In technician-dependent businesses, sales leads don’t fall through the cracks because reps are lazy. They fall through because your follow-up process depends on someone noticing the right email at the right moment.

• a web form lands in the wrong inbox
• a rep is in on a call when a quote request comes in
• a voicemail sits until the next morning
• your CRM gets updated only when someone remembers to do it

The results: slow response times, missed opportunities, and deals won by competitors who simply replied first.

Field service and integration teams lose hours every week digging through manuals, old ticket notes, and Google results just trying to find the right fix. Nothing lives in one place, so every job turns into a scavenger hunt.

• procedures buried in PDFs
• part numbers scattered across emails
• tribal knowledge locked in one senior tech’s head
• troubleshooting steps that change by model or firmware

People are doing their best. But when the knowledge is scattered, every job takes longer, new techs struggle, and repeat visits become a fact of life.

Office equipment dealers, security integrators, telecom and AV contractors all depend on renewals, maintenance agreements, and contract deadlines. And most of the time, those deadlines are scattered across whatever happens to be handy:

• spreadsheets
• inboxes
• file folders
• systems that don’t talk to each other

That scattered system creates missed revenue, last-minute scrambles, and customers wondering why things feel disorganized on your end.

We fix the bottlenecks that kill good leads by taking the babysitting out of your follow-up process. Your reps shouldn’t have to monitor inboxes, chase web forms, or try to remember who emailed what at 7:43 AM. Leads get handled instantly, routed correctly, and followed up with automatically.

Your AI reads incoming emails, web forms, and chat messages. It classifies the intent, replies instantly with a human-sounding message, and moves the lead into the right CRM stage or pipeline. Nothing sits in limbo and nothing waits for someone to notice it.

• responds to real leads instantly
• filters junk and service noise
• routes inquiries to the right rep without manual sorting
• updates your CRM automatically
• gives reps summaries so they know exactly what’s coming in

It stops good leads from slipping away just because your team is busy serving customers.

We give your techs instant access to the knowledge they need so they stop guessing, Googling, or calling the senior guy for help. Every answer they need is in one place, tailored to your business instead of scattered across PDFs, emails, and tribal knowledge.

Your private AI Copilot is trained on your manuals, service bulletins, internal notes, and past fixes. Techs and dispatchers ask questions in plain language and the system responds with the correct procedure, part number, wiring sequence, or troubleshooting steps.

• reduces average call time
• cuts repeat visits
• helps new techs perform like seasoned techs
• centralizes all service knowledge in one place
• triggers escalation or manager alerts when issues stay unresolved
• captures field notes so your knowledge base keeps improving

It’s like giving every technician your senior tech’s brain, available 24/7, without pulling anyone off a job.

We turn renewals into a predictable, automated process instead of a monthly fire drill. Contracts, usage data, and service history get analyzed automatically so nothing sneaks up on your team or falls through the cracks when everyone is buried.

Your AI flags upcoming expirations, identifies at-risk accounts, suggests upsells, and feeds your reps clean renewal summaries. Follow-ups happen on time, quotes go out early, and recurring revenue finally feels stable instead of chaotic.

• tracks renewal dates without spreadsheets
• highlights heavy-usage accounts ready for refresh
• warns you when service volume is spiking on a contract
• sends reps weekly renewal briefings
• prevents revenue leaks you never see coming

It’s the quiet engine that keeps your renewals on the rails and your margins protected.