Keep the conversation moving.
Bring new inquiries into one flow. Prepare replies and follow-up reminders so the next step is easier to see.
INQUIRIES + FOLLOW-UPSPRACTICAL AI. HUMAN CONTROL.
You know your trade.
Let’s make the business behind it work better.
AI workflows for the follow-ups, handoffs, and paperwork that get between you and the work.
HVAC · Plumbing · Electrical · Roofing · Insulation · General contracting
01 / THE APPROACH
Start with one problem worth solving. Connect the right steps. Keep a person in charge of the decisions that matter.
Bring new inquiries into one flow. Prepare replies and follow-up reminders so the next step is easier to see.
INQUIRIES + FOLLOW-UPSTurn job notes into clear handoffs. Keep scope, open questions, and changes together before the work moves on.
JOB HANDOFFS + DOCUMENTATIONBuild around the tools and habits you already use, with practical owner coaching and clear approval points.
WORKFLOW DESIGN + OWNER COACHING02 / YOUR TRADE. YOUR WORKFLOW.
Explore an example for your trade. Each workflow is a starting point to shape around your team, tools, and process.
Collect the equipment details, summarize the issue, and prepare a follow-up for your review before a technician heads out.
An example of what we can explore together. No customer or job data is shown.
03 / HOW WE START
A scoped project, matched to your business. We’ll define the work and quote it before getting started.
Bring us the bottleneckMap the steps, people, and tools. Find where information goes missing or work repeats.
Try it with sample inputs. Review what it gets right, what it misses, and where approval belongs.
Walk through the workflow together, document it, and agree on how it will be used.
04 / THE RICODOESIT LAB
The Lab is a private workbench for trying ideas, inspecting results, and learning before anything goes into real use.
This public view illustrates the process. The owner’s working controls and account data stay private.
Ask about the workA SAMPLE WORKFLOW
A read-only illustration. No live account feed or executable controls.
Experiments include a local paper-trading prototype. Results are simulated, with no verified investment performance. The production runner is not deployed.
05 / START A CONVERSATION
Tell Rico about your trade, the tools you use, and the part of the day you’d like to make simpler.