Invoicing & Estimating
Quotes pile up at night. Invoices go out late, so payments come in late.
Describe the job in plain English — by voice or a quick photo of your notes — and get a clean, professional quote or invoice ready to send. Late invoices stop being a thing.
What gets set up
- Quote and invoice templates built around your actual services and pricing
- AI drafting flow connected to QuickBooks or your existing invoicing tool
- Automatic follow-up reminders for unpaid invoices
What it looks like in your day
You finish a panel upgrade at 4pm. You talk into your phone for 30 seconds describing the work. A finished invoice lands in the customer's inbox before you leave the driveway.
Works with: Claude, QuickBooks, Jobber, Housecall Pro
Book a Free AI AssessmentAI Receptionist & Call Answering
You miss calls while on the job. People who do not get a call back hire someone else.
Missed calls and website inquiries get an instant, helpful response that captures the details and books the follow-up — so you stop losing jobs you never even knew about.
What gets set up
- After-hours call and text follow-up flow
- Website chat that answers common questions and captures job details
- A daily summary of every inquiry, so nothing slips
What it looks like in your day
A homeowner calls about a leaking water heater at 8:45pm. They get a text back in seconds asking the right questions, and you wake up to a qualified job with photos and an address.
Works with: Claude, Google Business Profile, your existing phone number
Book a Free AI AssessmentOnline Booking & Field Service Management
Double bookings, drive time eaten by zig-zagging across town, jobs that fall through the cracks.
Jobs land on a real calendar, customers get automatic confirmations and reminders, and your route makes geographic sense.
What gets set up
- Booking flow connected to your calendar
- Automatic confirmation and reminder texts to customers
- Daily schedule summary each morning
What it looks like in your day
A customer books online Tuesday night. They are confirmed instantly, reminded the morning of, and slotted next to your other Leland job — without you touching anything.
Works with: Claude, Google Calendar, Jobber, ServiceTitan
Book a Free AI AssessmentSocial Media & Email Marketing
You know you should post and email customers. You never have time, so you never do.
A simple system that drafts your Google posts, social updates, and customer emails in your voice — you just review and hit send.
What gets set up
- Content system trained on your services, your photos, and how you actually talk
- Monthly batch of Google Business Profile and social posts
- Seasonal email campaigns to past customers (your cheapest source of new jobs)
What it looks like in your day
First cold week of fall: an email goes to every past customer about heating tune-ups, and your Google profile posts about it the same day. Your phone rings.
Works with: Claude, Google Business Profile, Mailchimp
Book a Free AI AssessmentGoogle Review Management
Happy customers forget to leave reviews. The one unhappy one never forgets.
Every completed job triggers a polite review request, and every review — good or bad — gets a thoughtful response within a day.
What gets set up
- Automatic review requests after each completed job
- AI-drafted responses to every review, in your voice, for your approval
- Monthly reputation summary
What it looks like in your day
You finish 40 jobs this month. 12 new 5-star reviews show up, every single one answered — and the one 3-star review gets a calm, professional reply that wins you the next reader.
Works with: Claude, Google Business Profile, Yelp
Book a Free AI AssessmentBookkeeping & Admin Automation
Sunday nights spent sorting receipts, chasing paperwork, and digging through email.
Receipts get categorized, supplier emails get summarized, permit paperwork gets drafted — the admin pile shrinks to a 20-minute review.
What gets set up
- Receipt and expense capture flow that preps everything for your bookkeeper
- Email triage that surfaces what actually needs you
- Document drafting for the forms you fill out over and over
What it looks like in your day
End of the month: instead of a shoebox of receipts and 200 unread emails, you review one organized summary and get back to your evening.
Works with: Claude, QuickBooks, Google Workspace
Book a Free AI Assessment