The operating manual for AI adoption · Est. 2025 Calm the Chaos.
// The build menu

Every job AI can take off someone's plate.

Every department. What it costs, how long it takes, and who owns it when we leave. Point at the one that's your Tuesday.

Prices below are approximate. Every build is scoped and quoted before anything starts, and the number won't change on you later.

A catalogue grid of forty-two small rounded tiles representing priced AI builds.

The gate

Every build opens with a 3-day validation gate, credited to the build. Three ways out: proceed at the fixed price, swap for another job the same size, or stop and keep only the gate fee.

After we leave

Keep-it-running is attached from day one: monitored, patched, and reported with the number that proves it stuck. $500 to $1,500 a month, by build size.

The menu

Find the one that's costing you Tuesdays.

Department
Industry
Build size
Sales · Small

Territory & account coverage

Sample view · Coverage grid by rep and territory, cold accounts flagged red, one-click call list.

Accounts go quiet because nobody noticed. This watches the CRM, flags every account with no touch in 30 days, and hands each rep a Monday call-down list.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your sales manager
Sales · Standard

Forecast cleanup

Sample view · Live forecast view: committed vs best case vs quota, with the deals that moved overnight.

The Friday forecast takes half a day and it's still wrong. Stages, close dates and amounts get reconciled nightly into one live number you can defend.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your sales manager
Sales · Small

Call & meeting note capture

Sample view · Split screen: meeting audio on the left, finished CRM record on the right.

Reps sell, then spend evenings typing. Calls and meetings turn into CRM notes, next steps and updated fields before they're back at the desk.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Sales ops / each rep
Sales · Small

Follow-up scheduling

Sample view · Pipeline list where every row carries a next-activity date, overdue rows in red.

Deals don't die, they go quiet. Every touch gets a next step booked automatically, and anything overdue escalates to the manager.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your sales manager
Sales · Standard

Deal health scoring

Sample view · Deal board with green, amber and red health chips and a one-line why under each.

You find out a deal stalled when it's already dead. Last touch, stakeholder count and momentum roll into a health flag with the reason attached.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your sales manager
Finance · Large

Month-end reporting pack

Sample view · Pack cover: P&L bridge, cash line, top five variances with drafted commentary.

Month-end eats the first week of the month. GL, bank, AR and AP roll into the standing pack: P&L, cash, variances, and a first draft of the commentary.

Approximate price
$15,000 to $18,500
Timeline
4 to 6 weeks
Keep it running
$1,500/mo
Owned after by
Your controller
Finance · Standard

Invoice matching

Sample view · AP queue in three lanes: auto-matched, coded, needs a human.

Three-way matching by folder shuffle. Invoices get read, matched to PO and receipt, and only the exceptions reach a human.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your AP clerk
Finance · Small

Expense coding

Sample view · A receipt photo turning into a coded ledger line with the policy check ticked.

Shoebox receipts, month-end surprise. Receipts get extracted, coded to your GL with policy checks, and pushed to accounting the day they land.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your bookkeeper
Finance · Small

AR chase list

Sample view · Aging board with a next-chase date and last-reply summary on every invoice.

You do the work, then chase the money. Aging gets watched daily, reminders go out on schedule, and promises to pay get tracked to the day.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your bookkeeper
Finance · Standard

13-week cash view

Sample view · 13-week cash curve with inflow and outflow bars and two pinch weeks flagged.

Monday's cash position lives in five tabs. Bank, AR and AP roll into a 13-week view with the big swings called out in plain language.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
You and your controller
Operations · Standard

Closeout & O&M packages

Sample view · Closeout checklist filling itself, each line with the source document attached.

The closeout binder gets built in a panic at the end. Drawings, warranties, manuals and test records collect themselves into the package as the job runs.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your project manager
Operations · Standard

O&M reporting buildout

Sample view · The month pack: work-order summary, PM completion, open issues, and next month's plan.

Service contracts promise monthly O&M reports that nobody has a spare week to assemble. Work orders, PM completions and readings roll into the client-facing pack, drafted and waiting for review.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your service manager
Operations · Small

Safety submittals

Sample view · Pick a site, watch the submittal pack assemble, anything missing flagged.

Every submission means an afternoon assembling certs and plans. Site-specific safety packs compile themselves from records you already have.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your safety coordinator
Operations · Standard

Subcontractor packages

Sample view · Sub tracker: documents in, missing and expiring, per subcontractor.

Chasing subs for insurance and signed scopes is a job on its own. Documents get requested, tracked and filed per sub, expiries flagged before they bite.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your ops manager
Operations · Small

Field reports to office

Sample view · A voice note from the truck becoming a formatted daily report, photos placed.

What happened on site today lives in someone's head. Photos and voice notes become the daily log, and flagged issues route to the right desk.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your site supervisors
Operations · Large

Schedule & dispatch board

Sample view · Dispatch board with drag-and-drop crew assignments and conflict warnings.

Crew changes ripple by phone call. Crews, equipment and jobs sit on one live board; a change updates everyone it touches.

Approximate price
$15,000 to $18,500
Timeline
4 to 6 weeks
Keep it running
$1,500/mo
Owned after by
Your ops manager
Estimating · Standard

Bid & tender first drafts

Sample view · Requirement checklist auto-mapped to draft response sections, gaps flagged.

Tender responses eat weekends. The documents get read, requirements extracted, and a first draft assembles itself from bids you've already written.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your chief estimator
Estimating · Small

Bid & tender monitoring

Sample view · A daily digest: new tenders scored against your capability list, closing dates flagged.

Tenders drop on the portals at all hours, and somebody has to be watching. Portals get checked on a schedule, opportunities get scored against your capability list, and a digest lands before the day starts.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your chief estimator
Estimating · Small

Scope comparison

Sample view · Side-by-side scope diff, changes highlighted, cost-relevant lines flagged amber.

Rev 5 changed something and nobody's sure what. Drawings and specs get diffed, changes listed, with a flag on anything that moves cost.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your estimator
Estimating · Small

Historical pricing lookup

Sample view · A search bar answering with past-job pricing cards and the margin each landed.

What did we charge for this in 2024? Past estimates and actuals become searchable by assembly, client and job size, margins included.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your chief estimator
Estimating · Standard

Subtrade quote leveling

Sample view · Leveling grid: subs across, scope lines down, exclusions and gaps flagged.

Five quotes, five formats, one deadline. Quotes get normalized onto one leveling sheet with gaps and exclusions surfaced.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your estimator
Estimating · Small

Win/loss capture

Sample view · Win-rate dashboard cut by client type, bid size and estimator.

You bid, you hear nothing, you bid again. Every outcome gets logged with the reason, and a quarterly report shows the pattern.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
You and your chief estimator
HR · Small

Onboarding packets

Sample view · New-hire tracker with every day-one item green before they walk in.

New hires spend day one waiting on logins. Offer accepted means accounts, forms, kit and a training plan generated and tracked to done.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your HR / office manager
HR · Small

Policy answers

Sample view · A chat answer quoting the handbook, section and page linked.

“What's the boot allowance?” asked for the tenth time. The handbook answers instantly, with the page cited so nobody argues.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your HR / office manager
HR · Small

Interview scheduling & notes

Sample view · Candidate pipeline with interviews booked and scorecards attached.

Interview loops die in calendar Tetris. Scheduling gets handled, and every panelist's notes land in a structured scorecard.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your hiring managers
HR · Small

Timesheet & leave chasing

Sample view · Timesheet status board going green through Friday without anyone asking.

Friday afternoon is timesheet-chasing hour. Missing sheets get chased automatically, leave balances answer themselves, approvals route.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your payroll admin
HR · Small

Certification tracking

Sample view · Cert matrix, people by ticket, expiry dates on a heat scale.

A lapsed ticket takes a worker off site. Certs and tickets get tracked, with renewals booked before anything expires.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your HR / safety coordinator
Service · Small

Ticket triage

Sample view · Inbound queue sorting itself into lanes with priority and owner set.

Everything lands in one inbox and the loudest customer wins. Requests get read, tagged, prioritized and routed in seconds.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your service manager
Service · Small

Response drafting

Sample view · A ticket with the suggested reply beside it, sources cited.

Techs type the same answer forty times. First replies draft themselves from ticket history and your knowledge base, ready for review.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your service techs
Service · Standard

Knowledge base upkeep

Sample view · KB health board: new, updated and stale articles this month.

The knowledge base was accurate two years ago. Closed tickets turn into new and updated articles, and stale pages get flagged for review.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your service manager
Service · Standard

Warranty & claims

Sample view · Claims pipeline with a coverage verdict on each and the packet building.

Claims sit because checking coverage is tedious. Claims get read, coverage checked, packets assembled and status tracked.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your service coordinator
Service · Small

Customer status updates

Sample view · Job timeline showing each auto-sent update and the drop in inbound calls.

“Where's my job?” is half your inbound. Milestone updates send themselves, so customers stop calling to ask.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your service coordinator
Admin · Small

Meeting notes to actions

Sample view · A transcript on the left, the action list pushed to your task tool on the right.

Meetings end, actions evaporate. Every meeting produces owners, due dates and follow-ups logged where the work lives.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your office manager
Admin · Small

Inbox triage

Sample view · Shared inbox in priority lanes with draft replies waiting.

The shared inbox is a queue with no rules. Mail gets sorted, drafted and routed, and nothing sits unanswered overnight.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your office manager
Admin · Small

Filing & retrieval

Sample view · A plain-language search returning the document card with its source trail.

Finding the signed agreement from 2024 takes an afternoon. Documents get named, filed, and found by asking in plain language.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your office manager
Admin · Standard

Data entry between systems

Sample view · A source PDF with its fields mapped live into two destination systems.

Someone retypes what another system already knows. Forms, emails and PDFs get keyed into your systems with checks, not typos.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your office admin
Admin · Small

Vendor & PO intake

Sample view · Vendor intake flow: form in, approvals routed, PO raised.

New vendor setup is a paper chase. Vendor forms, PO creation and approvals route themselves and land in the ledger.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your office manager
Leadership · Large

Board & owner reporting

Sample view · Board pack cover with KPI grid and drafted commentary awaiting review.

The board pack takes a week nobody has. It drafts itself from live numbers: KPIs, commentary, variances, appendix.

Approximate price
$15,000 to $18,500
Timeline
4 to 6 weeks
Keep it running
$1,500/mo
Owned after by
You
Leadership · Standard

KPI rollup

Sample view · Friday scoreboard: six numbers, trend arrows, one line each.

Six numbers, every Friday, without asking anyone. The scoreboard pulls itself from the systems and posts on schedule.

Approximate price
About $12,500
Timeline
3 to 4 weeks
Keep it running
$1,000/mo
Owned after by
Your leadership team
Leadership · Small

One-page status

Sample view · One-pager with a status light per project and the exceptions ranked first.

Twelve projects, twelve versions of the truth. Every project on one page, exceptions on top, updated without meetings.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
Your leadership team
Leadership · Small

Meeting prep packs

Sample view · A calendar event with its prep card: attendees, last decisions, open items.

You walk into meetings cold. Every calendar event gets a prep card: who, history, numbers, open items.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
You / your EA
Leadership · Small

Decision log

Sample view · Decision register with owner, date and a revisit reminder on each entry.

Decisions get made twice because nobody wrote them down. What was decided, who owns it and when it's revisited, logged automatically.

Approximate price
About $7,500
Timeline
15 business days
Keep it running
$500/mo
Owned after by
You

Point at the one that's your Tuesday.

Fifteen minutes. Tell us which job is eating the week and we'll tell you straight whether it's a build, and roughly what it runs.