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what we build
87 high-value automations for industrial and operations teams — field service, contractors, restoration, oilfield, manufacturing. Pick a few. We build them. Filter by category or vertical below.
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field operations
geofenced check-in / check-out
Real arrival and departure timestamps without anyone tapping a button.
field ops
live tech eta texts
Customer gets a "Mike is 12 minutes out" link with a live map. No-shows drop.
field ops
one-tap photo & video docs
Every photo auto-tagged to the work order, the room, and the asset — no hunting later.
field ops
mobile signature + auto-pdf
Customer signs on the tech's phone. PDF is in their inbox before he's back in the truck.
field ops
smart pm scheduling
Preventive-maintenance visits self-schedule against contract windows and tech load.
field opshvac · mc · ec · ops
emergency-call triage
Hot calls jump the line, route to the closest qualified tech, and notify the customer in one move.
field ops
voice-to-work-order
Tech speaks notes; system files them as fields, parts used, and follow-ups.
field ops
multi-day handoff packet
Day 2's tech sees Day 1's notes, photos, and parts pulled — without a phone call.
field ops
customer site profile
Pull up any address: every job ever done, every asset on site, every tech who's been.
field ops
quoting & estimating
blueprint takeoff to bom
Drop a PDF plan in; get a quantified bill of materials out in minutes.
quotingec · mc · hvac
proposal generator + esign
Branded PDF proposal from a scope outline; client signs from the email.
quoting
pricing rules engine
Markup tiers, customer discounts, and material surcharges applied without estimator math.
quoting
quote follow-up sequencer
Day 3, day 7, day 14 follow-ups send automatically. Replies pause the sequence.
quoting
win / loss tracking
Know which estimators win, which customers ghost, and which competitors are eating you.
quoting
material price-drift alerts
Vendor raised copper 8%; every open quote with copper in it is flagged.
quotingec · mc · hvac · ops
approved quote → job → po
Customer signs and the system creates the job, work orders, and material POs in one move.
quoting
billing & collections
invoice from work order
Closed work orders auto-create invoices in QuickBooks (or Sage / Acumatica). No double entry.
billing
progress billing for long jobs
"% complete" from the field rolls into progress invoices automatically.
billingec · mc · hvac · ops
aging dashboard with auto-escalation
30 / 60 / 90-day buckets with templated reminders that escalate without an AR clerk's morning queue.
billing
lien-rights tracking
Pre-lien notices fire automatically before each state's deadline. No more last-minute scrambles.
billingec · mc · hvac
customer payment portal
Customers see invoices, pay by ACH or card, and download statements without a phone call.
billing
auto-pay on file (with caps)
Stored card runs after job complete, up to the customer's pre-set limit. Bigger jobs route to approval.
billinghvac · ec · mc · rest
sales tax by jobsite
Right tax rate, right jurisdiction, right exemption — automatic, audit-defensible.
billing
retainage tracking
5% / 10% retainage held per job, released on schedule, surfaced before it's forgotten.
billingec · mc · hvac
equipment & assets
iot preventive-maintenance
Run-hours, vibration, temperature → service ticket created before the equipment fails.
equipmentops · mc · hvac · ofs
qr-tagged asset history
Tech scans the QR; gets every service record, drawing, and warranty for that piece of equipment.
equipment
tool checkout & accountability
$200 meter walks off three times a year per tech. Track who has what; calibration dates included.
equipmentec · mc · hvac · ofs
fleet maintenance scheduler
Truck oil changes, DOT inspections, tire rotations — scheduled against driver assignment, not just date.
equipmentofs · rest · ops
calibration tracking
Every torque wrench, multi-meter, and sensor — calibration due dates surfaced before they lapse.
equipmentops · ec · mc · ofs
warranty-expiration alerts
Equipment under warranty fails — we file the claim, not the customer. Recover parts cost.
equipmenthvac · mc · ops
inventory & procurement
truck-stock per-vehicle inventory
Each truck's stock tracked, replenished, and reconciled against jobs.
inventory
auto-reorder on threshold
Below min, PO drafts itself to the preferred vendor; sits for one-click approval.
inventory
vendor rfq comparison
Email three vendors, normalize their replies into one comparison view.
inventory
3-way invoice match
PO + receipt + vendor invoice match? Auto-approve. Mismatch? Surfaced for review.
inventoryops · mc · ec · ofs
barcode receiving
Driver hands you a packing slip; you scan items in instead of keying them.
inventory
serial-number recall surfacing
Manufacturer issues a recall; the system tells you exactly which customers have which units.
inventoryhvac · mc · ec · ops
compliance & safety
certification expiration tracking
OSHA-30, confined space, hot work, journeyman, CDL — alerts before they lapse, not after.
compliance
auto-generated osha 300 log
Incident reports flow into the legally required injury / illness log. Audit-ready.
compliance
toolbox-talk delivery & sign-off
Today's safety topic to every tech's phone; signatures captured; auditable.
compliance
permit & license tracking
City permits, state licenses, jurisdictional registrations — all surfaced on a single calendar.
complianceec · mc · hvac · ops
insurance certificate (coi) tracking
Subcontractor and customer COIs requested, validated, and auto-renewed before expiry.
compliance
refrigerant tracking (epa 608)
Recovery, reclaim, charge — logged per cylinder and per asset, EPA-compliant.
compliancehvac · mc
dot hours-of-service compliance
ELD data + dispatch board + payroll → no driver runs into HOS violations.
complianceofs · rest · ops
customer experience
online booking portal
Customer picks a 2-hour window from the website; the slot is reserved against real tech availability.
customer
post-job nps + review request
Survey 1 hour after job complete; 5-star responses get a Google / Angi review link.
customer
service-agreement renewal
Maintenance contracts up for renewal get a quote, a signature link, and a follow-up sequence.
customerhvac · mc · ec
unified customer sms hub
Every text from every tech to every customer in one searchable inbox.
customer
bilingual job tickets & messages
Spanish ↔ English, in real time, on tickets and texts. Bigger talent pool, broader customer base.
customerrest · ofs · ops · ec
cross-sell triggers
Customer who bought X is statistically due for Y. Surface the lead to the right rep.
customer
service-area heatmap
See where your customers cluster — and where you're driving 45 minutes for one job.
customer
operations intelligence
morning huddle auto-report
Yesterday's revenue, today's schedule, open critical issues — in your inbox at 6am.
ops intel
real-time job-cost vs. estimate
Hours, materials, subs flowing in; gross-margin per job updated as the job runs.
ops intel
tech utilization dashboard
Billable hours / available hours, per tech, with anomaly flags.
ops intel
subcontractor scorecards
On-time %, callback rate, billing accuracy — per subcontractor. Negotiate from data.
ops intelec · mc · hvac · rest · ops
labor-burn alert per job
Hit 80% of estimated hours? PM gets a text. Hit 100%? Owner does too.
ops intel
multi-branch performance
Same KPIs, side-by-side, across every branch or division.
ops intelhvac · mc · ec · rest · ops
customer profitability ranking
Which customers actually make you money after labor, parts, AR effort, and callbacks.
ops intel
workforce & hr
geofenced time clock
Punch in only at the jobsite. Travel time auto-calculated. Payroll fights vanish.
workforce
per-diem & travel pay automation
Job in another zip code? Per-diem and travel pay calculated to your rules, on every paycheck.
workforceofs · ec · mc · rest
apprentice hours tracking
Hours by trade and category, exportable to state apprenticeship programs.
workforceec · mc · hvac
onboarding workflow
Offer signed → I-9, training enrollment, equipment ordered, mentor assigned — automated.
workforce
performance review cycle
Review windows open, 360 inputs collected, manager nudged, completed reviews stored.
workforce
data & integration
legacy erp migration
Old system to new, data intact, custom fields preserved, validated against the source.
data & integration
two-way quickbooks sync
Customers, invoices, payments, items — kept in lockstep with your FSM. No reconciliation Sunday.
data & integration
custom report builder
Drag-and-drop reports for the team that's currently exporting CSVs into pivot tables.
data & integration
nightly backups + restore
30-day history, restore to any point, tested monthly. Sleep at night.
data & integration
external api for partners
Marketing, BI, customer portals — feed your data out to the tools that need it, securely.
data & integration
excel-to-database lift
That spreadsheet 12 people open and clobber every day — turned into a real app, real history, real audit log.
data & integration
email-to-ticket parsing
Customer emails a request — work order auto-created, attachments pulled in, dispatcher notified.
data & integration
ai & decision support
nameplate photo → equipment id
Tech snaps the data plate; system identifies model, serial, age, and pulls the service docs.
aihvac · mc · ec · ops
service-manual q&a
Tech asks "what's the bleed procedure for this pump?" — gets the answer with a page citation.
aiops · mc · hvac · ofs
inbound call transcription
Every call recorded, transcribed, summarized — searchable months later, reviewable now.
ai
proposal ai drafter
Scope notes + your past winning proposals → first-draft proposal ready for the estimator's polish.
ai
anomaly detection on telemetry
"This machine is acting different than usual" — flagged before the tech notices.
aiops · ofs · mc · hvac
customer-churn prediction
Maintenance customers showing churn signals (delays, complaints, pay slowness) — surfaced for retention.
aihvac · mc · ec · rest
sds lookup on demand
Tech scans a chemical container; gets the safety data sheet on his phone in 2 seconds.
aiops · rest · ofs · mc
restoration-specific
xactimate / symbility import
Insurance claim from carrier system → job, scope, and pricing in your stack.
restorationrest
atmospheric & moisture log
Drying chamber readings auto-captured; daily-drying log writes itself.
restorationrest
adjuster status comms
Day-3, day-5, day-7 status emails to the adjuster, with photos and readings, automatically.
restorationrest
oilfield-specific
field ticket esign at the well
Ticket built on the rig, signed by the company man on the iPad, in your billing system before you leave the lease.
oilfieldofs
well / pad asset hierarchy
Every job tied to a pad, well, and operator — service history at every level.
oilfieldofs
lact / production data ingestion
Nightly SCADA pulls feed your billing for measurement-based services.
oilfieldofs
electrical-specific
arc-flash hazard label printing
Calculate incident energy, generate the label, print to a portable label printer on site.
electricalec
panel schedule generation
From a job's drawings, generate panel schedules — labeled, formatted, code-compliant.
electricalec
hvac / mechanical-specific
filter-change subscription billing
Monthly filter swaps billed and dispatched on autopilot. High-margin, low-touch revenue.
hvac · mechhvac · mc
bas alarm forwarding
Building automation alarms route to the right tech, with site context, with one-tap acknowledge.
hvac · mechhvac · mc
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