AI-powered operations, tailored to your business.
Copilot Consulting embeds production AI agents inside custom internal apps — cutting manual work, recovering margin, and giving you real-time visibility across every process. Then we stay on to run it.
Free scoping call — no commitment.
What we build
An AI operating layer for the work you actually do.
AI agents that do the work
Production agents that don't just chat — they quote, dispatch, procure, and schedule across your operation.
- Draft quotes and estimates from specs
- Route dispatch, jobs, and scheduling
- Chase POs, approvals, and follow-ups
- Flag exceptions for human review
Custom internal software
Replace the spreadsheet sprawl with one system built around the way your team actually works.
- A single source of truth for ops
- Real-time visibility into every process
- Built fast on Retool and modern AI
- Role-based access for the whole team
Embedded until it sticks
We're not a support desk. We stay deployed inside your work environment — watching how the system is really used and driving adoption until it's the way work gets done.
- On the floor in your work environment
- Measure real adoption, not tickets
- Drive and enforce adoption across the team
- Capture workarounds and build them in
Why Copilot
Production AI, not pilots.
We work with owner-operators running $10–30M businesses — many not tech-adjacent — who are buried in manual work and spreadsheets. We build agents and apps that run in daily operations from day one, and we stay accountable for keeping them working as the business grows.
5
Operations systemized
$10–30M
Owner-operators we serve
Retool
Certified agency partner
Weeks
From scope to live
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 embed with your team to map how the work actually flows — not the org chart, the operation.
Build agents & apps
We build custom software and AI agents around that workflow, fast, on Retool and modern AI.
Roll it into operations
We deploy into daily use and train your team to trust the system with real work.
Stay on the hook
We monitor, tune, and ship new workflows as your business grows. We don't disappear.
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