Daniel J

Our bookkeeper used to spend the first days of every month digging through sync errors from ServiceTitan and QuickBooks, and Dave turned that into a short, readable list. He set up Zapier to collect the errors and Claude to explain each one in plain English with the exact fix, and he was careful to remove... Tout afficher

Our technicians had been spotting remodel opportunities for years without any way to pass them along, so most of them disappeared into ServiceTitan job notes. Daniel set up Claude to read our completed ServiceTitan jobs, flag the real opportunities, and create a lead in Buildertrend for our remodel team.... Tout afficher

We run a moving company on four phone platforms, RingCentral, Aircall, Dialpad, and Twilio, and I could not figure out which one to consolidate onto before summer. Dave did not just guess. His decision memo showed we were being billed for five inactive Aircall seats, that Dialpad already had call transcription... Tout afficher

Daniel automated our closed deal to SkySlope transaction file creation, pulling straight from Follow Up Boss so our compliance team isn't manually typing every property address and closing date by hand anymore. He caught real issues during testing that actually matter for a compliance document, an unformatted... Tout afficher

After several acquisitions, we had four phone systems, RingCentral, Aircall, Dialpad, and Twilio, and kept missing customer calls. Daniel audited everything without affecting our live lines and identified the exact issues, from broken after-hours routing to a dead webhook and deleted user. His clear... Tout afficher