Every business has work that follows predictable rules — data entry, report generation, email routing, invoice processing. None of it requires a human. We identify these processes and automate them completely, freeing your team for the work that actually requires judgment.
Extract structured data from invoices, contracts, intake forms, and reports. Stop manual data entry cold — whatever comes in gets parsed, validated, and routed automatically.
Triage inboxes, categorize and route requests, draft contextual replies, and book meetings without human intervention. Your team reads what matters; the rest handles itself.
Connect siloed systems — accounting, CRM, ERP, cloud storage — and keep them in sync. Build conditional triggers that move data and fire actions when specific events happen.
Auto-generate weekly, monthly, or on-demand reports from your data sources. Delivered on schedule to the right people, formatted the way you need them.
Wire together 100+ tools via API. If two systems that should talk to each other don't, we fix that — and build the logic that decides what happens when they do.
Watch data quality, inventory levels, response SLAs, or any threshold you care about. When something breaks the rule, the right person gets notified — automatically.
We spend time with your team documenting the actual workflow — every click, copy-paste, email forward, and spreadsheet update. We need to see the real process, not the idealized one.
We mark every step that follows a predictable rule. These are automation candidates. Steps that require judgment stay with humans — we don't automate what shouldn't be automated.
We build the pipeline in focused sprints. You see working software in days. Every automation includes error handling, logging, and a fallback so nothing silently fails.
We watch it run through the first real-world cycles. Edge cases surface in week one — we fix them fast. Once it's stable, you own it with full documentation.
A roofing company was losing jobs because they couldn't follow up with new leads fast enough while crews were on site. We automated the entire intake loop — new leads get an immediate response, a qualifying questionnaire, and an estimate slot booked into the owner's calendar. Invoices generate automatically when the job closes. The owner stopped losing work to slower competitors who happened to pick up the phone first.
A plumbing business was missing after-hours service calls and sending invoices days late — or not at all. We automated their full back-office loop: after-hours requests captured and dispatched without a live operator, job completion triggers invoice generation, and overdue follow-ups send automatically. The owner now bills every job and misses no calls.
A small fabrication shop was managing inventory on spreadsheets and writing purchase orders from memory. We connected their inventory, order, and supplier data and automated the decisions that follow rules: POs generated when stock hits reorder points, production schedules built from live order data and machine availability, quality non-conformance reports drafted from inspection inputs. The ops manager spends half the time on admin they used to.
A typical first AI automation project for a roofing contractor — such as automating lead follow-up, estimate booking, and invoice generation — costs between $3,000 and $8,000 CAD to build, with ongoing costs under $200/month for the tools it runs on. Most roofing businesses recover this in the first 60 days through faster lead response and fewer missed jobs.
AI automation can handle the repetitive parts of scheduling and invoicing — booking estimates, sending confirmations, generating invoices when a job closes, and following up on overdue accounts. It doesn't replace the judgment your office manager brings to complex situations, but it eliminates the 70–80% of admin tasks that follow predictable rules, freeing your team for the work that actually needs a human.
Most plumbing automation projects — covering after-hours call capture, dispatch, and invoicing — are live within 3 to 4 weeks. The first week is process mapping, the second and third are build and integration, and the fourth is testing against real-world scenarios. You see working software in the first two weeks, not after the project ends.
The highest-value automation opportunities for plumbing and HVAC businesses are: after-hours call capture and emergency dispatch, invoice generation triggered by job completion, automated follow-up on estimates that haven't converted, appointment reminders to reduce no-shows, and parts reorder triggers when inventory hits a threshold. Together these typically eliminate 10–15 hours of admin per week.
Yes. We build integrations with ServiceTitan, Jobber, Housecall Pro, QuickBooks, and most field service platforms via their APIs. If your software has an API or supports Zapier/Make, we can connect it. If it doesn't, we assess whether the integration cost is worth it or whether a better-integrated platform is the right move.
When a new lead comes in — from your website, Google, or a referral — the automation immediately sends a personalized response, asks qualifying questions (roof type, size, insurance or cash), and books an estimate slot directly into your calendar. The owner gets a notification with the lead's details before the appointment. Response time drops from hours to seconds, which is often the difference between winning and losing the job.
For a typical 10–20 person fabrication shop, the highest-ROI automations are purchase order generation (triggered by inventory reorder points), production scheduling built from live order data, and quality non-conformance report drafting. Combined, these routinely eliminate 15–20 hours of management admin per week. At $50–$80/hour in management time, that's $40,000–$80,000 in annual recovered capacity — from a project that costs a fraction of that to build.
Yes. We connect your inventory system, order management, and supplier data, then build logic that generates purchase orders automatically when stock hits reorder points — with quantities based on lead times and current order backlog. The system can also draft supplier communications and update your ERP when orders are confirmed. This eliminates the manual tracking and memory-based reordering that causes stockouts and rush orders.
All automations we build follow Canadian privacy law requirements (PIPEDA and provincial equivalents). We use encrypted connections, role-based access controls, and store only what the automation needs to function. We don't use your business data to train AI models. For trades and manufacturing businesses, we also ensure that anything touching customer information meets the data handling standards your insurance and contracts require.
Every automation we build includes error handling, logging, and a human fallback. If something fails, the task doesn't disappear — it gets flagged for manual review and you get notified. In the first month, we monitor performance weekly and fix edge cases as they surface. After handoff, you receive full documentation and a runbook so your team or any competent developer can diagnose issues without depending on us.
Book a free discovery call. We'll map your highest-value automation opportunities and give you a clear picture of what's possible — no commitment required.