Our Service Offerings

Explore the systems, tools, and automations we implement to modernize operations and drive growth across essential service industries.

HVAC / Plumbing / Cleaning

1. Back Office + Operations

  • ServiceTitan — CRM, scheduling, dispatch, and reporting

  • Jobber — Client communication, scheduling, and invoicing

  • Housecall Pro — Full field service software with automated follow-ups

  • NiceJob — Automated review generation and reputation management

  • Zapier / Make — Connects all tools for custom automation (e.g. auto-email after job closed)

2. AI/Communication

  • Podium — AI-powered texting, review management, and lead intake

  • Birdeye — Webchat + AI responses + automated review asks

  • AgentGPT / Twilio Studio — Custom GPT or IVR bots for call handling

  • ChatGPT API + Google Calendar — Auto-scheduling and follow-ups

3. Internal Dashboards

  • Google Data Studio / Looker Studio — Visual KPIs and job metrics

  • Airtable + Softr — Custom internal job boards or quote tracking

Private Healthcare Practices

1. Patient Experience + Scheduling

  • NexHealth — AI-powered scheduling + reminder system

  • Zocdoc / Jane App / SimplePractice — Booking, reminders, and intake

  • Tebra (Kareo + PatientPop) — Full patient experience & marketing

  • Acuitus AI — Front desk automation (insurance, forms, FAQs)

2. EHR/EMR & Admin

  • Athenahealth / DrChrono / Charm EHR — Practice management with AI charting

  • DeepScribe — AI medical note-taking (saves doctor hours per day)

  • Ambience Healthcare — AI clinical documentation + coding

  • Zapier — Automate document transfers, emails, insurance workflows

3. Communication + Growth

  • Podium / Birdeye — Texting, review management, AI chat

  • Mailchimp / Klaviyo — Automated patient nurture flows

  • ConvertKit — Email automation for education/follow-up

  • ChatGPT API + Google Calendar — Smart booking and reminders

Restaurants

1. Front of House / Marketing

  • OpenTable / Toast — Reservation management + POS

  • SevenRooms — AI guest profiling, reservation optimization

  • Lunchbox — AI-driven online ordering & loyalty

  • Soci — Multi-location reputation and content automation

  • Otter — Order consolidation + analytics from UberEats, DoorDash, etc.

2. Operations + Labor

  • 7shifts — Employee scheduling + labor forecasting

  • Xenial / Clover POS — Smart POS with upsell/revenue tools

  • Yelli AI — Voice ordering and kitchen communication

  • Kitchen Display Systems — With AI prep time prediction

3. Customer Retention

  • Marqii — Menu sync + review management

  • Birdeye AI — Auto-review response, text marketing

  • Zapier — Automate receipts → email campaigns → reviews