Tier 4 · Custom Agents
We build custom AI agents for any repeatable task in your business. Maintenance reminders, weather-based scheduling, supplier price checks, warranty follow-ups — if it happens more than once, it should be automated.
Most agents built and live within 5 business days.
An agent is an AI that watches for a trigger, reads your data, makes a decision, and takes action — sending an email, updating a record, generating a document, or firing another agent entirely.
It's not a template or a flowchart. It understands context. It handles exceptions. It knows when something needs a human and when it doesn't.
The difference between a basic automation and an agent: your agent reads the situation the same way a smart employee would.
These are real agents we've built or can build in days. Your workflow could be next.
Triggers: Each spring and fall, automatically
Sends personalized maintenance reminders to past clients based on the work done for them. "Your deck stain is about 2 years old — here's a quote for a refresh." Turns past jobs into future revenue without lifting a finger.
Estimated value: $5,000–15,000 in repeat revenue per yearTriggers: When forecast shows rain or extreme temps on a job day
Monitors the forecast for every scheduled job. When bad weather is coming, it automatically texts the client and crew with a reschedule — no more morning scrambles or awkward calls.
Saves 2–4 hours of scrambling per weather eventTriggers: Daily price check against your target thresholds
Checks supplier pricing daily for lumber, copper, HVAC components, or whatever you track. Alerts you the moment prices hit your target so you can lock in materials before estimates get blown. Stop guessing.
Protects margins on every large materials orderTriggers: Approaching warranty expiration date on any completed job
Tracks warranty windows on every completed job. Sends a proactive check-in before the warranty expires — asking if everything is holding up. Catches issues before they become complaints or disputes.
Prevents costly callbacks and reputation damageTriggers: When you need materials bids for a job
Emails your preferred suppliers, collects their responses, and summarizes the best options for you to review — all in one place. No more chasing quotes across your inbox. Just pick the best option.
Cuts quote-gathering time from hours to minutesTriggers: Every morning at 6 AM
Sends each crew member their job for the day: address, client name, scope, special notes, and the weather forecast for the site. Everyone shows up prepared. No group chats. No confusion.
Eliminates start-of-day confusion and late arrivalsTriggers: Immediately when a consultation no-show is detected
If a client misses a consultation, the agent fires instantly: reschedule email goes out, follow-up text fires 2 hours later, and the owner gets an alert if still no response after 24 hours. You don't lose a single lead to forgetfulness.
Recovers 40–60% of no-show appointmentsTriggers: When a new review appears on your Google Business profile
Drafts a personalized, on-brand response for your approval the moment a review comes in — or posts automatically, your choice. Never let a review sit unanswered again. Shows every prospect you're paying attention.
Boosts review engagement and closes more leadsTriggers: Weekly check on all active job permits
Checks the permit portal status for every active job on your schedule. Alerts you the same day approval comes through so you can book the crew immediately. Stop losing days waiting to find out something already happened.
Eliminates days of delay per job, per permitTriggers: First of every month, automatically
Builds whatever report matters to your business: crew productivity, material cost by job type, revenue by service category, average job margin — any metric, any format. Lands in your inbox without you asking for it.
Turns data into decisions, every month, automaticallyTriggers: Client birthday or project completion anniversary date
Sends a personal note on client birthdays or on the anniversary of their project. It's a small touch that almost no contractor does — and it drives more referrals than almost anything else. People remember who remembered them.
Measurably increases referral rate over 12 monthsTriggers: After every completed job involving a subcontractor
Logs how each sub performed on timeline, quality, and communication — automatically, after every job. Builds a running rating over time so you always know who to call first, who to avoid, and who deserves more work.
Builds the data to staff your best jobs with your best peopleTell us what you want automated. We handle everything else.
Describe what you want done. We ask a few questions to understand the trigger, the data source, and the desired outcome. No technical knowledge needed — just explain it like you'd tell a new hire.
Our team configures the agent, connects it to your accounts, and puts it through real scenarios before it goes live. Most agents are delivered within 3–5 business days, fully tested and running.
Your agent fires automatically, every time, without reminders. You check the logs. We handle maintenance, updates, and anything that needs attention. Add more agents as your business grows.
Every week someone comes to us thinking their workflow is too specific or too weird to automate. Here's what people thought wasn't possible — until we built it.
If it's repeatable, we can automate it. Tell us what you're thinking — even if it sounds unusual.
A flat build fee. A low monthly cost. No surprises.
One-time build fee per agent, plus a low monthly cost to keep it running, maintained, and updated. Build as many as you need.
Requires Tier 1, 2, or 3 as a base. Custom agents can be added to any existing tier at any time. Already a client? Just reach out.
Book a call and tell us. Most ideas take less than a week to build. If we can't do it, we'll tell you straight — but so far, we usually can.
Book a Discovery Call →