Service contractors
Close out jobs, invoice, and collect.
HVAC, plumbing, and electrical contractors of about 10–99 people, on QuickBooks Online plus Jobber or Housecall Pro.
AI back office for contractorsFor owners and operators in the US, Canada, and the European Union (EU).
We deploy and manage AI workers in the tools you already use. Service contractors of about 10–99 people get a Closeout & Collections Clerk. Equipment rental companies get a Rental Billing Clerk for close-out, damage, fuel, and cycle invoices. Property managers of about 50–1,000 doors get help with maintenance intake, rent follow-up, and owner statements. Nursing and residential care operators get an Admin Follow-up Clerk for resident billing follow-up, vendor invoices, and admission paperwork. Auto repair shops get a Repair-Order Clerk for closeout, parts bills, and payment follow-up.
Service contractors
HVAC, plumbing, and electrical contractors of about 10–99 people, on QuickBooks Online plus Jobber or Housecall Pro.
AI back office for contractorsEquipment rental
Close-out, damage, fuel, and cycle invoices, drafted in the rental system and QuickBooks you already use.
AI workers for equipment rentalProperty managers
Firms with about 50–1,000 doors. Maintenance intake, rent follow-up, and owner statements, in the PMS, email, and SMS.
AI workers for property managersNursing and residential care
Resident billing follow-up, vendor invoices, and admission paperwork. Clinical records and insurance claims stay with the team.
AI workers for nursing and residential careAuto repair
Repair-order closeout, parts bills, and payment follow-up in the shop system and QuickBooks. The phones stay at the counter.
AI workers for auto repairA worker starts in shadow mode: it drafts, and a person approves. It takes on routine work by itself only after it has proven accurate on that task. You keep the data and the production accounts.
Read the business, pick one workflow, prepare the data, launch one worker, then keep it running.
Revenue, cost, and hours by client before any agent is scoped.
Unbilled jobs, late invoices, and supplier bills that do not match the job.
Scattered records structured into entities agents can trust on live work.
A named worker on the workflow. Shadow first, then a live handoff.
Monitoring, fixes, and the next worker once the first one is stable.
View serviceThe back office
The job is the same. What changes is who catches the work that never got billed, the invoice nobody chased and the bill that doesn't match, and how fast they do it.
The number is the share of that loop a worker takes. By hand, the track stays empty.
A Closeout & Collections Clerk on QuickBooks Online plus Jobber or Housecall Pro. It drafts the work, a person approves it, and it owns the result: jobs billed and invoices paid.
Fits contractors with about 10–99 staff. Disputed invoices and bills with no matching job stay with a person. Service contractors
QuickBooks Online stays, and the worker connects to it and to Jobber or Housecall Pro. Start with a $500 Cash Leak Audit. Cash Leak Audit
One worker for owner statements, rent and vendor bills. It works inside the property system and the QuickBooks the firm already uses.
Fits firms with about 50–1,000 doors. One task goes live first, and the next waits until that one is accurate. Property managers
The worker drafts, a person approves, and it takes on routine work by itself only after it has proven accurate on that task. How a worker starts
Quick start, audit, deploy, then operate. A back-office AI worker runs the workflow. For small businesses in the US, Canada, and the European Union (EU). Not a chat setup and not a basic automation. Older products can be rebuilt as Custom Business Digital Solutions.
The system holds client records, engagements, and a task board so the firm can see the work in one place. An AI worker drafts the next step, and a person reviews and approves it before anything goes out.
A worker drafts, and a person approves. It takes the task alone only after it is accurate on that work.
No. They take repetitive back-office work so your people focus on judgment, relationships, and exceptions. The agent runs that job.
For analysis: accounting or PMS exports, payroll, time tracking, and client lists. For the audit: access to the tools where work actually happens (email, practice software, QuickBooks, property systems). We scope the minimum needed and can start with read-only exports before any integrations.
Entry prices, in USD: Cash Leak Audit $500, credited to the Clerk's setup and free for the first 5 companies. A contractor start is $1,990, which is $1,000 setup plus $990 for the first month. Setup is waived with a 3-month commitment. The Closeout & Collections Clerk is $990 a month. The rest of the list is on the pricing page. See pricing
Yes. We can sign a mutual NDA before sharing sensitive operations or financial details. Many engagements start with the paid audit so both sides evaluate fit with clear boundaries.
Holds client records and a task board. A worker drafts, and a person approves.
Drafts follow-up from the agent's own number. A person approves.
Software shaped around the process the team already runs.
Who deploys the workers.
Tell us the process. Invoicing, collections, closeout, or document follow-up. We reply within one business day.