NEW FROM THE TEAM BEHIND THEORY DIGITAL →
← ALL INDUSTRIESTRADES & CONTRACTORS

Extras Billed, Not Forgotten.

Mechanical, electrical, HVAC and general contractors lose money in the gaps: the extra done on site and never written up, the proposal rebuilt from last year’s file, the service call that sat in voicemail. We build small tools for those gaps. Your rates and markups stay on rules.

BRING US A TASK →SEE THE JOBS ↓
WHAT WE USUALLY HEAR
Extras done on site and forgotten by invoice time.
Every proposal starts from last year’s file.
Service calls sit in voicemail until lunch.
WHERE WE’D START

Four Jobs Worth Handing Over.

Each one is a single task, a fixed price and written tests you watch pass. A Skill is a set of instructions Claude follows the same way every time. An App is a browser tool built for your business.

SKILL
Foreman’s Notes

Change Orders

BEFOREExtra work done on site, mentioned in a text, forgotten by invoice time.
AFTERThe foreman’s note and photos become a priced change order, ready for the customer to sign.
APP
Intake Forms

Proposal Drafts

BEFOREEvery proposal starts from last year’s file and a lot of find-and-replace.
AFTERA first draft built from the intake form, with your pricing rules applied.
SKILL
Voicemails

Service Tickets

BEFOREService calls come in by voicemail and email and get sorted by whoever’s free.
AFTEREach one becomes a ticket with address, equipment and urgency. Anything that sounds like no heat in January goes to the top.
SKILL
Site Meeting Notes

Follow-Up Briefs

BEFORENotes from the site meeting sit in a notebook until someone has time.
AFTERA brief with owners and dates, ready to send to the GC after the meeting.
ONE JOB, MAPPED

Note to Change Order.

We split every job into rules and judgment. Rules stay rules. AI only does the parts rules can’t, and your team approves what goes out.

01Read the foreman’s note and photosAI
02Price labour and material from your ratesRULES
03Apply markup from the contractRULES
04Write the change order descriptionAI
05Approve and send for signatureYOUR TEAM

Rates and markup are never left to the AI.

OFF THE SHELF OR CUSTOM

Estimating Software Too Big?

Full estimating suites are built for firms with a dedicated estimator. If your estimator is also the owner, the PM and the person who answers the phone, a small tool built around how you already price jobs can be the better fit. If an off-the-shelf estimating package suits you, we’ll say so.

ON THE FIRST CALL

What We’ll Ask You.

  1. How do extras get from the site to the invoice today?
  2. What does your last proposal have in common with the one before it?
  3. Who answers the service line, and what happens after hours?
WHERE WE WORK

On-Site Where You Are.

We come to your yard, shop or office, and work remote when that’s easier. More about us.

EdmontonSt. AlbertSherwood ParkSpruce GroveLeducRed Deer
OTHER INDUSTRIES
Equipment Rental →Trucking & Hauling →Oilfield Services →

Got One of These on Your Desk?

Thirty minutes, one task, and we tell you the smallest useful first step.

BRING US A TASK →30 minutes · Plain English · No commitment