AI Implementation
Find the tasks AI can take off your team’s plate, build them into the tools you already use, and roll them out with guardrails.
Learn more ↗SERVICES
What we do.
Two practices that share one approach: understand the work, then build what fits.
AI Readiness Assessment
A fixed-scope first step: a workflow review, prioritized AI and automation opportunities, and a written roadmap with an estimate.
Learn more ↗Custom Software
Design and build the software off-the-shelf tools can’t provide, from one focused tool to a full operational platform.
Learn more ↗Integrations & Automation
Make QuickBooks, NetSuite, ServiceTitan, Housecall Pro, Jobber, and your custom applications share information so nobody retypes it.
Learn more ↗PRACTICE 01 / CUSTOM SOFTWARE DEVELOPMENT
Custom software
for the details of your operation.
Vertical CRMs and project operations, estimating and field capture, scheduling, inventory, customer portals and payments, IoT monitoring, reporting and audit trails, and modernizing software you already run.
Custom software development ↗Vertical CRM & project operations
Leads, contacts, opportunities, projects, documents, notes, tasks, and customer communication, modeled around the job.
FilmOptix connects the job lifecycle through one project record.
Estimating & field capture
Measurements, plan takeoff, photos, inspections, material calculations, and fast field workflows.
FilmOptix carries measured panes into proposals and cut plans.
Scheduling & workforce coordination
Appointments, crew assignments, capacity, reminders, and completion tracking.
WinTracker connects assignments and measurement completion.
Inventory & procurement
Stock, reservations, consumption, purchasing, and job-level material accountability.
FilmOptix tracks film rolls by footage and scale weight.
Customer portals & payments
Proposal approval, project documents, invoicing, and payment experiences that keep customers connected.
FilmOptix provides customer-facing proposal and payment links.
Integrations, automation & AI
Connect QuickBooks, ServiceTitan, Housecall Pro, Jobber, NetSuite, and custom standalone applications, then automate the handoffs between them and add AI-assisted steps. Integrate what you already use where an integration is the right answer.
FilmOptix connects proposal approval and payment links to the same job record.
IoT & operational monitoring
Device ingestion, hierarchical rules, alerts, escalation, equipment health, and historical reporting.
Frost Tracker routes LoRaWAN readings into operational actions.
Reporting & accountable workflows
State transitions, audit history, operational reporting, and visibility across the work.
WinTracker preserves before-and-after changes with user attribution.
PRACTICE 02 / AI IMPLEMENTATION CONSULTING
AI implementation
inside the tools you already use.
We find where AI saves real time, build it into your existing systems, and roll it out with review steps your team trusts.
AI implementation consulting ↗AI opportunity assessment
We review your workflows and data and identify where AI saves real time and where it doesn’t belong.
Learn more ↗Document & data extraction
Turn forms, PDFs, emails, and photos into structured records in the systems you use.
Learn more ↗Assistants & internal knowledge
Give your team AI help that works from your own procedures, pricing, and history.
Learn more ↗Workflow automation with AI steps
Classify, summarize, route, and draft, with a person approving the decisions that matter.
Learn more ↗Integration into existing systems
Add AI to your CRM, accounting tools, or our custom software instead of buying another app.
Learn more ↗Adoption & guardrails
Access controls, data handling, review steps, and team training.
Learn more ↗OUR APPROACH
The workflow
is the specification.
We map how work enters the business, what happens in the field and the office, how decisions are made, and where information must go next. Then we build one system around that path.
- 01Lead or event
- 02Field capture
- 03Operational decision
- 04Scheduling or action
- 05Billing or audit
A measured pane becomes a proposal line, cut plan, inventory reservation, and invoice.
A sensor reading becomes a confirmed alert, escalation, corrective action, and audit record.
START WITH THE WORK
Show us the process that’s slowing you down.
Whether it’s a spreadsheet, a manual step, or a tool you’ve outgrown, we’ll help you decide whether the right answer is an integration, an AI-assisted step, a focused tool, or a full platform.
Book a consultation↗