Case study · Client not named
An AI back-office system for a service business
We built a custom system for a field service business: one place for the admin that used to be spread across inboxes, spreadsheets and paper.
The business
The starting point
A service business with crews out on jobs and an office handling the rest. Like most firms in the physical economy, the admin around the work was spread across different tools, and too much of it relied on someone remembering to do it.
What we built
One system for the back office
- Leads and customer records in one place.
- Quotes and proposals built from templates.
- Jobs and work orders, with a shared calendar.
- Invoices, with online payment.
- Customer messages kept with the right job.
- Team access, so the right people see the right things.
Why it matters
Where SteelcapHQ comes from
Building this taught us what a service business actually needs from its back office: fewer tools, less typing, and admin that gets done without someone chasing it. SteelcapHQ takes those lessons and packages them as modules any trades or field business can pick from.
See it on your own business.
Book a short demo. We'll show you the modules that fit your work, hear the AI phone in action and go through pricing for your setup.