Contractors · Equipment dealers · Service and repair shops
AI for field service and trades businesses
In a small trades business, the owner or one office person carries every hand-off between the phone, the schedule, the invoice and the bank. We build the connections so a job request becomes a scheduled job, a quote and an invoice without anyone typing it twice.
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Jobber, QuickBooks and Gmail integration replacing Zapier, built as custom apps and direct API connections
Field-service business ·10-hour engagement
Client name withheld until written permission is on file.
Where the hours go
Requests arrive everywhere
Calls, texts, web forms and email all land in different places, and someone has to turn each one into a job by hand.
Two systems that never agree
The job-management tool and QuickBooks drift apart, so invoices go out late and the books need a cleanup every month.
Evenings go to catch-up
Quotes, follow-ups and payment reminders get written after the crew goes home, or they do not get written at all.
Consulting
What we build.
Every engagement starts from your actual workflows and is quoted as a fixed scope after a 30-minute call. These are the systems we build most often in this field.
- Inbound requests turned into scheduled jobs in the tool you already use
- Quote and follow-up drafts from your own price list, approved by a person before they send
- Job management and QuickBooks kept in step through direct connections, not copy and paste
- A weekly view of booked, completed and billed work
Customer names, addresses and payment details stay in your accounts. Anything that sends a message or touches an invoice has a person approving it until you decide otherwise.
Training, sold separately
AI for Field Service and Trades Businesses
AI on the office side of a trades or equipment business: scheduling, quoting, invoicing and follow-up. Ten live hours, $3,000 per trainee. Approved for Massachusetts Workforce Training Fund Express, which reimburses eligible employers with 100 or fewer Massachusetts employees 100% of the course.
Questions
- Do we need to change our job-management software?
- Usually not. We start from the tools you already pay for and connect them. If a tool cannot be connected safely, we tell you before any work starts.
- Can the office staff learn to run it themselves?
- Yes. Our AI for Field Service and Trades Businesses course teaches exactly that, on practice data. It is a separate product from consulting and is approved for Massachusetts Workforce Training Fund Express.
- What does it cost?
- Consulting is quoted as a fixed scope after a 30-minute call. The course is $3,000 per trainee, and eligible Massachusetts employers can be reimbursed 100% through Express.