Your AI operations partner · Local
Your digital office, with a helper at each desk.
Solo to about 10 people, one location. Count whichever is bigger.
We set up your digital office with a desk for each job and an AI helper at each one, and you approve what leaves.
Free, no obligation. Your Scorecard page and PDF come within 24 hours of the call.
You are in the right place if...
- You’re a solo owner, or you run a team of up to about 10 from one base.
- You still approve most things yourself.
- Your setup is email, a phone, accounting software or a spreadsheet, and nobody looks after IT.
More than 10 people, or several locations? See Regional. 200+ people, or many locations? See National. In between, with no IT? Start free and we’ll tell you which fits.
Where work tends to slip
Sound familiar?
Quotes go quiet.
A quote goes out, and nobody follows up until the customer calls.
Money waits.
Invoices go out late, and reminders depend on someone remembering.
Customers ask where things stand.
Updates get written one at a time, usually at night.
New leads wait.
An inquiry that lands while you’re on a job sits until evening.
You’re the only one who knows.
How things get done lives in your head, and everything waits for you.
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Who this is for
Contractors and remodelers
Quotes waiting, customers chasing updates.
Home services
You’re on the job when the next inquiry comes in.
Custom trades
Quotes for custom work take days to write.
Real estate
Leads cool off between showings.
Med spas
Bookings, reminders and reviews fall to the front desk.
Clubs and venues
Event inquiries and confirmations pile up.
Law firms
Intake replies and client updates wait on billable hours.
Financial advisors and CPAs
Document chasing eats the week.
Part of a franchise? Start here.
Your franchisor may already have a route. Tell us who it is.
What we bring
A digital office, set up for you.
We set up the digital office with you. You don’t install or host anything, and you don’t need an IT person.
A helper at each desk.
It prepares the follow-up. You approve what leaves the desk, and every action is logged.
Open it and see what needs you.
For a solo owner, it’s another pair of hands. For a small team, it’s a shared board.
Your tools, looked at first.
We check the email, calendar and accounting you already use, and tell you which connections we can make. We start read-only.
Built so a small team can carry more of the office work.
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Regional and National companies bring their own IT and rules. We work inside them. You get the digital office ready-made.
Five example desks
01Sales desk
New inquiries and open quotes.
Example workflow: quote follow-up, which drafts the next nudge for your approval.
02Jobs desk
Jobs in progress and who’s where.
Example workflow: weekly job update, which prepares a status note for each open job.
03Customer desk
Each customer and what was last said.
Example workflow: review request, drafted after a job closes, for you to send.
04Invoices desk
What’s out and what’s overdue.
Example workflow: invoice reminder, which stops when it’s paid, after your approval.
05Owner’s desk
One page of what needs you today.
Example workflow: morning brief.
You approve what leaves.
Example desks for a small contractor or service business. Example only, not a live product screen.
Front desk
- Drafts replies to new inquiries
- Confirms tomorrow’s appointments
- Flags anything unusual
Owner initials OM = office manager
The desks
Each desk has a helper and an owner
A desk is a job in your office. Its helper does the routine part. A person on your team owns it.
How it could work
An example day. Not a real client. Not a result.
A small remodeling business, two owners and a crew. Here’s how one day could go, from a phone.
- 01 · Customer desk
The helper drafts A reply to a new inquiry, asking for the address and photos.
The owner approves Reads it on the phone and taps approve.
Owner approved - 02 · Jobs desk
The helper drafts A crew change moves Thursday’s job and queues a note to the customer.
The owner approves Confirms the move and approves the note.
Owner approved - 03 · Sales desk
The helper drafts A follow-up on a quote sent three days ago.
The owner approves Changes one line and approves it.
Owner approved - 04 · Invoices desk
The helper drafts A draft invoice for the job that just finished.
The owner approves Checks the details and approves it.
Owner approved - 05 · Invoices desk
The helper drafts A reminder for an invoice that’s now overdue.
The owner approves Approves it. It stops once the invoice is paid.
Owner approved - 06 · Owner’s desk
The helper drafts A short list of what needs the owner tomorrow.
The owner approves Reads it. Nothing goes out.
The helper prepares. The owner approves. Every action is logged.
Could work with the email, calendar and accounting you already use. We confirm which connections we can make before you pay.
The ladder at this scale
Scorecard.
A free call about how your work runs, then a page and a PDF you keep. On the call we look at which desk to set up first.
Diagnostic.
We talk with you and the people who do the work, then write your Blueprint. Priced by depth.
Build.
We set up your digital office with the desks you choose and a helper at each, test it with your team, and send the final plan in five business days.
Run.
We host it and support it, and we stay until it sticks. You approve what goes out.
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Fewest moving parts: one digital office, a few desks, you approving.
How it starts
- 01Free Scorecard call. We learn how your work runs.
- 02Diagnostic. We map your work and write your Blueprint.
- 03Build. We set up your digital office in five business days.
- 04Run. We stay until it sticks.
Partnership, through adoption
We don’t hand over a plan and leave. We train your team, walk them through what they’ll see, and stay until it becomes how the work gets done. You lead. We map the route and climb with you.
Questions
What is the digital office?
The workspace we set up for you. It holds the desks, and you see what needs you across all of them.
What is a desk?
One job in your business, in one place, such as quotes, jobs or invoices. A helper prepares the work on it, you see what needs you, and you approve what leaves. A desk doesn’t replace a person.
Can my people use it too?
Yes. You and a few people share one digital office. We set up with you which person sees which desk, and you decide who approves what.
Do I need an IT person?
No. We bring the digital office and set it up with you. You don’t buy servers, install software or host anything.
What does it cost?
The Scorecard is free. The Diagnostic is priced by depth and agreed in writing first. Build and the monthly fee are scoped from your plan, and you see every number before you commit.
Is my data safe?
We don’t hold SOC 2 or any certification yet. Every outbound step waits for a person, every action is logged, and your data is exportable, never sold and never used for anyone else.
Start with what you already have.
A short call about how your work runs. We check the tools you already pay for before we suggest anything.
Start free today→Not sure? Start with the free Scorecard.