AI back-office agency

Your back office, built to keep moving.

Operly builds and runs practical automation for commercial service companies—so every lead, proposal, invoice, and renewal gets the right follow-up.

Built for contractors and property-service teams with 5–100 employees.

Operly hero

What to expect

Automation with an operator’s judgment.

Process before software

We map the work first, then select established tools that fit it.

Human approval built in

Consequential actions remain visible and under your team’s control.

Monitored every month

We maintain workflows, resolve issues, and improve what earns its keep.

Contractor AI Office

One operating layer across the customer lifecycle.

We start with the repetitive office work that costs attention and revenue, then connect it into one clear system.

01

Respond to every lead

Capture inquiries, draft or send approved replies, qualify the opportunity, and route it to the right person without waiting for the inbox.

02

Keep estimates moving

Trigger thoughtful follow-up at agreed intervals and surface proposals that need a human conversation.

03

Support accounts receivable

Identify aging invoices and prepare approved reminder sequences while leaving payment decisions with your team.

04

Protect customer retention

Track anniversaries, service issues, open complaints, and accounts that have gone quiet before they become surprises.

05

Brief the owner every morning

Deliver one concise view of open proposals, overdue invoices, unresolved issues, expiring contracts, and the actions due today.

A useful morning, not another dashboard

Know exactly what needs attention before the day starts.

Operly turns scattered operational signals into a short, decision-ready briefing for the owner or office lead.

Today’s briefing

  • Open proposals7 · $83,400
  • Follow-ups due3
  • Invoices over 45 days4 · $18,200
  • Contracts nearing renewal1

How engagement works

Standardized where it matters. Adapted where it counts.

01

Map

We document the current workflow, handoffs, exceptions, and approval points.

02

Build

We configure proven platforms around your systems instead of forcing a rip-and-replace.

03

Operate

We monitor, support, and refine the back office as your team and workload evolve.

Start with one costly bottleneck

Build a back office that follows through.

Tell us where leads, proposals, collections, or renewals are getting stuck. We’ll map the first practical system to fix it.

Book an operations call