I find costly problems and fix them with AI.
I follow the work until I can see where the loss starts. Then I build a custom AI tool around it. A weekly report, for example, can flag a parts order your team already has the stock to fill.
See the examples Meet Reid, the owner ↓A service business owner’s perspective.
My background is in the trades and in sales. I’ve worked in pest control and HVAC, and in asphalt, grading, and crushing. I’ve also worked in solar sales, solar panel cleaning, and window cleaning.
I pay attention to the small detail that makes someone do a job twice. A tech can finish a repair and leave a good sales lead, but one missing measurement can send a truck back across town. I look for ways to catch that detail while the tech is still on site.
Call Reid at (928) 417-8997Which costs are easy to miss?
Choose an example to see how a tool can catch a cost, save a search, or keep a follow-up from slipping through.
Spot a $72 discrepancy before payment.
A supplier invoices 24 units at $18 each. The purchase order lists 20 units at the same price.
Invoice total is $432. The order total is $360. Ask the buyer to confirm the extra four units before approving payment.
Find a quote that may have missed its deadline.
Tuesday’s meeting notes say Sam will send a revised quote. On Thursday, the quote is still marked “Draft” and the customer record shows no follow-up.
Ask Sam whether the quote went out. If it did, update the record. If it didn’t, put the draft and the customer’s details in front of Sam to review and send.
Put a customer request into a worklist.
“Could you quote 12 chairs for our Mesa office? We need them delivered by Friday.”
Deliver to the Mesa office by Friday. Ask for the chair model and street address before preparing the quote.
Answer a repeat question without interrupting the office.
A teammate asks which receipt to attach. In this example, the expense guide asks for an itemized receipt for meals.
Source: Expense guide, “Meals.” The tool points the teammate to the exact passage so they can check the answer.
What happens on the first call?
Bring a job that took two trips, a bill that looked high, or a report that always runs late. One recent example with sensitive details removed is enough.
A clear view of where resources are going, a recommendation on whether AI could help, and a way to measure the difference.
Trace the cost to its source
We retrace the last job together. Where did someone wait, order extra material, or repeat a step? We estimate how often that happens and what it costs each time.
Look at the data together
We look at the records your team already keeps. A job closeout and a purchase request may each look right on their own. Read together, they can reveal an unnecessary order.
Define a small first test
We could try an AI check on last month’s orders. Which purchases would it have flagged? How many flags were useful, and how long did review take? That gives you a basis for deciding whether to expand it.
What keeps costing you more than it should?
Tell me about the last time it happened. We can trace it back to the cause and see whether a tool would make a difference.