Every automation company runs on the same handful of processes, and most of them run on a spreadsheet somebody built years ago. Here is what each one looks like today, what we build to replace it, and what changes when it lands.
We start with one. Not a platform, not a rollout. One process that costs you real money, replaced by an application shaped around how your business actually works.
01 Estimating
Quotes go out in hours, and the numbers still hold up at closeout
Today
A spreadsheet only one person fully understands
What we build
An estimator that knows your labor rates, your panel standards, and what similar jobs actually cost you
- Your labor rates, your panel standards, and what similar jobs actually cost you, held in one place instead of one person's head.
- Change an assumption and the whole estimate follows, so a revision stops being a re-do.
- The estimate carries forward into the proposal instead of getting retyped.
02 Proposals
Every proposal that leaves reads like your best one
Today
Copy-paste from the last job that looked similar
What we build
A proposal system that assembles scope, pricing, and terms straight from the estimate
- Scope, pricing, and terms assembled from the estimate rather than from the last job that looked similar.
- Your language and your standard terms, applied the same way every time.
- A proposal that goes out the same afternoon instead of sitting in a draft folder for a week.
03 Documentation
Closeout stops being a two-week scramble
Today
A drawing set that drifts from what actually got installed
What we build
Documentation generated from the project record and updated as the job changes
- Generated from the project record, so the drawing set and the panel agree.
- Updated as the job changes instead of reconstructed at the end of it.
- Closeout becomes a review rather than a rebuild.
04 Handover
Fewer 2am calls, and a much better service conversation
Today
A folder of PDFs and a phone number
What we build
A structured handover package the customer's team can actually operate from
- A structured package the customer's maintenance team can actually operate from.
- Equipment, spares, procedures, and contacts in one place instead of a folder of PDFs.
- Fewer 2am calls, and a service conversation that starts from something real.
05 Scheduling
Field hours go where they actually earn
Today
A whiteboard and a group text
What we build
Scheduling that respects tech skill sets, travel time, and what you already committed to
- Tech skill sets, travel time, and what you already committed to treated as constraints rather than afterthoughts.
- One view of who is where, instead of a whiteboard and a group text.
- Field hours land where they earn.
Not on this list?
These five are where the money usually is. If yours is somewhere else, that is what the first call is for.
Your Data Stays Yours
Your business data, your client information, your IP. Always under your control, never used to train a model, never shared.
You Approve, Then It Goes
Nothing leaves the system on its own. Anything that reaches a customer waits for a person, and you decide which person.
We Run It
We host it, we watch it, we keep it working. Your team maintains no servers and gets one number to call.