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Impact Study // Commercial & residential septic operator

The trucks run all day. The dispatcher used to keep up by hand.
A dispatcher's phone, on a Tuesday
A commercial and residential septic pumping operation runs on its dispatcher. Job details — addresses, time windows, special access notes, equipment quirks — arrive as a steady stream of texts from drivers in the field and customers calling in.
The dispatcher spent the day translating those texts into Zoho CRM records by hand. It worked, but it was the wrong place to spend a senior dispatcher's time.
“The job records existed before I knew the texts had landed.”
Operations dispatcher
/0.1
We built an AI employee that watches the inbox. When a text comes in, it reads the conversation, extracts the structured fields the CRM needs — address, job time, equipment notes, contact details — and writes a Zoho job record automatically.
If anything is missing or ambiguous, it asks the right follow-up question instead of guessing. Drivers don't have to fill out forms. Customers don't have to repeat themselves. The dispatcher doesn't have to retype anything.
Placeholder — drop in a screenshot of the auto-created Zoho job.
/0.2
The dispatcher stopped data entry. She started doing actual dispatching — solving the day's logistics problems while jobs got created automatically in the background.
The owner described it as adding a coworker who never sleeps, never asks for overtime, and never types the wrong address.
For an operation that didn't want to rebuild its tech stack, dropping an AI between the texts and Zoho was the change that mattered.
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GoodLeap
Reps upload their own calls and get AI-generated coaching back in minutes. Managers adopted it as a core training tool.

CBRE
CBRE had just been handed Claude and no playbook for it. We came in hands-on — found the highest-leverage use cases, trained their teams, and stood the workflows up.

GoodLeap
Real-time voice AI partner that drills objections so new reps practice live closes before they hit the phones.
Start with a free 30-minute AI setup. We configure Claude for your business and map where custom systems would pay off.