AI-Powered Software · Built for Operators

Software that pays for itself.
Built by an operator, not a startup.

Stop drowning in spreadsheets, sticky notes, and disconnected apps. We build custom AI-powered tools for businesses that have outgrown off-the-shelf software — tools that cut wasted hours, slash labor costs, and grow with you.

6Businesses we've founded & run
NoAnnual contracts or lock-in
Your dataAlways yours to keep
Today's Jobs
  • Site walkthrough — 8:00a
  • Crew dispatched — Job #214
  • Invoice sent — Anderson
Active Modules
  • Inventory Tracker
  • Job Scheduler
  • CRM Pipeline
  • Smart Invoicing
Pipeline
  • New leads
  • Quoted
  • Scheduled
  • Won
Illustrative product view
Why Sidekick

I built my first tools because I needed them.

I'm not a Silicon Valley engineer. I'm an operator. Over the last two decades I've founded, built, and run businesses across construction and real estate, restaurants, manufacturing, distribution, automotive, and a nonprofit. But I started in technology — a degree in management information systems and computer science, and years doing systems support, network security, and database work before I ever ran a company of my own.

Running those businesses, I kept hitting the same wall. The work was never the problem. The time and money lost in the gaps was — between spreadsheets, shared inboxes, and software built by people who'd never actually done the job. So I went back to the technology, now knowing exactly what a real business needs, and started building tools shaped around how the work actually happens.

That's what Sidekick Logistics does: custom software and AI for operationally heavy businesses, built by someone who has run them, and backed by a partner who spent over twenty years running an IT services company. We don't just recommend the fix. We build it, and we stand behind it.

What we build

Custom tools for the work that drains your day.

Off-the-shelf software solves generic problems. We solve yours — designed around your workflow, your team, and your industry.

Inventory & Stock Control

Real-time tracking, automatic reorder alerts, barcode scanning, multi-location sync. Stop running out of critical stock or overbuying inventory you don't need.

Scheduling & Dispatch

Drag-and-drop calendars, smart auto-assignment, route optimization, mobile crew check-ins. Get the right people to the right jobs without the back-and-forth.

Time & Labor Tracking

GPS time clocks, automatic job costing, overtime alerts, payroll exports. See exactly where every labor hour goes — and where you're losing money.

Customer & Lead Management

Custom CRM built for how you actually sell. Pipeline views, automated follow-ups, lead scoring, email sync. No bloated SaaS subscriptions you don't need.

Quoting, Invoicing & Payments

Branded quotes in minutes, auto-converted to invoices, integrated payments (Stripe, ACH, cards). Get paid faster with zero double-entry.

Dashboards & Reporting

Live KPIs, custom reports, automated weekly summaries. Stop digging through spreadsheets — see your business at a glance, anywhere.

Documents & Photo Management

Centralized job photos, signed contracts, certificates, before/after shots. Searchable, taggable, shareable. Never lose paperwork again.

Need something else?

Every business has its own quirks. If it eats your time and runs on spreadsheets, we can probably automate it. Tell us what's broken.

Live Demos

See it work — no signup required.

These are real systems we've built. Watch a guided walkthrough of each. Captions explain what's happening and why it matters to your bottom line.

Properties Pipeline
Active Leads
47
↑ 12% this week
Pipeline Value
$2.4M
↑ 18%
Closed (MTD)
$486k
↑ 24%
Avg Cycle
21d
↓ 8 days
New 3
M. Rodriguez
3BR / Plano
$425,000
J. Chen
2BR / Frisco
$310,000
S. Patel
4BR / Allen
$580,000
Contacted 5
B. Williams
3BR / McKinney
$445,000
A. Singh
5BR / Prosper
$720,000
Showing 4
T. Anderson
4BR / Southlake
$895,000
K. Mendez
3BR / Coppell
$498,000
Closing 2
D. Brown
2BR / Plano
$338,000
Real Estate CRM

Property CRM

Built for a residential real estate team that was juggling 60+ active leads across spreadsheets, sticky notes, and three other apps.

  • Drag-and-drop pipeline with custom stages
  • Auto-import leads from email & web forms
  • Property matching by buyer criteria
  • Automated follow-up sequences
  • Commission & deal-value forecasting
What it's built to do
Keep every lead moving through the pipeline, auto-follow up so nothing slips, and see forecasted deal value at a glance.
JobsCrewsMaterialsReports
Anderson Residence
2841 Oak Ridge Dr, Plano
In Progress
Day 12 of 18$48,200 / $71,000
Cedar Park Kitchen
915 Bluebonnet Ln
Over Budget
Day 16 of 14$32,400 / $28,000
Garcia Bath Remodel
7202 Sage Trail, Frisco
Completed
14 days$18,200 profit
Heritage Office Build-out
450 W Main St, McKinney
In Progress
Day 9 of 22$31,500 / $87,500
⚠ Budget Alert
Cedar Park Kitchen is now $4,400 over budget. Auto-flagged 11 minutes ago.
Construction Ops

Construction Management

A job-tracking platform built for a 22-person GC. Replaced 4 separate apps and ended every Monday morning's "where are we on what?" meeting.

  • Live job status with progress bars
  • Real-time budget tracking with alerts
  • Crew assignment & timesheets
  • Material costs auto-deducted from job budgets
  • Mobile-first for the field
What it's built to do
Surface budget overruns as they start and keep schedules, costs, and jobsite updates in one place instead of scattered across texts and spreadsheets.
EVENT REGISTRATION
3-Day Driving Tour · Texas Hill Country · Oct 15-17
Name
Email
Vehicle
Phone
CHOOSE YOUR DRIVING GROUP
🌄
Scenic Drive
Take it easy, enjoy the views
🛣️
Middle of the Road
Balanced pace, mixed roads
🏁
Adrenaline Rush
Spirited driving, twisty roads
Registration + Group Fee
$285
Pay with Card
You're registered!
Roster updated · Confirmation emailed
Event Registration

Registration App

Custom registration & roster system for multi-day events, classes, tours, or any signup that needs more than a basic form. Replaces a tangle of forms, spreadsheets, and PayPal links.

  • Custom group/category selection at signup
  • Stripe payment required — no payment, no registration
  • Auto-sorted printable rosters by category
  • Confirmation emails sent automatically
  • Admin dashboard with live registrations
What it's built to do
Replace a tangle of payment apps and manual spreadsheets with one system that tracks who owes what and turns individual choices into clean, ready-to-use orders.
⚡ AuctionLive
LIVE
00:01:47
🏎️
1969 Mustang Boss 302
Restored, matching numbers · Lot #14
Current Bid
$42,500
Bidders
12
+ Place Bid ($44,000)
Recent Bids
Bidder #847
$42,500
Bidder #312
$41,000
Bidder #520
$39,500
Bidder #189
$38,000
Live Auction Platform

Auction App

Real-time bidding platform for live auction events. Built to replace clunky phone-and-paddle systems with mobile-first online participation.

  • Real-time synced bidding (no refresh)
  • Auto-incrementing minimum bids
  • Live timer with auto-extension
  • Built-in payment processing on win
  • Admin dashboard with bid analytics
What it's built to do
Open events to remote bidders, track every bid in real time, and settle results automatically when the timer ends.
Dr. Martinez
M
RC
Robert Chen, 58M
Follow-up · Hypertension · Last visit: 3 months ago
PID-04827
Lab Results — Comprehensive Metabolic Panel JUST IN
Glucose (fasting)
142 mg/dL
70-99
HbA1c
7.2%
<5.7
LDL Cholesterol
168 mg/dL
<100
HDL Cholesterol
34 mg/dL
>40
Triglycerides
142 mg/dL
<150
Creatinine
0.9 mg/dL
0.7-1.3
eGFR
94
>60
AI Clinical Summary
Send to Patient
Add to Chart
✓ Patient Notified
Secure message + appointment scheduling link sent to Robert.
Medical Office / Lab Tools

LabLens

AI-assisted lab result review and patient communication for primary care and specialty clinics. Built to cut the 8-12 hours/week providers spend reviewing labs and writing patient messages.

  • Auto-flagging of abnormal values with trend analysis
  • AI-drafted patient-friendly summaries (HIPAA-compliant)
  • One-click secure patient messaging + scheduling
  • EHR integration (Epic, Athenahealth, eClinicalWorks)
  • Compliance audit trail on every action
What it's built to do
Import and organize incoming lab results and flag what needs attention, cutting the hours a clinician can lose to manual chart review. Every clinical decision stays with the clinician.
AI Smart Texter — Live Scenario
Caller
Sarah Mitchell
Job Type
Roof Repair Quote
Booking
Tue 9:00 AM ✓
9:47
Missed Call
(817) 555-0142 · just now
RECOVERED
SM
(817) 555-0142
Active now
✨ AI
New booking just confirmed
Sarah Mitchell · Tue 9:00 AM · Roof Repair
AI Smart Texter

Never miss a lead again.

When a call is missed, the AI texts the caller within seconds, has a real conversation, qualifies the lead, books the appointment, and notifies the owner — all without you lifting a finger.

  • Responds in <30 seconds (24/7)
  • Trained on your services, pricing, hours
  • Books appointments directly into your calendar
  • Handles common questions intelligently
  • Hands off to you for anything unusual
What it's built to do
Catch missed calls instantly with an AI text-back, so leads don't go cold while you're out on the job.
AI Receptionist Pro — Live Call
JR
Jose Ramirez
(972) 555-0188
Connecting…
00:00
AI Status
Standing by…
Live Transcript
Live
✓ Call Summary Sent to Owner
Caller: Jose Ramirez
Need: AC unit not cooling, blowing warm air
Booked: Today 2:00 PM emergency slot
Address: 4218 Maple Ridge, Allen TX
AI Receptionist Pro

Your phone is always answered.

A natural-sounding AI receptionist picks up every call, 24/7. Books appointments, answers questions, qualifies leads, and seamlessly hands off to you when the call needs a human touch.

  • Natural voice — most callers can't tell
  • Books appointments live during the call
  • Answers FAQs about hours, services, pricing
  • Smart human handoff when needed
  • Full transcript + summary texted to you
What it's built to do
Answer after-hours and overflow calls, book jobs, and make sure no call — and the revenue behind it — slips away.
ROI Calculator

How much could you save?

Honest math. Drag the sliders to match your business — see your potential annual savings instantly.

Your business, today

We'll calculate the value of recovering wasted hours and reducing manual errors.

Number of employees 12
Hours wasted weekly per employee on manual tasks 6
Average hourly cost (with benefits) $32
Estimated reduction with custom tools 65%
Your estimated annual savings
$77,875
Based on recovering wasted labor hours alone — doesn't include error reduction, faster sales cycles, or compounding gains.
2,434
Hours recovered annually
3.1 mo
Avg. payback period
Get my custom estimate →
How it works

From discovery to launch to support.

A simple, transparent process. You're never in the dark on cost, timeline, or what comes next.

1

Discovery Call

Free 30-min Zoom. We learn your business; you decide if we're a fit. No pressure, no slide deck.

2

Audit & Plan

We map your workflows, find waste, deliver a written roadmap with prioritized recommendations.

3

Build & Launch

We build, test, and train your team. Weekly check-ins. Fixed-scope so no surprise invoices.

4

Support & Grow

Hosting, maintenance, and new modules as your business evolves. We're your long-term sidekick.

Pricing

Built to pay for itself.

Transparent tiered pricing across every stage. Start small, scale as you grow. No hidden fees, ever.

Quick-Start Audit
For solo and very small operations (1-5 employees).
$497
⏱ 3-5 business days
  • 1-hour intake call
  • Top 3 inefficiency findings
  • 3-5 page written summary
  • 100% credited toward build
Deep-Dive Audit
For larger ops, multi-site, or multi-department.
$3,997
⏱ 2-3 weeks
  • Multi-stakeholder interviews
  • On-site visit(s) included
  • 25+ page report with ROI
  • 25% credited toward build
  • Leadership presentation
Bundle deal — Sidekick Starter Package: Quick-Start Audit + Lite App + 3 months Sidekick Basic for $2,997 flat. The fastest, safest way to dip a toe in.
Lite App
One simple, focused tool. Perfect first project.
$1,997 – $3,500
⏱ 1-2 weeks
  • Single-purpose tool
  • Up to 5 users
  • Mobile-friendly
  • 2 rounds of revisions
Standard
Full operations platform for established businesses.
$10,000 – $25,000
⏱ 4-8 weeks
  • 4+ integrated modules
  • Up to 50 users
  • Third-party integrations
  • Custom reports & exports
  • Role-based permissions
Enterprise
Multi-department, multi-site, fully custom.
$30,000+
⏱ 8-16+ weeks
  • Unlimited modules
  • Unlimited users
  • Advanced AI features
  • API & legacy integrations
  • Dedicated project manager
+ AI Features Add-On
Add AI to any build tier above. Optional, scoped per project.
$2,000 – $5,000
⏱ Built into project timeline
  • AI-drafted communications
  • Smart summaries & analysis
  • Document parsing & extraction
  • Voice features (text-to-speech)
  • Requires Pro hosting or above
Fixed-scope pricing. Standard terms: 40% to start, 30% at midpoint, 30% on delivery. No surprise invoices — scope is locked before we start.
i
What's a "user"?
A user is anyone on your team who logs in to use the system (employees, managers, admins). Your customers, contacts, and the people you serve don't count — those are unlimited on every plan. A 10-user plan can serve thousands of customers.
?
About the included automation actions, SMS, and emails
These are for transactional use within your custom platform — appointment reminders, system notifications, password resets, receipts, automated alerts, document generation. For customer-facing AI conversations (texting, voice receptionist, quote drafting), see our AI Services add-ons with their own larger allowances built in.
Sidekick Lite
For solo operators and very small teams.
$149/mo
Up to 3 users · Unlimited contacts
  • Cloud hosting · SSL · Daily backups
  • 50 automation actions/mo
  • 50 SMS · 500 emails/mo
  • Email support · 2-business-day SLA
  • 30 mins/mo of changes included
Sidekick Pro
For growing businesses with active needs.
$799/mo
Up to 50 users · Unlimited contacts
  • Everything in Basic
  • 500 automation actions/mo
  • 250 SMS · 5,000 emails/mo
  • Phone support · 4-hr critical SLA
  • 2 hrs/mo of changes included
Sidekick Enterprise
Large operations needing white-glove service.
$1,799+/mo
Unlimited users · Unlimited contacts
  • Everything in Pro
  • 2,000 automation actions/mo
  • 1,000 SMS · 25,000 emails/mo
  • Dedicated account manager · Custom SLAs
  • 8 hrs/mo of changes included
No annual contracts. Cancel anytime with 30 days notice. Usage overages: Automation actions $0.05 each · SMS $0.04 each · Email $0.002 each beyond included allowance. Save 2 months free by paying annually. Existing clients get 15% off all add-on modules.
Powered by Enterprise Infrastructure

We integrate best-in-class AI platforms into Sidekick so you get enterprise-grade tools at small-business pricing. We handle the setup, customization, training, and integration — you focus on your business. The result: proven AI tools, customized for you, supported by a real human.

★ Best Value · Bundle & Save

Sidekick AI Bundles

Save up to $127/mo when you bundle. No annual contracts. Cancel anytime with 30 days notice.

AI Starter Bundle
Smart Texter + Review Manager.
$229/mo
Save $39/mo vs separate
  • AI Smart Texter (missed-call recovery)
  • AI Review Manager (Google/Yelp/FB)
  • 500 SMS conversations/mo
  • Unlimited reviews managed
  • No setup fee · Month-to-month
AI + Custom Platform
AI services plus full Sidekick hosting.
$449/mo
After custom build · Save $68/mo
  • Sidekick Basic Hosting (10 users)
  • AI Smart Texter built-in
  • AI Review Manager built-in
  • 1,000 AI calls · 500 SMS · 5K emails
  • Requires custom build engagement
Or pick individual services
AI Smart Texter
Missed call → AI text conversation → booked appointment.
$179/mo
⏱ Live in 5-7 days
  • 500 SMS conversations/mo
  • Trained on your business specifics
  • Calendar booking integration
  • Owner gets summary text/email
  • A2P 10DLC compliance included
AI Quote Builder
Photos + a few questions → branded estimate in 60 seconds.
$119/mo
⏱ Live in 5-10 days
  • 100 quotes/mo
  • Photo analysis + auto-pricing
  • Your branding & pricing rules
  • Auto-send via SMS or email
  • Customer e-sign + deposit
AI Review Manager
Monitor and respond to reviews across Google, Yelp, Facebook.
$89/mo
⏱ Live in 3-5 days
  • Unlimited reviews monitored
  • AI-drafted responses in your voice
  • You approve each reply
  • Auto-request reviews from customers
  • Negative review alerts
AI Inbox Assistant
Drafts replies to emails and texts in your voice.
$159/mo
⏱ Live in 5-7 days
  • 1 inbox · 1 user
  • Reads emails, suggests replies
  • Learns your tone over time
  • One-click send or edit
  • Less time drafting from scratch
Why Sidekick beats the competition: Enterprise infrastructure, small-business pricing. No annual contracts. Cancel anytime with 30 days notice. Prices are roughly 10% below market median — and our bundles save you even more. Plus we handle setup, training, and integration so you don't have to figure it out yourself.

Overages: AI calls $0.05 each · SMS $0.04 each · Voice minutes $0.85 each beyond included allowance.
Minor Add-On
New form, custom report, small feature.
$397 – $997
⏱ 2-5 business days
  • Flat-fee pricing
  • 1 round of revisions
  • Existing clients: 15% off
Major Module
Significant new capability or integration.
$7,500+
⏱ 3-6 weeks
  • Discovery + scope phase
  • Multi-stage testing
  • Migration support
  • Existing clients: 15% off
Hourly Work
Small changes, tweaks, or consulting time.
$150-200/hr
As needed
  • Tracked in 15-min increments
  • Approval required before work starts
  • Existing clients: $150 / new: $200
What we build

Built by an operator, used in the real world.

One platform is live and in daily use. Others are built and ready to deploy. No invented numbers — just what these tools actually do.

Annual Group Travel Event · Live
15–20 hrs saved per event
A roughly 40-person annual trip was run for years on spreadsheets and a tangle of payment apps. The custom platform now tracks who owes what, turns individual meal choices into clean restaurant orders, and is helping the event scale toward 60–80 people.
Construction Project Management · Built & ready
Field to office, one place
A project-management platform built from two decades of running construction and real estate — keeping budgets, schedules, and jobsite updates connected instead of scattered across texts, spreadsheets, and email.
Primary Care · Built & ready
Faster lab review
A clinician-facing tool that imports and organizes lab results and flags abnormalities for review, built to cut the hours a physician can lose to manual chart work. Every clinical decision stays with the clinician.
Common questions

You probably want to know.

What do I own when you build my software?
You own all your data, your branding, your workflows, and the full right to use the system for your business. We retain the underlying code, which lets us maintain it, push security updates, improve it over time, and keep your costs lower than building from scratch. Think of it like leasing a custom-built truck — it's built for you, you have full use of it, and we keep the engine running.
What if I want to leave?
You can cancel hosting anytime with 30 days' notice. We'll export all your data in standard formats (CSV, JSON, PDF) so you can take it to any other system. The custom code stays with us so we can continue serving other clients and keep your monthly cost low.
How is this different from off-the-shelf software like Salesforce or QuickBooks?
Off-the-shelf tools force you to change your workflow to fit their software, charge per-user fees that scale brutally, and lock you into features you don't need. We build exactly what your business uses — nothing more, nothing less — and you own it.
What happens if I want to stop hosting with you?
No lock-in on your data. Cancel anytime with 30 days' notice. We'll export everything — your records, your customer data, your reports — in standard formats you can import elsewhere. The system itself stays with us so we can continue improving it and serving other clients.
Do you only work with businesses in DFW / Texas?
No. We work nationwide. Most engagements are 100% remote. For Deep-Dive audits, on-site visits in Texas are included; elsewhere, travel may be added at cost.
What if my needs change after launch?
That's the whole point. We build modular systems and offer flat-fee add-ons starting at $397. Most clients add 1-3 modules in the first year as they discover what else can be automated.
What counts as a "user" in your pricing?
A user is anyone on your team who logs in to use the system day-to-day — employees, managers, admins, anyone with their own login. Your customers, contacts, leads, patients, tenants, or whoever you serve don't count as users. Those are unlimited on every plan. So a property management company with 10 staff managing 1,000 tenants is on our 10-user plan, even though there are 1,010 people in the system. We never charge per contact.
How are your AI services different from the platforms I see advertised?
For our AI services (Smart Texter, Receptionist, Review Manager), we build on top of proven enterprise infrastructure rather than reinventing the wheel. This means you get battle-tested, reliable AI at a fraction of what you'd pay going direct — plus our setup, customization, and ongoing support. Where Sidekick goes further than the competition is integration: we connect these AI tools to your custom-built platform so everything works together. The infrastructure is enterprise-grade. The customization, the integration, and the human support? That's all Sidekick.
Will my data be secure?
Yes. All systems use industry-standard encryption (SSL/TLS), encrypted at-rest databases, role-based access control, and daily encrypted backups. Hosting runs on enterprise-grade infrastructure.
Let's talk

Book a free 30-minute discovery call.

No pitch. No pressure. We'll listen to what's slowing your business down and tell you honestly whether we can help. If not, we'll point you to someone who can.

Tell us about your business

🎉

Got it — we'll be in touch.

We'll reach out within one business day to schedule your discovery call.

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