Roofing, HVAC, electrical and plumbing companies doing $3M to $30M with 20 or more people. You fix what breaks in this town. Meanwhile your own business leaks: calls that ring out in peak season, work finished but never billed, invoices nobody chases. I count those leaks with your own numbers. Then we plug them, worst one first.
What the assessment hands you
Hearthside Air & Heat · 34 employees · HVAC
Trailing 30 days · Demo company
Yours comes back in this format, with your numbers. Every figure above is simulated.
Why we're different
We don't bolt tools onto a business nobody has measured. We count what's leaking, both sides of the money, and then build only what pays for itself.
Where the money goes
Money moves through your business on one path: the phone rings, the job gets booked, the work gets done, the invoice goes out, the cash lands. It leaks at three points along that path. Two of them are after you've already done the work. Most owners only ever look at the first one.
The phone rings out at 4:45 on a Friday in July. Somebody's AC is down, and they're already dialing the next company on the list. That job was yours.
Your tech closed out a job on Tuesday. It never got billed. It's sitting next to the invoices nobody has chased since spring. That money is already yours.
In plain English
Software that does a job, not software you have to learn. One lane, clear rules, inside the tools you already run: your phone system, your CRM, your books. Anything a customer would see waits for your OK.
The foundation
Your pricing, your SOPs, your service area, your warranty terms, which brands you carry, who does what. We call it your AI Operating System, and it's the first thing we build. Every agent after this reads from it, which is why the second one costs less than the first, and the fifth costs less than the second.
How the work goes
Four steps, always in this order. The steps are ordinary. The order is the part nobody else does.
What's leaking, both sides of the money, and the one thing holding the business back.
The sequence to fix it, built from your numbers rather than a template.
The AI Operating System first, then the agents that matter most.
Every agent reads from that foundation, so each one costs less than the last.
After the assessment
This isn't a menu. The first part is how the capability gets into your building. The second is how it stays there once I'm not in the room every week. What we scope, and in what order, is what the assessment is for.
I build your AI Operating System, then teach your people to build on it. You pick the first workflow and we scope it together. I stay in the room until it ships.
Your brain stays current, the monthly ledger says what came back, your team gets open office hours, and twice a year I re-count the whole business. You drive it. I keep it honest.
If you'd rather have it built, book a call. That's a conversation we have after the assessment.
Straight answers
Who you're dealing with
Austin, Texas · Owner
I've built my career in CRM and business data, helping companies run their revenue on clean systems. That's how I know the money leaking out of a service business isn't a feeling. It's countable, line by line, and most of it is money you already earned.
The next step
This call isn't the assessment. It's how we get to it: what you run, what's breaking, where you think the money is going. If there's something worth counting we'll book the assessment, and if there isn't I'll tell you. I take a handful of clients at a time, so timing depends on what's already running.
Book a call