A crawl-space company got real answers from its job data
An AI audit, a portal, an agent over 3,500+ synced jobs, and a commission tracker. Live in about 3.5 weeks.
The situation
Where they started
Several crews, an office on House Call Pro and spreadsheets, and an owner who could not get a straight number without exporting.
What we found
- Reports could not answer the real questions: jobs last month, who sold what, what is unpaid.
- Sales credit moved to the crew on conversion, so commissions were figured by hand.
What we built
Piece by piece
- Audit
An AI audit before anything was built
Readiness score, twelve use cases, four quick wins, one call: build on House Call Pro, replace nothing.
- Portal
A branded portal with tiered logins
Owners and managers see everything, the service lead reads only, and a sales inspector sees only his own data.
- AI agent
A team agent over 3,500+ synced jobs
Answers jobs, revenue, paid versus unpaid, and leaderboards from the synced data. Actions wait for approval.
- Custom app
A commission tracker
Nightly-synced jobs become commissions, referral kickbacks, and a monthly draw. Reps see only themselves.
- Automation
Three automation flows
Warranty renewal, lead response, and photo-plus-invoice, each drawn as a diagram with a test run.
- Integration
A House Call Pro integration
Every job syncs overnight, plus a Sync now button. Owner corrections survive every sync.
Safety
How it stays safe
- Nothing in House Call Pro is created, edited, or deleted from our side.
- The agent only states numbers it looked up, and refused every adversarial test.
- Answers are scoped to the viewer, AI spend is capped monthly, and outbound steps are email only.
Day to day
A normal day
The general manager asks how many jobs closed last month and gets a table: jobs, revenue, paid and unpaid. Ask something the data does not cover and the agent says so.
What changed
What is true today
Capabilities and speed, not dollar figures.
- Real numbers on demand, in plain English, without exporting anything.
- Commissions computed from synced data, with owner corrections kept.
- Reps see their own numbers. Managers see the whole team.
How fast
Try the demos
The same builds, on fictional data
- Live AIAI agent
Operations agent
Ask about jobs, revenue, and who sold what. It asks before it acts.
Try it - Custom app
Commission Tracker
Synced jobs become rep commissions and draws. Managers see everyone, reps see themselves.
Try it - Live AIAutomation
Automations
Open a real workflow, press Test run, and watch every step light up.
Try it - Deliverable
AI audit sample
What you get first: a readiness score, ranked opportunities, and an ROI calculator.
Try it
Book a call
Want this for your business?
Bring the tools you run on. We will put a plan in writing.