PorterHelp Desk

Practical AI and workflow automation

Workflows that run smoothly from first request to finished work.

We learn how your business actually works, find where handoffs stall, and build practical improvements. We use AI when it fits and simpler fixes when it does not.

Book a workflow assessmentSee what we improve

We start with your process. No AI pitch until we understand the work.

Illustrative example only. Each workflow is mapped to your real process.

Built for contractors
  • HVAC and refrigeration
  • Electrical contractors
  • Plumbing and pipefitting
  • Facilities maintenance
  • Mechanical contractors
  • Fire protection and life safety
  • Roofing and exterior envelope
  • Commercial cleaning and janitorial
  • Landscaping and grounds
  • Elevator and building systems
  • Security and access control
  • Pest control
  • Painting and finishing
  • Concrete and masonry
  • Property maintenance
  • Specialty trades
Understand the workMap the real process first
Choose the right fixAI only when it helps
Keep people in controlReview, exceptions, handoffs

Where friction hides

Smoother handoffs in the work you repeat every week.

These are practical starting points, not a checklist of things every company should automate.

Sales operations

Estimates and proposals

Turn consistent intake details into a first draft your team can review, refine, and approve.

We measure: prep time, rework
Coordination

Scheduling

Cut the back-and-forth around routine scheduling, confirmations, reminders, and changes.

We measure: admin time, missed handoffs
Communication

Inbox triage

Sort routine messages, prepare suggested replies, and route unusual cases to a person.

We measure: response time, routing errors
Records

CRM and admin updates

Cut duplicate entry and keep approved business systems in sync, with clear checks.

We measure: entry time, data corrections
Visibility

Recurring reports

Gather agreed business information into a draft report that people can verify and use.

We measure: report time, completeness

One workflow at a time.

See how an assessment becomes a scoped build.

Explore workflow builds

Three ways to move forward

From “we should fix this” to a workflow that works.

Start with clarity. Build only what makes sense. Help the team use it with confidence.

Book a workflow assessment
1Workflow assessmentFind the bottleneck and choose the right next step. 2AI workflow design and buildImplement a scoped workflow with human review. 3Practical AI team trainingTeach people to use tools thoughtfully at work.

Built around real operations

Useful for teams with work to move.

Our initial focus is independent commercial service contractors and B2B professional-services teams. The right fit depends on the process, the data involved, and the people responsible for it.

How assessment works
Commercial service contractors

Quotes, scheduling, job handoffs, CRM updates, and operational reporting.

HVAC, electrical, plumbing, facilities
B2B professional services

Proposals, client communications, project records, scheduling, and reporting.

IT, marketing, design, engineering

A practical point of view

Technology should serve the work.

Some bottlenecks need a better handoff. Some need a better system. Some may benefit from AI. We assess the process before recommending a solution.

Start with a baseline

Understand the task’s volume, time, delays, and rework before estimating any improvement.

Keep review in the loop

People verify important outputs and handle exceptions. Automation does not remove accountability.

Scope data carefully

Projects involving protected health information or other sensitive records are outside our current scope.

First, let’s understand the process

Bring us the bottleneck. We’ll map the next move.

Book a workflow assessment to talk through how the work happens and whether a change is worthwhile.

Book your assessment