PraxisStart a conversation Get the reply ready.
Pull the customer’s request into a clear job brief. Draft a reply that asks for the missing details, ready for your office to check and send.
A workflow we can build around youAI assistants for service companies
Get the quote out.
Keep the jobs moving.
A new inquiry needs a reply. A quote is waiting on your notes. Yesterday’s customer needs a follow-up. An AI assistant can prepare that work for your office to review, while your team gets on with the next job.
Built around your work. Checked by your team.
FROM THE CUSTOMER REQUEST01 / 03
First visit + monthly maintenance
Preferred dayFriday · not yet confirmed
Address & accessStill needed
Customer message · details to checkJob brief + replyPrepared for office review
DRAFTRequested serviceOrganized
Reply to customerDrafted
Missing job detailsFlagged for you
Confirm the scope. Set the price. Check the date.
Illustrative inquiry and draft for a fictional service business.
For the people keeping the day moving
What keeps coming
back to your desk?
Start with one recurring job in the office. These are three places an assistant could help a service business.
Prepare the quote.
Bring the request, visit notes, and agreed scope into a quote draft. Your team confirms the work, applies your rates, and checks availability before making an offer.
A workflow we can build around youFollow up on the work.
Turn the team’s visit notes into a customer recap. Include what was done, what is still open, and any next steps for your office to confirm before sending.
A workflow we can build around youA working example
Start the day
with the details together.
The next job is only part of the day. There are customer replies, open quotes, and decisions waiting in the office.
The Praxis morning briefing brings information from connected tools into one place. It’s an existing workflow we can adapt to a service business, with the sources and priorities chosen around your team.
Explore the morning briefingWhat your briefing could bring together
- 01
The decisions that need you
Open questions from your team, with the context you need to make a call.
- 02
The work coming up
Relevant calendar entries and job notes, gathered before the day gets going.
- 03
The follow-ups to review
Customer conversations and outstanding replies that need the office’s attention.
We choose the connected tools and priorities with you. Your team checks the briefing and decides what happens next.
How we start
Bring one job
you’re tired of repeating.
You don’t need an AI roadmap. Bring the work, the documents, and an example of what a useful result looks like.
- 01
Show me the work.
Walk me through what happens today, where it gets stuck, and who needs the result.
- 02
Build around your process.
I build the assistant around your information and the way your team works, with a clear point for review.
- 03
Try it on a real job.
Your team checks the output. We work through the gaps before making it part of the routine.
Marc Kleinmann / Founder, PraxisFrom one business owner to another
I know the work
behind the work.
I spent roughly 15 years building Bauhaus, a design-build firm in Dallas, before selling it.
Running Bauhaus meant dealing with estimates, follow-ups, and the details that had to reach the right person. That experience shapes what I build at Praxis: assistants that help prepare the work your team is responsible for.
Read my storyBefore we talk
A few practical
questions.
Do we have to replace our existing software?
The first step is to look at the tools and files you already use. We’ll work out where an assistant fits and what access it needs before deciding what to build.
Will the assistant send quotes or book jobs on its own?
The workflows shown here prepare work for your team to review. Your office confirms scope, pricing, and availability, then approves the quote, reply, or next step. A customer’s requested date is not a confirmed booking.
What should I bring to the first conversation?
One recurring task, the information you start with, and an example of the finished work. A customer inquiry, a recent quote, or notes from a service visit are useful places to begin.
Let’s put AI to work
What’s still on your desk
after the last job?
Tell Morgan where the work gets stuck.
We’ll start there.
