VALEXII.AI / Planned custom pilot services

DISPATER.AI · Operations services by VALEXII.AI

One operation.
Fewer disconnected systems.

Done-for-you managed CRM and automation planning for oilfield and towing companies. Connect your existing systems in one proposed owner dashboard, with field proof and people at the decision points.

Discuss an operations pilot

Discovery pilots / integration planning — not a deployed customer CRM

Keep what works

Your tools stay.
The gaps get attention.

Keep your existing dispatch and accounting systems. We propose connecting permitted data, automating agreed workflows and bringing evidence-led exceptions to a person—not replacing specialist software.

SIMULATED · Proposed owner dashboard · No real records
Dispatch
Field proof
Accounting

Owner review

Permitted sources → exceptions → human decision

VALEXII.AI company services

Everything between scattered work and a clear decision.

Start where work meets revenue, then organize the records and connect the systems. This order is an editorial assumption about initial purchase urgency—not measured customer demand. All ten offerings are proposed and scoped individually.

  • 01 / PROPOSED SERVICE

    Oilfield operations

    Every ticket tied to the job, the rate and the invoice.

    Dispatch, crews, equipment, digital field tickets, PO and rate verification, invoice draft preparation and job-cost clarity.

    Discuss your workflow
  • 02 / PROPOSED SERVICE

    Towing and recovery

    No tow should go unbilled because the paperwork wandered off.

    Dispatch, driver assignments, tow proof, motor-club paperwork, impound and storage documentation and missing-billing checks.

    Discuss your workflow
  • 03 / PROPOSED SERVICE

    Spreadsheet and Excel optimization

    From twelve versions of the truth to one you can explain.

    Consolidate messy workbooks, clean and deduplicate data, repair formulas, build templates, pivots and reporting, convert spreadsheets to dashboards and keep versioned change history—so nobody copy-pastes the same row twice.

    Discuss your workflow
  • 04 / PROPOSED SERVICE

    File and document organization

    Find the ticket, the PO and the invoice in seconds, not afternoons.

    Consistent naming, searchable structures, controlled access, document intake, PO/rate-sheet/ticket/invoice matching, receipts and source provenance.

    Discuss your workflow
  • 05 / PROPOSED SERVICE

    Connect the systems you already run

    Keep the tools you trust. Connect the work that matters.

    CRM, accounting, QuickBooks-style ledgers, dispatch, telematics, field tickets, invoicing, file repositories, email and Excel—through documented APIs, CSV export/import or approved Make/Zapier-style connectors. Compatibility depends on available APIs, permissions and agreed scope; no universal plug-and-play promise.

    Discuss your workflow
  • 06 / PROPOSED SERVICE

    IRS audit readiness

    Walk into the accountant's office organized.

    Organize bookkeeping support, source evidence, reconciliations, completeness checks and accountant-ready packages. Preparation support only—not tax advice, audit certification or a guaranteed outcome.

    Discuss your workflow
  • 07 / PROPOSED SERVICE

    DOT audit readiness

    Know which driver, vehicle and inspection files are complete—and which are not.

    Driver, vehicle, inspection and service-related documents, maintenance and operational evidence, gaps and follow-ups where applicable. Separate from IRS work. Not legal assurance, compliance certification or a guarantee.

    Discuss your workflow
  • 08 / PROPOSED SERVICE

    Web applications, end to end

    Portals and dashboards your team actually wants to open.

    Frontend and backend design, modern dashboard UX, customer and crew portals, secure APIs, database and workflow architecture.

    Discuss your workflow
  • 09 / PROPOSED SERVICE

    Company-tailored AI

    An assistant that answers from your approved knowledge—and shows its sources.

    Permitted Qwen or other model integration, model routing, retrieval over approved documents, governed copilots, document search and evidence-aware explanations with people in control. Provider connections are configured per pilot; none are live by default.

    Discuss your workflow
  • 10 / PROPOSED SERVICE

    Automation consulting and managed pilots

    Start with one painful workflow. Prove it. Then expand.

    Scoped discovery and managed pilots. Managed multi-location projects may be quoted from approximately $3,000/month depending on integrations and support—indicative, not a flat price; smaller businesses are quoted individually and third-party fees are separate.

    Discuss your workflow
Two sectors / Custom scope

Built around the work, not another silo.

Proposed scope for discovery. Each pilot depends on your systems, permissions and agreed support—not a list of live integrations.

Sector packages

01 / PLANNED CUSTOM PILOT

DISPATER.AI — Oilfield Operations

From the customer request to the field ticket. Keep the wellsite, crew and accounting desk working from the same permitted context.

  • Quotes & customers
  • Wellsite / crew dispatch
  • Equipment availability
  • Digital field tickets & customer signoff
  • Rate sheets / PO reconciliation
  • Timecards
  • Invoice preparation
  • A/R dashboard

Proposed roles: Owner · Dispatcher · Crew lead · Accounting

02 / PLANNED CUSTOM PILOT

VALEXII Operations — Towing & Recovery

Keep the request, assignment and proof of service connected across the office and lots—without replacing specialist dispatch software.

  • Request intake & dispatcher queue
  • Truck / driver assignments
  • ETA / status
  • Photos & signed tow proof
  • Impound / storage case tracking
  • Motor-club reconciliation
  • Invoice review
  • Multi-lot reporting

Proposed roles: Owner · Dispatcher · Driver · Office

No AAA or Towbook integration is claimed.

Proposed workflow

A clear handoff at every step.

Request to reconciliation

  1. 01

    Request

    Capture the permitted request and customer context.

  2. 02

    Assign

    A dispatcher reviews the crew, truck or equipment assignment.

  3. 03

    Field proof

    Keep the ticket, photos and customer signoff with their source.

  4. 04

    Manager approval

    A person reviews exceptions and authorizes the next step.

  5. 05

    Invoice draft

    Prepare a draft for accounting review, not automatic billing.

  6. 06

    Reconciliation

    Compare approved records and flag gaps for a person.

SIMULATED workflow · No dispatch, charge, invoice or payment is executed here.

Evidence / Human control

Proof before approval.

Evidence → Qualification → Reality → Authority → Effect. A photo, signature or model suggestion is not permission to act. Missing proof remains an exception for a person—not an automatic clearance.

Traceable evidence

Planned source-linked tickets, signoffs and review history. An audit trail records who reviewed what; it is not a compliance certification.

Scoped access

Role-based access and company isolation are requirements for a future secured pilot, not safeguards already deployed on this page.

Human approval

Managers and accounting review exceptions and invoice drafts. No autonomous towing, regulated-charge execution, payments or automated billing.

Proposed commercial direction / USD

Custom scope.
An individual quote.

Discovery and pilot work is quoted to scope. Smaller businesses are quoted individually. Third-party software fees are separate.

Managed multi-location projects may be quoted from

~$3,000 / month

Indicative only, based on integrations and support. Not a guaranteed flat price or an available subscription. No checkout, payment processing or savings guarantee.

Before we talk.

Does this work with existing tools?

Yes, in the proposed service scope, subject to an authorized API or export and technical discovery. We do not claim any integration is already built or permitted.

Are you replacing Towbook?

No. Keep your specialist dispatch software. The proposed service connects agreed workflows around it only where access is authorized.

What is live today?

Conceptual discovery and a proposed custom service offering. There is no production customer CRM, tested live dispatch or 24/7 agent behind this page.

VALEXII Operations / Inquiry only

Start with the operation, not its private records.

Share only inquiry contact details and a non-confidential outline of your needs. Do not send customer financial records, driver GPS logs or license plates until a secured data agreement is in place. The existing contact page handles the inquiry; it does not enroll you in a pilot.