AI Workshop for Service and Installation Businesses

​Are you confident that your pricing, quotes, and invoices stay accurate as volume picks up?

​How are you keeping pricebooks accurate when costs change week to week?

​Where do your parts, materials, and invoices live today?

​In this workshop ​for service and installation businesses, we’ll show you how to use AI to centralize pricing, quoting, and invoicing—so you can move faster, stay accurate, and protect margin during peak season.

​What You'll Learn

• ​Keeping pricebooks for parts and materials up to date as costs change
• ​Processes for invoices and receipts from completed jobs without missing billable items
• ​Centralizing pricing, quoting, and job data to support faster, more accurate quotes
• ​Moving cleanly from quote to invoice with better margin visibility

​What You'll Get

• ​Clear guidance on applying AI to pricing, quoting, and billing workflows
• ​Practical examples from real parts-heavy service operations
• ​A take-home prompt framework you can adapt to your own process

​Who Is This For?
​This workshop is perfect for owners and operators who use tools like:

• ​Bill.com
• ​Quickbooks Online
• ​Cardpointe
• ​Stripe
• ​Paypal
• ​Box/Dropbox
• ​Google Drive

​Within service and installation businesses such as:

• ​HVAC and refrigeration
• ​Industrial service teams
• ​Solar, EV charging field installers
• ​… and more

​Agenda

• ​5:30pm - 6:15pm: Grab a bite and get settled. We’ll have pizza and refreshments.
• ​6:15pm - 7:15pm: Hands-on workshop with Q&A.
• ​7:15pm - 8:00pm: Chat with our team, ask questions, or get more hands-on guidance.

​Venue/Parking
​There is plenty of free parking outside.