Workflow Automation
Stop doing work your software should handle. We connect your systems and automate the busywork so you can focus on actual work.
Projects starting at $1,500
What You Get
Systems that talk to each other. Data that flows without re-entry. Tasks that happen automatically. We optimize your existing tools and connect them into one cohesive workflow.
Software Audit
We map what you're using, what's working, and where you're wasting time on manual tasks.
System Integrations
Connect your CRM, scheduling, invoicing, and accounting. Data enters once and flows everywhere.
Automated Follow-Ups
Leads get contacted. Quotes get followed up. Reviews get requested. Without you remembering.
Job Status Updates
Customers get notified automatically when techs are dispatched, jobs complete, or invoices are ready.
Reporting Dashboards
See your numbers — leads, jobs, revenue — in one place without pulling from five different apps.
Documentation & Training
We document every automation and train your team so you're not dependent on us to maintain it.
Common Automations We Build
These are the workflows that save trade businesses the most time.
Lead Capture → CRM → Follow-Up
Website form submissions automatically create contacts, assign to sales, and trigger email sequences.
Booking → Calendar → Notifications
New appointments sync to tech calendars with customer reminders sent automatically.
Job Complete → Invoice → Books
Completed jobs trigger invoicing and sync to QuickBooks without double entry.
Invoice Paid → Review Request
Happy customers get automatic review requests at the right moment.
Daily/Weekly Reports
Get automated summaries of leads, jobs, and revenue delivered to your inbox.
Internal Alerts
Get notified when leads go cold, jobs stall, or follow-ups are missed.
Who This Is For
Trade businesses drowning in software they don't fully use.
You pay for tools that could do more. You manually copy data between apps. Your team forgets follow-ups because nothing reminds them. This service fixes the gaps.
Tools We Work With
We integrate the software trade businesses actually use.
Field Service
- ServiceTitan
- Housecall Pro
- Jobber
- ServiceM8
Accounting
- QuickBooks Online
- QuickBooks Desktop
- Xero
- FreshBooks
CRM & Marketing
- HubSpot
- Mailchimp
- Google Workspace
- Microsoft 365
Automation
- Zapier
- Make (Integromat)
- Custom APIs
- Google Scripts
Don't see your software? Ask us. If it has an API or integration options, we can probably work with it.
How We Work
Project-based or ongoing support — your choice.
Automation Project
$1,500+
one-time
Define the problem, build the solution, hand it off.
- Software audit and mapping
- Custom automation build
- Testing and refinement
- Documentation
- Team training
- 30 days of support
Ongoing Optimization
$500+
per month
Continuous improvement and support.
- Everything in project tier
- Monthly optimization reviews
- New automations as needed
- Troubleshooting and fixes
- Software recommendations
- Priority support
Common Questions
Do I need to switch software?
Usually no. We optimize what you have first. We only recommend changes when it truly makes sense.
How complicated is this to maintain?
We build for simplicity and document everything. You won't be dependent on us.
What if something breaks?
We include support with every project. Ongoing clients get priority fixes.
Ready to Work Smarter?
Let's talk about what's eating up your time and how to automate it away.