We make AI
accessible to
small businesses.

Most businesses know AI matters but have no idea where to start. We turn that into custom tools and automations that fit how you already work, shipped in weeks and yours to own.

An operator on a construction site reviewing project work on a tablet
Quote drafted · $14,200 · sent to Anderson
Why work with us
30+
Years combined experience
2–8
Weeks to ship
100%
Client-owned code
Free
Working demo before proposal
Common problems

Sound familiar?

Every operator we talk to is losing hours to the same few things. Tools that almost work. Knowledge stuck in a couple of people's heads. The same information typed over and over. Here's what we hear most.

Software that almost fits.

Off-the-shelf gets you 80% of the way, then fights you on the rest. Your team builds workarounds, keeps the real numbers in spreadsheets, and trains every new hire on the tricks. That gap costs you hours every week, and it never goes away.

The business runs out of someone's head.

Pricing, customer history, how the work really gets done. It lives in a few people. One of them retires or quits, and it walks out the door with them.

The same job gets typed five times.

Phone call, calendar, dispatch, invoice, accounting. Every handoff is a chance to drop something, double something, or miss it. Your best people spend half their day doing data entry.

You're renting all of it, by the seat.

Every tool, every month, every user, and you own none of it. The price goes up, the features you'll never use pile on, and the day you stop paying you have nothing to show for it.

What we build

What we build.

Sometimes the answer is a full system. Sometimes it's just connecting the tools you already use so you stop doing the same work twice. We start from your problem, not from what we feel like building. Here's what that usually looks like.

01

Internal Knowledge Assistant

An AI assistant trained on your SOPs, pricing, customer history, and project files. Your team asks questions in plain English; it answers in plain English with source citations. Lives in Slack, Teams, web, or wherever your team works.

Includes

  • Training pipeline on your docs, spreadsheets, project files, and customer records
  • Plain-language Q&A with source citations, no hallucinations
  • Delivery in Slack, Teams, web, or mobile
  • Permissions layer so techs see tech info and the office sees office info
  • Feedback loop that improves answers over time
Talk to usCould we build this for you?
02

Workflow Automations

Multi-tool automations that move data between your systems and trigger tasks at the right moments. Connects your CRM, calendar, dispatch, invoicing, email, and accounting. Anything with an API or a stable export.

Includes

  • Connections between CRM, calendar, dispatch, invoicing, email, SMS, accounting
  • Triggers on form submissions, calendar events, status changes, schedules, manual buttons
  • Data transformations: formatting, lookups, conditional routing, bulk operations
  • Error notifications so you get alerted when something breaks, not your customer
  • Built on Make / n8n / Zapier where it fits, fully custom code when it doesn't
Talk to usCould we build this for you?
03

Custom Operations Apps

A custom-built web app designed for your specific workflow. Common builds: dispatch, scheduling, invoicing, lead management, internal portals. Ships in 4–8 weeks with full source code ownership and no per-seat fees.

Includes

  • Desktop and mobile-friendly web app tailored to your operation
  • Authentication, role-based access, and audit logs (the boring-but-important stuff)
  • Integrations with your existing data, calendars, and accounting
  • Owned outright: source code, data, and hosting are yours
  • Fixed price, fixed scope, 4–8 week typical build
Software buildTechfive Operations Platform
04

Smart Quoting & Estimates

An AI-assisted quoting tool that generates quotes in seconds from job specs. Pulls from your catalog, parts pricing, labor rates, and historical jobs. Sends, schedules followups, and books on accept.

Includes

  • Job intake form tuned to your service mix
  • Pricing engine pulling from catalog, parts pricing, labor rates, and historical data
  • AI assistance on unusual jobs that matches similar past quotes and flags edge cases
  • Send via email/SMS with electronic signing and deposit collection
  • Auto-followups on un-responded quotes; auto-booking on accept
Talk to usCould we build this for you?
05

Service Reports & Field Capture

Mobile field reporting that fills itself out. Techs record voice notes that become structured reports; photos auto-tag and attach to the right job. Everything syncs back to the customer record and the invoice.

Includes

  • Mobile capture app (web or native, offline-tolerant)
  • Voice-to-structured-report pipeline (parts used, time on site, exceptions)
  • Photo intake with auto-tagging and job/customer association
  • Auto-sync to your CRM, customer record, and invoice line items
  • Optional customer-facing summary email after the visit
Talk to usCould we build this for you?
06

Dispatch & Routing

Smart dispatch that picks the right tech for the right job in the right order. Considers urgency, skill match, parts on truck, traffic, and where everyone already is, and re-plans on the fly when emergencies hit.

Includes

  • Daily route optimization across your fleet against priority and SLA
  • Real-time re-planning when emergencies hit the board mid-day
  • Dispatcher UI that shows options, not orders, so your dispatcher stays in control
  • Plugs into existing dispatch software, or stands on its own if you'd rather
  • Driver-side mobile app with turn-by-turn and job sequencing
Talk to usCould we build this for you?
07

Email & SMS Triage

An AI agent that reads your inbound messages, classifies them, drafts replies in your voice, and routes urgent items to whoever needs to see them. You approve and send, or set high-confidence categories to auto.

Includes

  • Inbox connection (Gmail, Outlook, Microsoft 365, custom) and SMS provider
  • Classifier trained on your historical replies and team roles
  • Drafts in your business voice, citing the knowledge base when relevant
  • Routing rules: urgent escalates, FYI is filed, spam is dropped
  • Approval queue or full autopilot per category, sender, or topic
Talk to usCould we build this for you?
08

Connected Sales & Marketing Stack

One platform that integrates content, campaigns, email, customer journeys, social, and CRM features into a single custom-built system. No more duct-taping six tools together to run go-to-market.

Includes

  • Unified contact and account model that spans marketing, sales, and service
  • Campaign builder with email, SMS, and social scheduling under one roof
  • Content library and journey orchestration tied to lifecycle stage
  • Built-in CRM features: pipeline, tasks, notes, attribution
  • Built around your funnel and pipeline, not duct-taped together from six tools
Software buildVantaic Sales & Marketing Platform
09

AI-Assisted Bid Tracking

Track government and enterprise bids in real time. AI sorts, filters, and scores incoming opportunities against your shop's fit, then sends a daily report of which ones are worth pursuing.

Includes

  • Real-time monitoring of SAM.gov, state portals, and enterprise procurement feeds
  • AI scoring against your service capabilities, geography, and past wins
  • Automatic filtering on NAICS codes, set-asides, contract size, and deadlines
  • Daily digest of qualified bids with summary, key dates, and links
  • One-click export of bids worth chasing into your sales pipeline
Talk to usCould we build this for you?
10

KPI & Analytics Dashboards

A single place to see how the business is actually doing. Pulls from accounting, CRM, dispatch, ops, and field tools so you stop opening five tabs to answer one question. Built around the numbers your business actually runs on.

Includes

  • Connections to QuickBooks, your CRM, dispatch, and any ops or field tools
  • Custom KPIs defined with you (revenue per tech, close rate, AR aging, jobs-per-day)
  • Owner dashboard, manager dashboard, and a daily / weekly digest
  • Trend lines, alerts on threshold breaches, and drill-downs to the underlying records
  • Hosted on infrastructure you own, exportable to CSV any time
Software buildTechfive Dashboard Software
11

AI Voice Receptionist

A voice agent that answers your inbound phone line 24/7. It greets callers in your business's voice, qualifies the request, and books the job into your calendar or dispatch, without sending callers to voicemail.

Includes

  • Custom voice persona (or stock voice) matched to your brand
  • Phone provider integration: Twilio, Bandwidth, RingCentral, or your existing PBX
  • Booking flow into Jobber, ServiceTitan, Google Calendar, or your CRM
  • On-call routing rules with escalation logic
  • Web chat companion sharing the same trained knowledge
Talk to usCould we build this for you?
12

Client Portals

A branded portal that gives your customers real visibility: open tickets, assets, contracts, invoices, and a direct line to their account team. Built around how the relationship actually works.

Includes

  • Single client login spanning tickets, assets, contracts, and invoices
  • Ticket submission and threaded communication without email ping-pong
  • Real-time asset and inventory visibility
  • Contract terms, renewal dates, and invoice history at a glance
  • White-labeled to your brand, not a third-party tool's
Software buildTechfive Client Portal
13

Need something custom?

This list isn't exhaustive. If a workflow is killing your team and nothing here fits, talk to us. We'll build and demo a free working slice of the exact function before you see a proposal.

13 capabilities listed above.

How we work

See something real before you commit.

Show us the workflow. We build a free working vertical slice. Then—and only then—a proposal.

  1. 01first step

    Show Us the Workflow

    You walk us through the exact workflow, who uses it, and where it breaks down today. Free, no pressure, no pitch.

  2. 02before proposal

    We Build the Vertical Slice

    We build a complete working path through the core function, using the real shape of your process. You do not pay for the demo.

  3. 03live demo

    Demo & Proposal

    We walk you through the working slice so you can judge the exact function. If it solves the problem, we present the scope, timeline, deliverables, and investment to complete it.

  4. 042–8 weeks

    Complete Build

    We ship in pieces. You review, we adjust. Modern tools turn what used to take months into weeks.

  5. 05ongoing

    Launch & Maintain

    It goes live. You own the code, the data, and the system. Managed Support keeps it monitored, maintained, and current as the surrounding technology changes.

Who we serve

Built for small businesses doing real work.

We've built systems for trades, construction, manufacturing, healthcare, and field service. If your team runs on phones, calendars, and coffee, you're our people.

Tradesperson at a service truck on a job
01

Trades

Phones ringing while you're under a sink. Jobs to dispatch from the cab of a truck. Customers expecting answers when your hands are full of pipe wrench. We build the tools that fill in for you.

  • Plumbing
  • HVAC
  • Electrical
  • Roofing
See how we help trades
Construction professional reviewing project work on site
02

Construction

Quoting work, juggling crews and subs, RFIs piling up, change orders flying around. The job is on the site. The admin is killing the margin. We build the tools to keep the build on track without burning the back office.

  • General Contractors
  • Subcontractors
  • Builders
  • Specialty Trades
See how we help construction
Operator on a manufacturing shop floor
03

Manufacturing

Production schedules, parts inventory, custom orders, quality control. And the spreadsheets nobody trusts anymore. We build the tools to run a small shop like a small shop, not like a Fortune 500.

  • Job Shops
  • Fabrication
  • Custom Manufacturing
  • Light Assembly
See how we help manufacturing
Dispatcher coordinating field service routes
04

Field Service

Routes, dispatches, recurring service calls, and parts you needed yesterday, with a customer waiting on the porch. We build the tools that keep your trucks moving and your customers in the loop.

  • Pest Control
  • Landscaping
  • Cleaning
  • Garage Door & Locksmith
See how we help field service
Healthcare professional reviewing patient records
05

Healthcare

Booking, intake, eligibility, recall campaigns, and patient communications, all on top of seeing patients. We build the tools that handle the front office so you can do the medicine. HIPAA-aware from day one.

  • Dental & Medical Practices
  • Home Health
  • Specialty Clinics
  • Therapy & Wellness
See how we help healthcare
Owner working from a small business office
06

Specialty Small Businesses

When the categories above don't quite fit. Property management, facilities, specialty retail, professional services, anyone whose workflows don't match off-the-shelf software. We start blank.

  • Property Management
  • Facilities
  • Specialty Retail
  • Professional Services
See how we help specialty small businesses
FAQ

Common questions.

See the idea work first. Decide what to do next after.

After you show us the workflow, we build a vertical slice: a complete working path through the core function you need. We demo it live before presenting a proposal, so you can evaluate something real instead of buying from a document.
The initial conversation and working demo are free. If the demo proves the idea, you'll receive a proposal covering deliverables, timing or cadence, and the full investment before you commit. No surprise invoices.
A working piece in 1 to 2 weeks, a full build usually in 2 to 8. We ship in pieces, so you're never waiting months to see something real.
We do. Every production build moves into Managed Support for monitoring, fixes, security and vendor updates, technical help, and small adjustments. We don't disappear once the build is live.
That's what the first call is for. We'll tell you straight what's worth building, what isn't, and where the fastest payoff is. Even if the answer is “not yet.”
Most of the work is on us. We need you for the two early calls, a few reviews along the way, and the final sign-off. We work around how busy you are.
No. AI is a tool, not the product. Sometimes the right answer is a voice agent. Sometimes it's a plain workflow automation. Sometimes it's a custom app with no AI in it. We pick what fits the problem.
Same company, same team, same accountability. Managed IT keeps your existing environment running. Intelligence builds the custom software and automation on top of it. Most clients start with one and grow into the other.
Next step

See your workflow working before you commit.

Show us the workflow. We build a free working vertical slice, demo the exact function, and only then talk proposal.

Free · No pitch · No pressure