Level 03
AI on the most time-consuming, expensive functions of running the business: field paperwork, quoting, scheduling, dispatch, and invoicing, automated in priority order while your team stays on the tools.
For contractors drowning in admin: change orders done on a handshake, evenings lost to quoting and invoicing, tools that don't talk to each other.
The handshake change order nobody wrote down is where contractors lose real money. Sherpa gets it documented, signed, and synced.
Quotes go out the same day, priced consistently, with follow-up built in, so jobs stop going to whoever quoted first.
Jobs land on the calendar against real crew availability, and dispatch happens without an afternoon of phone tag.
The invoice fires the moment the job closes, so cash stops waiting on paperwork.
Your CRM, accounting, and job software finally in sync: zero manual data entry, and job costing you can actually trust.
Want the full breakdown? Go deeper: Operations Automation →
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