The next job calls while you are still on this one.
For a plumber, an HVAC company or an electrician, the day is spent on job sites and the office work waits for the evening: returning calls, writing quotes, sending invoices. A homeowner with a leak or no heat keeps calling until somebody answers. These setups reply to the call you could not take, get the details of the job in writing and follow up on the quotes you already sent.
- Starts at
- $750 to set up, then $149 a month.
- Terms
- Month to month. Cancel with 30 days' notice and keep everything that was built.
- Before you pay
- You see one setup working on a real example from your business.
Six setups for a business that runs from the truck.
- 01
Missed-call text-back
Comes in Starter and up
A caller who reaches voicemail gets a text right away asking what is going on and where. You read the answer between jobs and call back already knowing the problem.
- 02
Job request form, routed with a summary
Comes in Front Desk and up
A form on your website asks for the address, the problem, photos and how soon. Each request arrives as a short summary, and one marked urgent, such as an active leak or no heat, is flagged to call first. A simple version of the form comes in Starter.
- 03
First-draft quotes and estimates
Comes in Front Desk + Ops
After a site visit, your notes become a first draft of the quote in your own format. You check the scope, the materials and the price before it goes to the customer.
- 04
Quote follow-ups and service reminders
Comes in Front Desk and up
A customer who got a quote and went quiet gets a short follow-up. Customers you service every year get a reminder when the furnace, the AC or the water heater is due.
- 05
Review requests after each job
Comes in Front Desk and up
After each job, the customer gets a text asking for a Google review, with the link, while the work is still fresh.
- 06
Invoice chasing
Comes in Front Desk + Ops
Unpaid invoices get a polite reminder on a schedule you set, in wording you approved, so you are not making collection calls from the truck.
The three packages
- Starter 2 setups$750setupplus $149 a month
- Front Desk Up to 5 setups$1,750setupplus $349 a month
- Front Desk + Ops Up to 9 setups$3,500setupplus $749 a month
Each package includes everything in the one before it. Software licenses are billed by the vendor at their price, with no markup.
Half the company is in the field. The office may be one desk.
The IT that matters is the email your quotes go out from, the phones, and whatever the crew carries. Flat prices below, with a note where a piece is not worth it for a small crew.
-
Email Lockdown
$450per domainQuotes and invoices go out by email. This stops other people sending email that looks like it came from your company. Without it, a customer can get an invoice in your name that you never sent.
-
Microsoft 365 Security Tune-Up
$950up to 15 peopleAbove 15 people, add $25 a person.
For companies on Microsoft 365: two-step sign-in for the office and the field, and automatic forwarding to outside addresses blocked. If your email is on Google Workspace, skip this one.
-
New Laptop Day
$1,500onceIncludes the first 3 laptops. Then $95 per laptop.
Worth it when you are adding office staff or estimators with laptops. If the company runs on phones and one office computer, skip it.
-
BlueFort Care
$125per person per monthMinimum $625 a month, which covers up to 5 people.
Support answered the same business day, device setup and updates, and dealing with your internet and phone vendors. On-site in the South Bay when a problem needs hands.
BlueFort Care runs month to month with 30 days' notice. The other three are one-time jobs, with the price agreed in writing before work starts.
I am a one-truck operation. Is this for me?
It can be. Starter is $750 to set up and $149 a month for 2 setups. If you miss calls while you are on a job, missed-call text-back is the first one to look at. It runs month to month with 30 days' notice. If the free check shows AI is not the answer yet, I will say so.
Does the AI send quotes on its own?
No. It writes a first draft from your notes. You check the scope, the materials and the price, and you send it. Quotes, review replies and anything sensitive are drafts you approve.
I am not technical and I am never at a desk. Can I still do this?
Yes. If you can join a video call and share your screen, that is enough. I do the setup in your own accounts, test it with your real calls and forms, and walk you through it before anything goes live. The training call is recorded, so you or a new hire can watch it later.
Thirty minutes over video, from the truck if you need to.
The AI Opportunity Check is free. We look at where your week goes, and I name the two or three setups worth doing. Before you pay anything, I show you one of them working on a real example from your business. If AI is not the answer, I will say so.
The scan checks your email and website security in under a minute. Neither one commits you to anything.