business automation.
half the usual price.
we connect your field technicians, supplier receipts, and customer orders directly to your software so quotes and entries are drafted in seconds instead of hours.
• office retypes lines, looks up price book
• quote delayed till evening or next day
• priced quote draft generated instantly
• office one-click review & customer send
three high-friction workflows
custom-engineered for trade contractors, field services, and wholesale distributors.
quote preparation
turn technician field notes and site photos into accurate, priced quote drafts using your master price sheets.
receipt matching
reconcile supply-house invoices and delivery slips directly to job orders with calculated billing markups.
wholesale order entry
convert customer PO emails and PDFs directly into your ERP sales queue with verified part-number matching.
transparent investment
both initial setup and ongoing monthly retainers are reduced by half for campaign clients.
illustrative scope comparison
pricing scales with operational complexity and monthly transaction volume:
| scope level | regular comparison | campaign fee (50% off) |
|---|---|---|
| standard workflow | $1,000 | $500 |
| multi-trade pipeline | $2,000 | $1,000 |
| operations overhaul | $3,000 | $1,500 |
every proposal itemizes setup and recurring fees with the confirmed 50% reduction applied. no hidden licensing markups.
four steps to full automation
1. identify the bottleneck
pinpoint where field notes, supplier bills, or customer orders stall your back office. bring sample job files to the call.
2. map data rules
we document inputs, price sheets, business rules, and the exact verification checkpoints your team requires.
3. review proposal
receive a clear scope outline showing deliverables, regular rates, your 50% campaign fee, and start availability.
4. deploy & test
agreed pipelines are built and verified in sandbox before touching live customer communications.
frequently addressed questions
does this replace our office team or risk errors?
no. the engine never dispatches directly to customers. it prepares structured drafts so your staff simply verifies and approves with one click.
what software or systems do we need to replace?
none. we integrate directly with the tools you already use, including quickbooks, servicetitan, jobber, spreadsheets, or proprietary erps. zero migration required.
how fast can an automated pipeline go live?
most custom pipelines are mapped, built, tested, and handed over within 7 to 14 business days following scope approval.
how do you protect our pricing sheets and client data?
all data processing runs through enterprise-grade, encrypted protocols. your customer lists, margins, and price books are never shared or used to train public models.
book your free consultation
choose a convenient time directly on our live calendar to review your workflow bottlenecks, confirm technical fit, and claim your 50% promotional rate.