Do I need to be technical?
No. Everything is built, hosted, and maintained for you. Your team opens one portal.
How it works
One call. We do the rest.
Show up to a 30-minute call, share access to your tools, and approve what the AI does.
The process
Four steps, first call to live portal
Each step ends with something you can hold.
- 01
Discovery and AI audit
30 minutesWe learn how your business runs and write a ranked plan.
- You
- One call
- Us
- Audit and rank
- 02
Build on your data
A few questionsWe connect to your software and build the piece that pays off first.
- You
- Share access
- Us
- Build and test
- 03
Launch in your portal
Send a linkYour team logs into one branded portal with role-based access.
- You
- Send the link
- Us
- Security review
- 04
Host, maintain, improve
Approve or skipWe host it, watch it, and keep working your ranked list.
- You
- Approve or skip
- Us
- Host and fix
Low risk
Nothing to rip out, nothing to babysit
Built on your tools
House Call Pro, QuickBooks, Google Workspace. No rip-and-replace.
Your systems stay safe
Some connections cannot be changed from our side at all.
You approve every action
Consequential steps stop on an Approve or Reject card, then get logged.
What is included
One portal, everything in it
The audit tells us where to start. You decide how far to go.
- Written AI audit
- Branded portal
- Role-based logins
- Agents, apps, automations
- Secure integrations
- Nightly syncs and cost caps
How fast
Our first client went from portal onboarding to a live portal with an agent and a commission app in about 3.5 weeks.
FAQ
What owners ask before the first call
Do I have to switch software?
No. We build on what you already have, and replace a tool only if you outgrow it.
Can we start small?
That is how we prefer it. The audit picks the first piece; you decide whether to keep going.
What if AI is not a fit?
Then the written recommendation says so, and you keep the audit. No build starts before you say go.
Book a call
Step one is a 30-minute conversation.
Your tools on the screen, our questions, and a written recommendation afterward.
No rip-and-replace. You approve every action.