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?

For service and installation businesses, spring and summer brings more jobs and more complexity. Keeping pricebooks up to date, processing invoices and receipts, and turning quotes into clean, profitable invoices gets harder as demand increases.

In this workshop, 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.

• 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

• 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

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

• 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.

There is plenty of free parking outside.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Civic