Our Services
Eight services built for service businesses — from AI lead capture to full operations automation and weekly intelligence reports.
AI Lead Response
Morgan, our AI assistant, answers every inbound call and web inquiry 24/7 — qualifying leads, booking appointments, and notifying your team before a competitor has a chance to pick up.
- ✓Answers calls and texts instantly, 24/7
- ✓Qualifies leads with smart intake questions
- ✓Books appointments directly to your calendar
- ✓Sends lead summaries to your team in real time
Operations Audit
We map every process in your business — intake, scheduling, job management, billing, and follow-up — and give you a prioritized roadmap for fixing what's costing you time and money.
- ✓Full workflow documentation
- ✓Gap and bottleneck analysis
- ✓Prioritized fix roadmap
- ✓Clear, actionable deliverable
Automation Build
We build the automations, integrations, and workflows that make your operations run without constant manual effort — from lead intake to job completion and billing.
- ✓Custom n8n / Make / Zapier workflows
- ✓CRM and scheduling integrations
- ✓Automated follow-up sequences
- ✓Cross-platform data sync
OttoServ OS Dashboard
Your business command center. See every job, lead, team member, project, and revenue number in one live dashboard — purpose-built for service companies.
- ✓Jobs, projects, CRM, and billing in one view
- ✓Real-time visibility across your operation
- ✓Client portal for project updates and invoices
- ✓Mobile-friendly for on-the-go teams
TechOps
AI-powered technical operations for IT providers, MSPs, and smart home companies — AI triage, dispatch packets, knowledge base, and remote resolution workflows.
- ✓AI ticket triage and routing
- ✓Technician dispatch packets
- ✓Knowledge base automation
- ✓Remote resolution workflows
Contractor OS
Everything a contractor or remodeler needs to run projects profitably — job costing, scheduling, progress billing, materials tracking, and subcontractor management.
- ✓Job costing and budget tracking
- ✓Schedule and dispatch management
- ✓Progress billing and invoice generation
- ✓Materials and vendor management
Client Experience Optimization
We assess your entire client journey — first contact through final invoice — and build systems that make clients feel taken care of and leave five-star reviews.
- ✓Client journey assessment
- ✓Communication improvement
- ✓Automated review request system
- ✓Satisfaction tracking
AI Reports & Intelligence
A weekly AI-generated brief that tells you what needs attention in your business — revenue trends, job profitability, team performance, and market insights — without you having to dig.
- ✓Weekly operations intelligence brief
- ✓Revenue and margin analysis
- ✓Lead source and conversion tracking
- ✓Pricing recommendations
Not Sure Where to Start?
Book a free discovery call and we will tell you exactly which services fit your situation.
Or call us directly — (407) 798-8172. Morgan will answer immediately.
Book a Free Discovery Call