Audit & Analysis
Nobody knows how much money is waiting for an answer in your quotes.
See details : Audit & AnalysisSystems overview
Leads & Quotes
Quotes go out with no follow-up and new inquiries wait for hours.
Packages: Quotes, Leads, or both
See details : Leads & QuotesCustomer Service & Receptionist
Calls go unanswered and past customers forget you.
Packages: Customers, Voice receptionist, or both
See details : Customer Service & ReceptionistOperations & Invoicing
Margins shrink with price increases and invoicing is done by hand.
Packages: Suppliers and margins, Invoicing and payments, or both
See details : Operations & InvoicingCustom
Have a specific project in mind?
A custom solution, built around your reality and your environment.
See details : Custom01System
Audit & Analysis
You see in one number the value of quotes with no written follow-up, and who to call first.
The problem
- Your quotes are scattered: software, Excel, inbox, PDFs.
- Nobody knows which ones were followed up, or how much money is waiting for an answer.
What the system does
Package
Dormant quote analysis
You don’t know what is sitting in your quotes.
- Extraction of your recent quotes, wherever they sit
- Total value of quotes with no written follow-up
- Close rate by source, job type and estimator
- Priority call back list
- Figures projected under several scenarios
No contact with your customers during the analysis.
Your ROI
Dormant value each month
$96,000
- Dormant value per year
- $1,152,000
Assumptions
- Dormant value is the value of quotes that received no written follow-up. It is not guaranteed revenue.
Estimate based on your numbers. Actual results vary.
Once it is running
- You get a report with the number that matters, front and center.
- A table compares your estimators.
- A list tells you who to call this week.
Quotes with no written follow-up
$412,000
| Estimator | Sent | Signed | No follow-up |
|---|---|---|---|
| Marc T. | 64 | 34 % | 18 |
| Sophie L. | 51 | 27 % | 26 |
| Éric D. | 38 | 21 % | 22 |
Call back first
- Julie B. · Wall heat pump$8,400
- Robert L. · Central heat pump$14,200
- Nadia P. · Air exchanger$3,900
02System
Leads & Quotes
More quotes signed and more inquiries turned into appointments.
The problem
- Quotes go out, then nothing. Salespeople are swamped, follow-ups are forgotten or late.
- New inquiries (web form, Facebook, missed call) wait for hours. The customer calls a competitor.
- Management can’t see its pipeline.
What the system does
Package
Quotes
Quotes go out, then nothing. Follow-ups are forgotten or late.
- Reactivation of your quotes that are still open
- Automatic capture of new quotes (QuickBooks, email, text)
- Text and email follow-ups that stop as soon as the customer replies
- Alert to the salesperson when a customer is hot
- Won or lost in 1 tap by text
- Key indicator dashboard
- Training and ongoing optimization
Package
Leads
New inquiries wait for hours, and the customer calls a competitor.
- A text to the customer in under a minute
- Full lead qualification: need, service area, customer timeline and budget
- Qualified lead: appointment booked straight into your calendar
- Complex or urgent case: handoff to a person
- Out of area or out of scope: polite disqualification, without bothering your team
Both together
Quotes + Leads
Both systems together, on the same dashboard.
- The full Quotes package
- The full Leads package
- One dashboard and shared alerts
- Every lead tracked from first inquiry to signed job
- A qualified lead moves to a quote, then to follow-up, with no retyping
- Full pipeline: inquiries, appointments, quotes and signed jobs
- Signed jobs by source (Facebook, Google, website) to know which ads pay off
Your ROI
Additional jobs per month
$7,200
- Additional jobs per year
- $86,400
- Number of additional jobs per year
- 10.8
Assumptions
- Additional jobs = quotes per month × average value × points gained.
Estimate based on your numbers. Actual results vary.
Once it is running
Quotes
- The salesperson gets a text as soon as a customer replies.
- Every Monday, the owner sees the value of pending quotes.
- Every quote is followed up within 48 hours.
SA
SAI
Salesperson alert
Julie B. just replied to your quote #1042 (wall heat pump, $8,400): “Can you come by Thursday?”
Where does this deal stand?
Pending quotes
$184,600
- Quotes sent
- 32
- Followed up within 48 h
- 32 / 32
- Customers who replied
- 11
- Won this month
- 9
Leads
- Every inquiry gets an answer, even evenings and weekends.
- Appointments land in the calendar with the customer’s answers.
- Your team takes over the conversation when useful.
- Out of area requests are handled without you calling back.
YO
Your business
Reply in 40 seconds
Hi Julie, thanks for your request. Is it for a house or a condo?
House, two floors
Great. Marc can come Tuesday 10 am or Thursday 2 pm. Which works for you?
Thursday
Appointment confirmed: Thursday 2 pm with Marc. Reminder sent the day before.
03System
Customer Service & Receptionist
Every call is answered, every job gets a quality check, and happy customers leave a review.
The problem
- Calls missed on job sites or in the evening are lost jobs.
- After a job, nobody checks if the customer is happy. Google reviews don’t come in, and an unhappy customer says it online before telling you.
- Past customers don’t think of you for maintenance.
What the system does
Package
Customers
Automatic post-job quality assurance
After a job, you don’t know if the customer is happy. Google reviews don’t come in, and an unhappy customer says it online before telling you.
- Satisfaction check by text after every job
- Happy customer: Google review request, at the right time
- Unhappy customer: no review request, immediate alert to the manager
- Seasonal maintenance reminders to recent customers
- Maintenance booking by text
Package
Voice receptionist
AI receptionist
Calls missed on job sites or in the evening are lost jobs.
- A receptionist that answers every call
- Qualification of the request
- Appointment booked in your calendar
- Immediate transfer of emergencies
- Summary of every call by text
Both together
Customers + Receptionist
Both systems together, on the same dashboard.
- The full Customers package
- The full Voice receptionist package
- One dashboard and shared alerts
Your ROI
Additional revenue per month
$500
- Additional revenue per year
- $6,000
Assumptions
- Recurring revenue = recent customers × return rate × maintenance value, over one year.
Estimate based on your numbers. Actual results vary.
Once it is running
Customers
- Every finished job triggers a satisfaction check.
- Only happy customers get a Google review request.
- Negative feedback reaches you privately, so you fix it before it goes online.
- Before winter, customers get a maintenance reminder and book by text.
YO
Your business
Hi Julie, winter is coming. A heat pump tune up is recommended before the cold. Reply YES to pick a time. (STOP to opt out)
Yes
Thanks! Tuesday 9 am or Wednesday 1 pm?
YO
Your business
Hi Julie, your job is done. Out of 5, how happy are you with the work?
5! Marc did great work.
Thanks Julie! A Google review would help other families find us. It takes 30 seconds: g.page/renoinc
Rating of 3 or less: no review request, the feedback goes to the manager.
Voice receptionist
- No call goes unanswered, even when you are on a roof.
- You get a clear summary and decide what to call back.
RE
Receptionist
Call received at 7:42 pm
Call summary
- Caller
- Robert L.
- Request
- Heat pump down, house is cold
- Emergency
- Yes, transferred to Marc
- Appointment
- Tomorrow 8 am
- Phone
- 514 555 0142
04System
Operations & Invoicing
Protected margins and fewer admin hours.
The problem
- Supplier prices change. Your quotes and invoices go out with the old ones.
- End of job invoices, receivables follow-up, supplier bills: everything is typed by hand.
What the system does
Package
Suppliers and margins
Supplier prices change without warning. Your quotes and invoices go out with old prices.
- Your supplier catalogs (e.g. Lumen) integrated into your tools: QuickBooks, CRM, ERP, quoting software
- Material line items synced on your invoices, at the right price
- Price tracking, product by product
- Alert when a price changes, with the open quotes affected
- Real margin per quote and per job
- Supplier bills entered in your books and checked against the agreed price
Package
Invoicing and payments
End of job invoices and receivables follow-up are done by hand, often late.
- Invoice generated when the job is done
- Automatic, polite payment reminders
- Receivables tracked in the dashboard
Both together
Suppliers + Invoicing
Both systems together, on the same dashboard.
- The full Suppliers and margins package
- The full Invoicing and payments package
- One dashboard and shared alerts
Your ROI
Margin protected per month
$400
- Margin protected per year
- $4,800
- Hours saved per year
- 208 h
- Time saved in dollars per year
- $9,360
Assumptions
- Protected margin = purchases × affected share × average increase.
- Dollars saved = hours × 52 weeks × hourly cost.
Estimate based on your numbers. Actual results vary.
Once it is running
Suppliers and margins
- A supplier price moves: you know the same day.
- Invoices carry materials at the current price, with no retyping.
- You see each job’s margin before it is too late.
SA
SAI
Price alert
Lumen: NMD90 14/2 wire (150 m), +6%
3 open quotes affected.
Estimated margin: 31% → 26%
Margin per job
| Job | Planned | Actual |
|---|---|---|
| Tremblay job | 32 % | 30 % |
| Gagnon job | 30 % | 31 % |
| Roy job | 28 % | 22 % (Alert) |
Invoicing and payments
- The job is marked done, the invoice goes out.
- Late payments are followed up without you thinking about it.
Invoice #118, Gagnon job
Created automatically- Labour, 12 h
- $1,140.00
- NMD90 14/2 wire (current Lumen price)
- $212.40
- 200 A panel (current Lumen price)
- $689.00
- Subtotal
- $2,041.40
YO
Your business
Payment reminder
Hello Mr. Gagnon, a friendly reminder: invoice #118 is 7 days past due. You can pay online here: pay.electroplus.ca/118. Thank you!
Sorry, done!
05System
AI Training
A team that masters AI tools and keeps your competitive edge.
- ChatGPT, Copilot, Claude, Gemini: public AI tools can already save your team hours every week.
- We train your staff on these tools: some theory to understand them, and mostly hands on workshops on their real tasks.
- Training continues as new tools come out, so your team stays current and you keep an edge over competitors.
AI training for your team
Training on public AI tools, not on in-house software.
- Training on market AI tools: ChatGPT, Copilot, Claude, Gemini and more
- Clear theory: what AI does well, its limits, good practices
- Hands on workshops on your team’s real tasks
- Updates on new tools to stay ahead
- Cheat sheet after every session
06Custom
Custom
Have a specific project in mind?
A custom solution, built around your reality and your environment.
You explain
The process that costs you time, as it runs today.
We fit your tools
Excel, QuickBooks, CRM, email: we start from what you already use.
We build and we stay
A solution tested with your team, then supported over time.
Example: Firma Plus, 60 hours saved per month on document requests. See the project
07The foundation
One foundation, systems that add up
All SAI systems share the same data, the same dashboard and the same alerts. Every system you add makes the others better. Start with whichever you want, add the others whenever you want.
- Audit & Analysis
- Leads & Quotes
- Customer Service & Receptionist
- Operations & Invoicing
The SAI foundation
- Shared data
- One dashboard
- Shared alerts
08Your customers
Respectful messages
- Simple unsubscribe in every message.
- Compliance with Canada’s Anti Spam Legislation.
- People stay in control of important conversations.
09The 2026 roadmap
Roadmap for service businesses
Place your business, department by department, and see the next step based on where you are today to bring AI into your teams. Each stage builds the foundation for the next.
- 0Pen and paper
- 1Digital foundation
- 2Basic automation
- 3Autonomous systems
10Questions
Frequently asked questions
The one that fixes your biggest problem. The free diagnostic is there to find it. No system is a prerequisite for another.
Yes. The systems connect to your current tools: QuickBooks, email, calendar, CRM, ERP or quoting software. We confirm compatibility during the diagnostic.
No. Messages are written with you, in your tone, and signed by your company. They stop as soon as the customer replies, and the conversation goes back to your team.
No. The system handles follow-ups and data entry. Your team only gets useful alerts: a customer replying, a confirmed appointment, a price change.
Jobber already follows up on quotes. The Quote analysis, the Leads package, the Customers package and the Voice receptionist remain relevant, as does Suppliers and margins.
Yes. All systems run on the same foundation. You can take one or combine several, in whatever order suits you.