AI Desks · Ops Desk
Quotes, invoices & documentation, drafted in minutes - not next Monday.
From estimates and RFP responses to invoices and onboarding packets, Ops Desk drafts the documents your business runs on from the data you already have. A person on your team approves, edits, or rejects every draft before anything goes out.
Where the time goes
You know how your business runs. Let's decide what runs itself.
HR has onboarding packets. Accounting has invoices to send and payments to chase. Sales has quotes and follow-ups. Operations has orders, schedules and forms. Admin has agreements, notices and policies. None of it is optional. It's the work that keeps everything moving.
You already know where the patterns are: which tasks repeat, which ones need judgment, and which ones never get done on time. That knowledge is the blueprint.
Getting leaner isn't about doing less.
It's letting a system carry what's repeatable while your people keep their finger on the pulse: approving, deciding and building relationships.
Spotlight use case
Sales + AccountingGetting paid: one job, start to finish.
The same pattern runs under every Ops Desk workflow. Something happens in your business, Ops Desk drafts the response from your own records, and a person on your team decides what goes out.
Try it
See one job, start to finish.
Toggle before and after at every step.
Interactive demo of Ops Desk drafting a construction bid, follow-up, invoice, reminder, and renewal from fictional business data, with a person approving each before it goes out.
Running on Ridgeline Builders, a fictional construction company. Every name and number is synthetic.
Ridgeline Builders · Ops Desk portal
Drafted this morning
Bid #B-318 · ready at 9:42 AM · 15 hours of estimating → 15 minutes
Bid proposal
Bid #B-318
Prepared for Harlan Creek Development
Base bid
$86,400
- Project no.
- RB-2611
- Issued
- Nov 4, 2026
- Bid due
- Nov 7, 2026
- Cost / SF
- $18.00
| 02 | Selective demolition | $6,200 |
| 06 | Framing and carpentry | $9,800 |
| 09 | Drywall and finishes | $21,400 |
| 23 | HVAC tie-in | $8,600 |
| 26 | Electrical rough-in and trim | $16,900 |
| AL | Allowances (flooring, lighting) | $11,400 |
| Direct cost subtotal | $74,300 | |
| General conditions | $4,600 | |
| Overhead and profit | $7,500 | |
| Base bid | $86,400 |
Margin
9.5% OH&P
Within your target
Compliance
4 of 4 subs
COIs and licenses current
Pricing
Price book
Updated Nov 1
- Project
- Tenant build-out, 2200 Metric Blvd Suite 140 (approx. 4,800 SF).
- Scope
- Selective demo, framing, drywall, electrical rough-in, HVAC tie-in, and finishes per drawings A-201 and A-501.
- Allowances
- Flooring at $6/SF (1,200 SF, $7,200). Lighting package $4,200.
- Alternates
- Storefront door add $6,400. Polished concrete deduct $3,800.
- Exclusions
- Permits, low-voltage and data, abatement, after-hours work.
- Schedule
- 6 weeks from notice to proceed.
- Terms
- Net 30, 10% retainage. Bonded and insured, COI attached. Valid 30 days.
- Pulled measurements and photos from the site walk notes
- Priced materials and labor against your current price book
- Confirmed permit requirements and flagged them in the exclusions
- Verified subcontractor licenses, COIs, and W-9s are on file and current
- Checked lien waiver and retainage terms against your standard contract
- Mirrored terms and exclusions from your last signed bid
- Checked every figure against source before drafting
Every action shows up here with a timestamp. For example:
- Drafted · Bid #B-318 assembled from 4 sources
- Checked · 14 figures verified against the price book
- Flagged · Permit requirement noted in exclusions
Want this running on your own jobs?
Book a free callMore ways teams use Ops Desk
Documentation, done right.
Same format, every time.
Onboarding
What triggers it
A new hire accepts an offer, or a new customer signs.
What Ops Desk drafts
The welcome email, checklist, and packet, prefilled from the offer letter or contract.
What you do
Confirm start details and send.
Documents from templates
What triggers it
A deal closes, scope changes, or a policy needs updating.
What Ops Desk drafts
The agreement, change order, or notice in your approved template, with names, dates, and amounts filled in.
What you do
Review and send for signature.
Intake and data entry
What triggers it
A form, email, or PDF arrives.
What Ops Desk drafts
The record, entered into your system, with anything unclear set aside.
What you do
Resolve what's flagged. Approve the rest.
How it gets built
Live in 8 weeks. You know the cost before we build.
- 1
Scan
Free. We find where Ops Desk would save you the most time.
- 2
Blueprint
$2,500, credited toward your Launch. A ranked plan and a working prototype.
- 3
Launch
Live in 8 weeks, fixed price agreed before work starts.
- 4
Optimize
Ongoing support as your data and processes change.
Do the work that needs you the most. Let Ops Desk handle the rest.
Bring one workflow to our call: a quote, an invoice run, an onboarding packet. We'll show you what Ops Desk could draft, and where your people should stay in charge.