Umbrella AI builds practical quoting, intake, and workflow systems for trades and professional service businesses. If your team is losing time to back-and-forth emails, missed follow-ups, and messy job requests, we help you replace that chaos with a clean front door: a simple intake flow, fast quoting, and a pipeline your team can actually use.

We’re not here to sell buzzwords. We implement straightforward systems that make it easier to win work and deliver it—whether you’re in the field, at the office, or both.

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What we do

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• Quote & Intake Systems: Branded request forms with smart logic so you collect the right info the first time

• Follow-Up & Automation: Notifications, confirmations, and reminders that keep leads moving

• Pipeline / CRM Setup: Clear stages, templates, and dashboards so nothing slips through

• Websites & Custom Builds (when needed): Landing pages, portals, and custom tools that support your workflow

 

Who we work with

We’re built for operators—contractors, home service companies, and professional firms that need a reliable way to capture leads, quote faster, and stay organized as they grow.

 

Why it works

• Faster response times

• Cleaner job details up front

• Less admin and fewer missed opportunities

• A system your team can follow without constant training

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Ready to simplify your work process?

Book a quick call or start with our 30‑Second Quote Intake build and we’ll get your intake system live fast.

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