Why Epic One
Hiring is hard. This isn’t.
A good ops hire takes months to find and months more to train on your systems. Epic One connects to the ERP and CRM you already run and is useful the first day, for a monthly subscription plus metered usage rather than a salary.
Owner / President
Answers without the chase
- Margin on any job, backlog by customer, bookings against last quarter: asked in plain English, answered from live ERP data with sources.
- The Monday report builds itself before you sit down.
- You stop being the router between departments. The answer machine works for everyone, scoped to what each person may see.
- You get AI in the building without betting the shop on it: every change to your systems waits for a human yes.
Operations
The busywork stops landing on you
- Late POs surface themselves each morning with vendor follow-ups already drafted.
- Stock that drops below reorder gets a draft PO with vendor and price history attached.
- Job status, traveler history, who touched what, answered in seconds instead of a walk to a terminal.
- Procedures you teach it once become procedures anyone can run, with the approval gate on every write.
Front office / Sales
Quotes out faster, pipeline that reflects reality
- New quotes drafted from your own job-costing history, ready to adjust and send.
- Competitor pricing checked against the work you quote most, with sources shown.
- The CRM stays current because Epic One logs calls, next steps, and deal stages for you.
- Overdue invoices get chased with drafted follow-ups you approve one by one.
What the first 90 days look like
Week one: connected to your ERP, answering questions. First month: your people stop walking across the shop for answers and start teaching it their routines. By ninety days, the recurring work (reports, PO chasing, quote drafts, CRM upkeep) is running through Epic One with your team approving instead of typing.
Cautious by design the whole way: a person approves every change →
Run the numbers on your own shop
Tell us your ERP and what you want off your plate. We'll set up your private instance and call to confirm the safety details first.