Andrew M.
Automation, Workflow & AI Expert | Real Estate, CRE, Field Services
I help businesses generate more leads and win more deals by using AI to find the right opportunities, qualify and follow up with leads, and automate the repetitive work that slows their team down like lead follow-up, document analysis, customer communication, etc. My focus is real estate, commercial real estate, property management, and the field service and ancillary businesses that keep those industries running, including HVAC, plumbing, cleaning, maintenance, roofing, and fencing companies. I spent almost a decade inside real estate and real estate technology, in roles at RealPage, Pereview Software, JLL, Dottid, and Saxony Partners, so I understand institutional workflows from the inside, not from a case study. What surprised me moving into field services and ancillary trades is how much overlaps. The same missed follow-ups. The same manual reporting. The same tools that don't talk to each other. A property management team retyping a maintenance request into three systems has the same problem as an HVAC company losing a job because nobody called the lead back until the next morning. That overlap is the advantage. I've built missed-call recovery systems for HVAC and plumbing companies that book the job before the caller hangs up and dials a competitor. I've built scheduling and vendor dashboards for cleaning and maintenance companies juggling recurring contracts across dozens of properties. I've automated quoting for a fencing contractor who used to price every job from memory, and lease abstraction for CRE portfolios where a missed renewal date costs six figures. Different industries, same discipline: map the workflow, automate what's repetitive, leave the judgment calls to your team. Where I work: Real estate and CRE: lead qualification, listing content, lease abstraction, LP and investor reporting, CRM automation. Property management: tenant communication, maintenance routing, owner reporting, renewals. Field services (HVAC, plumbing, roofing, fencing, and similar trades): missed-call recovery, dispatch, scheduling, review generation, invoicing. Ancillary and vendor businesses (cleaning, maintenance, and subcontractors): quoting, vendor coordination, compliance tracking. Every build ships as working software on your real data. You own the code when it's done. No subscriptions, no platform lock-in, no dashboards you have to babysit. Stack: Python, Claude (Anthropic), OpenAI, LangChain, n8n, Make, Zapier, HubSpot, Follow Up Boss, kvCORE, GoHighLevel, ServiceTitan, Jobber, Housecall Pro, JobNimbus, Acculynx, CompanyCam, QuickBooks, Yardi, RealPage, MRI, AppFolio, Buildium. Tell me what your team is still doing by hand. I'll tell you what's worth automating, what it costs, and how fast it pays for itself, before you commit to anything.
Earnings and projects
Last 6 months ÷ 6
Billed in all: $2,297$2.3k
$0 in the last 6 months
Across 3 contracts
Across 6 contracts