From site notes to accountable action.
AI support for bid preparation, quality follow-through and account readiness. Connect the evidence your managers need without adding another disconnected work-order system.
A proposed example, not a live product demo. Select each step to see what the agent prepares and what stays with your team.
A site finding needs follow-through, but the native inspection system may already have created a work order.
An inspection exception and an upcoming contract renewal land together. Agents assemble the evidence so the supervisor can resolve the work and the owner can review the account.
The owner outcome: Help managers turn site notes, quality exceptions and service evidence into consistent action, without creating another disconnected work-order system.
Choose the workflows that fit your operation. We design and implement each around your systems and your team, with clear approval rules. Start small or connect several.
Arrive ready to scope the job.
The workflowCollects facility type, size, frequency, access needs and requested tasks into a site-walk checklist.
Your team stays in controlAn on-site assessment validates conditions and requirements.
Turn site notes into clearer proposals faster.
The workflowUses approved measurements, task frequencies and rates to draft scope, exclusions and pricing options.
Your team stays in controlYour estimator approves workload assumptions, price and commitments.
Make the promised service clear at every location.
The workflowConverts approved scope into location-specific tasks, frequencies and supervisor review points.
Your team stays in controlA manager confirms site and safety requirements before use.
See uncovered work before the customer does.
The workflowFlags reported absences, unconfirmed shifts and access problems; prepares options for the supervisor.
Your team stays in controlSupervisors assign people; no autonomous employment decisions.
Close quality issues rather than just collecting scores.
The workflowGroups inspection findings, drafts corrective tasks and tracks evidence of completion.
Your team stays in controlA supervisor verifies quality and approves customer-facing conclusions.
Avoid shortages across customer locations.
The workflowCombines submitted inventory counts and upcoming work to prepare replenishment and equipment-service alerts.
Your team stays in controlStaff approve orders; chemical handling follows approved safety instructions.
Separate added requests from the base contract.
The workflowCompares customer requests with the approved scope and prepares a draft change quote and work order.
Your team stays in controlManagers approve price and obtain customer authorization.
Show customers the work behind the relationship.
The workflowAssembles verified service records, resolved issues and upcoming contract dates into review-ready summaries.
Your team stays in controlYour account lead approves claims, renewal terms and client messages.
Solution options are scoped and configured for your business, not a claim of ready-made integrations. Existing software comes first. The implementation packages below include only the workflows listed in each package.
Compare implementation packages +Which workflow would make the biggest difference to your team? Tell us where you would like to start.
Discuss these solutions +Janitorial Manager or CleanGuru where supported, existing inspection and work-order records, approved contracts, work email and accounting exports. Native workloading and work-order features remain the source of truth.
Use native automation where it already meets the need. These are design options, not promises of working integrations.
Choose one site’s inspection follow-through or one bid template. Reuse native automation first; add only the missing coordination and review layer.
Agree the baseline, access boundaries, review owner, acceptance tests and stop conditions before activation. Measure net staff time after review and correction, not just machine output.
We believe American small businesses can be among the biggest beneficiaries of AI. More capability for your team. Less work falling through the cracks. More room to grow. We’re building these solutions around your industry, with U.S.-based implementation and people you can talk to.
We know the owner’s perspective: 20 years running Merit Consulting and helping enterprises put technology to work. Merit continues today, and that experience now also stands behind Merit SMB AI. Meet the people behind the work ↗
Three starting points, with clear deliverables.
Examples, not guaranteed savings. Payback assumes you can put the returned time to useful work at the stated hourly value. Payroll may stay the same. Each package explains the assumptions below.
1 defined workflow. One location or team; 1–2 supported integrations.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
3 defined workflows. One location or team; up to 3 supported integrations.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
5 defined workflows for one agreed team or location. Up to 4 supported integrations, with richer exception handling and reporting.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
Sector-specific scope: Site-walk details and proposals based on an approved rate card. Quality and staffing exceptions go to managers; no worker assignment, discipline or guaranteed staffing.
Planning estimates, not binding quotes. Ranges assume permitted access, usable data, supported integrations and a named reviewer. The final proposal confirms deliverables, acceptance tests, handover and responsibilities.
Vendor licenses, model/voice usage, taxes and ongoing care are additional. Custom APIs, major data cleanup, regulated advice, autonomous financial actions and 24/7 response are not included unless expressly scoped. Lower software subscription prices are not equivalent to implementation services.
Managed care is optional. Choose who owns monitoring, updates and support after handover.
Your team operates the delivered workflows after handover. No ongoing monitoring, maintenance or support included. Vendor subscriptions and usage remain your responsibility.
Up to 2 support hours for agreed maintenance and troubleshooting. Additional work requires approval. Vendor costs are separate.
Up to 4 hours for agreed maintenance, monitoring review and improvements. No unlimited changes or 24/7 service. Vendor costs are separate.