Skip to content

Less paperwork.
More day.

Put AI to work on the admin that follows every job. Start with one useful workflow, built around your team.

Try a sample job Plan a first project

Grant Morris·Former COO, Boise Valley Heating & Air

From the field

Heat working.
Filter replaced.
Follow up on the thermostat.

Ready for review

Work summary

Customer details
To confirm
Follow-up
Thermostat
Filter replacementPrice needed

Sample job. Your team reviews before anything goes out.

01Bring the messy notes02See the useful draft03Make it yours
#4

on BoiseDev’s 2024 Peak 43 Boise Valley Heating & Air, while Grant was COO. See the list

1,548.5%

revenue growth, 2020–2023 A team achievement at Boise Valley Heating & Air, as ranked by Peak 43

Messy notes in.
Useful work out.

Change the notes.
Watch the handoff change.

JOB NOTES OFFICE DRAFTInteractive sample · nothing is sent

01 / From the field

Try changing “Filter replaced” to “Filter needs replacement”.

Sample notes only · 2,000 characters max

02 / Ready for review

Heating service

Completed

    Next steps

      Before sending: confirm price and customer details.

      Review required

      The first win is a better handoff. Your team keeps the final say.

      How this sample works

      This sample runs in your browser on fixed rules, not a live AI model. It recognizes the sample phrases and lines beginning “Completed:” or “Follow-up:”. Other notes stay under “Needs interpretation”. A real workflow is tested on your team’s own examples before anyone relies on it. Nothing is saved or sent.

      02 / THE BIGGER PICTURE

      One less loose end.
      At every part of the day.

      Start with job notes. Build toward a calmer day for the whole team.

      Without the workflow

        With a useful workflow

          An example workday. Every workflow is built around how your team already works. See a full day in the life

          03 / MAKE IT YOURS

          What would a little
          time back look like?

          Use your numbers. Include the time it takes to review.

          40
          8
          3
          2.25

          hours per week

          Estimated time back, net of review and upkeep.

          75% eligible jobs · 15 min weekly upkeep · 48 weeks/year

          View assumptions

          An estimate of time, built from your numbers. Setup time and software costs are not included.

          What does your team use?

          We check your tools and plan before promising an integration.

          Start small.
          Make it useful.

          One workflow. Real team feedback.
          A clear decision about what comes next.

          Plan a first project
          Prefer to talk first? Book a 15-minute discovery call

          Your tool choice and time estimate carry into the contact form. You can edit everything before sending.

          YOUR STARTING POINT

          One useful workflow.

          Here’s a starting brief based on what you tried. Download it, edit it, or bring it to a first-project conversation.

          First workflow
          Job notes → office draft
          Your current tool
          Estimated time back
          Draft status

          A sensible first project

          1. Map the handoff. Learn who writes, reviews and uses the notes.
          2. Test real examples. Compare draft quality and review time with your team.
          3. Keep what works. Connect approved tools only after access and fit are checked.

          Use a general example. No customer or sensitive details.

          Plan a first project

          Nothing is sent from this page. The contact form shows you everything before you send it.

          MenuClose
          Idaho AI Consulting

          Meridian, Idaho · Serving the Treasure Valley and all of Idaho

          Plan a first projectOr book a 15-minute discovery call