Stop retyping the same job five times.
Automations that move leads, quotes, jobs and invoices between the tools you already use, with AI doing the sorting, drafting and summarizing, and a person approving what goes out.
Six steps by hand, or none.
Today, by hand
- Copy the lead from the form email
- Paste it into the CRM
- Text the customer back
- Add it to the calendar
- Remind yourself to follow up
- Tell the crew lead
Automated
The lead arrives, the CRM record, the reply, the calendar hold, the follow-up and the crew text all happen on their own, in under a minute.
Your team sees one notification and makes the call.
The busywork, handled.
New lead, everywhere at once
Calls, forms, Local Services Ads messages and Meta lead forms land in your CRM and calendar with the source attached, instead of in five inboxes.
Quote follow-up
Every quote gets a reminder on a schedule you set, and the sequence stops the moment the customer replies or books.
Job done, paperwork done
A finished job triggers the invoice, the review request and the warranty note, in that order, without anyone remembering to.
The daily summary
One message each morning: what came in yesterday, what got booked, what was missed and what needs a call back.
Three questions before we build anything.
Does it happen every day? Rare tasks aren't worth automating. Daily ones pay back fast.
Are the rules clear? If two people on your team would handle it differently, we agree the rule first.
What does a mistake cost? Where an error costs money or a customer, a person approves the step.
Questions about automation.
Can't I just use Zapier?
What happens when something breaks?
Which tools do you connect?
What does it cost?
Name the task your team hates most.
We'll tell you if it's worth automating, and what it would take.