Hands-on AI training and implementation for your whole team
Your team already uses AI. Now teach it your business.
We build AI into every job in your office, using your prices and your wording, then train each person to use it on their real work.
Rather talk now? Call or text (619) 860-1299.
AI on their phones. None of it in your business.
Odds are your people already use ChatGPT on their phones. Nobody set it up for the company. So each person answers the same price question a different way, customer details sit in personal accounts, and whatever someone figures out leaves when they quit.
A ChatGPT login doesn’t know your prices or how you talk to customers. A free workshop or a YouTube video teaches you what to type. Then Monday comes, and nothing in your business has changed.
Here’s what AI looks like once it’s set up.
Pick a job. You’ll see what lands on that desk and the reply the AI drafts from your own documents. Yours will look different, because we build around the work your people do.
The task
Friday. Turn this week’s numbers into a one-page update for Monday’s managers meeting.
Without the setupPull reports from three systems at 9 p.m., type it up, and guess why closing slipped.
With the setupPaste the exports. Check the figures. Send.
It already knows
- Your targets
- Last week’s numbers
- Who owns what
- Your meeting format
This week’s exports
Booked jobs 142 (last week 131). Close rate 38% (41%). Average ticket $612. Callbacks 9.
Draft, ready for you to check
Team, here’s the week. Bookings are up 11 over last week, but our close rate slipped from 41% to 38%. Average ticket held at $612. Nine callbacks is well over our target of 5, so Monday we start there. Mike, bring the callback list.
You check the figures and who’s on the hook, then send.
The task
Roll out a new on-call schedule and make sure everyone actually reads it.
Without the setupWrite it from scratch, rewrite it twice for tone, then answer the same five questions all week.
With the setupPaste your notes. Check the dates and names. Send.
It already knows
- Your handbook
- Team roles
- Past announcements
- Your tone
Your notes
Starting Nov 1, on-call rotates weekly, not monthly. $75 stipend per on-call week. Swaps go to Dana by Wednesday.
Draft, ready for you to check
Team, starting November 1, on-call rotates every week instead of every month, so nobody carries it for 30 days straight. Each on-call week pays a $75 stipend. Need to swap? Tell Dana by Wednesday. Questions? Reply here.
You check dates, dollars and names, then send.
The task
Three invoices are past 30 days. Get them paid without losing the customer.
Without the setupLook up each balance, check what was promised, and write three careful emails between everything else.
With the setupPaste the aging report. Check the amounts. Send.
It already knows
- Payment terms
- Late-fee policy
- Customer history
- Your tone
Aging report
Henderson $1,840, 34 days. Ruiz Property Management $4,215, 41 days, repeat client. Cole $612, 52 days, second notice.
Draft, ready for you to check
Hi Linda, a quick note on invoice 2291 for $4,215 from the Oak Street job, now 41 days past due. We know property work keeps you busy. You can pay by card or bank transfer at the link below, and if anything on the invoice looks off, reply here and we’ll sort it out. Thanks for sticking with us.
You check amounts, dates and invoice numbers, then send.
The task
Turn this week’s finished jobs into a post that sounds like your company.
Without the setupScroll the job photos, write something, second-guess the wording, then post nothing for another week.
With the setupPaste the job notes. Check the details. Post.
It already knows
- Brand guidelines
- Your voice
- Service areas
- What not to say
This week’s jobs
Replaced a 22-year-old furnace in Sandy. Tankless water heater in Riverton. Furnace tune-ups for 14 homes.
Draft, ready for you to check
Busy week across the valley. We replaced a 22-year-old furnace in Sandy with a quiet, efficient new system, put in a tankless water heater in Riverton, and got 14 homes ready for the first cold snap. Is your furnace due for a check? Book a visit at the link.
You check the towns and the photos, then post.
The task
A customer emails asking why the bill came in higher than the quote.
Without the setupFind the invoice, look up the fee, write it between calls, then reread it so it doesn’t sound defensive.
With the setupPaste the email. Check the numbers. Send.
It already knows
- Price sheet
- Diagnostic fee
- Your reply style
- FAQs
Customer email
Hi, I was quoted $189 but my bill says $278. What happened?
Draft, ready for you to check
Hi Pat, thanks for asking. The $189 covered the repair itself. The other $89 is the diagnostic fee for finding the problem, and it shows as its own line on your invoice. Happy to walk you through it on a quick call.
You check the dollar amounts, then send.
The task
It’s 3:40. Two techs are running late, and three customers need to know.
Without the setupText each customer from scratch, rewrite the notes for each tech, then field the callbacks.
With the setupPaste the board notes. Check the times. Send all three.
It already knows
- Service zones
- Who handles what
- Reschedule rules
- Late-text templates
Your board notes
Mike stuck on the Johnson job till 4:30. Push Ana’s 4:00 to 5:15.
Draft, ready for you to check
Hi Sam, your tech is running about an hour behind and should arrive between 5:00 and 5:30 today. Reply here if that doesn’t work and we’ll find you a new time.
You check the times and who goes where, then send.
The task
Follow up on Thursday’s replacement quote before the homeowner goes cold.
Without the setupDig up Thursday’s notes on your own phone, look up financing, and hope the price is still current.
With the setupPaste your notes from the truck. Check the prices. Send.
It already knows
- Current prices
- Options
- Financing terms
- Your best follow-ups
Your visit notes
Garcias. 18-year-old furnace. Liked the two-stage option, worried about cost. Asked about financing.
Draft, ready for you to check
Hi Maria, thanks for having me out Thursday. Here are the two options we talked about side by side, with the monthly payment for each on our financing plan. No rush, and I’m happy to answer anything.
You check prices and financing lines, then send.
The task
Close out a finished install: summary, warranty registration and a review request.
Without the setupChase down the notes and invoice, type the summary, fill in the warranty by hand, then write the review request.
With the setupPaste the notes. Check the serial and dates. Send.
It already knows
- Job-close checklist
- Warranty steps
- Brand guidelines
- Review wording
Tech’s notes
Install done 2:15. Old unit hauled away. Homeowner happy. Serial number is in the photo.
Draft, ready for you to check
Hi Lee, your new system is in and running. We’ve registered your warranty, and your paperwork is attached. If you have a minute, a quick review helps a local business like ours more than you’d think.
You check serial numbers and dates, then send.
Kickoff to handoff. 30 to 90 days.
About 4 hours of each person’s time (less for phone staff), spread over the program. A team of 10 or fewer finishes in 30 days. Bigger teams take 60 or 90.
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LVL 01
Kickoff
You pick one or two things to improve, like how fast estimates go out. We measure where they stand before we start.
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LVL 02
Build
For each job, we set up AI with your price sheets, scripts, how-to docs and brand guidelines.
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LVL 03
Train
Two 90-minute group sessions. People who answer the phones get shorter 30-minute sessions instead, taken in turns so someone is always on the phones.
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LVL 04
Practice
Each person works through their own real tasks with us, live, one-on-one or in a small group.
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LVL 05
Handoff
You see the before and after on what you picked. We leave, and check again 60 days later.
What you keep after we leave
Real trainers, working with your people.
Anthony leads every program, from kickoff to handoff. How many trainers work with your team depends on its size.
- Anthony, lead trainer. Two years training executives and operations teams on AI.
- Josh. A year training teams on AI, and he builds software with AI tools.
- Danny. Over six months helping teams put AI to work.
Behind the trainers is the Level 99 team that builds CRMs, automations and AI agents for service businesses. When a question goes past training, like getting AI to work with your CRM, someone who builds those for a living answers it.
- 1:1 or small-group time with every person
- 60‑day results check after we leave
What happens when people learn to use AI at work
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3+ hrs
saved per week, reported by 66% of contractors who use AI.
ServiceTitan 2026 survey of 1,017 U.S. trades contractors, run by Thrive Analytics.
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15%
more customer issues resolved per hour after support agents got an AI assistant. Newer, less-skilled agents gained 30%.
Brynjolfsson, Li and Raymond, Quarterly Journal of Economics, 2025. 5,172 agents.
More research (4 findings)
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40%
less time spent on professional writing tasks, and the work was rated 18% higher in quality.
Noy and Zhang, Science, 2023. 453 professionals, randomized.
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71%
of U.S. small businesses that use AI say it raised their productivity.
Federal Reserve Small Business Credit Survey, 2026 Report on Employer Firms. 6,525 firms.
- 78% of people who use AI at work bring their own tools (80% at small and midsize companies), and only 39% got AI training from their employer. Microsoft and LinkedIn, 2024 Work Trend Index, 31,000 workers.
- On a task the AI couldn’t handle, consultants using it were 19 percentage points less likely to get the right answer. That’s why every setup we build lists what a person must check. Dell’Acqua et al., Organization Science, 2026, 758 BCG consultants.
Results from published studies and surveys of other companies. They used a range of AI tools. Your results depend on your work and your team.
For your team, and your IT person.
Forwarding this to your team? Here’s the short version for them.
Six answers for staff and IT (privacy, accounts, passwords)
You hear it first, in writing
Before anything starts, the owner tells the team in writing what this means for each job.
Results by role, never by name
We report by role, like estimates or dispatch. Each person fills out a short survey and a two-question check-in each week, and only Level 99 sees their answers.
Already using AI? Good.
Nobody gets in trouble for using AI on their own phone. We move what works into the company account, so they keep it.
Your account, your licenses
Your company buys the AI licenses in its own name, and everything we build is saved there. We never resell licenses.
No passwords, ever
You add us as a temporary admin on your company’s AI account, and we remove our access when the program ends. Your in-house lead learns to add and remove people.
What we keep out
We never collect Social Security, card or bank numbers, health information, passport numbers, birth dates, or anything about people under 16.
One program fee. Priced by headcount.
Count everyone who will use AI on their own work, including anyone in the field who writes quotes or job notes. Installers and repair crews who never write quotes or job notes don’t count.
On the call we check this price against your real team. You pay nothing until you authorize the agreement.
Will it pay for itself? Run your own math.
Training takes about 4 hours of each person’s work time. Enter what an hour of their time costs you, and we’ll show how many minutes a week each person needs to save to pay for the first year: the fee, the licenses and their hours in training.
$30 is just an example. Use your wage plus taxes and benefits.
Weeks your team uses it this year after training. 44 is just an example.
Put in an hourly cost to see the math.
This uses only the figures you entered. It is not a forecast or a promise of results.
- Teams of 10 or fewer pay in full up front. Teams of 11 or more pay half up front and half 30 days later. Full refund if you cancel within 24 hours of authorizing the agreement.
- Training happens over video. Want us there in person? On-site days are $1,500 a day in Utah’s Wasatch Front. Anywhere else, we quote it with travel at cost.
Questions owners ask before they book
Claude, ChatGPT, Gemini or Grok. The basics work the same on all four, so if you already pay for one, we use it. Starting fresh, we recommend Claude. Either way, the whole company uses one, so nobody has to learn two.
Yes, but we build your setups in Claude, ChatGPT, Gemini or Grok, so your team would use one of those for this work. A Microsoft 365 office can keep Copilot in Word and Outlook alongside it. Meta AI doesn’t offer business accounts a company can manage yet, so we’d move that work into one of the four. If you’re set on another tool, tell us on the call and we’ll say straight whether we’re a fit.
No. This is training for the people you already have, so they get faster at their own work. Before we start, you tell your team in writing what it means for their jobs. Automation is a separate offer, and only if you ask for it.
Yes, one way or the other. Where your AI tool connects to your software, we connect it. Where nothing connects, we set up a simple copy-and-paste step instead. We check which it is on the call.
Teams of 10 or fewer pay in full when you authorize the agreement. Teams of 11 or more pay half when you authorize and half 30 days later. On-site days, if you add any, are part of that split.
Yes, on a schedule: 100% if you cancel within 24 hours of authorizing the agreement, 50% within 3 business days, and nothing after that.
Two things can come on top of the program fee. AI user licenses, which your company buys from the AI company in its own name. And on-site days if you want them: $1,500 a day in Utah’s Wasatch Front, travel at cost anywhere else. If you add a Level 99 service (CRM, automations or AI agents) within 60 days of handoff, its setup fee is waived.
Everyone who will use AI on their own work, including field staff who write quotes or job notes. Installers and repair crews who never write quotes or job notes don’t count. Teams under 5 are billed as 5. Above 50, we quote it.
We don’t promise a business result. What you get instead is proof either way: we pick what to measure with you, measure it before and after, and check it again 60 days later, so you can judge it yourself.
Not during training. We’ll give you a list of what’s worth automating, and you decide later.
You can learn what to type. YouTube won’t build a setup for each job from your prices, scripts and rules, or train one of your own people to keep it running after we leave.
Your in-house leads run it day to day, the playbook covers new hires, and we check your results again 60 days after handoff.
About 4 hours each: two 90-minute group sessions and an hour with us, one-on-one or in a small group. People on the phones get 30-minute sessions with no homework, staggered so someone always covers. Your in-house leads give more: about 4 hours a week during the program and 1 hour a week after. The program has a set structure, but the goal is that your people get it, so if someone needs more time with us, we adjust.
No. They skip the basics, help build the setup for their own job, and can become one of your in-house leads.
What slows your team down? We’ll tell you if we can fix it.
A free 15-minute call. Bring one thing that eats your team’s week, like estimates that take days to go out or quotes nobody follows up on. You’ll leave knowing whether this fits and what it would cost for your team. If it doesn’t fit, we’ll say so.
Open times for the free 15-minute call show up here.
Calendar not showing? Call or text (619) 860-1299, or have Anthony reach out.
Rather we reach out?
Leave your details and Anthony will call or email to set up the free call. The optional questions make that call more useful.