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You don't need thirteen automations. You need the one stopping the bleeding.

Here's everything we build, in the order we'd build it for a shop your size. Pick the first one, or run the free audit and we'll tell you which.

01 · Stop the bleed (start here)

The calls and forms slipping past you. Closed up first.

If you only do one thing this quarter, it should come from this row. Every shop we audit has at least one of these leaks open.

01 · Most-picked Live demo

AI Receptionist

A real-sounding voice picks up your phone in 2 rings. Asks what's wrong. Books the job into your calendar. Texts you the details. You finish what you're doing. You don't lose the customer.

HVAC · Plumbing · Electrical · RoofingShips in 1–2 weeks
02 · Quick win

Missed-Call Text-Back

You're on a ladder. Phone rings. You can't grab it. 60 seconds later they get a text from your number with a booking link. The job stays warm until you're down.

Works with any phone lineShips in 3 days
03 · Foundation

Lead Recovery System

Voicemail, web form, Google message, after-hours call — all into one inbox with response timers. Nothing sits for two days. Nothing slips to the next guy.

Cleaning · Landscaping · GCShips in 1 week
02 · Get the job booked

From "interested customer" to "in the calendar," without a phone tag chain.

Once the lead is captured, these workflows make sure it doesn't sit for three days waiting for a callback.

04 · Booking

Booking Automation

Jobs land in Jobber, Housecall Pro, ServiceTitan, or Google Calendar — whatever you already use. Customers pick a slot you actually have open. No double-bookings. No "let me call you back to confirm."

Integrates: Jobber · HCP · Google · ICSSaves ~3 hr/wk
05 · Recovery

Quote follow-up

You sent a quote Tuesday. Heard nothing by Friday. We text them once, politely, on your behalf with a soft nudge and a yes-no link. About half respond. Most of those book.

Renos · Roofing · Landscaping · GCWins quotes back
06 · Money in

Proposal & Payment Automation

Quote out, deposit in, invoice on completion. The paperwork stops being your evening job. Customers pay by card or e-transfer. You see when it lands.

Stripe · Square · PADFaster cash flow
03 · Get paid + get reviewed

The two things that compound: cash collected on time and reviews while the work is fresh.

Once you've got steady booked work, these are the workflows that turn one job into the next three.

07 · Invoicing

Invoice Automation

Job done, invoice goes out same day. Polite reminder at day 7. Firmer one at day 14. You stop chasing. The customers who were going to pay still pay; the ones who weren't get caught earlier.

QuickBooks · Wave · JobberCuts A/R aging
08 · Reviews

Google Review Automation

Happy customer at 11am gets a review request at 1pm — while the work is still fresh in their mind. You build the reviews that get you the next call. We never ask before you've confirmed they're happy.

Google · Facebook · HomeStarsCompounding effect
09 · Reputation

Review Management

5-star review gets a "thank you" from your account, same day. Anything 3 stars or lower gets flagged to your phone within 15 minutes — before it sits public for 48 hours and shows up in search.

Owner-approved replies onlyProtects your name
04 · Run it as a system

When the basics are running clean, these turn the shop into a system that doesn't need you at the centre of every job.

Most shops don't start here. But if you've got the first nine running, this row is where the next year of growth comes from.

10 · CRM

Field-Service CRM Setup

If you're running on a spreadsheet, a paper book, and your phone's notes app, we get you onto a real CRM without making it your second job to learn it. Migration included. Training in plain language.

Jobber · HCP · ServiceTitan · GHLFoundation
11 · Local SEO

Google Business Profile

Your profile is the first thing a customer sees when they search you. We keep it accurate, post weekly updates, respond to questions, and make sure the photos look like a real working shop.

Posts · Q&A · Photos · HoursMore leads, same calls
12 · Reactivation

Marketing Automation

A customer you served two years ago is the cheapest job you'll book this month. Seasonal nudges for furnace tune-ups, AC checks, gutter cleans — we write the email, you approve it, they book.

Email · SMS · Owner-approvedRepeat business
13 · Visibility

Content Repurposing

One job photo on your phone becomes a Google post, a Facebook post, and a one-line update for your site. You send the photo, we do the rest. Five minutes a week, working all week.

From your camera rollAlways-on marketing
14 · Bespoke

Custom Automations

A workflow nobody else has? Tell us. If we can build it without making your day harder, we will. If we can't, we'll say so and tell you who can.

Scoped per shopQuote on request
How we actually start

One workflow at a time. The one losing you the most money.

We don't sell you a platform. We don't sign you onto a 12-month contract. We build the one automation that came out biggest in your audit, you watch it run for two weeks, and we keep what earns its keep.

If it works, we build the next one. If it doesn't, we fix it or pull it. Your call. Always.

The four guarantees

  • You approve every script, every SMS template, every escalation rule before anything goes live.
  • Nothing sends from your accounts that you didn't sign off on. No surprise emails. No surprise calls.
  • You can pull the plug any time. We turn it off within the hour. No exit fees.
  • No invented customer numbers. Every metric in your audit is labeled as an estimate from your inputs.
Run my free auditTalk to us first
EXAMPLE ONBOARDING · 14 DAYSEXAMPLE
Day 1Audit
You answer 8 questions. We email the report.
Done
Day 2Scoping
15-min call. Pick the first workflow.
Done
Day 3–6Build
Scripts, integrations, escalation rules.
Done
Day 7Owner review
You read every line. Approve or revise.
Your call
Day 8Go live
On your phone line. Real calls.
Live
Day 9–22Shakedown
Daily transcripts. Weekly tuning.
Tuning
Example  Actual timeline depends on call volume + integrations

Not sure which one you need? The audit will tell you.

Eight questions. 30 seconds. A report in your inbox with the leak number and the first workflow we'd build for a shop your size.

No follow-up sequence · You call us back when you're ready

Run my free audit