out the same line items, the same markups, and the same boilerplate every time. A form-driven quote generator can cut estimate time from hours to minutes, with pricing pulled from your actual cost data.
Job photos, signed proposals, and change orders end up everywhere
Text messages, email attachments, desktop folders, WhatsApp: every job ends up with documentation scattered across five places. Automations can collect, file, and sync all of it into the right customer folder without anyone thinking about it.
Follow-up is whoever remembers it
Quotes sit unsent. Old customers never get a check-in. The big job from six months ago that turned into a maintenance contract? It didn't, because nobody followed up. Automated follow-up sequences fix this without adding an inside-sales hire.
Your business tools need basic security hygiene
Scheduling systems, accounting tools, and email accounts are real targets for credential theft and malware. A single compromised login can disrupt dispatch and invoicing. Basic security hygiene, including hardened email configs, credential monitoring, and patched access controls, costs a fraction of the downtime it prevents.
What we do for contractors & trades
Scoped to your stack, your workflow, and your actual risk.
Quote & Proposal Generation
A short form in, a branded PDF proposal out, pulling from your actual pricing, applying your markup rules, and ready to send the same day the customer calls.
Dispatch & Scheduling Automation
Job assignments routed to the right tech, confirmation texts to customers, pre-job checklists, and post-job photo/paperwork workflows, all tied into your FSM or CRM.
Job Documentation & File Organization
Photos, signed proposals, change orders, receipts: collected automatically, named correctly, and filed in the right customer folder. Stops the 'which folder is that in?' problem.
Customer Follow-Up & Review Generation
Automated post-job follow-up, review requests to the customers most likely to leave five stars, and win-back sequences for dormant customers, all written in your voice.
Dashboards for Owners & Office Managers
Single-view dashboards showing jobs scheduled, AR aging, crew utilization, and revenue pacing, pulled from the tools you already use.
Ransomware-Focused Security Assessment
External attack surface review, dark web credential checks, and email/cloud configuration hardening, targeting the specific tactics ransomware crews use against contractors.
Security is there when you need it
Your scheduling, invoicing, and email tools are worth protecting. We check the configurations and credentials that contractor businesses commonly leave exposed and close the gaps before they become a problem. Practical, right-sized, and scoped to what actually matters for your operation.
Frequently asked questions
What FSM and accounting tools do you work with?
ServiceTitan, Jobber, Housecall Pro, FieldEdge, QuickBooks, Xero, and most of the other common ones. If it has an API or Zapier integration, we can automate around it.
Can you help if we're mostly running on text messages and paper?
Yes, and that's a normal starting point. The first step is usually getting job info out of SMS and paper into something searchable, so automation has something to work with. We'll scope a sensible path forward on the free call.
How do you price automation for a contracting business?
Every project is scoped individually. We give you a fixed quote before we start, based on what the build actually requires. A short roadmap assessment is available if you want a written plan before committing to a build.
Do we really need cybersecurity help as a small contractor?
The tools your business runs on are real targets: scheduling systems, email, accounting software. Basic security hygiene is worth doing, and we scope it to what actually matters for a business your size. It costs far less than dealing with downtime from a single incident.
How fast can you ship something?
Simple automations, like auto-sending review requests or filing job photos, can be live in a week. Larger builds are typically 2–4 weeks. Security assessments are 1–3 weeks.
Core services we offer
The foundation of what we bring to contractors & trades, mix and match to fit your operation.
Business Process Automation
Reports, data entry, onboarding, file handling: automate the back-office work eating your team's week.
Learn more →Sales Automation
Lead follow-up, CRM syncing, proposal generation, pipeline alerts. Nothing falls through the cracks.
Learn more →Custom Apps & Integrations
Dashboards, internal tools, and integrations built to fit how your business actually runs.
Learn more →Cybersecurity Consulting
Security assessments, external attack surface analysis, and practical remediation plans.
Learn more →Automated Lead Generation
Targeted list building, cold email sequences, reply handling, and booked meetings. A full outbound system built and run for you.
Learn more →Paid Advertising
Managed Google, Meta, and LinkedIn campaigns. Strategy, creative, targeting, and reporting, all handled so your ad spend turns into booked customers.
Learn more →Other industries we serve
Let's talk about your contracting business.
30-minute call. We'll walk through what's slow or exposed, and tell you honestly what would make the biggest difference.