What I buildThe payoff shows up when AI is wired into your actual systems, reading your data and writing back to your records. These are the six builds I do most. Nearly everyone starts with one.
Today: Customers live in the CRM, invoices in QuickBooks, jobs in somebody's spreadsheet. The totals never match, so nobody trusts them.
What gets built: I connect your systems into one clean database that syncs on a schedule, merges duplicate records, and becomes the thing every report and AI tool reads from.
- QuickBooks
- HubSpot / Salesforce
- SQL Server
- Excel
Today: Monday's numbers show up Thursday, stitched together by hand from a pile of exports.
What gets built: Live dashboards for revenue, margin by job, AR aging, and inventory, plus every truck and machine you own: where it is, what it's earning, and when it's due for service.
- Accounting
- Job management
- Fleet telematics
- Inventory
Today: Quotes go out and nobody chases them. New leads wait a day for a reply.
What gets built: Email and text sequences triggered by what happens in your CRM: quote follow-ups, appointment reminders, job updates, review requests. AI writes each one for the customer in front of it, and every touch gets logged back to their record.
Today: Half your team's day goes to “where's my order?” and “are you open Saturday?”
What gets built: An AI agent on your website, inbox, and text line. It answers from your policies and live account data, handles the routine stuff end to end (order lookups, rescheduling), and hands anything tricky to a person with the whole conversation attached.
- Website chat
- Help desk
- Order system
- Knowledge base
Today: Every quick question about the numbers turns into a two-day spreadsheet project.
What gets built: A private assistant that answers plain-English questions straight from your own database, like “which customers haven't ordered in 90 days?” It shows its work, so you can check the math before you act on it.
- Your database
- Teams / Slack
- Excel
Today: Invoices, POs, and intake forms get retyped into three systems, with a typo in at least one.
What gets built: AI reads invoices, purchase orders, contracts, and forms as they land, pulls out the fields, enters them where they belong, and flags anything that doesn't match for a human to check.
- Shared inbox
- Accounting
- ERP
- Document storage
- Spokane
- Spokane Valley
- Liberty Lake
- Coeur d'Alene
- Inland Northwest
I'm based in Spokane and work on-site from the Valley to Coeur d'Alene. An afternoon in your office, looking at how the business actually runs, beats three months of discovery calls with a firm that's never been here. Book a free consult and we'll map yours.