Trades & field services
AI Business OS for trades and field service businesses
The work is on site; the business runs from a phone. Quote follow-up, job tracking and cash visibility stop depending on whoever remembers.
What this usually looks like
- Quotes go out and never get followed up.
- Nobody knows this week's real cash position until the bank app says no.
- Job notes live in text messages and a notebook in the van.
What the platform handles
No quote left cold
Every opportunity carries an owner, a stage and a follow-up action, with reminders and drafted messages.
Sales + Outreach
Cash you can see
Receivables, payables and a cash view so you know what is coming in before you commit to spend.
Finance → Cash, Receivables, Payables
Jobs that don't fall through
Tasks, SLAs, escalations and bottleneck views across active work.
Operations
One place for how you work
Prices, warranty wording, safety policies and supplier terms stored once and reused by every AI employee.
Business Brain + Knowledge
Your first week
- 1Add your service list, pricing and standard terms to the Business Brain.
- 2Import or add your open quotes as opportunities.
- 3Turn on one AI employee for follow-up, with approval required on outbound email.
- 4Check the cash view daily for a week to confirm the numbers match your bank.