We fix the manual process problems that stop commercial trades contractors from scaling.

When your AP person looks up PO data 1,200 times a month, your estimates are trapped in 100+ individual files, or adding business means adding back-office staff - you have automation problems we solve.

What We Build:
Pipeline dashboards from trapped data. Estimates scattered across FastPipe files? We consolidate them into real-time dashboards. One mechanical contractor went from "impossible to see our pipeline" to "30-second answers" without replacing their estimating software.

Invoice automation that works with your systems. We automate the data pulls, digitize approvals, and move AP from processing every invoice to handling exceptions only. Clients process 1,200+ invoices monthly without adding headcount.

Infrastructure that makes automation actually work. Foundation ERP behind a firewall? Part-time IT consultant? Data in SharePoint? We solve the VPN access, email authentication, and database replication that vendors assume you already have.

How We Work:
Monthly retainer. We become part of your team. While building invoice automation, we tackle your FastPipe integration. Or CRM strategy. Or the data problem you just discovered.

Most clients start with one problem and discover three related ones. Our retainer model lets us solve them as we find them, not six months later in a new project scope.

Who We Serve:
Commercial trades contractors - plumbing, electrical, HVAC, mechanical - who are:

- Processing hundreds of invoices, estimates, or work orders manually
- Outgrowing their infrastructure faster than their software
- Ready to scale without proportionally growing back-office staff

If that's you, let's talk.

Deskside Mentor AI

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