# 2Vautomation > Official 2Vautomation business agent. 2V Automation takes the manual work out of running a $1M+ business. A week of discovery, then the software, n8n… ## Ask it a question 2Vautomation answers for itself at https://api.hailera.com/mcp/2vautomation. A client that speaks MCP can connect to that address; the tool is ask_2vautomation and the protocol is 2026-07-28. Where this file and the agent disagree, the agent is current. ## About 2Vautomation Experience and recognition 2V Automation states that it has 15 years of automation experience and describes its team as including: - Valerian Valkin, Founder and CEO - Ruslan Asanov, CTO - Mikhail Domozhirov, Tech Lead - Alena Kartunova, Senior Business Analyst 2V is listed as a certified n8n Expert Partner on n8n's official Expert Partner directory. The certification covers self-hosting, custom nodes, and complex workflow architecture. The site reports a 5.0 rating from seven reviews on the n8n partner directory. The company also reports receiving Clutch Champion and Global awards in Spring 2024, based on 19 five-star reviews. Ownership and continuity Work runs in the client's accounts and on the client's tools. The site states that clients own everything built, and that systems continue running if the relationship ends. Documentation, training, monitoring dashboards, and runbooks can be handed over to the client's team. 2V can provide ongoing monitoring, optimization, and additional automation work through a separate monthly agreement. Source: https://2vautomation.ai ## What 2Vautomation does Purpose 2V Automation connects dispatch, technician scheduling, on-site capture, billing, inventory, and customer communications across an existing field-service stack. It is designed to reduce reliance on dispatcher memory, paper forms, manual invoicing, and disconnected customer updates. Field Service Module - Intelligent dispatch: Match jobs to technicians using skills, location, service-level commitments, parts availability, and priority. Emergency jobs can interrupt scheduled work. - Route optimization: Optimize routes for drive time, job duration, and parts pickup, with recalculation when jobs overrun or emergencies occur. - On-site capture: Use digital technician forms to collect job details, signatures, completion notes, and exception data in real time. - Photo and asset documentation: Capture geo-tagged, timestamped photos, serial numbers, meter readings, and condition reports on the job record. - Customer notifications: Send automated confirmation, ETA, technician-on-the-way, arrival, completion, and invoice messages by SMS or email. - Post-job invoicing: Generate an invoice from completion data and rate cards, then send it with a payment link. - Inventory hooks: Decrement truck stock, trigger reorder thresholds, and initiate warehouse pulls or purchase orders. - Recurring service operations: Schedule annual, quarterly, or monthly visits from contract terms and prior-visit dates. Existing systems The Backbone works around ServiceTitan, Housecall Pro, Jobber, FieldEdge, simPRO, and WorkWave. Other listed integration categories include HubSpot, Salesforce, Pipedrive, Zoho, QuickBooks, Xero, Sage, NetSuite, Twilio, Gmail, Outlook, WhatsApp Business, Google Maps, Mapbox, OptimoRoute, Routific, Stripe, Square, and custom dashboards. Implementation The five-step process is an FSM audit, dispatch logic and routing, on-site capture and notifications, invoicing and parts integration, and recurring-service setup with monitoring. The first module is usually live in four to six weeks; a full module set generally takes 10–16 weeks depending on FSM choice and service-line complexity. Published pricing - Workshop and Scorecard: $2,500 for a half-day diagnostic and prioritized roadmap. - Foundation install: typically $15,000–$50,000, depending on FSM choice, service-line count, and modules. - Ongoing retainer: from $1,000 per month for monitoring and maintenance, with higher tiers adding build capacity. Source: https://2vautomation.ai ## Where 2Vautomation works Lists Spring as a location. Areas beyond these are not published. ## Prices Who it serves 2V provides production-grade automation for consultancies, agencies, and engineering firms. The focus is on reducing margin leakage across proposals, time tracking, scope management, reporting, project setup, billing, and documentation. Operations Backbone The Backbone is a connected automation layer built on n8n and native APIs across an existing project-management, CRM, time-tracking, and accounting stack. It can provide: - Proposal generation from CRM data, standard pricing, and scope libraries, with AI-drafted narrative approved by humans. - Automatic project setup after a deal closes, including folders, task templates, kickoff emails, and billing schedules. - Time-tracking reminders, missing-time alerts, and compliance dashboards. - Utilization, project-margin, and accounts-receivable reporting. - Automated client status updates and client portals. - Time-to-bill workflows for retainers, fixed-fee work, and time-and-materials projects. - Automatic filing for contracts, statements of work, deliverables, and project artifacts. - Compliance records, license tracking, certificate renewals, and audit-ready logs for applicable firms. Custom AI agents can draft proposals, summarize calls into CRM notes, triage inbound RFPs against a scope library, and flag scope creep. Integrations 2V works with existing tools rather than requiring a new platform. Listed integrations include ClickUp, Asana, Monday, Notion, Wrike, Smartsheet, HubSpot, Salesforce, Pipedrive, Zoho, Copper, Hubstaff, Harvest, Toggl, Clockify, Everhour, QuickBooks, Xero, Stripe, FreshBooks, Bill.com, PandaDoc, DocuSign, Google Drive, Egnyte, SharePoint, Slack, Gmail, Teams, Twilio, and Front. Installation The delivery sequence is a discovery workshop, roadmap and scope, a 28-day Foundation Build, live switch and training, and ongoing expansion. The Foundation typically includes quote-to-cash, time-to-billing, and one reporting dashboard. Existing workflows run in parallel for a week after the live switch as a safety net. Published pricing - Discovery Workshop: $2,000, credited into the Foundation if the client proceeds. - Foundation Backbone: $7,000–$13,000 one-time, with 28 days from kickoff to live. - Ongoing Expansion: $1,000, $3,500, or $6,500 monthly tiers depending on engineering coverage. - Custom modules: priced according to scope, usually within an active retainer. Source: https://2vautomation.ai ## 2V Automation Overview AI automation for $1M+ businesses 2V Automation removes manual work from businesses past $1M in revenue. It identifies operational busywork and builds the software, automation, or custom tools needed to remove it. Core delivery model - Discovery week: 2V spends a week inside the operation with the people doing the work, identifying where time and margin are lost. - The plan: The team maps how the business operates and produces a ranked list of changes, including the payback for each item. The plan is yours to keep. - Build: 2V delivers one process at a time. Depending on the plan, this may involve new software, an n8n automation layer, or a custom internal tool. - Improve: After systems are running, 2V can continue improving operations, taking on additional processes, and automating more work. The first process is usually live within four to six weeks after the discovery and planning period. Clients own the systems: work runs in their accounts and on their tools, and the workflows are documented in plain language with team training. What may be built The discovery determines the solution. It may be a software change, an n8n automation layer over existing tools, a custom internal CRM or product, or a combination of these. 2V also offers a free Efficiency Scorecard that takes about ten minutes and helps identify where a team is losing hours and which processes deserve closer attention. Contact - Email: [email protected] - US phone: (929) 590-9005 © 2026 2V Automation. All rights reserved. Source: https://2vautomation.ai ## AI Automation Consulting Purpose 2V Automation's AI automation consulting helps $1M+ businesses decide what to automate, why to automate it, and in what order before implementation begins. The output is a practical roadmap with ROI calculations rather than a tool list or sales pitch. Consulting services - Operations assessment and opportunity mapping: Review workflows end to end, identify bottlenecks, and rank automation opportunities by payback. - AI readiness and infrastructure review: Assess data, systems, and the team's technical capacity to determine where AI fits. - Strategic roadmap development: Create a sequenced plan covering systems, budget, timeline, and expected ROI. - Vendor evaluation and tool selection: Recommend tools based on operational fit and existing technology, including open, self-hosted, and commercial options. - AI governance and compliance: Establish access controls, audit trails, and review processes for the automation layer. AI is suited to tasks such as classifying messy inputs, drafting text for human review, extracting structure from documents, and answering questions from a body of knowledge. Integration and clear rules are generally better for tasks such as moving data between systems, exposing statuses, or routing approvals. Consulting process - Discovery: Review workflows, bottlenecks, technical capacity, and strategic alignment. - Roadmap creation: Turn the findings into a prioritized action plan with tool recommendations and integration requirements. - Validation: Pressure-test the plan against ROI before code is written. Consulting typically runs for a few weeks. It is separate from implementation: consulting decides what to automate and in what order, while implementation builds and ships the systems. Source: https://2vautomation.ai