The catalog

Systems we build.

AE does not sell one rigid product with your name printed on it. These are the systems that get built, grouped by the job they do and by the trade they usually show up in. Each one is built around the way a specific business already runs, so treat this as a list of ideas rather than a shelf.

  • Nothing here is a packaged product waiting to be switched on.
  • Every one is built around your rules, your volumes and your constraints.
  • If the thing eating your week is not listed, it is still worth a call.

Operations and scheduling

The system that runs the work: who is doing what, when it moves, and what breaks when one thing slips.

  • Accounting

    Accounting Firm Client Portal

    Client paperwork arrives late, in the wrong format, and gets chased three times by email before anyone can start the work.

    Every client has one place to upload what was asked for, and the chasing happens without a person doing it.

  • Accounting

    Accounting Workflow OS

    Returns, closes and filings move through several hands, and the only view of where anything stands is a spreadsheet somebody updates from memory.

    Every engagement has a stage, an owner and a date, and the partner can see the whole book without asking anyone.

  • Legal

    Law Firm Case Management Portal

    Clients call to ask what is happening with their matter, and answering takes opening three systems and a folder.

    The matter, its documents, its dates and its status sit in one place, and the client can see the part that concerns them.

  • HVAC, plumbing and home services

    HVAC/Plumbing Dispatch System

    Calls come in while the trucks are out, and whoever is on dispatch is guessing who is closest and who is already running late.

    The day is visible on one board, and a job gets assigned to someone who can actually reach it.

  • Roofing

    Roofing Production Dashboard

    Sold jobs, material orders, crew availability and weather all move independently, and the schedule is rebuilt by hand every week.

    One board shows what is sold, what is scheduled, what is waiting on material, and what a rain day moves.

  • Property management

    Property Management Operations System

    Requests, owners, vendors and units live in different places, and answering a simple question means opening four of them.

    The unit, its history, its open work and its owner reporting sit together in one system.

  • Construction

    Construction Production Scheduler

    The schedule is right until the first delivery slips, and then finding out what moved means redrawing the whole thing.

    The plan lives in one place, and a delay can be tried against it before anyone is told about it.

  • Construction

    Construction Project Command Center

    Selections, change orders and costs get agreed in a showroom or a text message and reappear at the invoice, smaller than anyone remembered.

    One place holds what was chosen, what changed, what it costs now, and a page the client can look at instead of calling.

  • Construction

    Construction Field Reporting System

    Daily logs, photos and hours get written on paper or not at all, and then get reconstructed on Friday from memory.

    The crew records the day on a phone as it happens, and the office has it the same afternoon.

  • Workforce and home care

    Employee Scheduling System

    The schedule is built in a spreadsheet, sent by text, and rebuilt every time someone calls out.

    Shifts are built against availability and qualification, and a call-out shows who can actually cover it.

  • Workforce and home care

    Home-Care Operations System

    Caregivers, clients, visit schedules and compliance records are tracked separately, and a missed visit is found out about afterwards.

    Visits are scheduled against the right caregiver, confirmed when they happen, and documented for whoever audits it.

  • Mortgage

    Mortgage Loan Pipeline System

    Every loan needs a long list of documents and conditions, and tracking which borrower still owes what is a daily spreadsheet exercise.

    Each loan shows its stage, its outstanding conditions and who is holding it up, and borrowers get chased automatically.

  • Freight

    Freight Brokerage Operations System

    Loads, carriers, rates and check calls run through phone and email, and the status of a load is whatever the last person heard.

    Every load has a record, a carrier, a rate and a current status that did not require a phone call to establish.

  • Manufacturing

    Manufacturing Shop-Floor OS

    The board is planned weeks out, and one late delivery or one absence moves eleven jobs with no way to see it in advance.

    The whole shop is on one screen, and a disruption can be tried against it before anyone is told.

  • Manufacturing

    Manufacturing Quality-Control System

    Inspections, rejects and corrective actions are recorded on paper, so nobody can see whether the same fault keeps coming back.

    Quality records are captured at the point of inspection and a repeat fault becomes visible instead of anecdotal.

  • Commercial cleaning

    Commercial Cleaning Operations System

    Crews, sites and recurring schedules are tracked by text message, and a missed clean is discovered when the client calls.

    Recurring work is scheduled and confirmed from the site, and a gap shows up before the client finds it.

  • Franchise and multi-location

    Franchise Management Dashboard

    Each location reports differently, so comparing them means collecting spreadsheets and reformatting them by hand.

    Every location reports the same numbers the same way, and the comparison is already built.

  • General business operations

    Business Owner Command Center

    The numbers that matter live in five systems, so the owner either opens all of them or works on a feeling.

    One screen answers the questions the owner currently opens five tabs to answer.

Sales and customer systems

Everything between a stranger showing interest and a paid job that nobody had to remember to chase.

  • Legal

    Law Firm Case Intake System

    A potential client calls once. If nobody answers, or the screening questions get skipped, the case goes to the next firm.

    Every enquiry gets answered, screened against the firm's own criteria, and either booked or declined in writing.

  • HVAC, plumbing and home services

    Home-Service Sales OS

    Leads are answered whenever the owner gets off a job, which is usually after the customer has booked somebody else.

    Every lead gets a reply immediately, a quote without a second trip, and a follow-up that happens on its own.

  • Property management

    Property Leasing System

    Enquiries about a vacant unit arrive constantly, most are not qualified, and the ones that are get answered late.

    Enquiries are screened and shown available times automatically, and a vacancy is filled without the manager running the process by hand.

  • Recruiting and staffing

    Staffing Agency Recruiting OS

    Candidates, clients, open roles and follow-ups live across a spreadsheet, an inbox and a recruiter's memory.

    Every role, every candidate against it, and every promised next step sit in one list with dates on them.

  • Insurance

    Insurance Agency Client OS

    Client policies, documents and service requests are spread across carrier portals and an inbox, and servicing one client means visiting all of them.

    The client, their policies, their documents and their open requests are in one place the whole agency can see.

  • Insurance

    Insurance Renewal System

    Renewals come up on a date nobody is watching, and the first contact is often after the client has already shopped it.

    Every renewal is worked on a schedule that starts well before the date, without anyone maintaining a calendar by hand.

  • Med spa

    Med Spa Growth System

    Enquiries arrive while the room is busy, get called back at nine at night, and rebooking depends on someone remembering to ask.

    Enquiries are answered and booked immediately, and the rebook and the review happen on their own.

  • Dental

    Dental Treatment Plan System

    Treatment gets presented, the patient says they will think about it, and nobody follows up in any organised way.

    Every unaccepted treatment plan has a dated next contact, and the practice can see what is sitting unscheduled.

  • Salon

    Salon Client Intelligence System

    What a client liked, what was used on them and what they should do next disappears into a note nobody reads before the next visit.

    The stylist opens the client and sees the history, the products and the follow-up that is already drafted.

  • Automotive and dealerships

    Dealership Sales System

    Internet leads arrive constantly, get worked for two days, and then sit in a system nobody revisits.

    Every lead gets an immediate response and a follow-up schedule that keeps running after the salesperson has moved on.

AI, documents and data

Reading the photos, forms, statements and records a person is currently retyping, and writing the result back where it belongs.

  • Accounting

    AI Financial Document Review System

    Statements, receipts and invoices get read by a person and typed into software that could have read them directly.

    The figures come out of the documents already coded, and only the exceptions reach a human.

  • Roofing

    Roofing Inspection & Proposal System

    An inspection produces sixty photos and a page of notes, and turning that into a proposal is an evening at a laptop.

    The inspection becomes a priced, presentable proposal before the crew has left the street.

  • Property management

    AI Maintenance Triage System

    Every maintenance request arrives as a paragraph from an annoyed person, and someone has to read it to work out if it is urgent.

    Requests get read, categorised and ranked the moment they land, and the emergency is on top.

  • Construction

    AI Estimating System

    Every estimate starts from plans, a spec and a price book, and the takeoff is done by hand each time.

    The repetitive part of the takeoff is done first, and the estimator prices judgment calls instead of counting.

  • Recruiting and staffing

    Candidate Database Search Engine

    There are thousands of resumes already in the business, and finding the right one means keyword searching and hoping.

    The existing database becomes searchable by what a role actually needs, not by whether a resume happened to use the same word.

  • E-commerce and reselling

    E-Commerce / Reseller Listing OS

    Every item needs photos, a title, a description and the same product fields typed again, one at a time.

    Photos go in and a structured draft listing comes out, with the fields that need a human decision flagged.

Not sure which one yours is?

That is the first call's job. Describe the part of the week that costs you the most and we will name the system between us, along with roughly what it would cost.

Prefer to start from the kind of problem instead? Start with Solutions

Next step

Tell me what part of the week keeps breaking.

Thirty minutes, no pitch. If it is cheaper to live with than to fix, you get told that. Based in Southlake, so an in-person visit is on the table.