Lead drafted — Martin Alvarez
“Hey, I need a four-inch well at my place out in Loxahatchee, give me a call back.” Address geocoded; parcel pulled.
drillercrm
AI drafts every quote, permit, invoice, and customer reply from the moment a voicemail hits your line. You approve with one tap. Your crews keep drilling.
You started this shop because you’re good at putting holes in the ground. Then you added a second rig. Then a third. And somewhere between the voicemails, the permit emails, the “did you send that quote yet,” and the customers asking why their invoice is six weeks late — the office became a second job nobody wanted.
Voicemails pile up until Monday. The lead is already calling your competitor.
Quotes sit in your head for three days because writing them up takes ninety minutes you don’t have.
Permits stall because nobody sent the parcel info to the county.
Invoices go out late because the crew is on the next job before you’ve keyed in the BOM.
AR chases itself — meaning, it doesn’t, until you’re personally calling people on a Sunday.
Nothing talks to QuickBooks without you re-typing it.
What if every one of those drafts was already written when you opened your phone?
01 / The Office
A voicemail comes in at 6:47 AM. By 7:00 it’s transcribed, the lead is in the system with the address geocoded, and a first-pass quote is in your inbox for review. A site visit ends. Before the truck pulls out of the driveway, the proposal is drafted with the right BOM, your standard markup, and the customer’s name spelled correctly. A permit is needed. The county appraiser’s parcel data is already pulled in. The narrative is drafted. The form is filled. You sign once.
“Hey, I need a four-inch well at my place out in Loxahatchee, give me a call back.” Address geocoded; parcel pulled.
Residential 4″ well, 240 ft, stainless screen, submersible install. BOM populated from your standard residential profile.
Narrative + form filled from parcel data. Application packet ready for your signature.
Line items extracted from the crew’s photos. Markup applied. Customer name spelled correctly.
“Hey Martin — checking in on the four-well. Want me to lock in next Tuesday?”
You approve. We send. Nothing else.
The crew app works offline. Photos are GPS-tagged, forms get filled, the second the phone reconnects, the office sees everything. By the time the truck is back at the yard, the invoice is drafted. By the time you’ve eaten dinner, it’s in QuickBooks. By the time the customer wakes up, it’s in their inbox. Most shops invoice three to seven days after the job ends. We measured this.
hours, median time from job-done to invoice-sent
Industry average: ~5 days. Measured across pilot deployments.
03 / The Roles
Each role gets the screen they need to start the day — and nothing they don’t.
AR, cash, what’s stuck. Open it with your coffee.
Every crew, every job, every blocker. Open it at 6 AM.
Invoices, payments, QBO sync. The screen that closes the books.
Today’s route, next stop, what to do when you get there. Works offline.
You’re not buying software. You’re buying back your evenings.
No. Nothing leaves the platform without your tap. Every AI output lands as a draft you review — quotes, invoices, replies, permits, all of it. The wedge is "drafted before you open the app," not "sent without you."
Good — we sync to it. Customers, invoices, payments, deposits all flow into your existing QBO file. We don’t replace your books; we keep them current without you re-typing anything.
The crew app is offline-first with 60-point touch targets, route-ordered stops, photo capture, and a single big "arrived" button. We built it on Florida sites, in the truck, in gloves. If your crew can use Waze, they can use this.
Fourteen days. Bring one real lead the first day — a voicemail, an email, a job photo — and on day fifteen the platform drafts a quote you’d actually send. If it doesn’t, we part as friends.
No. We onboard you. Setup is a working session, not a manual. If a screen doesn’t fit your shop, we change the screen.
Per-shop pricing, no per-seat games, no Stripe processor lock-in. Talk to us about your rig count and we’ll quote it on the spot.
| Feature | Spreadsheets + QuickBooks | DrillerDB / WellSites | drillercrm |
|---|---|---|---|
| AI-drafted quotes from voicemails | |||
| AI-drafted invoices from job photos | |||
| Permit drafts with parcel data pulled | |||
| Two-way QuickBooks Online sync | Manual re-typing | Export only | |
| Offline crew app, 60pt touch targets | |||
| 811 locate auto-fires on deposit | |||
| Built in Florida with drilling shops | |||
| Hours from job-done to invoice-sent | 120–168 | 48–72 | 11 |
the other guys built a digital filing cabinet. we built an office manager.
We added a second rig in March. I thought I’d need to hire an office manager. I didn’t. The drafts are 90% of what I would have written, and the 10% I edit takes me four minutes instead of forty.
Bring one real lead — a voicemail, an email, a photo from last week’s job. We’ll set you up in fourteen days, and on day fifteen you’ll watch the platform draft a quote you’d actually send. If it doesn’t, we part as friends.
Book a working session