01
Job notes
Turn field notes and photos into cleaner internal records and customer updates.
Trade contractors
Professionalize the back office without touching the craft. with control.
Datum helps trade operators use AI for quoting support, job documentation, customer communication, scheduling rhythm, and internal knowledge.
01 / First workflows
Start where AI creates leverage first.
These are not finished automations handed away for free. They are the safest first categories to map, test, and operationalize inside the cohort or Discovery process.
02
Quote support
Draft scope descriptions, exclusions, and missing questions for review.
03
Scheduling
Create reminders, follow-ups, and weekly admin summaries.
04
Training
Convert repeated questions into internal checklists and onboarding material.
02 / Guardrails
Grounded, reviewable, and useful.
Datum teaches AI as controlled workflow design, not an open-ended assistant wandering through the business.
Ground the AI in sources.
Field notes, photos, prior quotes, service history, customer emails, checklists, and supplier documentation.
Keep the risk boundary clear.
Do not let AI replace licensed judgment, safety decisions, code interpretation, or final quote approval.
03 / Related verticals