Orca AI Advising

We build practical AI operating layers over the tools field-service companies already use, so owners recover missed revenue, tighten operations, and see exactly what changed.

See the map View workflows

Arborist working in a tree canopy — **Built for companies with real field motion.**Calls, routes, bids, safety notes, and job-cost truth belong in one operating rhythm.

Field signal into owned workflow.

Orca sits between the noisy operational surface and the systems of record. It does not replace the owner or estimator; it gives them a narrower, better-timed decision.

Calls and forms

Missed calls, web leads, after-hours voicemails, and no-response estimates.

Bids and portals

Municipal tenders, commercial maintenance asks, stale proposals, and bid deadlines.

Field movement

Crew routes, GPS traces, job notes, visit timing, and neighborhood density.

Deterministic spine. Narrow AI step.

Rules move the work. AI interprets the messy bit. A person approves the decision where trust, price, or safety matters.

Every workflow ships with an owner, metric, rollback path, and source-of-truth update.

Owned queue

Every qualified lead or bid has a next owner, a due date, and a source of truth.

Margin signal

Estimator habits and job-cost drift become visible before they become folklore.

Guardrailed AI

Humans approve pricing, safety-sensitive work, source-of-truth edits, and outbound messages.

Workflow bets we would test first.

The wedge is not broad AI strategy. It is specific operating pain: missed leads, underpriced work, disconnected call data, forgotten bids, and field truth that never makes it back into the CRM.

Missed-call recovery

RingCentral or phone-system events create a same-day callback queue with owner, context, and outcome tracking.

First build

Bid monitor

Relevant portals are checked, filtered, and summarized so the owner sees only viable work with deadlines attached.

Owner approved

Estimator feedback

Closed jobs, proposal history, and crew time are reconciled into a margin report an estimator can actually use.

Weekly rhythm

Route-density offers

Old proposals and open capacity become location-aware offers without asking crews to manage another dashboard.

Expansion bet

Safety and approval checks

AI drafts the prep work; people still approve price, access constraints, tree-risk language, and customer-facing notes.

Guardrail

Agentic workflows, not open-ended agents.

Every build has a deterministic spine, a narrow intelligent step, a human checkpoint, and a value metric. That is how AI ships without becoming another source of chaos.

The operating rule

AI only gets autonomy after the workflow proves useful with humans in the loop. Until then, it prepares decisions instead of pretending to be the decision-maker.

1.0
Map the leaks
Pull together tools, owner pain, data sources, and measurable workflow bets.
2.0
Ship the base hits
Build the highest-impact, lowest-complexity workflows first.
3.0
Measure the lift
Report recovered revenue, saved hours, margin movement, and adoption friction.
4.0
Scale what works
Turn proven workflows into operating playbooks across teams or portfolios.

Founding-client terms.

Start narrow, ship something real, then expand only where the business can see the value. The first engagement is built for speed and trust rather than ceremony.

Onboarding: $2,500 founding-client setup
Build rate: $250 per hour, 10-hour minimum
Recommended cap: 20 hours monthly before owner approval

Bring one messy workflow.

Start with the leak you can already feel: missed calls, quote drift, stale proposals, bid portals, owner reporting, or work that never quite makes it back into the system.

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