Our process
Optimize your service business for growth in four steps.
Set up financial reporting
We start by untangling your books: AI-optimized bookkeeping, a live dashboard, and monthly reporting that delivers an easy-to-understand snapshot of financial health.
Explore the OE dashboard →
Map your AI transformation.
Next, based on financial insights, our team of business and tech experts will work with you to build an AI transformation development and implementation plan to deliver repeatable ROI for your business.
Meet OE consulting →
Build custom AI tools and agents.
We build the AI tools, workflows, and processes your business needs to remove everyday bottlenecks and unlock capacity for growth. Curious about what this could look like for your business?
Explore an illustrative example →
Train your team to use the new workflows.
We train your team to use the new workflows, systems, and reporting so adoption sticks. We reduce time spent on tedious, routine tasks to give employees more capacity to do their best work.
Learn more about OE consulting →See the product
Get the metrics you need to run your business on one clear dashboard.
Spending hours wrangling a spreadsheet to accurately reflect monthly cashflow?
No more. Operating Engine pulls key info like accounts receivable, accounts payable, project profitability, and more into a single, easy-to-read dashboard.
Get a live snapshot of your business' financial health in one place, plus insights on key trends, goals, and more.
No more. Operating Engine pulls key info like accounts receivable, accounts payable, project profitability, and more into a single, easy-to-read dashboard.
Get a live snapshot of your business' financial health in one place, plus insights on key trends, goals, and more.
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Work with our experts
Build a clear AI plan with people who know your business.
Not sure where AI fits in your business? You're not alone.
Our business and AI experts work with you to find the most high-impact workflows, then build the custom tools that will grow capacity, and finally train your team to use them.
You get a step-by-step roadmap and hands-on support for identifying and implementing an AI plan that best supports your service business.
Our business and AI experts work with you to find the most high-impact workflows, then build the custom tools that will grow capacity, and finally train your team to use them.
You get a step-by-step roadmap and hands-on support for identifying and implementing an AI plan that best supports your service business.
illustrative example
Here's how Operating Engine could help an HVAC company
Picture a $12M HVAC business with 40 employees across office staff, dispatch, and field technicians:
- The owner is manually scheduling dozens of service calls and installations every week.
- Invoices go out late because technicians are still filling out paper work in the field.
- The business keeps turning down commercial maintenance contracts because the office team is at capacity.
Operating Engine pairs expert consulting with custom AI to streamline operations and deliver new revenue growth that otherwise would have been out of reach.
finance
Get clear financial insights, fast.
A live dashboard pulls key metrics like cashflow, accounts payable, accounts receivable, labor costs, equipment spend, and profitability into one place. Now the owner can quickly and easily see margin by service line or job type.
workflow optimization
Take the routine, repetitive back-office work off your plate.
A custom AI workflow handles technician scheduling, dispatch, and work order completion automatically, work that used to eat up hours of the office manager's day.
REvenue operations
Stay aligned, work faster, and deliver a better experience.
A refreshed CRM and service contract process means the sales team can respond to commercial maintenance inquiries faster and follow up on renewals without things falling through the cracks.
Team training
Empower your team to do more.
The office and dispatch team gets trained on the new tools, so they're equipped to coordinate more technicians and more accounts without the chaos that used to come with growth.
Your team gets stronger and the space to be creative. Your business gets more valuable.
Frequently asked questions
For more information, see the full FAQ page.
What kind of businesses does Operating Engine work with?
We work with founder-owned service businesses in industries like general contracting, field services, legal services, specialty logistics, and more.
Will this replace members of my team?
Operating Engine is built to give your existing team more capacity, not to replace them. We automate the routine, repetitive work so your team has the time to take on bigger projects and new opportunities.
How long does it take to see results?
Timelines vary by business, since every engagement starts with a custom assessment of your operations. Most businesses begin seeing results from the financial reporting work within the first few weeks, with operations workflow improvements rolling out after that. We'll map a specific timeline after we learn more about your business on a discovery call.
