Copilot Consulting
Approach
Industries
Work
Email us
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Built for owner-run service, trade, distribution and manufacturing companies
Right now, the business
runs because you do
We learn how your company actually works — the quoting, the scheduling, the chasing, the invoicing — then build software that does it your way, with AI that handles the repetitive parts on its own. So the work keeps moving when you're not in the room.
Work email
Reach out
See how it works
How we work
Your partner in AI adoption.
We earn the next workflow by delivering the last one.
Customer calls the office
Dave texts whoever's free
nobody owns this bit
Gap
Someone invoices it, eventually
01
Partner & audit
We sit down with your team and audit your tech stack, your internal workflows, and the areas where automation makes the highest impact on your P&L.
↗
A map of how your company really runs, and where the hours go
Chasing paperwork
9 hrs/wk
Typing the same job in twice
6 hrs/wk
Building next week's schedule
5 hrs/wk
We fix the top one first
02
Scope & deploy
We agree on one or two scoped workflows to start, then build and deploy AI agents into the systems you already have.
↗
Agents doing real work, not a demo
Agents running
3 live, 1 next
Order intake
6 months in
Pricing checks
4 months in
Reorder points
2 months in
Invoice matching
next
03
Prove & expand
Once a deployment delivers, we earn the right to the next high-value workflow — widening the range of work our agents touch across the business over time.
↗
The next workflow, once the last one has earned it
This week
+2 improved
Invoice reminders now send themselves
Photos get filed to the right job on their own
Next up: ordering, straight from the job
11 hrs
back on the office this week
04
Maintain & compound
We maintain and iterate on every deployment, and work to make your agents better with each action they take.
↗
Agents that improve the longer they run
Who we build for
The work looks different in every business.
Industries we have built solutions for.
01
Electrical contractors (B2B)
Permits, crew tickets and photo sign-off sit on the job itself, so nobody is chasing paperwork at six o'clock to get an invoice out.
Dispatch
Permits
Photo sign-off
02
Warehousing & distribution
Orders arrive by email, text and phone, then get picked, checked and confirmed back to the customer without anyone typing them in twice.
Order intake
Picking
Stock alerts
03
Property management & services
Work orders, vendor visits and tenant requests across every building in one place — so a job left open, or a certificate about to lapse, surfaces before anyone calls to complain.
Work orders
Vendors
Certificates
04
Commercial pool services
Route sheets build themselves, chemical readings file to the right site from the tech's phone, and the invoice goes out the same day.
Routing
Readings
Same-day billing
05
Chemical manufacturing
Batch records, safety checks and lot traceability captured as the work happens, instead of on a clipboard that gets typed up later.
Batch records
Safety checks
Traceability
06
Education software
Onboarding, support and renewals tracked as one pipeline rather than four inboxes and a spreadsheet nobody updates.
Onboarding
Support
Renewals
Not on this list? The industry changes, the sticking points rarely do. If your people are re-typing the same job into three places, it is worth a call.
Reach out
What we OFFER
Digital transformation partner
Designed, built, and running in your business.
01
Agents that check what nobody has time to check
An agent is software that watches the work the way a very good employee would — reading what comes in, holding it against your rules, and speaking up before a small thing costs you money. Four we have already put to work:
Agent flagged this
2 min ago
Order 8841 is priced 12% under what this customer paid last time.
Ask the rep
Let it through
Warehousing
Checks every order before it reaches the floor. A rep quoting below the last price gets asked why. A line a customer has never bought gets flagged as a likely typo. And whatever the order arrived as — email, text, a scribbled note — comes out clean and matched to your SKUs.
Distribution
Most reorder points are a formula someone set once and never touched. This one keeps watch and moves the numbers as conditions change — when a shipping lane like Hormuz closes, it plans for the risk and starts ordering earlier, before you find out the hard way.
Property management
Work orders, technician notes, tenant emails — more than anyone can read once you have a few hundred units. The agent reads all of it and tells the right person what matters: a complaint about to escalate, the same fault reported three times, a building that has outgrown its contract.
Chemical manufacturing
Reads the contracts, whatever format they arrive in, then checks what you actually did against what you agreed. It finds the money leaking — a discount given at a volume tier the contract never promised, an invoice paid in 45 days when the terms gave you 60.
Pricing_2019_v3.xlsx
Tier 1
-8%
Tier 2
-12%
ask Dana
?
→
Pricing rules
LIVE
Tier 1 — 8% off
Dana · 9:12
Tier 2 — 12% off
Dana · 9:12
Over tier 2 — needs you
rule added
02
Digital transformation built around how you already work
We build internal software fast and keep shaping it with you until its adopted— not a template you have to bend the business around. You are using the first version in weeks, and we gradually roll it out to your employees to avoid business disruption.
Designed from your own spreadsheets, sticky notes and the way you already do the math — with the better ways we have seen offered, not imposed
Made for people who would not call themselves computer people. Designed so that new hires can adopt the system in a single day.
Every action taken is auditable, who did what and when, checked as it goes, so you are never taking someone's word for it
Margin by job
3 are losing money
03
What the numbers tell you to do next
Once the work runs in one system, it starts answering questions you could not ask before. We go through it with you — what to charge, which customers are worth chasing, and where the margin actually sits.
Pricing and margin analysis, job by job and customer by customer
Customer segmentation, and the value sitting in your book untouched
New rules written back into the software, so the decision sticks
Retool Agency Partner
Built for owner-run service, trade, distribution, and manufacturing companies
Right now, the business runs because you do
We learn how your company actually works, then build software that does it your way, with AI handling the repetitive parts so work keeps moving when you are not in the room.
Reach out See how it worksWhat we offer
Digital transformation partner.
Designed, built, and running in your business.
01
Agents that check what nobody has time to check
Agents watch the work like a great employee would, checking incoming orders, schedules, logs, and exceptions against your rules.
Agent flagged this
Order 8841 is priced below what this customer paid last time.
02
Built around how you already work
Internal software shaped around your operation, not a template you have to bend the business around.
03
What the numbers tell you to do next
Once work runs in one system, it starts answering questions about pricing, customers, and margin.
How we work
Your partner in AI adoption.
We earn the next workflow by delivering the last one.
01
Partner & audit
We sit down with your team and audit the work that costs time, creates risk, or depends on you.
02
Scope & deploy
We agree on one or two workflows, then build and deploy agents into the systems you already have.
03
Prove & expand
Once a deployment delivers, we earn the right to the next high-value workflow.
04
Maintain & compound
We maintain every deployment and make the agents better with each action they take.
Who we build for
The work looks different in every business.
Industries we have built solutions for.
01
Electrical contractors
Estimate, dispatch, purchasing, project controls, and job-cost visibility in one operation.
02
Warehousing & distribution
Orders arrive by email, text, and phone, then get checked and confirmed before work moves.
03
Property management & services
Work orders, vendor visits, tenant requests, and recurring tasks connected in one place.
04
Commercial pool services
Routes, chemical readings, service notes, and same-day billing across every site.
05
Chemical manufacturing
Batch records, safety checks, procurement, and traceability captured as the work happens.
06
Security services
Post orders, schedules, shift logs, incidents, and invoicing connected across the operation.