Our most popular systems

Continuously finds revenue that was lost, delayed, forgotten, or never billed — and starts the right recovery action on its own.

The problem

Revenue leaks in a dozen small ways: missed calls, stale leads, ignored estimates, approved work that never got scheduled, failed payments, invoices left unfinished, and renewals nobody chased. Most businesses have no single system watching all of it.

How it works

• Builds one timeline for every lead, customer, estimate, job, invoice, and membership
• Detects each kind of leak and scores it by value, urgency, age, and how likely it is to be recovered
• Catches work that was done but never billed — extra labor, materials, change orders, and pricing or discount errors
• Flags expiring memberships, warranty opportunities, and past customers due for service again
• Launches the right recovery workflow — an approved email or text, a task, or escalation to a person
• Stops automatically the moment the customer replies or converts
• Emails the owner or office manager a plain summary — how much revenue is leaking, where it's sitting, and the actions waiting on a decision
• Attributes recovered revenue back to the workflow that produced it

Example

A plumbing company does extra work partway through a job, but the added labor and materials never make it onto the final invoice. The system spots the missing charge, alerts the office, and prepares the corrected bill for approval.

Why it helps

It makes owners a promise they can check: find money the business is already losing. You don't need more leads to benefit — you need to stop losing the work you already have. Tracks revenue recovered, the value of each leak, recovery rate, and return on investment by workflow.

Follows up on every estimate and proposal automatically, so quotes turn into booked work instead of going quiet.

The problem

Businesses spend real money preparing estimates, then follow up inconsistently — reps forget, give up too early, send generic messages, or reach out at the wrong moment. The estimate simply goes cold.

How it works

• Spots every new estimate and scores how likely it is to close
• Builds a personalized email, text, and call sequence on an approved schedule
• Reads replies for questions, objections, and buying signals
• Answers common questions and adjusts the next message based on how the customer responds
• Books the follow-up call or appointment, and stops as soon as the customer accepts, declines, or opts out
• Hands complex conversations to a salesperson and reminds them on high-value deals
• Reports revenue and close rates by sequence, rep, service, and estimate size

Example

A roofing prospect gets a $14,000 proposal and doesn't reply. The system sends a helpful follow-up, answers their question about financing, recognizes they're still interested, and alerts the salesperson to call.

Why it helps

Estimates are expensive opportunities, and this keeps them from being forgotten without anyone chasing each one by hand. Even a small lift in close rate produces significant revenue — and it's easy to understand, demo, and measure.

Finds and qualifies new business, then organizes every lead in one pipeline so the best ones get answered first.

The problem

Leads arrive from calls, forms, email, ads, directories, and referrals — often incomplete or duplicated, and answered too slowly or in the wrong order. Finding new prospects, meanwhile, eats hours of manual research.

How it works

• Captures every inbound lead, removes duplicates, and fills in missing company and contact details
• Searches approved markets and directories for businesses that match your ideal customer
• Pulls out the service needed, urgency, location, budget signals, and where the lead came from
• Scores each lead on fit, intent, value, and how likely it is to convert
• Replies automatically or routes to the right person, and books qualifying calls
• Keeps the pipeline current — logs calls, emails and meetings, prevents duplicate outreach, and recommends who to contact next
• Emails the owner or office manager a daily scan — how many new leads came in, which ones score highest, and who to contact first
• Tracks qualification, response time, and conversion by source

Example

A commercial cleaning company wants businesses with several locations and at least 50 employees. The system finds matching prospects, gathers contact details, scores each one, drafts personalized outreach, and files them all in the CRM.

Why it helps

Improves response speed, qualification quality, and revenue by source — and replaces hours of manual research with an organized pipeline that keeps growing. Not a generic chatbot.

Finds past customers who are due to come back, renew, or buy another service — and reaches out to them automatically.

The problem

Inactive customers, recommendations that were never sold, overdue maintenance, and expiring memberships sit unused in the database. The work is already there; nobody has time to go looking for it.

How it works

• Reviews service history, equipment age, memberships, and seasonal patterns
• Groups and scores reactivation opportunities by how likely they are and what they're worth
• Spots unused maintenance plans, expiring memberships, and cross-sell or upsell opportunities
• Flags customers showing signs of drifting away before they're gone for good
• Sends personalized reminders, service offers, or seasonal campaigns
• Books interested customers and respects how often each person should be contacted
• Measures bookings and revenue by group

Example

Ahead of summer, an HVAC company automatically reaches out to every past customer who hasn't booked maintenance in the last 12 months.

Why it helps

Selling to people who already know you is usually easier than finding brand-new customers. It turns data the business already owns into visible revenue quickly, through campaigns that repeat every season.

Listens to every sales conversation so managers don't have to, and turns each one into coaching, follow-up, and pipeline insight.

The problem

No manager can sit through every call, so objections, promises made to customers, buying signals, and training gaps stay invisible — and the habits that make top performers effective never get shared.

How it works

• Transcribes and reviews approved calls, consultations, and meetings
• Identifies customer needs, objections, commitments, tone, and buying signals
• Flags pricing concerns, competitor mentions, questions that never got answered, and selling opportunities that were missed
• Scores each conversation against your sales process and writes coaching notes
• Highlights the behaviors that separate your strongest salespeople
• Writes CRM notes and follow-up emails, and updates how risky each deal looks
• Tracks patterns by rep, service, objection, and reason for losing

Example

The system notices a salesperson explains the service clearly every time, but almost never actually asks the customer to schedule the work.

Why it helps

Managers can raise sales performance without listening to a single recording. Improves coaching coverage, CRM completeness, follow-up speed, and how consistently the sales process is actually followed.

Builds marketing campaigns from your own customer, revenue, capacity and seasonal data — and reports them in booked jobs, not clicks.

The problem

Campaigns get written in isolation from customer history, crew capacity, and profit. Reports celebrate clicks and form fills while nobody can say which ad actually produced a paying customer.

How it works

• Combines customer groups, service history, unsold work, seasonality, and how much capacity you have
• Recommends the audience, offer, timing, channel, and message
• Writes approved email, text, ad, and landing-page content
• Launches the campaign (or sends it for approval) and passes leads straight to sales
• Follows every lead from its source through to revenue, and flags ad spend that isn't producing customers
• Recommends where to move budget, and forecasts demand for the weeks ahead
• Measures appointments, revenue, margin, and what each new customer cost to acquire

Example

The system finds that Google Ads brings in fewer leads than Facebook — but those customers book jobs worth far more, so the budget should shift.

Why it helps

The budget goes to the sources that create real revenue instead of the ones that create traffic. Connects marketing to actual crew capacity and financial results, rather than just generating content.

Looks after the customer relationship day to day — answering routine questions and catching unhappy customers before they leave.

The problem

Businesses usually find out a customer was unhappy only after the cancellation, chargeback, or one-star review — even though the warning signs were sitting in the messages and service history all along. Meanwhile simple questions wait on a person who's busy.

How it works

• Watches messages, service history, reviews, and unresolved issues
• Answers common questions and appointment or job-status checks across text, email, and chat
• Sends reminders and updates, and handles simple requests like rescheduling
• Detects frustration, broken promises, and unusual service patterns
• Scores how much risk each customer is at and summarizes their whole history
• Recommends or launches a recovery workflow, and escalates anything complex to the right person
• Tracks how issues were resolved, revenue retained, and the root causes behind complaints

Example

A long-standing customer's last two jobs both ran late and their recent messages have turned short. The system scores the account as at-risk, summarizes the history on one screen, and alerts the service manager before the customer cancels.

Why it helps

Customers get faster answers while staff handle fewer repetitive requests — and customer service shifts from reacting to complaints toward keeping revenue that would otherwise walk away.

Answers every call — day, night, or while the team is already busy — and turns it into a booked job instead of a missed opportunity.

The problem

Calls go unanswered after hours, during jobs, and at the busiest times of day. Most callers don't leave a message; they simply call the next company on the list, so the marketing money spent to make the phone ring is wasted.

How it works

• Answers in a natural voice around the clock, or responds the moment a call is missed
• Works out why the customer is calling, answers common questions, and qualifies the job
• Collects the name, address, equipment, and job details the office would have asked for
• Books the appointment on the real schedule and routes emergencies to the on-call person
• Sends a text back on every missed call and notifies the right employee immediately
• Creates or updates the CRM record and leaves a written summary of the conversation

Example

A homeowner calls an HVAC company at 9:30pm because the air conditioning has stopped. The system works out it's an emergency, collects the address and equipment details, books the next available emergency slot, and alerts the on-call manager.

Why it helps

A caller who can't reach you calls a competitor, so this protects the money already spent to generate that call. Tracks calls answered, after-hours captures, appointments booked, and revenue saved from missed calls.

Reads what the crew actually recorded on a job — notes, photos, recordings, and time logs — and turns it into a clear summary plus the follow-ups it found.

The problem

The important details of a job end up buried in rushed notes, phone photos, and text messages. No manager can review every job, so quality problems, missing paperwork, and billable work quietly slip through.

How it works

• Collects notes, photos, recordings, forms, labor time, materials, and job costs
• Pulls out the work completed, issues found, materials used, and promises made to the customer
• Flags incomplete records, safety concerns, and work that was done but never billed
• Compares estimated labor against the time and cost actually spent
• Spots jobs likely to need a return visit, and change-order opportunities worth raising
• Writes a standardized job summary and a customer-ready completion report, and chases missing photos or notes
• Tracks quality trends by technician, crew, service, and location

Example

A technician's photos show a second piece of damaged equipment, but it's never mentioned on the invoice. The system flags the gap for the office to review before the job is closed.

Why it helps

Improves job quality, billing accuracy, documentation, and how much management can actually see. Works across text, images, voice, and operations data at once — raising field standards while capturing revenue that would otherwise be missed.

Connects the software you already use and moves work from one step to the next automatically — stepping in when a handoff, approval, or deadline is missed.

The problem

Work stalls in the gaps between departments and systems. Sales doesn't tell operations, a missing document delays scheduling, finished work never reaches billing — and somebody re-types the same details into three different programs.

How it works

• Maps each process into stages, requirements, owners, and deadlines
• Watches events across your systems and spots handoffs that have stalled
• Turns an accepted estimate into a scheduled job — creating the customer and project records, requesting the deposit, and assigning the owner
• Moves information between systems, routes documents for approval, and assigns tasks to the right people
• Keeps customers updated at each milestone, generates invoices and reports, and files the finished paperwork
• Performs approved routine actions, asks a human when a real decision is needed, and keeps a full audit trail
• Escalates overdue work, notifies managers about exceptions, and measures cycle times, bottlenecks, and completion rates

Example

A customer accepts an electrical estimate. The system creates the job, updates the CRM, requests the deposit, assigns the project manager, schedules the kickoff, creates the project folder, and sends the customer a confirmation — with nobody re-typing anything.

Why it helps

It removes copy-and-paste work, reduces mistakes, and speeds up operations, so the company can grow without adding office staff at the same rate. Coordinates an entire business process rather than automating one isolated task.

Works out the best person, time, and route for every job — and rebuilds the schedule the moment something changes.

The problem

A dispatcher is juggling skills, certifications, urgency, drive time, job length, overtime, van stock, customer priority, and how much each job is worth. Done by hand, that means wasted capacity and uneven workloads.

How it works

• Imports jobs, technician skills and certifications, schedules, zones, vehicles, and parts
• Predicts how long each job will take, scores which technician fits it best, and flags schedule risk
• Balances current workloads and honors the equipment or vehicle each job requires
• Recommends the most efficient assignments and reacts to cancellations, emergencies, and callouts
• Sends customers approved arrival windows and updates them when the plan changes
• Learns from what actually happened on each job

Example

A technician calls in sick. The system reshuffles the day, reassigns each job to someone qualified, and sends every affected customer an updated arrival window — before the office has finished its coffee.

Why it helps

The business completes more jobs per day while cutting drive time, overtime, and schedule gaps. Also makes a striking live demo.

Turns what gets said in meetings and messages into tracked responsibilities that actually get followed up.

The problem

Decisions and assignments get discussed but never clearly written down, assigned, or reviewed. Owners can't see what's late, what's blocked, or whether the thing everyone agreed on three weeks ago ever happened.

How it works

• Reviews meetings, messages, emails, and project updates
• Captures every commitment and decision, with an owner, a deadline, and what it depends on
• Creates and updates tasks, sends reminders, and collects progress
• Checks that required procedures and operating standards are being followed
• Detects blockers and escalates commitments that have gone overdue
• Produces accountability scorecards, performance trends, and coaching reports for managers

Example

During a management meeting, the system captures every commitment made, assigns each to the right person with a due date, and keeps following up until it's done.

Why it helps

Managers spend less time chasing updates, and responsibilities are far less likely to be forgotten. Turns ordinary conversations into visible execution while cutting the admin work around meetings and reporting.

Looks at jobsite photos, videos, notes, and contracts to catch extra work that was never written down, quality risks, and work you should be billing for.

The problem

Crews run into extra damage, changed conditions, or safety issues that never turn into a documented change order. When the customer disputes the bill later, there's no clear evidence to point to.

How it works

• Compares the contract, estimate, scope, and change orders against the photos and video from the field
• Identifies the work visible in the images, plus materials, site conditions, and progress
• Flags additional work, missing evidence, and quality concerns
• Builds an evidence package and drafts the change-order wording for a human to review
• Tracks approval, completion, and billing status

Example

Photos from a bathroom remodel show water damage behind a wall that isn't in the contract. The system flags it, drafts the change-order description, and attaches the photos as evidence before the work continues.

Why it helps

Protects margin, captures change-order revenue that would otherwise be absorbed, and settles disputes with evidence instead of memory.

Reads the documents that arrive every day — PDFs, forms, emails, images, spreadsheets, and scans — and files the information where it belongs.

The problem

Employees spend hours reading PDFs, contracts, purchase orders, invoices, and forms, then re-typing the same details into another system. It's slow, and typos become billing problems.

How it works

• Watches inboxes, folders, scanners, and portals
• Sorts documents by type and pulls out fields, tables, dates, and totals
• Checks the result against your records, scores its own confidence, and flags anything missing
• Compares documents against each other to catch mismatches
• Sends uncertain fields to a person for review, then files and renames the document
• Updates your CRM, accounting, and project systems, writes a summary, and starts the next workflow

Example

A restoration company receives an insurance document package. The system pulls out the customer, property, claim, and damage details and creates the project record — no manual entry.

Why it helps

It removes repetitive data entry and the mistakes that come with it. The time saved is easy to understand and the same system applies across almost any industry.

A private assistant for your staff that answers questions using only your company's own approved information.

The problem

Employees ask managers the same questions over and over about policies, pricing, safety, and software. Traditional knowledge bases are hard to search, go out of date, and get ignored — so people interrupt someone instead.

How it works

• Organizes approved procedures, training documents, manuals, policies, contracts, past projects, meeting notes, and forms
• Answers questions using only those approved sources, with permissions based on the person's role
• Walks employees through a procedure step by step and opens the right form or checklist
• Says so and escalates when there is no reliable answer, instead of guessing
• Tracks the questions it couldn't answer and recommends what to document or train next

Example

A new technician asks how to diagnose a particular equipment fault. The copilot gives the company's approved procedure and links straight to the right page of the manual.

Why it helps

Employees stop losing time hunting for information or asking a manager the same question twice. Cuts interruptions, shortens onboarding, and improves compliance — and it's more valuable still when wired into the actual workflow.

Handles the paperwork and coordination around hiring — applications, scheduling, communication, and onboarding — while people make every hiring decision.

The problem

Good candidates are lost to slow reviews, messy interview scheduling, and long silences between emails. Then onboarding starts half-finished because the paperwork never caught up.

How it works

• Collects applications and pulls out skills, certifications, experience, and availability
• Applies job-related screening rules to organize candidates for review — it never makes the final hiring decision
• Sends approved messages so candidates aren't left waiting, and coordinates interview times
• Summarizes interview notes and starts onboarding once a person has approved the hire
• Tracks the hiring funnel from application through to first day

Example

An applicant for a service technician role uploads a resume at midnight. By morning the system has extracted their certifications and availability, checked them against the job's requirements, and offered the hiring manager three interview slots.

Why it helps

Automates an entire administrative workflow that spans documents, communication, scheduling, and onboarding — while keeping judgment about people firmly with people.

Watches inventory, purchasing, and suppliers so the parts a job needs are on the shelf before the crew shows up.

The problem

Materials get ordered from memory and spreadsheets. Jobs stall waiting on a part, money sits in stock nobody uses, duplicate orders slip through, and quiet supplier price increases go unnoticed for months.

How it works

• Matches materials to upcoming scheduled jobs and predicts shortages before they stop work
• Recommends what to reorder and how much, based on real usage and supplier lead times
• Compares supplier pricing and flags increases, duplicate orders, and unusual purchases
• Identifies stock that is sitting unused or has been over-ordered
• Scores vendor reliability on delivery time, order accuracy, and price stability

Example

The system works out that an electrical contractor won't have enough panels to cover the next three weeks of scheduled projects, and prepares the recommended order before anyone notices the gap.

Why it helps

Cuts wasted material, keeps jobs from being delayed by one missing part, and turns purchasing into a planned decision instead of a rushed one. Tracks stockouts avoided, carrying cost, and savings by supplier.

Connects the tools you already run on and gives the owner one daily briefing: what happened, what's at risk, and what needs a decision.

The problem

Owners run the company through disconnected dashboards, emails, and spreadsheets. The information exists somewhere — it just arrives too late, in too many places, to act on.

How it works

• Pulls together your CRM, accounting, phone, email, calendar, field-service, and project systems
• Detects unusual changes, missed targets, urgent risks, and opportunities
• Writes a prioritized morning, end-of-day, or weekly briefing with current numbers and what moved since yesterday
• Surfaces jobs running behind, estimates needing follow-up, overdue invoices and tasks, complaints, and staffing gaps
• Forecasts revenue and cash flow, and reports sales and estimate performance by person or department
• Recommends what to handle first, links every point to the records behind it, and lets the owner approve action from the briefing
• Tracks how issues were resolved and learns which ones management actually cares about

Example

Every morning an HVAC owner opens one briefing: two emergency calls still unscheduled, three estimates needing follow-up, a technician with incomplete job notes, five overdue invoices — and which of those to deal with first.

Why it helps

Owners get told what's happening, what needs attention, and what to do next — instead of assembling it from six systems. It works like an AI chief of staff: it cuts management time, speeds up response, and gets more valuable with every tool you connect.

Chases unpaid invoices politely and persistently, and warns management about cash-flow problems before they arrive.

The problem

Invoices go out late and follow-up is inconsistent, because nobody enjoys chasing payment. Management has no clear view of which unpaid invoices will turn into real collection problems.

How it works

• Scores every unpaid invoice by risk, age, value, dispute status, and the customer's payment history
• Sorts accounts into automatic reminders, manual review, or escalation
• Sends professional, personalized reminders with a payment link, adjusted to each customer's history
• Detects disputes and missing paperwork, and records any promise to pay
• Stops reminders the moment an invoice is paid, and escalates the accounts that matter to a person
• Forecasts when cash will actually land, and reports what the system collected

Example

A normally reliable customer gets a polite nudge. A commercial account that's been late three times running is escalated straight to the finance manager.

Why it helps

Cash flow is something every owner understands and can measure. It shortens the time between finishing work and getting paid, sharpens forecasts, and takes the collections chase off someone's desk.

Watches cash and profit continuously, and shows which jobs, customers, services, and crews are quietly costing you money.

The problem

Companies grow revenue while losing profit to underpriced estimates, labor overruns, scope creep, callbacks, discounts, and customers who cost more to serve than they pay. It usually shows up in the accounts months later.

How it works

• Combines estimate, invoice, labor, payroll, purchasing, and callback data
• Tracks cash position, money due in, upcoming expenses, and how each job is performing against budget
• Compares expected profit against actual profit and flags unusual spending
• Predicts which active jobs are heading for a margin problem and explains why in plain language
• Identifies the services and customers that aren't profitable at current pricing
• Alerts project managers when a budget starts drifting and recommends a pricing, scope, or staffing review
• Forecasts revenue and checks whether the fixes actually improved margins

Example

One service line shows strong revenue but weak profit. The system explains why: technicians consistently take longer than the estimate allows for, so every job quietly loses margin.

Why it helps

Management can deal with a financial problem while it's still small. Turns complicated accounting and operations data into a clear answer to one question: why isn't this revenue turning into profit?

Earns more good reviews and pulls every piece of customer feedback into one view of what customers value and what frustrates them.

The problem

Happy customers rarely get asked for a review at the right moment, while unhappy ones post publicly. Feedback is scattered across platforms, so managers see individual complaints without ever spotting the operational cause behind them.

How it works

• Identifies genuinely satisfied customers and asks them for a review at the right time, in a personalized message
• Routes customers who report a problem into a private service-recovery process instead
• Monitors the major review platforms and drafts responses for approval
• Collects feedback from reviews, surveys, calls, emails, and service records, removes duplicates, and links it to customers, jobs, and teams
• Sorts feedback by sentiment, theme, urgency, and business impact, and escalates serious issues to management
• Detects emerging problems and recurring complaints, and recommends the operational fix
• Reports on customer experience by team, service, employee, or location

Example

After a job goes well, the customer gets a personalized review request. A customer who reported a problem doesn't — they're routed into a private recovery workflow so the issue is fixed before it's posted publicly.

Why it helps

More positive reviews, and unhappy customers get handled instead of ignored. Gives management the themes, trends, and root causes behind the feedback, with the evidence attached.

Explains what your numbers actually mean, forecasts what's coming, and lets owners test a decision before committing money, people, or capacity.

The problem

Owners decide on hiring, pricing, vehicles, locations, and marketing with no structured way to model cash, capacity, risk, and break-even. And when a number moves, the dashboard shows that it moved without ever explaining why.

How it works

• Builds a baseline from your historical financial and operational data
• Identifies sales and operational trends, forecasts revenue and demand, and predicts risks before they land
• Explains why a KPI changed, and compares employees, departments, locations, and services
• Creates conservative, expected, and aggressive scenarios for a decision you're weighing
• Models cash, revenue, labor, capacity, risk, and the break-even point
• Explains the result in plain language and recommends what to do about it
• Sets milestones, watches the real numbers against the scenario, and alerts you when reality drifts from the plan

Example

Revenue went up but profit went down. The system explains it: material costs rose, overtime increased, and the team sold more of the low-margin services.

Why it helps

Management gets understandable answers and recommendations instead of another dashboard full of unexplained numbers — and can test a big decision before making it. This is where Graditor becomes a strategic operating partner rather than just an automation provider.