Automations & Custom Software
We Diagnose Your Business First. Then We Automate What Makes or Saves You Money.
No guessing and no software you don't need. We start with a call to see how your business runs, find where you're losing time and jobs, and build a custom plan to fix it.
- Starts with a look at how your business actually runs
- A custom plan, not a one-size-fits-all software package
- Built around the tools you already use where possible
- We support and improve it after it's live
Example
Your Automation Plan
- Text back every missed call
- Follow up on estimates that go quiet
- Ask happy customers for reviews
- Speed up quoting with a custom toolNext
- Book jobs straight to your calendarNext
Every plan is built from your diagnosis call. Yours will look different.
How It Works
Diagnose, Plan, Build, Improve
We don't sell you a tool and walk away. We figure out what's worth automating first.
Step 1
Diagnosis Call
We walk through how leads come in, how you follow up, quote, schedule, and get paid, and find where time and jobs slip away.
Step 2
Custom Plan
You get a plan of what to automate, in what order, and what each piece should make or save you.
Step 3
We Build It
We set it up, connect it to your phone, calendar, and tools, and test it before it touches a customer.
Step 4
We Support & Improve It
We stay on it. As your business changes, we fix, adjust, and add to what we built.
What We Build
Automations and Software Built Around Your Business
Your plan pulls from four kinds of work. Most owners start with one or two.
CRM & Follow-Up Automation
Every lead lands in one place and gets followed up without you chasing it.
- Missed-call text back, so a missed call gets a text in seconds
- Lead nurture texts and emails for estimates that go quiet
- Automatic review requests after a job is done
- A simple pipeline so you can see every lead and where it stands
AI Receptionist & Chat
Calls, texts, and website chats get answered and booked, even when you're on a roof.
- Answers calls and texts when you can't pick up
- Website chat that answers common questions
- Asks the right questions and books jobs on your calendar
- Hands off to you when a customer needs a real person
Custom Software & Apps
Tools built around how your shop actually works, not the other way around.
- Internal tools for your office and crews
- Dashboards that show leads, jobs, and numbers in one view
- Quoting and estimating apps
- Integrations that connect the software you already use
Custom Web Development
Custom-built sites and web apps for projects that go beyond a standard website package.
- Custom-built websites with features a template can't handle
- Web apps and customer portals
- Booking, quote request, and intake flows
- Available for home service and other businesses
The Problem
Where Home Service Owners Lose Money
Most of it isn't the work itself. It's the stuff around the work: calls you can't answer, follow-ups that never happen, and hours of admin after the crew goes home.
The diagnosis call finds which of these is costing you the most, so that's what gets fixed first.
Missed Calls
You're on a job, the phone rings, and that customer calls the next company on Google before you can call back.
e.g. a missed call gets a text back in seconds
Slow Follow-Up
Estimates go out and nobody follows up. Leads go cold while you're busy running jobs.
e.g. automatic follow-up texts after an estimate is sent
Manual Quoting & Scheduling
Evenings spent building quotes by hand and playing phone tag to get jobs on the calendar.
e.g. a quoting tool and online booking built for your trade
Double Data Entry
The same customer info typed into your phone, your CRM, your invoicing, and a spreadsheet.
e.g. connecting your tools so info is entered once
Our Other Offers
Need More Leads Coming In Too?
Find Out What's Worth Automating in Your Business
Book a diagnosis call. We'll map out what to automate first and why.
- No Obligation
- 100% Free
- 15-Minute Call
A Few Quick Questions. Then Pick a Time.
Takes 30 seconds. Then pick a time and we'll look at how your business runs.
What do you do?
So we can show you what we run for your trade.
FAQ


