Custom AI · Built for trade contractors

Custom AI solutions,
built for trade
contractors.

We unify your operational data, then build the bespoke automations, agents, and analytics your business actually needs, backed by warehouse-grade architecture and a dedicated AI team at DualData.

See how it works
Live unified view · Sample contractor
Synced 3 min ago
Manual hours saved
82/wk
Across ops + finance
DSO improvement
−18 days
AR aging 47d to 29d
Live AI workflows
7
Across ops + finance
Work automated vs. manual · 12 months
Automated Manual workload Before DualData
Invoice follow-up agent·AI-04821·Live Margin alerts·AI-04822·Running Cashflow forecast·AI-04823·Synced
Live data sync
Warehouse-backed · Continuous
Field service + project systems unified
3,184 jobs · 28 active projects · clean tagging
Telematics feeding live safety scores
12 vehicles · 0 hard-brake events this week
3 invoices flagged for follow-up
$84k aging > 45 days · auto-nudge queued
Unified data flows mean every AI solution we build runs on the same source of truth.
80+ hrs
Manual work eliminated weekly
Across ops, AR, and reporting
Built for you
Every solution is custom
Tailored to how your trade actually operates
1 to 2 weeks
To assessment
Free data review
The problem

Six recurring problems.

Six problems we hear on every call with a contractor. Different operators, same story every time.
45+ days
Invoices paid late or never
AR stuck in limbo. Cash flow becomes a guessing game instead of a plan.
200+
Too many small bills to chase
Collections hell. No team big enough for it, so the smaller invoices simply slip.
7 days
From job complete to invoice sent
Every day of delay between work-done and bill-out is a day added to AR.
5+ days
Painful month-end close
Your accounting team isn't closing on time. Decisions wait for numbers that aren't ready.
Off-the-shelf
Software that never fits your trade
Generic tools force your business to bend to them, instead of being built around how you actually work.
Unknown
No real KPI visibility
You feel the problems. You can't prove them. So you can't fix them at the source.
The root cause

Your data lives in
10+ systems.

Nobody can see the full picture, including you. The typical contractor's operational truth is scattered across a dozen platforms that don't talk to each other.

Field service
Work orders, dispatch, project management.
Accounting · AR · AP
General ledger, receivables, payables, plus the tribal knowledge that fills the gaps.
Payroll
Hours, wages, classifications, and overtime exposure by job.
Payments
Card and ACH processors that hold half your cash-flow story.
CRM & jobs
Customer accounts, opportunities, and recurring service contracts.
Telematics
Driver behavior and vehicle health no one ever turns into action.
Procurement
Materials, suppliers, and the running cost of every job.
Trade-specific
HVAC, electrical, plumbing tools that hold technical context.
Docs & email
Contracts, certificates, and approvals buried in inboxes and shared drives.
Compliance & training
Crew certifications, SOPs, and the documentation that protects you in a claim.
The cost
AI can't work on data it can't reach
The automations and agents that would save you the most are impossible while your data stays siloed.
Your CFO can't forecast cash
AR aging, AP commitments, payroll exposure, all in different systems, none reconciled.
You can't see your own business
You feel where the leaks are. You can't point to them with numbers your team trusts.
The product

How it works.

From raw data to custom AI: a structured, proven path. Each phase builds on the one before it.
01 Phase · Data hygiene

Clean, unified, trusted data.

The foundation everything else is built on. We migrate and structure your raw operational data into a modern warehouse, the gold standard for analytics and the bedrock every AI solution runs on.

  • One unified source of truth. Field service, ERP, payroll, payments, CRM, telematics, procurement, and compliance speaking one language.
  • Best-practices audit. We assess your data flows and close the gaps that hold your business back before they limit what AI can do for you.
  • Cashflow visibility, on day one. The moment your data is unified, AR, AP, and cash position become visible in real time. You stop waiting for month-end.
Connected accounts · unified data layer
10 sources · live
Audit-ready · governed · joined 10 sources → 1 truth
Outcome · Real-time cashflow visibility
Cash on hand
$1.84M
AR < 30 days
$948k
AR 30 to 60 days
$412k
AP due (next 14d)
$623k
02 Phase · Business benefits

Operational intelligence that pays for itself.

Once your data is unified, higher-order analytics become possible. We turn the joined data into the KPIs that run your business, the forecasts your CFO needs, and the agents that handle the busywork.

  • Operational KPIs that only exist when data is joined: vehicle safety, incident rate, job margin variance, first-time fix.
  • Forecasting tools. An AR aging model that projects 90 days forward and flags at-risk customers before they slip.
  • Bespoke automations & AI agents. Starting with the one most contractors want first: an agent that follows up on aged invoices, in your tone of voice.
Operational KPIs · joined-data only
Vehicle safety score
94 / 100
+6 vs last quarter
Telematics Payroll hours
Incident frequency (TRIR)
1.2
−0.4 YoY
Payroll Safety logs
Job margin variance
±3.4%
tight band
ERP Procurement Payroll
First-time fix rate
87%
+5 pts
Field service Customer records
AR aging model · forward 90 days Updated daily
Current 62% 30 days 22% 60 days 10% 90+ days 6%
Projected: 4 customers ($186k) likely to slip past 60 days. Auto-nudge queued.
Invoice follow-up agent
Custom-tuned to your tone · runs in the background
Agent
Detected 3 invoices over 45 days for Westfield Mechanical. Drafting follow-up using your standard template.
Sent · Email
Hi Mark, just a friendly check-in on invoices #4821, #4822, and #4823 ($23,400 total). Let us know if there's anything we can help reconcile on your end.
Agent · Update
Westfield replied. Payment scheduled Friday. Logged to your accounting system. No further action needed.
03 Phase · Custom AI

Bespoke AI agents & automations, built around you.

This is where the data work pays off. We build custom AI solutions on top of your unified data, tailored to your trade and tuned to your way of working, and we keep building as your business grows.

  • Agents that run the busywork. Invoice follow-ups, scheduling, document handling, and reporting, handled in your tone of voice.
  • Tailored to your trade. Whether you're HVAC, electrical, plumbing, or GC, every solution is built around how your business actually operates, not a generic template.
  • A partner that keeps building. We don't hand you software and leave. We ship new automations and agents as new needs surface.
AI build roadmap · sample contractor
Active
Live AI solutions
7
Across ops, finance & the field · 82 hrs/wk saved
Invoice follow-up agent Live Finance
Job-margin alerts Live Ops
Cashflow forecast Live Finance
Crew scheduling assistant building Field
Quote & proposal drafting scoping Sales
The founding team

The founding team.

Operators and data scientists who have spent decades architecting analytics and AI systems for data-intensive industries, now building custom AI for trade contractors.

Getting started

How to get started.

01
30 min

Introductory meeting

We learn how your business runs today, what systems you use, and what's hurting most. No spreadsheets to fill out beforehand.

02
1 to 2 weeks · Free

Free data assessment

We map your current systems, identify integration paths, and pinpoint the highest-impact AI solutions for your business.

03
30 to 60 days · Focused pilot

Run a focused pilot

If the numbers make sense, we run a focused pilot with one or two integrations. See results before any long-term commitment.

Let's build your first
AI solution.

Tell us about your business. We'll review your data and show you exactly where custom AI can save you the most time and money.

team@dualdata.ai
Next steps
1
Introductory meeting
We learn your operations, your systems, and what's hurting most.
2
Quantified opportunity
A free 1 to 2 week data assessment that quantifies your specific opportunity.
3
Pilot with proof
If it makes sense, run a 30 to 60 day pilot. If not, you keep the analysis.
dualdata.ai/start