AI Back Office — Built for the Trades

Run more.
Desk less.

DeskRun handles your bids, invoices, follow-ups, and back-office work automatically — so you can stay on the job, not stuck behind a screen.

Get started free See how it works
HVAC
Plumbing
Landscaping
Contracting
The problem

The back office is eating your business alive.

You got into the trades to do great work — not to chase invoices at 9pm or rebuild the same bid for the third time this week. But here you are.

Every hour you spend on paperwork is an hour you're not on a job, not with your crew, and not growing.

01
Bids take too long
You spend an hour building a quote that should take ten minutes — and half the time the customer ghosts you anyway.
02
Invoices slip through the cracks
Jobs finish but invoices don't go out on time. Then you're chasing payment two weeks later while starting three new jobs.
03
No one leaves you reviews
Happy customers exist — they just don't leave reviews unless someone asks. And you forget to ask because you're too busy.
04
Tax season is a nightmare
Receipts scattered across email, texts, and the glovebox. Every April feels like you're building the plane while flying it.
What DeskRun does

Your full back office, running on autopilot.

DeskRun is configured to your business once at onboarding. After that, it handles the desk work — automatically, in your voice, on your schedule.

01 — Revenue Cycle
💰
Bids, Invoices & Collections
From first estimate to final payment — every step handled professionally and on time.
Bid creation & email delivery
Invoicing immediately after job completion
AR follow-up sequences that actually get paid
Contract & proposal generation
02 — Project Operations
📋
Job Management
Every job tracked from first call to closed file — with the documentation your crew and your CPA need.
Job lists, checklists & task tracking
Client job records kept organized
Photo & document management per job
03 — Financial & Admin
🧾
Books & Back Office
Organized finances, mileage tracked, and a clean package ready for your CPA — without you touching a spreadsheet.
Payables organization
Tax prep & CPA packaging
Mileage & vehicle expense tracking
Warranty & service guarantee tracking
04 — Customer Experience
⭐
Follow-Up & Reputation
Automated thank-you messages and review requests sent in your voice, on every completed job.
Post-job follow-up messages
Google, Yelp & Facebook review requests
Automated follow-up sequences
How it works

Set up once. Runs forever.

We configure everything to match your business at onboarding. You approve. Then it runs without you.

01
We interview your business
We walk through a structured onboarding call — your brand voice, how you talk to customers, your tools, your preferences. Everything gets captured in a client config file we maintain for you.
24-use question discovery call
Brand voice & communication style captured
Tools & workflow mapped
02
We build & test your automations
Each workflow is built, tested, and QC'd before going live. You review and approve. Nothing sends to a customer until you've signed off on how it looks and reads.
Each use case built to your config
Full QC review before go-live
Your approval required at each step
03
You run the jobs, we run the desk
Once live, DeskRun handles the admin — every bid, invoice, follow-up, and review request runs automatically. Monthly check-ins keep everything sharp. You just focus on the work.
Fully automated after go-live
Monthly check-in included
Adjustments made as your business grows
Built for your industry

If you do the work, we run the desk.

❄️
HVAC
Service tickets, seasonal follow-ups, maintenance agreements, and review requests — all automated.
🔧
Plumbing
Emergency call follow-ups, warranty tracking, invoicing on completion — no more paperwork piling up.
🌿
Landscaping
Seasonal bids, recurring job management, and post-project reviews that grow your reputation online.
🏗️
Contracting
Project proposals, subcontractor coordination docs, job photo management, and final invoice automation.
12
Automated workflows
in your first month
0
Hours per week spent
on routine admin
1×
Setup. Runs every
job after that.
100%
Your voice.
Your brand. Your rules.
From the field

Trade owners who run more.

I used to spend Sunday evenings doing invoices. Now they go out the same day the job closes. I've gotten paid faster in the last 60 days than I did all of last year combined.
M
Mike R.
Owner, HVAC company · Dallas, TX
The review requests alone were worth it. I went from 12 Google reviews to 47 in two months without asking a single customer myself. It just happens after every job.
J
Jason K.
Owner, Plumbing & drain · Houston, TX
My CPA actually called me to say how organized my books were this year. That's never happened before. DeskRun packaged everything — I just sent the folder.
T
Tony L.
Owner, Landscaping · Austin, TX
Get started

Ready to stop running the desk?

Drop your email and we'll reach out to schedule a 20-minute discovery call. No pitch. Just a conversation about your business and whether DeskRun is the right fit.

We'll reply within one business day. No spam, no pressure.