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For HVAC, plumbing, roofing, law, and accounting firms

Your AI implementation partner for service businesses.

Missed calls. Estimates nobody follows up. Staff chasing the same documents. We find the one costing you the most and fix it in six weeks, inside the tools you already use.

Book an AI Strategy CallSee the 6-week program
Oscar Hidalgo, founder. Also runs a commercial HVAC company.
  • Fixed price
  • Live by day 30
  • Built in your existing tools
  • You own the system
Oscar Hidalgo, founder of Vindex Consulting, speaking with a microphone at a business event
Oscar Hidalgo, FounderAlso runs a commercial HVAC company.
Results from our work4 to 5 hours a day of underwriting time returned at Avivo Homes17x weekly search impressions in 11 weeks for a Texas HVAC company
Who we help

Built for businesses that run on calls, estimates, and paperwork

The leaks differ by industry. The fix starts the same way: one workflow, measured.

A smiling service technician kneeling at an open sink cabinet with a drill, on a residential job
Home and commercial service

HVAC, plumbing, roofing, and field service

Capture more of the work you already pay to generate, move jobs from first call to collected cash faster, and reduce the office work that keeps landing on the owner.

  • Calls go to voicemail and the customer books someone else
  • After-hours inquiries go cold by morning
  • Open estimates get one follow-up, or none
  • Finished jobs wait days to become invoices
See home services
Two professionals reviewing documents and taking notes beside a laptop at a meeting table
Professional service firms

Law, accounting, and advisory firms

Give your professionals more capacity for clients, judgment, and billable work without adding another layer of administrative payroll.

  • Qualified inquiries wait too long for a response
  • Consultations start without the right information
  • Staff spend hours chasing client documents
  • Partners are the approval point for routine coordination
See professional services
Where the work leaks

One workflow, from first contact to payment

In most service businesses, revenue and time leak out in the same few places.

  1. First contactCall, form, or referralLeak: missed and slow replies
  2. BookedJob scheduled or consultation set
  3. Quoted or engagedEstimate sent, engagement signedLeak: no follow-up
  4. Work completedJob done or matter delivered
  5. InvoicedCloseout and billingLeak: waiting on paperwork
  6. Paid
What we fix

What we fix most often

Every build starts from a leak in your workflow and is measured against one number, like answer rate, estimate close rate, or days from job to invoice.

Home services

Missed Call Recovery

Calls you paid to generate go unanswered, and the customer calls the next company.

Every missed call gets a fast response and a path to a booked job.
Home services

Estimate Follow-Up

Estimates go out, get one follow-up or none, and quietly expire.

Every open estimate is worked on schedule until it is won or closed out.
Home services

Job Closeout

Completed work waits on notes, photos, and approvals before it can be billed.

Jobs close out complete, and invoices go out faster.
Professional services

Client Intake

Qualified inquiries wait, get inconsistent follow-up, or arrive unprepared.

More inquiries become prepared consultations and signed engagements.
Professional services

Document Collection

Your team chases the same documents on every engagement.

Clients get clear requests and reminders, and files arrive ready for review.
Professional services

Review Preparation

Professionals spend review week building packets instead of talking with clients.

Meetings start prepared, and follow-through happens without anyone chasing it.
Oscar Hidalgo

Not sure which workflow is leaking? That is what the call is for.

Book an AI Strategy CallSee the 6-week program
How it works

One path. A decision at every step.

Start with a free call. If it fits, we come back with a plan and a fixed price. Then we fix the workflow in six weeks.

Book an AI Strategy CallSee the 6-week program
1

AI Strategy Call

Free

We learn how your business runs, find the workflow leaking the most revenue or time, and tell you honestly whether AI can fix it.

2

Your plan and fixed price

Second call

We come back with the workflow to fix first, the number it should move, and a fixed price for your 6-Week AI Transformation. No obligation.

3

6-Week AI Transformation

Fixed price

We map the workflow, build the system inside the tools you already use, train your team, and go live within 30 days. Then we measure and tune through week six.

4

System Care

Optional

After the six weeks, we keep the system monitored, maintained, and reviewed against the number it was built to move.

6-Week AI Transformation

Inside the six weeks

A fixed-price program that takes one workflow from leaking to fixed, inside the tools your team already uses, with the results measured against a baseline.

  1. Week 1: Map and baseline. Short interviews with the people who run the workflow. We map it from first contact to payment and take the baseline number we will move.
  2. Weeks 2 to 4: Build and test. We build the system inside your current tools, with human review rules for judgment calls, and test it against real scenarios.
  3. By day 30: Go live and train. The system goes live with your team. Everyone gets training and written instructions for how it works day to day.
  4. Weeks 5 and 6: Stabilize and measure. We tune the edge cases, fix what real use turns up, and report the first results against the baseline.

On the second call, you will see:

  1. 1The workflow costing you the most, mapped
  2. 2What it is likely costing you, with the assumptions shown
  3. 3What we will build and how it works day to day
  4. 4The number it should move
  5. 5A fixed price and the six-week timeline
  6. 6How quickly it should pay back

What the six weeks include:

  • Workflow map and baseline in week one
  • The system built inside your existing tools
  • Human review rules for high-risk and judgment calls
  • Testing against real operating scenarios
  • Team training and written operating instructions
  • Two weeks of tuning and a first-results report

We only take on a project when the expected first-year value clears the price by a wide margin, and we show you the math.

Why Vindex

How we work differently

Built on the tools you already have. No migrations. No year-long projects. One number we both watch.

We run a service business too

Our founder runs a service company today. We know what a missed call, a stalled estimate, or a late invoice actually costs, because we deal with them too.

Built inside the tools you already use

No forced migration and no new app your team will quietly ignore. The system works inside your phone, CRM, calendar, and documents.

Tied to one number

We take a baseline before we build and agree on the measure the system should move.

People stay in control

Human review rules cover high-risk and judgment calls. Your team approves what matters.

Trained and stabilized

Your team gets training and written instructions, then two weeks of tuning after go-live.

No migrations, no year-long project

Six weeks, inside the tools you already use. Your team does not learn a new platform to get the win.

Proof from the work

Real results from real systems.

Each case study shows the method in one real business. A result in one industry is not a promise of the same number in yours.

Illustrative editorial still life of residential property photos and blank planning materials on a desk
Illustrative editorial image
Time recovery in knowledge work4 to 5 hours/day underwriting time saved

An underwriting agent gives Prashant four to five hours back each day

Avivo Homes · Residential real estateRead the case study
Screenshot of the CG Service Pros website homepage showing its commercial and multifamily HVAC positioning for Austin property managers and owners
CG Service Pros website · Aug 2026
Method proof from a Texas HVAC company+1,644% growth in weekly search impressions · 11 weeks

An AI content engine that grew weekly search impressions 17x in 11 weeks

CG Service Pros · HVAC & home servicesRead the case study
Oscar Hidalgo working through a problem with a team of business owners around a conference table
Who you'll work with

A small team that does the work

We are not a big agency with layers of account managers. You work with the team that maps your workflow and builds the system. Our founder, Oscar Hidalgo, runs a service business, so we know what a missed call or a stalled estimate costs. We start with the numbers and build only what will pay off.

Book an AI Strategy CallConnect on LinkedIn

Questions owners ask first

Straight answers before you book a call.

"Our job is simple. Find the workflow that is costing you the most, fix it inside the tools you already use, and prove it moved the number. If it will not pay off, we will tell you."

Oscar Hidalgo
Founder, Vindex Consulting
What does an AI implementation partner actually do?
We find the workflow that is costing you revenue, capacity, or owner time, design the fix, and build it inside the tools you already use. Then we train your team and measure the result. AI and automation are the tools; the fixed workflow is what you get.
How does pricing work?
One fixed price for the 6-Week AI Transformation, quoted on the second call once we understand the workflow. We set it next to what the leak costs you today and show the payback math. If the first-year value does not clear the price by a wide margin, we do not take the project. The AI Strategy Call is free.
How much of my team's time does this take?
Most of it is in week one: short interviews with the people who run the workflow. After that, a short weekly check-in with the decision-maker and a training session before go-live.
We tried AI and it did not stick. Why is this different?
Most AI projects start with a tool. We start with one workflow and a baseline number, build inside the tools your team already uses, and train them before go-live. The system is judged on that number, not on a demo.
Is our data safe?
The system runs in accounts you own. We use only the access your team grants, put human review on anything sensitive, and document what the system touches. For law and accounting firms, we work within your confidentiality and retention rules.
How long does it take?
Six weeks. Week one maps the workflow and takes a baseline, the system is live by day 30, and weeks five and six are for tuning and measuring the first results.
Do we have to switch software?
No. We build inside the tools you already use wherever that is practical: your phone system, CRM, calendar, and documents. Any software or usage costs are yours directly and are called out in the proposal.
What if AI is not the answer?
Then we will tell you. Sometimes the right fix is a process change, not a system. If a project will not pay off, we say so on the strategy call.
Will this replace my staff?
No. The goal is more capacity from the team you have. Systems handle preparation, coordination, follow-up, and reminders. Your people keep control of pricing, advice, and anything high-stakes.
Who owns the system?
You do. It runs in your accounts and your tools, your team is trained on it, and you get written operating instructions.
What happens after the six weeks?
The system keeps running with your team. Optional System Care keeps it monitored, maintained, and reviewed against its number every month, and new workflows can be added as separate projects.
Do you work outside Austin?
Yes. Vindex is based in Austin, Texas, and works with service businesses across the US. The strategy call, the build, and the training all work well remotely.
Oscar Hidalgo

Start with one workflow.

Bring the workflow that keeps costing you. On a free call we will tell you whether a 6-Week AI Transformation makes sense and what it would fix first.

Book an AI Strategy CallEmail us

Free. You leave with a straight answer, even if it is no.

You work with our team directlyBuilt inside your current toolsFixed price, live in 30 daysMeasured against a real number