Custom-Built
Operational Systems.
Software and AI agents built around how your business actually runs.
Tell us what you need
Show us your workflow
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SERVICES
01 / 05
Most of the work is
keeping track of the work.
Someone chases the photo. Someone checks whether the order went out. Someone asks where it is. None of that is the job, and all of it takes the day.
OPERATIONAL REALITY
The operation you have, not the one you think you have.
Terms say 60 days and the money lands at 80. A contract says 168 hours and nobody billed the overtime, the training or the extra call-outs. We start by finding where the two stopped matching, then document and map how the work really moves.
CUSTOM SOFTWARE
Software built around how your business already works.
One system for the work that lives in spreadsheets, texts and email today. We train your team on it and show the owner what it is worth, so it becomes how the work gets done, not one more login.
AUTOMATION
The retyping, checking and chasing, handled.
Excel work, data entry and verifications run on their own, so your people spend the day on the work only they can do.
AI AGENTS
AI agents that watch for the rule being broken.
Your rules, documented once, then checked around the clock. Late fees nobody charged. Hours that were worked and never billed. The agents handle the routine and bring the judgement calls to a person.
WHAT IF SCENARIOS
Test the change before it becomes the way you work.
What happens if the price moves on this segment? We answer it from your own numbers, and once you agree, the new rule goes into the software so the operation actually runs on it.
Not sure which of these you need?
Tell us how one part of the business runs today. We will point you to the right one.
Show us your workflow
INDUSTRIES
01 / 05
The industry changes.
The sticking points rarely do.
Property management
STAFFING
FIELD REPORTS
BUILDING ACCESS
Building services
WORK ORDERS
CREW SCHEDULES
INSPECTIONS
Warehouses
ORDER DESK
RECEIVING
LANDED COST
Electrical contractors
MATERIAL REQUESTS
SUPPLIER BIDS
PURCHASE ORDERS
Chemical manufacturing
BATCH RECORDS
SAFETY SHEETS
RAW MATERIALS
CASE STUDIES
Selected work
Operational software built around real work.
WHOLESALE & DISTRIBUTION
Warehouse OS
One place for incoming orders, inventory, purchasing and audit history, with open balances visible to the team.
What we built
ELECTRICAL CONTRACTORS
Materials 365
Compare every line item across suppliers, award the best option, and create separate purchase orders for each supplier.
What we built
PROPERTY MANAGEMENT
Property operations system
Reads field reports, shift notes, and work orders as they arrive. Closes routine items before anyone opens a laptop and sends exceptions to a person.
What we built
TESTIMONIAL
Eagle Point Software“Copilot Consulting assisted in the buildout of an internal system to streamline our order processing. By bringing all order processing workflows into a single, centralized system that executes automatically, they helped our administrative team save substantial time while significantly increasing the volume and velocity of our order intake process.”
WRITING
Field notes
What we found, and what we built.
ELECTRICAL CONTRACTING
OPERATIONS NOTE
Material requests that should not wait on one desk.
Material requests arrive through multiple channels. A shared workflow can compare supplier quotes line by line and turn an approved choice into the right purchase orders.
WHOLESALE & DISTRIBUTION
OPERATIONS NOTE
The price on the case is not the landed cost.
Freight and fees can arrive after a price is set. Connecting purchase orders, invoices and deliveries makes actual landed cost visible when the next price is decided.
PROPERTY MANAGEMENT
OPERATIONS NOTE
When worked hours never make it onto the invoice.
Field reports, shift notes and work orders can pile up faster than a manager can read them. An agent can sort routine items, flag exceptions, and bring missed billable work to a person for review.
GET IN TOUCHcopilotconsulting.org
Show us your workflow.
Bring us how one thing works today. We will show you what we would redesign, what we would build, and where the agents go.
We read every request and reply by email.