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Business systems, automation and AI for contractors.

I set up, connect and automate the software trades businesses already pay for, and build AI into the daily work where it actually helps. I work with contractors across Montgomery, Bucks, Chester, Delaware, and Berks Counties.

What I work on

The work, in plain terms.

Software setup and cleanup

QuickBooks, Google Workspace, Microsoft 365, HubSpot and the other tools your office runs on, set up for how your business actually works. That includes cleaning up a CRM or shared drive that grew without a plan, so your team trusts what's in it again.

Connecting your software

When QuickBooks, your calendar and your inbox don't talk to each other, someone is retyping the same job three times. I connect them so information moves on its own.

Office automation: purchase orders and bills

Paperwork that happens the same way every time can usually run on its own. At Billie's Painting Solutions, automating purchase orders in QuickBooks gave the office back 25+ hours a month.

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Crew texting and job updates

Chasing crews and subs for updates eats the afternoon. An automated daily text asks what got finished, and the replies land in one log. At Billie's Painting Solutions, that log now feeds the weekly sub bills, so nobody chases invoices.

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AI in your daily workflow

AI is worth it when it takes a specific task off someone's plate. I help you figure out where it fits, then build it into the work your office already does. At Billie's Painting Solutions, AI reads crew text replies in English or Spanish and logs job completion, crew size and hours. It also sorts incoming email and flags builder service requests that slipped through, with a person approving anything that goes out.

Email, domains and security

Moving to Google Workspace or Microsoft 365, combining email after a merger or ownership change, and setting up SPF, DKIM and DMARC so your invoices don't land in spam and nobody can send email as you.

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Training and documentation

Short training and written procedures so your team actually uses what's been built, and the know-how stays when someone leaves.

How I work

Three steps, no surprises.

01

Free scoping.

Tell me what you'd like to improve. We talk it through, whether that's one call, a few conversations or a walkthrough at your shop, until we agree on what it would take. No clock running.

02

A flat price before anything starts.

Anything substantial gets a written project spec and a flat fee, agreed before work begins. Smaller requests are billed hourly under a simple Professional Services Agreement. If your needs change week to week, I can bill everything that way. Whatever fits how you work.

03

Keep going only if you want to.

Most clients start with one project. Some add a monthly retainer for regular check-ins and priority response. Nothing locks you in.

Clients also get a portal login to send requests, follow their work, and see hours and invoices.

How pricing works

Flexible, with the price agreed up front.

I prefer a flat fee. Once we've scoped the work, you get one price for the whole job, agreed before anything starts, so there's no meter running and no surprise invoice at the end.

That isn't the only way to work together. Small requests are billed hourly, and if your needs change week to week, some clients prefer hourly for everything. Others want a monthly retainer so someone is always current on their systems. I'll recommend what fits how you work, and scoping is always free.

No referral fees. No software sales.

I don't sell software, take referral fees, or have any financial arrangement with the platforms I work with. You buy directly from the vendor and own that relationship. My only incentive is to recommend what's right for your business.

Services FAQ

What people ask before signing.

What if I don't know what I need?
That's the most common situation. The scoping process is specifically designed for it. We figure out together what's worth fixing first and what it would realistically take. You don't need to have it mapped out before we talk.

Related resource: How free scoping works →
What's the difference between a project and a retainer?
A project is a defined scope with a fixed price. We agree on what gets built and what it costs before anything starts. A retainer is an ongoing arrangement where I'm proactively engaged every month rather than called in reactively. Most clients start with a project. The retainer comes later if there's a clear ongoing need.

Related resource: See project work →
Do I have to sign a long-term contract?
No. Every client has a Professional Services Agreement that covers smaller requests as they come up, billed hourly. Project work is scoped separately with its own project spec and flat fee. There are no minimum commitments or lock-in arrangements.

Related resource: How projects and the agreement work →
What software do you work with?
Most platforms common to trades businesses: QuickBooks, Google Workspace, Microsoft 365, common project management and CRM tools, and a range of communication and automation platforms. On the AI side, I build with tools like Claude, ChatGPT, Gemini and Copilot. If you don't see something specific, ask.

Related resource: See the software list →

Want to talk it through?

Call or text 610-897-0051, or book a time that works for you. The first conversations are always free.

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