The agents on this engagement
What we install
Stack-native. Trained on your jobs. Owned by you when the engagement ends.
Estimator Assist
Drafts scope-of-loss narratives from your CompanyCam photos and Xactimate sketch.
Trained on your last 18 months of approved estimates. The agent reads the sketch + the photo set, drafts the narrative with the right IICRC reference, and routes it back to your estimator for QA. Your estimator becomes the decision-maker on every file — not the typist.
3–5×
Recent shop · scope output per seat
AR Reclaim
Reclaims aging dollars you'd already written off.
Tied to QuickBooks (or your AR system). Surfaces every invoice over 45 days, drafts the chase email with the right tone for that customer's payment history, and schedules the follow-up cadence. Recovers the dollars you stopped chasing on Friday afternoons.
$214K
Recent shop · recovered / quarter
Live BI Dashboard
Per-job margin, AR aging, supplement capture — live from your stack.
Pulls live from QuickBooks and your field tools. Per-job margin, AR aging, supplement capture, tech profitability, scope cycle time — all defensible numbers a buyer will pay multiples on. Quarter close drops from days to minutes.
15 min
Recent shop · quarterly close
Project Sentinel
Flags margin risk on a job before it eats the close-out.
Watches every active job for the leading indicators of margin compression — scope creep, supplement-rejection patterns, tech overtime drift, AR slip on the carrier. PMs see the score in their morning queue. The bleed gets named while there's still time to fix it.
90+
Target · job health score (out of 100)
Crew Scheduler
Routes crews to jobs without conflicts.
Reads your active job list, crew skill matrix, and geography. Builds the week. Surfaces conflicts before the lead tech finds out at 7 AM in the truck. Fewer driveway re-routes, more productive hours per crew.
<1
Recent shop · conflict / 30 days