We build the operating system your business is missing.
Replace spreadsheets, repetitive administration and disconnected tools with custom internal software and AI agents. We build around how your team actually works, connect your existing systems and stay on to keep everything running.
Free scoping call — no commitment.
Industries
Software built for how each industry runs.
Quote-to-cash for service and projects: estimating, dispatch, material takeoffs, and job-cost visibility.
Electrical Construction
Scheduling, post orders, incident logs, and billing unified into one accountable operations app.
Security Services
Route planning, chemical logs, and service records automated across every site you maintain.
Commercial Pool Services
Internal tools and AI agents that automate onboarding, support triage, and customer reporting.
Education Software
Batch records, compliance, and procurement workflows with agents kept firmly in the loop.
Chemical Manufacturing
Selected work
Systems we've shipped for owner-operators.
Electrical Distribution
Systemized a materials distributor
An electrical materials supplier running on disconnected manual processes. We standardized quoting, inventory, and order operations — turning tribal knowledge into software.
Wholesale Distribution
Replaced ad-hoc with structure
A wholesale distributor operating without consistent processes. We rebuilt order intake and inventory into one structured system the team could actually run.
Property Services
Quality control at scale
A staffing operator running concierge, security, and janitorial teams for property managers. We built quality-control and SOP-adherence systems to hold every site to standard.
Facility Operations
One system for the whole portfolio
A commercial pool operator managing service across many sites. We built a portfolio system to track work, routes, and service records in one place.
Complex Order Intake
Order intake, fully integrated
Introduced through the Retool Agency Partner program, we engineered a custom order-intake system spanning a complex workflow across multiple third-party APIs.
What's next
Our own operations OS
We're packaging everything we've learned into a customizable operations OS — so new clients onboard in weeks, not quarters.
Get early accessHow we work
Mapped to your operation. Owned end to end.
Map the real workflow
We work with the people doing the work and map the real workflow, including exceptions and workarounds.
Build the system
We create the internal application, agents, integrations and controls around that workflow.
Roll it into operations
We roll it into daily operations, train the team and measure actual usage.
Run and expand it
We monitor, improve and expand the system as the business changes.
Common questions
Clearing up the confusion.
Is Copilot Consulting a Microsoft 365 Copilot partner?
No. We're not affiliated with Microsoft and we don't deploy, configure, or govern Microsoft 365 Copilot. We build custom internal software with our own production AI agents, trained on your specific workflows.
Are you a strategy or management consulting firm?
No. We're a software builder, not an advisory. You don't get a strategy deck and a handoff — you get working internal apps and AI agents your team uses to run the operation every day.
What do you actually deliver?
Custom internal software and production AI agents embedded in your operations — handling quoting, dispatch, procurement, scheduling, receiving, and reporting — plus one real-time system of record across every process.
Who do you work with?
Owner-operators of field-based businesses doing roughly $10–30M — security, property management, warehousing and distribution, contractors, and similar operations buried in manual work and spreadsheets.
Do you stay involved after launch?
Yes. We stay embedded in your work environment, measure real adoption, drive it across the team, and keep shipping new workflows as the business grows. We're an operating partner, not a one-and-done vendor.
Put AI to work in your operations.
Tell us where the manual work lives. We'll scope what to automate first — and what it's worth.
Or email hello@copilotconsulting.org