01Trades and installations
System for trade and installation companies: electrical, heating, HVAC
A small installation company doesn't have a full-time dispatcher or billing clerk. That's why quotes, timesheets, and invoices get typed up late at night after the job is done.
02Sound familiar?
Do you recognize this?
Quotes written late at night
The owner puts quotes together after hours—while the customer has already gone to a competitor.
Untracked van materials
What came off the van on a job is pieced together after the fact, and part of it never gets billed.
Schedules in one head and one phone
Only the owner—and their phone—knows who is going where and when.
Invoicing waits on paper
An invoice can't go out until the paper worksheet comes back from the install.
03From inquiry to invoice
How an order moves through your company
4 of 6 steps
handled by the system
- 1system
Inquiry
An inquiry from the website or email is logged automatically, and AI drafts the quote.
- 2person
Quote
The owner reviews and adjusts the quote, and the system sends it to the customer.
- 3system
Dispatch
The installation is scheduled and sent to the technician's phone with the address and job details.
- 4person
Labor and materials
The technician logs hours worked and materials taken from the van right on site.
- 5system
Service report
The work completion report is created directly from the technician's entry.
- 6system
Invoice
Labor and materials are ready for billing the moment the installation is finished.
04Modules that make sense
Building blocks for this industry
We assemble your system from the modules you actually need. No clutter.
- Quotes without late nights at the deskAI drafts the quote straight from the inquiry.
- Technicians on mobileThe dispatch, address, and job details are right on the technician's phone.
- Van stock trackingUsed materials are deducted from the warehouse or the van.
- On-site service reportsThe technician's log becomes the service report right away.
- Invoice right after installationLabor and materials are immediately ready to bill.
05What it takes over most often
Work the system takes over here
06Frequently asked questions
Frequently asked questions
Is this suitable for a five-person company?
Yes. Small companies save the most because the owner currently handles all the paperwork alone. You can start with a single process, such as quoting.
Our technicians aren't computer people. Will they manage?
Technicians work on their phones: they see where to go and log their time and materials. Everything else is prepared by the system for the office.
07Other industries
We also build systems for other businesses
Let’s start together
Tell us how your business works.
We will show you what a system that takes over part of that work could look like.
Book a consultation