Service
Workflow Automation
We automate the repetitive steps between a lead coming in and a job getting paid — instant replies to new leads, creating the client in your job software, scheduling notices, and review requests when a job closes.
Is this you?
- Leads from your website, Google or Angi sit for hours before anyone calls back
- The office copies the same information between email, spreadsheets and job software
- Nobody remembers to ask happy customers for a review
What's included
- Up to 3 workflows built with Zapier, Make, or a small Cloudflare Worker
- Examples: web form → instant text/email reply → new request in Jobber/HCP → owner notified; quote approved → schedule notice; job closed → review request
- Runbook documenting each automation
- Training session and 30 days of fixes
Trades this helps most
FAQ
Questions about workflow automation
What is the fastest way to respond to every new lead?
Send an automatic text or email within a minute of the form or call coming in, create the lead in your job software at the same time, and notify whoever follows up. A person still calls back — the automation just makes sure nobody waits.
Not sure where to start?
Book a free 30-minute Systems Check. We'll walk through how a job moves from first call to paid invoice, then tell you plainly what's worth fixing first. If nothing is, we'll tell you that too.