An end-to-end automation system covering intake, quoting, scheduling, invoicing and reviews for a plumbing company.
Quote requests took 18+ minutes to answer, losing jobs to faster competitors most of the time, while office staff spent 3+ hours daily on manual quoting, scheduling, confirmations and invoice chasing, and invoices went out days after completion.
We built a system where an AI intake engine monitors SMS, email and WhatsApp and uses Claude to extract job data in real time, then auto-generates quotes within 90 seconds from a custom pricing-rules database. Calendar booking auto-assigns technician slots with automated confirmations, a React operations dashboard provides a Kanban job board and analytics, and itemised invoices are issued within five minutes of completion via Stripe with automated review requests after.
Every system starts with one audit — a clear opportunity map for your business, before you build anything.