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Field service technician recording a voice job update while inspecting residential plumbing

AI consulting for trade shops

On your side of the software table

We sit with electrical, mechanical, plumbing, and HVAC shops on the field-to-office stretch. Texts, email, Excel, Teams, a folder on Drive: we start there — not with a platform you have to become.

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Based in San Diego · BIA San Diego member

Trusted partner. Then the right tools.

Order matters. We sit with the shop first. We choose tools second — the right ones for the work.

01 · Trusted partner

On your side of the table

We stay on your side of the table. You do not have to adopt a new platform to get help.

02 · Their problem. The right tools.

Bring what’s stuck

We look at the real work. Then we say what we’d do: keep it, fix it, don’t buy that, or bring something in.

How we can help

Specific shop. Specific stuck.

Same filter every time. Not a catalog of services looking for a buyer.

Diagnose & decide

A free working session on your real work. We look at what’s eating the week and leave you with a clear call.

1–3 year tech roadmap

When everything’s changing and the shop feels behind, we sequence what matters this year versus later — so you’re not guessing.

Staff enablement

AI today, used safely. A few low-hanging automations — email, calendar — that free hours, and we stay to help you put them in.

Ready tools when it’s common

When the stuck is common, we already have something standing. See the product.

Custom / integrate

When nothing ready fits, we scope a build or a connection — after we’re agreed, in the proposal. Not before.

How we start

Free working session. Then only what we agree.

Consulting scopes live in the written proposal. Nothing production until that’s agreed and signed.

  1. 1

    Free working session

    Bring the stuck work — a process, a purchase you’re unsure about, extras that never become a record. We run it live.

  2. 2

    Written proposal

    Scope, timeline, and whether this is a session, a roadmap, enablement, a ready tool, or a custom build. You see the work before you buy it.

  3. 3

    Deliver what we agreed

    The roadmap, staff enablement and automations, or Cohyric setup and train — only after a signed proposal. Seats only if we install.

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In the community

San Diego builders. Real conversations about AI.

We’re based here and members of BIA San Diego. We joined their podcast to talk about what’s actually hard for shops adopting AI — not a product pitch.

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BIA Talks Podcast: AI - The Series

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Bring the work that’s stuck. We’ll follow up to set a time. Consulting scopes live in a written proposal — nothing production until that’s agreed.

Seats only if we install Cohyric.

Cohyric

Ready-made Change Orders and related workflows for specialty trades. Capture when it happens. Keep the record together through price, review, and approval.

San Diego · BIA San Diego member

Hear us on BIA Talks

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