Business Automation

Eliminate 10+ Hours of Admin Work Every Week

Automate scheduling, follow-ups, invoicing reminders, and more—so you can focus on what you do best: running your business and serving customers.

The Problem

You started your business to do the work you love—not to drown in admin tasks. But every day, hours disappear into sending reminders, following up on quotes, chasing invoices, and keeping customers engaged.

The average service business owner spends 15+ hours per week on administrative tasks that could be automated. That's 750+ hours per year—almost 19 full work weeks.

Meanwhile, leads go cold because follow-ups fall through the cracks. Customers forget appointments. Invoices sit unpaid. It doesn't have to be this way.

Automation That Actually Works

Set it up once, and it runs forever. No more manual busywork.

Automated Appointment Reminders

SMS and email reminders sent automatically before appointments. Reduce no-shows by up to 80%.

Follow-Up Sequences

Automatic follow-ups after quotes, jobs, and inquiries. Never let a lead go cold again.

Invoice & Payment Reminders

Automated payment reminders that get you paid faster without awkward conversations.

Lead Nurturing Campaigns

Keep past customers engaged with seasonal reminders, maintenance tips, and special offers.

CRM Integration

Connect with your existing tools—ServiceTitan, Housecall Pro, Jobber, and more.

Custom Workflow Automation

Build custom automations for your specific business processes. If you can describe it, we can automate it.

Automation in Action

Real workflows that save hours every week.

Quote Follow-Up Automation

Customer requests a quote but doesn't respond. Instead of manual follow-up, they automatically receive a check-in after 2 days, a special offer after 5 days, and a final outreach after 10 days.

Appointment Confirmation Flow

24 hours before an appointment: confirmation request. 2 hours before: reminder with technician info. After the job: review request and follow-up survey.

Seasonal Campaign Automation

Every spring, your HVAC customers automatically receive AC tune-up reminders. Every fall, furnace maintenance. Zero manual effort.

Invoice Payment Chase

Invoice sent. Day 7: friendly reminder. Day 14: payment link. Day 21: phone call scheduled to your calendar. All automatic.

"Finally, I can focus on the job site instead of being glued to my phone. Worth every penny."

Carlos M.

CM Contractors, San Antonio

Custom Solutions for Your Business

Business automation is customized to your specific workflows and integrations. We'll build exactly what you need—nothing more, nothing less.

  • Free workflow consultation
  • Custom integrations with your tools
  • Ongoing optimization included

Pricing

Custom

Based on your specific needs

Get Your Quote