The other AI companies want to answer your phones.We make the rest of your business twice as fast.
AI installed inside ServiceTitan, Jobber, QuickBooks, and Gmail. Quotes drafted in minutes. Invoices that write themselves from tech notes. Stale quotes that actually get followed up. Built for HVAC, plumbing, electrical, and roofing operators.
Start with one catalog project. Fixed price, delivered in a week. See what we can do, and see what your week looks like without the busywork.
We work inside the tools you already use
Built on Anthropic's Claude. The same AI used by Fortune 500 companies, configured for your business.
You didn't get into this business to do paperwork.
Most owners we work with are losing 15–25 hours a week to quote follow-ups they never make, invoices that take too long to draft, reviews they don't respond to, and tribal knowledge that walks out the door when a senior tech retires. None of these are technology problems. They're time problems.
And the answer isn't another software platform. You've already got ServiceTitan or Jobber. You've got QuickBooks. You've got Gmail and a phone system. What you need is an AI layer that makes those tools smarter. One that drafts the invoice, surfaces the stale quote, and captures the senior tech's brain. So you can get back to the work you actually want to do.
Start with one quick win.
Fixed-price projects. One week. Real results before the next pay period. Each project solves a specific operational pain. Not "AI for your whole business," just one clear win. Pick the project that matches your biggest headache. We configure it in your tools, train your team, and you keep what we build.
Brain Dump SOP Pack
$2,800
We sit with you for 90 minutes, record you walking through your most critical workflows, and turn it into three polished SOPs in your voice, plus training cards for each. The 'I've been meaning to document this for years' project, done in a week.
Stale Quote Surfacing
$2,800
Daily email surfacing every open quote with no contact in 48+ hours, ranked by value, with a draft follow-up message for each. Reply 'send' and the message goes. Most owners recover the cost in two weeks from quotes they would have lost.
Subject
3 quotes need follow-up today ($14,250 total)
D. Patterson · 4 days · $8,500
M. Reyes · 6 days · $4,200
T. Walsh · 2 days · $1,550
Draft: “Hi David, following up on your estimate from…”
Monday Morning Briefing
$2,800
Every Monday at 7 AM, you get an email summarizing last week's revenue, open quotes ranked by age and value, AR aging, review activity, and one recommended action for the day. No more logging into four systems to find out what's happening.
Tech Notes to Customer Invoice
$2,800
Takes raw tech notes from completed jobs and drafts customer-friendly invoice descriptions plus follow-up emails. Your office manager goes from 12 hours a week translating tech-speak to about four hours of review. Customer disputes drop too.
Enter your email and we'll send the full 2-page PDF.
There's one thing no other AI consultant in the trades is building.
Every specialty trade business is sitting on a quiet crisis: 30+ years of irreplaceable knowledge is about to walk out the door. Your senior tech is talking about retiring. Your apprentices take a decade to develop the judgment he has. And when he leaves, that knowledge is gone.
We're building something no other AI consultant in the trades is building. The first Knowledge System engagements are underway: a system that captures what's in your senior tech's head, every troubleshooting shortcut, every callback he remembers, every "I've seen this before," and makes it available to your whole team on their phones in the field.
"The Carrier unit is short-cycling in zone 2, what should I check first?"
— Your apprentice on a job site, getting back your retiring lead tech's actual reasoning.
We call it the Knowledge System. Most owners buy it after they've seen what our smaller projects can do. If protecting senior-tech knowledge is on your mind right now, it can be your first project too.
Most owners walk this path.
You're never locked in. You upgrade when you're ready. Each step earns the right to the next.
Quick Win
$2,800–$3,500Pick one catalog project. We deliver in 1–2 weeks. You see what we can do.
Discovery Audit
Two weeks of interviews and tool audit. We map every AI opportunity in your business with ROI numbers. Your Quick Win fee credits toward this.
Implementation
We build the workflows we identified, usually 3 to 5 of them. You see results in 6 to 12 weeks.
Knowledge System
We capture your senior techs' knowledge and deploy it to your field team. The asset that protects your business from retirement and turnover.
Monthly Optimization
Ongoing tuning, new builds, and monthly business reviews. Your AI keeps getting better.
What we bring to the table.
Big 4 strategy, not freelance AI
We bring strategy and methodology from years inside Big 4 consulting, applied at small-business scale, at small-business prices. You're not getting a freelancer with ChatGPT. You're getting a real consulting engagement.
Trades-specific, not generic
We work exclusively with HVAC, plumbing, electrical, and roofing operators. We know ServiceTitan. We know Jobber. We know what a senior tech's notes look like and what your office manager's day actually involves. Generic AI consultants don't.
Fixed-price, no surprises
Every project is fixed-price. You know the cost before we start. No timesheets, no scope creep, no "we'll need to expand the engagement." If we miss a milestone, that's on us.
I built Elev8 AI because the playbooks that work at the top don't reach the businesses that need them most.
I spent years in management consulting at the Big 4, helping Fortune 500 companies plan and roll out major operational changes. The lesson I took from it: the playbooks that work for billion-dollar companies almost never reach the small businesses that need them most.
Elev8 AI is built to fix that. I bring the methodology I learned at the top of the industry, applied to the operators I actually want to work with: family-run HVAC, plumbing, electrical, and roofing businesses doing $2–10M in revenue. The kind of businesses that built the country and still don't have someone they can call when they want to figure out what AI can actually do for them.
If that's you, let's talk.
All 10 starter projects.
A 2-page PDF with pricing, timelines, and what we'll deliver. No call required. Email-only delivery.
Two ways to start. Both are free.
Ready to see what AI can actually do for your business?
Get the catalog
A 2-page PDF showing all 10 catalog projects with pricing and timelines. No call required.
Send me the catalogBook a call
A 30-minute conversation. We'll talk about your business, your tools, and where AI might earn back the most time. No pitch, no pressure.
Book a call