SELECTED WORK
Real builds. Real numbers.
Three builds, three industries, nine numbers — every one from a signed-off client system. Names withheld under NDA; ask on the audit call and we’ll walk you through the actual wiring.
> every number below: signed off by the client ✓
> the numbers · all nine
SIGNED OFF
FIELD SERVICES · 14-PERSON HVAC COMPANY
case 01- jobs booked / mo that used to be missed
- 31
- from kickoff to live
- 9 days
- call coverage, zero added headcount
- 24/7
ACCOUNTING · 8-PERSON BOOKKEEPING FIRM
case 02- hours returned to the team monthly
- 120+
- transaction match accuracy
- 99.2%
- month-end close, down from six
- 2 days
PROFESSIONAL SERVICES · 22-PERSON AGENCY
case 03- saved weekly across the AM team
- 10 hrs
- one-time build cost
- $7,500
- to full payback
- 11 wks
> invented: 0
CASE 01 · FIELD SERVICES · 14-PERSON HVAC COMPANY
SIGNED OFF
After-hours leads stopped going to voicemail
BEFORE
Phones went to voicemail after 6pm.
> call: 11:48pm → qualified → booked ✓
WHAT WE WIRED
An AI voice agent now answers every call, qualifies the job, and books it straight into the calendar — including the 40% of calls that used to arrive after 6pm.
Our phones used to go to voicemail after 6pm. Now every call gets answered and booked — we stopped losing the jobs we never even knew about.
CASE 02 · ACCOUNTING · 8-PERSON BOOKKEEPING FIRM
SIGNED OFF
Month-end close went from 6 days to 2
BEFORE
Month-end close took six days.
> receipt: read → matched → reconciled ✓
WHAT WE WIRED
We wired their practice software, bank feeds, and document intake together. Receipts are read, matched, and reconciled automatically — staff review exceptions only.
Month-end close went from six days to two. My staff only touches the exceptions now — the receipts just reconcile themselves.
CASE 03 · PROFESSIONAL SERVICES · 22-PERSON AGENCY
SIGNED OFF
The Monday report nobody has to build anymore
BEFORE
The Monday report was built by hand, every week.
> report: compiled → reviewed → sent ✓ 6:00am
WHAT WE WIRED
Project data, time tracking, and invoicing now flow into one pipeline. The Monday leadership report writes itself; account managers got their mornings back.
The Monday report writes itself. My account managers got their mornings back, and the numbers are right every single time.
WHAT THEY HAVE IN COMMON
Different industries. Same five rules.
| > rules · every build | HVAC | BOOKS | AGENCY |
|---|---|---|---|
| fixed price, agreed in writing | HVAC: yes | BOOKS: yes | AGENCY: yes |
| tested on real data before go-live | HVAC: yes | BOOKS: yes | AGENCY: yes |
| owned by the client — docs, keys, code | HVAC: yes | BOOKS: yes | AGENCY: yes |
| live in weeks (the HVAC build: 9 days) | HVAC: yes | BOOKS: yes | AGENCY: yes |
| no retainer | HVAC: yes | BOOKS: yes | AGENCY: yes |
> 5 rules × 3 builds → 15 ✓
If an automation won’t pay for itself inside 12 months, we’ll tell you not to build it — before you spend a dollar.
Your build gets the same five rules. It starts with a free audit.
Book a free tool-stack auditHOW IT WORKS
How each of them was built. The same four steps.
Audit, blueprint, build, hand over — the HVAC build went from kickoff to live in nine days.
- 01
Audit
Week 1We sit with your team, map how work actually moves through your business, and find where the hours leak out.
- 02
Blueprint
Week 1–2You get a ranked plan: what to automate first, what it returns, what it costs — and what isn’t worth building. Yours to keep, even if you walk.
- 03
Build
Weeks 2–4Fixed price, agreed in writing before we start. Built and tested on your real data before anything touches your customers.
- 04
Hand over
Week 4+Full documentation, a training session for your team, and 30 days of tuning included. Then it’s yours — no dependency on us.
PRICING
What builds like these cost. In public.
The agency build above was $7,500, one time. Single workflows from $3,500. Every build is quoted in writing before it starts.
Automation Roadmap
$499
flat, one time
- 90-minute working session
- Workflow & systems map
- MOST STARTS HERE
Fixed-Price Build
From $7,500
scoped in writing first
- Everything in the Roadmap, credited
- Live in 2–4 weeks
Care Plan
$250–500
per month, optional
- Uptime & error monitoring
- Monthly tuning report
Not sure which you need? Book the free audit — we'll tell you straight, and the roadmap is yours either way. Single-workflow builds (one automation, two or three tools) start at $3,500. You’ll always see the full price before you pay anything.
READY WHEN YOU ARE
Got a task like these? We’ll put a number on it.
A free 30-minute call — not a sales pitch. We’ll scope your highest-ROI opportunity and tell you straight whether automation is even the right answer. Want the full mapped roadmap after that? It's a fixed $499, credited to any build.
- No commitment — the roadmap is yours either way
- Fixed-price quote, in writing, before you pay anything
- Replies within 1 business day
Prefer to reach out directly?hello@tooliva.com