Industries / Specialty contractors
Specialty contractors
The field moves fast. The office shouldn't be the bottleneck.
HVAC, plumbing, electrical, roofing and other trade contractors live on service tickets, change orders, agreements and supplier invoices. AI can turn field notes into paperwork, keep billing current and flag completed work that never got billed.
Where AI pays first
Hours back, every week.
Common starting points. Your audit, built on your own documents, shows which ones matter and what each is worth.
- 01
Tickets to invoices
Crew and technician notes and photos turned into clean invoices and job summaries the same day, ready for the office to approve.
- 02
Change-order documentation
Field changes captured and drafted into change orders before the crew leaves the site.
- 03
Supplier invoice checks
Distributor invoices read and checked against quotes, POs and deliveries before anyone pays them.
- 04
Agreement renewals and follow-up
Maintenance agreements tracked, with renewal reminders and customer follow-ups drafted on time.
Where money slips
The leaks we check for.
Our Recovery Audit checks for these and itemizes every dollar against the source document. Recovery Audit
- 01
Completed calls never invoiced
Service tickets closed in the field that are never billed, or billed weeks late at the wrong rate.
- 02
Change orders and T&M not captured
Extra work approved on site that never makes it onto the final bill.
- 03
Materials used, not billed
Parts pulled for a job that never show up on the customer invoice.
- 04
Retainage and warranty credits left uncollected
Retainage still sitting on closed projects and warranty parts credits that were never claimed.
Next step
Find out where AI pays in your contracting business.
A 20-minute introductory call. We'll ask how your team uses AI today, where the paperwork piles up and whether an audit makes sense. No pitch deck.
Book an introductory call