Smart AI Operations Assistant
One Assistant. Four Systems. Zero Manual Switching.
What They Were Facing
The client handled customer communication, job management, and accounting across disconnected systems — QuickBooks, Housecall Pro, Gmail, and SMS. Staff had to manually switch tools, copy data between them, and respond slowly to customers. They wanted a single intelligent assistant that could understand requests, fetch accurate data, and take action across their existing systems without changing how the team worked.
What We Built
We built a production-grade AI assistant orchestrated through MCP servers. It reads and writes invoices, customers, and payments in QuickBooks; interacts with Housecall Pro for job status, scheduling, and service details; sends and receives SMS via Twilio; and drafts and reads email through Gmail. It understands natural-language queries and executes multi-step actions autonomously — with heavy emphasis on reliability, scoped permissions, and safe execution so it behaves like a trusted operations assistant rather than a chatbot.
Technologies Used
Impact & Outcomes
The time we were losing just switching between systems was killing our response times. This assistant paid for itself within the first few weeks.
Ready to Transform Your Business?
Let's discuss how we can help you achieve similar results.
Start Your Project
