For operations-heavy businesses
We automate the processes your business runs on.
We turn the manual steps in sales, scheduling, field work, inventory and billing into one system you own.
Three places manual work costs a well-run business money.
The retyping
A job is written down on paper or in WhatsApp, then typed into the office system later by somebody else.
The spreadsheet
Schedules, stock and client records live in files that only one person fully understands, and in more than one version.
The closing documents
Each quote, report or certificate is assembled by copying figures between files. Then someone chases the signature, and the invoice goes out days later.
Arrives by phone or email and is written down by whoever answers.
Enters once, through a form or an inbox the system reads.
Built for businesses whose daily work still runs on WhatsApp, Excel and someone's memory.
Savy AI is a process automation consultancy for field service and installation companies, calibration and testing laboratories, accounting and staffing firms, usually 10 to 250 people, in Canada, the United States and Mexico.
This is for you if
- Quotes, reports or certificates are assembled by hand.
- The same job is typed into more than two systems.
- Finding out where a job stands means asking someone or searching WhatsApp.
- Invoicing runs days behind the work that earned it.
This is not for you if
- You want an app built to a specification you have already written.
- You want people placed with you by the hour.
- The process runs only a few times a month, so automating it will not pay for itself.
The process runs by itself. Your people make the decisions.
The process, end to end
Request, scheduling, field work, review, report and invoice in one flow. Each job is entered once and moves on when the previous step is approved.
Documents from approved data
Quotes, reports and certificates generated from the figures your team approved, with a record of who entered, changed and signed each one.
Integrations and AI, where they earn it
We connect the systems you already pay for and use AI for the reading, sorting and drafting that used to need a person. A person on your team approves anything that goes to a customer.
AI agents that log the work, follow up and report back. Up and running in two weeks.
Plus applicable tax. Setup from USD $550. No long contracts: the monthly fee is month to month.
Sent the quote to Laura at Arrecife Builders. She likes option B. Call her Thursday.
Done. I moved Arrecife Builders to Quote sent, booked the call for Thursday at 10:00 a.m. and I'll remind you on Wednesday.
Good morning. Yesterday: 3 quotes sent, 1 deal closed for $48,000, 2 follow-ups overdue. Want the details?
What it does for your team
- Updates your CRM with what your team sends on WhatsApp and email.
- Follows up on every lead and tells you who to call today.
- Sends you sales, collections and open items every morning in one message.
- Nothing goes out to a customer without your approval.
Five steps. Fixed scope, fixed price, measured at both ends.
30-minute call
We ask how the process runs today and what it costs you. You hear whether it is worth automating.Diagnostic, one week
The map, the measured baseline and a costed plan. USD $1,500, credited against the build.Fixed quote in 48 hours
Scope, price and delivery date in writing, ready to sign.Build, billed monthly
A down payment for the first month, then a payment at the end of each month. A working demo every week.Handover and measurement
Code, credentials and infrastructure are yours. 15-day warranty, then we measure the same numbers again.You own everything we build.
Got 30 minutes
this week?
Tell me how the process runs today. I will tell you whether it is worth automating, including when the answer is no.
Book a 30-minute call