Services
Systems-first automation, AI assistants, and executive-level guidance—designed to be reliable, auditable, and ready for real-world constraints.
What We Deliver
A concise snapshot—each designed to launch quickly and scale cleanly.
AI Phone Answering & Routing
- •Never miss a call—capture, route, and text-back automatically.
- •24/7 intake that keeps leads warm while you sleep.
Smart Scheduling & Dispatch
- •Live availability, reminders, and team assignment in one flow.
- •Reduce no-shows and keep crews where they’re needed most.
Lead CRM & Job Tracking
- •Pipeline from lead → job → invoice with notes and history.
- •Visibility on every handoff—no more lost context.
Estimate & Invoice Automation
- •Generate/send estimates and invoices in seconds.
- •Stripe/QuickBooks ready. Payments without the friction.
AI Follow-Up & Reviews
- •Automated review + referral requests after every job.
- •Nurture repeat business without manual chasing.
Digital Job Forms
- •Paperless inspections/checklists that export to PDF and CRM.
- •Standardize quality and capture evidence in the field.
Website Design & Funnel Automation
- •SEO-ready funnels that convert visits into booked work.
- •Automated intake, routing, and follow-up baked in.
AI Admin Assistant
- •Draft replies, schedule jobs, and update records automatically.
- •Reduce admin load; keep humans on higher-value work.
Business Dashboards
- •See calls, jobs, revenue, and reviews at a glance.
- •Decide with data, not hunches—real-time signals.
Fractional / Interim CTO Services
Senior-level technical leadership—time-boxed and outcome-driven. Strategy, architecture, and decision support without full-time overhead.
For organizations that need both technical direction and execution, Fractional CTO engagements can guide and govern the automation systems delivered above.
What It Is
- •Senior-level technical leadership, engaged part-time or for a defined period.
- •Executive direction without full-time cost or commitment.
- •Clarity, structure, and confident decisions during growth or modernization.
Architecture & System Design
- •Assess current systems and technical debt.
- •Design future-state architectures that scale and integrate cleanly.
- •Sequence modernization to minimize risk and disruption.
Technical Strategy & Direction
- •Align technology strategy to business goals.
- •Set architectural principles and guardrails.
- •Make informed, defensible technical decisions.
Build vs. Buy & Vendor Oversight
- •Evaluate platforms, tools, and vendors independently.
- •Prevent over-engineering, duplication, and lock-in.
- •Act as your decision-maker and advocate with vendors.
Program & Delivery Oversight
- •Guide internal teams, contractors, or vendors.
- •Review designs/implementations; keep work aligned.
- •Leadership without micromanagement.
Security-Aware System Design
- •Bake in security/compliance early—no bolt-on fixes.
- •Identify systemic risks before they become incidents.
- •Translate security concerns into business language.
How engagements work
Outcome-driven and scoped—ranging from short advisory windows to multi-month leadership during critical initiatives, with clearly defined decision authority and deliverables.
When extra execution capacity is needed, we can coordinate or embed specialists under CTO oversight, keeping delivery aligned with the broader strategy.
Who it’s for (and not)
- • Organizations without in-house technical leadership.
- • Teams modernizing legacy systems or platforms.
- • Leaders needing a trusted technical decision-maker.
- Not day-to-day IT support, ticket-based sysadmin, or long-term staff augmentation.
Outcomes
The goal is simple: fewer unknowns, better decisions, and systems that hold up under real-world constraints.