Finished work, no invoice
The job is done, the paper is not, and the company finances the customer for weeks.
How plumbing contractors use AI in the back office: completed work billed before cash goes quiet, job costing by cost code, an AI receptionist for after-hours calls, and reports that build themselves. Omadli Group, Boston.
Works on Sage, QuickBooks, BuildOps, ServiceTitan, Excel. Nothing gets replaced.
Plumbing contractors use AI in the back office to bill completed work before cash goes quiet, to see job cost by cost code weekly, and to stop rebuilding the same reports by hand. Omadli Group connects the plumbing company's existing systems (BuildOps, ServiceTitan, Housecall Pro, Sage, or QuickBooks) into one job view and puts an agent on it. The agent flags finished scope that has not been invoiced, labor climbing against plan, and the service agreements that lose money, and it names the controller or owner who should act. On one HVAC and plumbing company's open jobs, the first pass found $124,096 of completed work the company was financing itself across 12 of 121 jobs. For the phone, Vickie answers 24/7 in English and Spanish, books the service visit, texts the confirmation, and routes a burst pipe to the on-call plumber. Omadli Group is based in Boston, Massachusetts; a dashboard averages about 18 days to go live.
| Unbilled work | Finished scope not yet invoiced, flagged weekly with the owner named. $124,096 found on one client across 12 of 121 jobs. |
|---|---|
| Job costing | Margin by job and cost code from BuildOps, ServiceTitan, Sage, or QuickBooks, refreshed on a schedule. |
| Phones | Vickie: 24/7, English and Spanish, books and texts, routes emergencies. Live in 22 days. |
| Reports | Job cost, AR aging, service billing checks produced automatically. About 92% of manual work gone. |
| Systems | BuildOps, ServiceTitan, Housecall Pro, Jobber, Sage, QuickBooks, HubSpot. |
| Starts with | Automation Blueprint from $5,000, or Vickie on its own. |
The job is done, the paper is not, and the company finances the customer for weeks.
Job cost and service billing get stitched from two exports every week. It breaks when a column moves.
A burst pipe at 9pm is a booked job for whoever answers first.
The agent flags finished scope without an invoice and sends it to the controller.
Labor, material, and sub costs against estimate, weekly, reconciled to the books.
Vickie books service and routes emergencies to the on-call plumber, in English and Spanish.
Each one has its own page: what we pull, three automations, and how write-back works.
| Software | What it holds | Details |
|---|---|---|
| Sage | Sage 100 Contractor, Sage 300 CRE, and Sage Intacct Construction: construction accounting, job cost, payroll. | Sage with Omadli |
| QuickBooks | QuickBooks Online and Desktop: accounting for smaller contractors, often with job costing done in classes or in Excel. | QuickBooks with Omadli |
| BuildOps | Service and project management for commercial HVAC, plumbing, electrical, and mechanical contractors: dispatch, service agreements, quotes, job costs. | BuildOps with Omadli |
| ServiceTitan | Field service software for HVAC, plumbing, and electrical service companies: dispatch, memberships, pricebook, invoicing. | ServiceTitan with Omadli |
| Excel | The spreadsheet that glues construction accounting, field, and estimating together in most offices, rebuilt by hand every week. | Excel with Omadli |
On one HVAC and plumbing company's open jobs, $124,096 of completed work was being financed by the company across 12 of 121 jobs, and plumbing labor sat $372,955 under budget while another trade sat over, so the total hid both. Amounts identified, not recovered.
In the back office: flagging completed work that has not been invoiced, showing job cost by cost code weekly, ranking service agreements by margin, producing AR aging and service billing checks on a schedule, and answering questions from SOPs and contracts with a knowledge-base agent. Omadli builds all of it read-only on the systems you already run.
Yes. A job costing dashboard on BuildOps, ServiceTitan, Sage, or QuickBooks shows margin by job and cost code weekly and flags labor over plan and unbilled scope while the job is open. On one client the first pass found $124,096 of completed work not yet billed.
No. Omadli connects read-only to the systems you already run and builds on top of them. Nothing gets replaced, and your team keeps working where they work today.
A dashboard averages about 18 days from kickoff to live, measured across our builds. Vickie, the AI receptionist, goes live on your number in 22 days. The Automation Blueprint that comes first is priced from $5,000 per scope.
Omadli Group is based in Boston, Massachusetts, meets Greater Boston contractors in person, and delivers builds and agents remotely for contractors across the United States.
Other trades
A 30-minute call with Zulfiya Forsythe, CPA. We look at how the numbers moved between your systems and tell you what to build first.