Where it usually starts
The jobs that repeat, and cost you every time.
These are the roles operators bring us most often. Yours does not have to be on the list — it has to be repetitive, expensive, and possible to describe.
01Intake and qualification
Catches every inbound lead, call, and form, asks the questions your team would ask, and hands sales a qualified record instead of a name and a phone number.
Front office
sales & scheduling
02Quoting and paperwork
Builds the quote, proposal, or job packet the way your best estimator would — using your pricing, your language, and what you charged on the last twenty jobs like it.
Revenue
estimating & proposals
03The person everyone interrupts
Answers the questions your team currently walks down the hall to ask, with the source attached — so your senior people stop being a help desk.
Internal
knowledge & support