DevXAI — AI Automations & Workflows

AI Automations & Workflows
for the trades.

Eliminate manual steps. Let the systems run. Built exclusively for trades businesses — HVAC, roofing, plumbing, and cleaning companies that are done losing jobs to manual processes.

01 — What it is

Plain language. No jargon.

AI Automations aren't about replacing your team — they're about eliminating the repetitive tasks that eat their time. Quote follow-ups, review requests, job status updates, invoice reminders, onboarding sequences — these should all happen automatically. We build the workflows that connect your tools, eliminate manual steps, and create systems that run without staff involvement.

After this service: Hours of manual work eliminated per week. Staff focused on higher-value tasks. Quotes followed up. Reviews requested. Invoices chased. All without anyone having to remember to do it.

01
Map Current Workflows
We document every manual process in your business — from how leads come in to how invoices get paid — and identify what's costing your team the most time.
02
Design Automation Logic
We design each automation: what triggers it, what it does, what tools it connects to, and how it handles exceptions.
03
Build and Test
We build every automation against your actual tools and test each one thoroughly before it goes live.
04
Hand Off and Monitor
We walk your team through everything, document it fully, and monitor the automations for 30 days to ensure everything runs as expected.
02 — By trade

Built for your trade specifically.

⌗ 01

HVAC

Quote follow-ups, review requests, appointment reminders — all done manually by your team. We build the automations that make it happen without them.

See how it works for HVAC →
⌗ 02

Roofing

Storm lead follow-ups, estimate reminders, subcontractor coordination — hours of manual work. We build the automations that handle it for you.

See how it works for Roofing →
⌗ 03

Plumbing

Invoice reminders, service plan renewals, re-engagement sequences — all manual. We build the workflows that run without your team.

See how it works for Plumbing →
⌗ 04

Cleaning Services

Booking confirmations, review requests, re-engagement sequences, staff scheduling — all done by hand. We automate what should never have been manual.

See how it works for Cleaning Services →
03 — What you get

Everything you need.
In writing.

  • →
    Workflow audit
    We map every manual process in your current operation to identify what should be automated.
  • →
    Automation design
    A detailed map of every automation we'll build — what triggers it, what it does, what it connects to.
  • →
    Full build and testing
    We build and test every automation before it touches your live operation.
  • →
    Staff walkthrough
    A training session so your team understands what's automated, what to expect, and how to handle exceptions.
  • →
    Documentation
    Written documentation of every automation — what it does, how to adjust it, and how to add new ones.
  • →
    30-day monitoring
    We monitor every automation for 30 days post-launch to catch anything unexpected before it becomes a problem.
04 — Start here

Start with a free workflow consultation.

A 30-minute call where we map out which automations would have the highest impact in your business right now. No pitch. No generic software demo. Just a clear view of what's costing your team the most time.

30 minutesCustom workflow analysisNo obligation
05 — FAQ

Straight answers.

Do we need to change our current tools?+

Not necessarily. We build automations that connect to the tools you already use — Jobber, ServiceTitan, Housecall Pro, and most major CRMs. We add automation on top of what you have, not around it.

How long does it take to build the automations?+

A single automation can be live within a week. A full workflow suite typically takes 2–4 weeks from workflow audit to launch, depending on complexity and how many tools we're connecting.

What if an automation breaks?+

We build every automation with error handling and monitoring. During the 30-day monitoring period, we catch and fix anything unexpected. After that, we can provide ongoing support.

Will my staff need training?+

We build automations to run in the background — your staff shouldn't need to do anything differently. We do a full walkthrough so they understand what's automated and know how to handle edge cases.

Can automations handle customer communication?+

Yes. Quote follow-ups, appointment reminders, review requests, invoice reminders, re-engagement sequences — all of these are customer-facing automations we build and manage.

What's the difference between automations and AI agents?+

Automations are rule-based — they run a defined set of steps when triggered. AI agents are more dynamic — they can make decisions, answer questions, and handle conversations. Many businesses benefit from both.

06 — Closing argument

Think your roadmap
is fast enough?

Tell us what you’d ship if it took two weeks instead of two quarters. We’ll tell you if we can do it.

contact@devxai.us→
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