01 / 03 · WEEK 1
Walk the floor & map bottlenecks.
We sit with you and the people doing the work: estimators, dispatchers, and office leads. We look at the tabs they already have open and pinpoint where hours disappear into manual entry.
Current Tools Open Today
Outlook, Excel, QuickBooks, Jobber
Primary Bottleneck Identified
12+ hrs/wk copying RFQ PDFs into Excel quotes
Week 1 Deliverable
Written Bottleneck Map & Flat-Rate Scope
02 / 03 · WEEKS 2 TO 4
Wire & build inside your stack.
We build your custom automations, cross-app bridges, and private company AI assistant directly inside your existing cloud accounts with role permissions and audit logs.
Inbox & QuotingConnected to rate sheet
Schedule & BillingSynced to QuickBooks
Company MemoryIsolated with Supabase RLS
03 / 03 · ONGOING OR TURNKEY
Train your team & scale with you.
We train your staff side-by-side in plain language, measure the hours saved every week, and either stay on as your hands-on AI partner or hand over the repository and runbook cleanly.
Staff TrainingSide-by-side SOP walkthroughs
Ownership100% in your company accounts
SupportManaged run or turnkey handover