Live AI consultation · Free · 15 minutes
On QuickBooks? A free live AI back office consultation. Find the unbilled parts, quotes and PM dates your office chases by hand.
Keep QuickBooks for your invoices, payments and books. Talk live with Stormy, an AI operations consultant, about everything after the ticket: PM schedules by machine, shop quotes waiting on approval, parts used but not billed, repair history per machine, invoices and past-due accounts. It maps who chases what today and what Stormy can take first.
In your browser · Uses your mic · No card
Trusted by
- Rally Roofing San Jose
- + many others
Keep QuickBooks. Hand Stormy the chasing.
QuickBooks keeps
- Invoices and payments
- Your books and taxes
- Customer balances
Stormy takes
- PM due-date reminders
- Shop quote follow-ups
- Parts-used follow-ups with techs
What you leave with
Fifteen minutes. Three things you can use.
A map of your back office
Every step from service call to paid invoice — ticket, tech, parts, repair notes, quote, approval, invoice — and who owns each one.
Where the chasing goes
The follow-ups that sit on your office: parts missing from tickets, PM visits coming due, shop quotes waiting on a yes, unpaid invoices.
What to hand off first
The reminders and paperwork Stormy can run beside your dealer system, and the judgment calls that stay with you.
How it works
Like briefing a new counter hire, except it takes the notes.
- 1
Press start
Make a free account and allow the microphone. Nothing to install.
- 2
Talk it through
Describe yesterday the way you would to a new service writer: the truck down on a dock, the PM visits, the tech calling in for a part, the shop quote still waiting. Stormy asks what a good consultant would.
- 3
Keep what it learned
The map and the notes stay in your own workspace, ready for Stormy to start on the first job.
Every machine has a history. Nobody should dig through old tickets to find it.
Built for forklift dealers and service shops that run on the phone
- Field service & repair
- Planned maintenance programs
- Parts counter
- Shop rebuilds
- Short-term rentals
- Batteries & chargers
Questions
Do we have to leave QuickBooks?
No. Keep QuickBooks for your invoices, payments and books. Stormy is not another accounting system: it takes the breakdown calls, PM schedules, parts questions, shop quotes and parts that never reach the invoice, and the call maps exactly where the two meet.
Does Stormy work with QuickBooks?
Tell Stormy on the call how your team uses QuickBooks day to day. It maps which steps it can take on beside it and says plainly which stay with your people. Nothing in QuickBooks changes unless you decide it should.
We are still on paper tickets. Is it too early?
No. Most of the call is about how work moves today, paper included. The map shows where tickets, parts and PM dates slip, and what Stormy can take around them.
Can Stormy send the right tech?
That stays with your service manager. Electric, LP or diesel, who is trained on what, which customer needs a fast response — the call maps those facts so Stormy can line them up, and the choice stays yours.
Is it really free?
Yes. The consultation costs nothing, and you need no card to start it.
Am I talking to a person?
No — Stormy is an AI. It listens, asks the follow-up questions a consultant would, and writes down what it learns.
Does it work on my phone?
Yes. Open this page, press start and talk — that is all it takes.
More free consultations for forklift dealers and service shops
Ready when you are.
A live AI consultation: fifteen minutes, free, right here in your browser.
In your browser · Uses your mic · No card