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.

  1. 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.

  2. Step 2

    Custom Plan

    You get a plan of what to automate, in what order, and what each piece should make or save you.

  3. 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.

  4. 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

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
BOOK YOUR DIAGNOSIS 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.

Question 1 of 50%

What do you do?

So we can show you what we run for your trade.

FAQ

Questions Owners Ask About Automation

Do I need to buy new software?

Not always. On the diagnosis call we look at what you already use. If your current tools can do the job, we build on them. If something is missing or getting in the way, we'll tell you and explain why before anything gets built.

Will this work with my current CRM and phone system?

In a lot of cases, yes. Many CRMs, phone systems, calendars, and job management tools can be connected. We check what you use on the diagnosis call and tell you straight what will and won't connect.

How long does it take to get set up?

It depends on what we build. A missed-call text back or review request flow is a much smaller job than a custom quoting app. Your plan lays out what gets built first and the timeline for each piece.

What does it cost?

It depends on scope. Every business is different, so we don't use one price for everyone. After the diagnosis call we give you a plan and a quote, and you decide if it makes sense for you.

Do you only work with home service businesses?

Automations, CRM, and AI receptionist work is built mainly for home service businesses like roofers, painters, electricians, and HVAC companies. Custom web development is also available for other kinds of businesses.

What happens on the diagnosis call?

We ask how leads come in, how you follow up, how you quote and schedule, and where time or jobs slip through the cracks. From there we put together a custom plan of what to automate first and what it should make or save you.

What happens after it's built?

We don't hand it off and disappear. We support what we build, fix what needs fixing, and keep improving it as your business changes.