RFQ intake
Read requests, extract scope details, prepare the first draft response, log the handoff, and route the opportunity to sales or ops.
COMMERCIAL SERVICES
Keep RFQs, work orders, and renewals moving.
For commercial cleaning, facility maintenance, janitorial, security staffing, inspection, equipment repair, and local B2B service providers.
Best fit: service companies with recurring accounts, quote requests, work orders, contract renewals, and a small office team keeping the work moving.
Book a Workflow Review Where work leaks
Before AI, look for the work nobody catches.
RFQs and customer requests that sit in email before anyone scopes them
Recurring clients with no consistent renewal or check-in rhythm
Work orders that need routing, notes, and status updates before the team can act
Possible first workers
Start with one repeated job.
Renewal follow-up
Track recurring accounts, draft check-ins, watch replies, and surface customers that need a human relationship touch.
Work order routing
Summarize customer requests, pull out dates and locations, create the handoff, and flag unclear details for the right owner.
Suggested starting point
Start with RFQ intake when new requests are slow to triage, or renewal follow-up when existing accounts quietly drift.
Not a fit yet
Not a fit yet if every job is completely unique and there are no repeated requests, accounts, or admin steps.