How it works, and where you decide.
You start with a 20-minute call. Nothing gets built until you've seen the leaks, the fixes and the quote in writing.
Four steps
- 1
Free AI briefing
Learn. 20–30 minutes.
We explain what AI is and what it can and can't do for a shop like yours. Then you tell us how a job goes from the first call to the final payment, and where it snags. If there's a fit, we explain how the audit works at the end. If not, you keep everything you learned.
You decide whether the audit is worth your time.
- 2
Profit Leak Audit
Find. About 10 days.
We call, email and web-form your company the way a homeowner would, map how jobs move through your office, and put a dollar figure on each leak. You get a ranked list, a clickable prototype of your own custom software and a 90-day fix guide you keep, whoever builds it.
You decide whether to use it yourself, hand it to anyone, or have us build it.
- 3
Custom build
Build. Quoted in writing.
The quote is in writing before any work starts, and the audit fee is credited toward it when you sign within 30 days. We build in small pieces, so you see each one working before we start the next.
You decide what gets built and what waits.
- 4
Ongoing support
Improve. Billed monthly.
Tools change, plans change and crews change. Ongoing support (we call it Managed AI) is a monthly agreement where we keep everything running, watch for mistakes and adjust it to the way you work this season.
You decide what stays on, and you can shut any piece off.
What the AI won't do
The software we build is set up to stop and ask. These are the lines it doesn't cross.
Send a price on its own
It drafts estimates and change orders. Anything with a price waits for you.
Spend money or sign for you
It can't pay a bill, order material or accept a contract.
Handle the odd case
A customer who's upset, a job that's off-script, a number that looks wrong. Those come to you.
Stand in for you on site
It doesn't judge the work. It keeps the paperwork and the follow-up moving.
Reach into tools you haven't opened up
It sees what you give it access to, and you can take that access back any time.
The tools we expect to connect to
Whether a connection is possible depends on the tool and your plan, so we check yours during the audit and write down what we find.
| Tool | What it holds for your shop | What we check in the audit |
|---|---|---|
| Buildertrend | Schedules, selections, change orders and daily logs | Whether your plan lets us read jobs and schedules |
| JobTread | Estimates, jobs, schedules and costs | Which job and cost data we can read without changing it |
| Jobber | Quotes, jobs, invoices and your client list | Whether quotes and invoices can be read and drafted |
| ServiceTitan | Calls, jobs, dispatch and invoices | Which call and job records are open to outside tools |
| Housecall Pro | Jobs, quotes, invoices and customers | Which of those your plan lets another tool read |
| QuickBooks | Invoices, payments and bills | Whether we can draft invoices and read payment status |
If something you already pay for does the job, we'll say so, and you keep it.
Product names belong to their owners; PacifAI is not affiliated.
Start with the 20-minute call.
If there's a fit, we'll explain the audit at the end. If not, you keep everything you learned.
Takes 30 seconds, opens Google's booking page.
Free. 20–30 minutes. Phone or Zoom. It's a lesson, not a pitch.
Not ready to talk? Get the free missed-call check.