ONE · with Bottom Line Marketing
Every job, down to the dollar.
One shared database for the field crew, the office, the owner and the controller, with the AI assistant on your phone as the front door. You see job cost to the dollar, and profit by job and by lead source.
ONE is a joint package. We build the website, the database, the CRM and the operating system behind them. Our partners at Bottom Line Marketing run the production, social and ads that fill the top line. One plan, on one database you own.
A fit check, not a pitch.
- RevenueMarketingLeads, ads, content
- Cost of jobsValley AIQuotes, POs, crew hours
- Gross marginValley AIPer job, live
- OverheadValley AIAdmin time cut
- Net profitBothBoth teams, one number
One database
Everyone works in one place.
Customers
Website, forms, ads, texts and reviews.
Field crew
From their phone: hours, materials, photos, job notes.
Office staff
Quotes, purchasing, scheduling, invoices.
Owner and controller
Job cost, P&L, approvals, the weekly close.
Every update lands in the same place
The front door is the AI assistant on your phone. Talk to it or type. It works from your own records: it drafts quotes, follow-ups and replies to the website chat and texts, and writes the morning brief. A person approves anything that goes out or spends money.
- Customers
- Leads
- Quotes
- Jobs
- Purchase orders
- Vendors
- Schedule
- Time
- Materials
- Change orders
- Invoices
- Payments
Talk to it from your phone. Use the AI you like.
Claude, ChatGPT, Grok, Gemini, Meta’s Muse or another assistant that supports MCP connections can connect to your own system. Speak to it or type.
We recommend Claude, because it works best with the tools we build. It’s never a requirement.
Reconciles by job with
QuickBooks: bills, invoices and payments, coded to the job.
The flow
From first click to the controller’s review.
Nine steps on one record. Bottom Line Marketing fills step one; the system carries every lead the rest of the way.
Lead in
Every ad, form, DM and call becomes one record, tagged with its source. Your assistant drafts the reply in minutes.
Quote or tour
Built from your price book or offer. Signed and booked online.
Job with a budget
The signed quote sets the budget for every cost line.
Purchasing
Materials become purchase orders. Every bill is matched to a PO and a job before it’s paid.
Schedule
Crews and equipment on one calendar. Customers get reminders automatically.
Field updates and change orders
Clock-ins, materials and photos from the phone. Extra work is a change order the customer approves first.
Invoice and get paid
Progress or final billing from the job. The review and referral asks follow.
Job cost
Planned against actual, down to the dollar, with an alert the moment a job’s margin slips.
Controller review
Every week: jobs over budget, unbilled work, unmatched bills, receivables and cash.
Job cost down to the dollar. P&L by job and by lead source.
Because every job remembers which lead it came from, the owner sees which ads produce profit, not just clicks.
Where it fits
What it looks like in your business.
Three of the businesses we hear from most. If yours isn’t here, the conversation is the same.
Bottom line · The Valley AI system
- Quote → job budget → material POs → crew schedule
- Change orders approved before the work is done
- Material use logged from the field, per job
- Margin by customer and by job type
Key number: gross margin per square foot, by job
Top line · Bottom Line Marketing
- A credible site with spec sheets and project write-ups
- Project video: before, during, after
- Ads and LinkedIn aimed at the buyers who write the checks
- Review requests after every job
Bottom line · The Valley AI system
- Lead → site survey → proposal → signed contract
- Permit, utility interconnection and inspection tracked as stages with due dates
- Panel, inverter and battery POs matched to each job
- Install crew schedule, with change orders for roof and electrical surprises
- Commissions calculated from the job’s real margin, not the sale price
- Financing and incentive paperwork tracked per customer
Key numbers: installed cost per watt · days from signature to energized
Top line · Bottom Line Marketing
- Ads that book appointments, not just form fills
- Fast follow-up and appointment setting: a sales team with a system behind it
- Install-day video and homeowner testimonials
- A referral ask after every energized system
Solar works almost exactly like a contractor, with two additions: the permit and utility steps that stall cash, and sales commissions that should be paid on profit.
Bottom line · The Valley AI system
- Lead → tour → join, with instant follow-up
- Memberships, billing and class booking: connect the gym platform you choose (Mindbody, Glofox, PushPress and similar)
- Payouts and fees from that platform reconcile into QuickBooks
- Coach and front-desk scheduling against class demand
- Churn alerts: missed visits, failed cards, expiring packs
Key numbers: cost to acquire a member · monthly churn · profit per class
Top line · Bottom Line Marketing
- A founding-member launch before the doors open
- Ads geo-targeted around the gym, with retargeting
- Class sizzle reels and the owner’s story
- Referral and review asks at the right moments
A gym usually runs a booking and membership platform. We connect it to the shared database and the books rather than replace it on day one. If you later want your own, we build it and move the data over.
No rented software
Connect what you use today. Replace what hurts. Own it.
1. Start
Connect what you use today
Keep your current tools: QuickBooks, a booking platform, a field app. We connect them to one shared database, so nothing gets typed twice.
2. Grow
Replace what hurts
When a subscription costs more than it gives, or forces workarounds, we build that piece into your own system.
3. Own
Own it
No rented software. A fully custom system on your own database, with the AI assistant you choose in front of it. It’s the way Bottom Line Group runs today.
Who does what
Two teams, one plan, one owner for the result.
Builds the system
Valley AI
- The website
- Where the ads and the content send people, built to turn a visit into a lead.
- The database
- One home for customers, work and money, instead of five places that disagree.
- The CRM
- Every lead with an owner, a next step and a date, so nothing waits on memory.
- The operating system
- The daily screens and workflows your team uses, built around how they already work.
- Your AI assistant as the front door
- Talk to it on your phone, or type. It answers, drafts and briefs from your own records. A person approves what goes out.
Fills the top line
Bottom Line Marketing
Our partners make the content and run the campaigns that bring people in, and every lead lands in the system, where someone follows it up.
- Production
- Video and photo that show what you do and why it matters.
- Social media
- A steady rhythm that keeps you in front of the right people.
- Advertising
- Focused campaigns with a clear goal and a way to tell whether they worked.
Bottom Line Marketing works on its own monthly retainer, with production costs on top and extra video or other work available à la carte.
ONE at Bottom Line MarketingHow we work
Start with one workflow.
One workflow first
Prove the dollars on one flow, like lead to job cost, then add the next.
Your assistant drafts, people decide
Anything sent out, signed or paid needs a person’s yes.
Nothing is erased
Corrections are new dated entries, so the history is always there.
You own it
Code, data and accounts in your name. We build it and run it with you, month to month, with no long contract.
See if ONE fits.
A conversation about what’s stuck, then a fit check either of us can say no to. If a system on its own would do, or just a website, we’ll say that too.
A fit check, not a pitch.