PettisAI is a consultancy specializing in AI strategy and workflow automation tailored for small to mid-sized businesses. We collaborate with field service companies, professional service firms, and owner-operated businesses that want to transition from the buzz surrounding AI to practical, effective implementations. Many clients approach us after unsuccessful AI projects — often involving tools that were purchased but not utilized and eventually discarded. This pattern is common and often stems from a lack of specificity in identifying the problem before acquiring a solution. Our approach begins with a comprehensive workflow audit. We pinpoint which roles, tasks, and transitions are the most time-consuming and costly, then align those with automation and AI solutions that have clear return on investment projections. We never recommend tools without first diagnosing the underlying issues, and we focus on technology that serves a purpose. The audit results in a standalone deliverable that includes a written report, a prioritized implementation roadmap, and enough detail for clients to approach any vendor or handle it in-house. For clients looking to implement quickly, we offer follow-on implementation services, although the audit itself is valuable on its own. We focus on the common workflows found in every field service and professional services business, such as estimating, quoting, job scheduling and dispatch, customer follow-ups, invoicing and collections, and internal reporting. These problems may not be unique, but they are often overlooked in companies with revenues under $10 million. Our clients lack large IT budgets or dedicated operations teams, so they need solutions that integrate with the tools they already use, require minimal training, and deliver measurable outcomes within 90 days. If this aligns with your needs, visit pettisai.com to get started.