Three Steps, No Guesswork

Start free and find out where you stand. Pay for a full assessment only if it’s worth knowing more. Bring me in to build only once you know what’s worth building.

AI Opportunities We Explore

Six key areas where AI can transform your business

πŸ€– AI for Estimating

Tools that learn from past jobs and generate accurate quotes in minutes. Reduce estimating time by 50-70%.

πŸ“ž AI for Lead Nurturing

Automate follow-ups with SMS/email sequences. Chatbots handle common questions. Recover 30-50% of lost leads.

πŸš— AI for Scheduling

Smart routing that cuts wasted travel time. AI assigns jobs by technician skills and location. Reduce admin overhead.

πŸ“Έ AI for Photo Management

Auto-tag and organize job photos. Speed up invoicing. Create customer portfolios automatically with AI.

πŸ’° AI for Collections

Auto-generate invoices from job data. Send payment reminders automatically. Improve cash flow by 2-3 weeks.

πŸ‘₯ AI for Customer Intelligence

AI structures customer profiles from past interactions. Surfaces service history to technicians. Enables upselling.

What the Assessment Delivers

The $599 Assessment produces all six of these

Business Assessment

A detailed analysis of your current operations, workflows, and where AI can make the biggest impact.

AI Opportunity Map

Clear identification of 3-6 specific AI opportunities ranked by impact and ease of implementation.

Specific Tool Recommendations

Names of actual tools (Jobber, HubSpot, CompanyCam, etc.) with direct links and pricing information.

ROI Analysis

For each tool: estimated cost, implementation time, monthly savings, and payback period.

Implementation Roadmap

Step-by-step timeline for getting started. What to implement first, quick wins, and long-term strategy.

Professional Report

A written document you can share with your team and refer back to as you implement.

Self-Assessment → In-Depth Assessment → Build

Each step stands on its own. You only move to the next one if the last one earned it.

Step 1 — Score
Free

About 5 minutes, online

For: Anyone who wants to know where they stand before spending a dollar

Get Your Free Self-Assessment

What You Get:

  • 18 questions across 7 areas of your business
  • A Self-Assessment score out of 100
  • Your three weakest areas, named
  • A plain-language read on what that means
  • No call, no pitch, no obligation
Step 3 — Build

From

$700/mo

Or one-time projects from $2,000 · CAD

For: Shops that know what they want built and would rather not build it themselves

Talk About Build

What This Covers:

  • Tool setup, configuration, and integration
  • Custom automations across your existing systems
  • Training sessions for you and your team
  • Templates, prompts, and documentation your staff can actually use
  • Ongoing support as things change
  • Monthly, one-time, or a mix — scoped to what you need

How Build gets priced

Not every shop needs the same thing, so Build isn’t one package. Some owners want a couple of hours of hands-on training to get started. Some want two or three templates set up and then they’ll run with it. Some want someone maintaining the whole thing month to month.

One-time — from $2,000

A defined piece of work with a start and an end. A tool implemented, a workflow automated, a team trained, a set of templates built and handed over.

Monthly — from $700

Continuous support. Things get built, maintained, and improved as your business changes. Cancel with 30 days’ notice.

A combination

Most shops start with a build project and move onto a smaller monthly retainer once it’s running.

Every Build engagement is quoted in writing before anything starts. No open-ended hourly billing.

Financing available for larger Build engagements — see funding & financing options.

Not Sure Where to Start?

Start with the free Score. It takes five minutes and it costs you nothing to find out whether any of this is worth your time.

Start Your Free Self-Assessment