AI Operations Systems for Local Service Businesses

Turn scattered leads, requests, and office knowledge into visible work.

Tetrad installs practical systems that capture inbound work, draft next steps, route follow-up, organize internal knowledge, and show owners what needs attention — without handing the business to a black-box chatbot.

Human approval stays in the loop. Drafts, routing, and summaries are built to make work harder to lose — not to make uncontrolled promises.
Find My First Automation LaneSee Lead Recovery
Draft-first by defaultInstalled for youOwner-visible statusException alertsRunbooks included
New RequestWebsite form · 8:42 AM

“Need a roof inspection after last night's storm. Can someone come this week?”

System: Classified: urgent lead · estimator queue

Draft Ready

“Thanks for reaching out — we can help. Could you send your address and a few photos of the affected area so we can route this correctly?”

Owner digest · 7:00 AM
9new items
5drafts waiting
3stale follow-ups
1owner approval
What Tetrad Builds

Three systems. One operating spine.

Most local businesses do not need a generic AI transformation. They need one or two reliable lanes where intake, follow-up, knowledge, approvals, and reporting stop depending on memory.

Solution 01

Lead Recovery Systems

Capture inquiries from inboxes, forms, Meta leads, or CRM notifications; draft first replies; log opportunities; flag stale follow-up; and send an owner digest.

Explore Lead Recovery
Solution 02

Private Office Knowledge Bases

Turn SOPs, pricing notes, intake scripts, policies, FAQs, and past answers into a source-cited internal assistant with clear approval boundaries.

Explore Office Knowledge
Solution 03

Operations Command Centers

Connect requests, tasks, owners, blockers, approvals, and exception reporting into a simple view the operator can actually trust.

See How It Works
Initial Markets

Built for owner-led local service companies.

Tetrad starts where the ROI is obvious: expensive jobs, urgent inquiries, scattered follow-up, and owners who still act as the company's memory system.

Current proof lane

Landscaping & hardscaping

Quote requests, patio and drainage estimates, seasonal cleanups, commercial maintenance, and stale estimate follow-up.

View landscaping system →
Next revenue lane

Roofing contractors

Storm/leak inquiries, inspection requests, estimator routing, insurance-documentation questions, and unsent estimate follow-up.

View roofing system →
Broader fit

Local offices & service teams

Internal SOP answers, request triage, approval queues, recurring admin work, and operator visibility across email, docs, and tools.

View office knowledge system →
The Operating Loop

A simple lane from intake to accountable action.

01 · Capture

Capture

Inquiries, requests, docs, forms, emails, and CRM alerts enter one defined workflow lane.

02 · Draft / Retrieve

Draft or retrieve

The system drafts a response, extracts next steps, or retrieves a source-cited answer from approved business material.

03 · Route

Route

Work gets an owner, status, next action, due date, and approval gate when needed.

04 · Report

Report

The owner sees exceptions, stale items, blockers, and approvals without searching every tool.

Best Fit

Who should talk to Tetrad now?

  • Owner-led service business with expensive leads or recurring client requests.
  • Work arrives across inboxes, forms, texts, docs, CRM alerts, or staff memory.
  • Follow-up, handoffs, or internal answers regularly depend on one overloaded person.
  • Leadership wants a working operating lane, not a vague AI experiment.
Not a fit: regulated advice automation, unsupervised customer promises, autonomous spending, businesses that refuse approval gates, or teams that cannot identify one painful workflow owner.

Start with one workflow that costs time, money, or customer trust.

The Product Check routes you toward lead recovery, office knowledge, or a broader operations command-center lane.

Find My First Automation LaneBook an Operations Bottleneck Audit