Clear documentation
Comprehensive guides for your team.
New Gen AI Automation Partner
Automate Smarter. Grow Faster. Build your future.
Capture every lead, send quotes faster, and update customers automatically—without changing the tools you already use.
What we build for You
Modular websites and automations that capture leads, schedule work, and keep customers in the loop.
Lead capture & follow-up
Turn every web form or missed call into a booked appointment with quick follow-up.
Scheduling & job updates
Keep crews and homeowners on the same page with automatic reminders and status updates.
Quotes, estimates, and invoices
Generate and send clean paperwork faster, without retyping details.
Job data pipeline
Keep job info, photos, and updates consistent across your tools.
Custom tool bridges
Connect niche tools or legacy systems without forcing a platform switch.
Team training & handoff
Show crews and office staff how to use the new flows, with clear docs.
Our services
Automation systems that connect your tools, data, and teams.
Core Services
Live automation
Waiting...
Queued
Waiting...
Queued
Waiting...
Queued
Tasks automated
0
Share of workflow automated
0%
Example flow
New lead -> record created -> SMS/Email follow-up -> visit scheduled.
Lead intake Contact Follow-up Scheduling
Key results
- Fewer missed calls and faster callbacks
- Lead-to-visit happens automatically
- Office saves hours of double entry
Live sync
Billing
CRM
Projects
Example flow
Visit booked -> reminders go out -> status shared with crews and customer.
Scheduling Reminders Status Board
Key results
- Fewer no-shows and missed windows
- Crews see the latest info automatically
- Homeowners get timely updates
System mapped
Process Map
Runbook
Example flow
Lead intake -> job steps -> handoff rules in one playbook.
System map Runbook Handoffs
Key results
- Anyone can follow the playbook
- New hires ramp faster with fewer errors
- Less risk sitting with one person
Live data
Data Warehouse
Example flow
Jobs and revenue -> pipeline view -> dashboard for owners.
Jobs Revenue Dashboard Pipeline
Key results
- One source of truth for jobs and dollars
- Reporting runs on a schedule, not by hand
- Owners see near real time performance
Custom connector
Legacy
Custom Bridge
Modern App
Example flow
On premise ERP -> webhook bridge -> cloud CRM and accounting.
ERP Webhook CRM Accounting
Key results
- Legacy tools work with modern systems
- Double entry for niche tools disappears
- You avoid a risky full system migration
Live training
Share of team trained and active 0%
Session scheduled
Example flow
Host a session -> share recording -> create quick start library.
Live session Recording Quick start
Key results
- Teams actually use the new systems
- Fewer support questions and less confusion
- Leads and tasks stop slipping during rollout
Lead capture & workflows
Typical client: Contractor office teams
Timeline: 2 - 4 weeks
The Problem
Leads slip through the cracks when forms, calls, and texts don’t sync. Double entry slows your office and crews.
What We Build
- • Lead intake integration
- • Contact integration
- • Follow-up integration
What You Get
- • Fewer missed calls and faster callbacks
- • Lead-to-visit happens automatically
Scheduling & status updates
Typical client: Teams using multiple core systems
Timeline: 3 - 5 weeks
The Problem
Crews and customers are out of sync on times, arrivals, and job status.
What We Build
- • Scheduling integration
- • Reminders integration
- • Status integration
What You Get
- • Fewer no-shows and missed windows
- • Crews see the latest info automatically
Process documentation
Typical client: Growing teams with complex tools
Timeline: 2 - 3 weeks
The Problem
Job steps and automations live in people’s heads. New hires and subs make avoidable mistakes.
What We Build
- • System map integration
- • Runbook integration
- • Handoffs integration
What You Get
- • Anyone can follow the playbook
- • New hires ramp faster with fewer errors
Job data & reporting
Typical client: Service firms with heavy reporting
Timeline: 4 - 6 weeks
The Problem
You can’t see jobs, costs, and pipeline in one place without exporting and merging sheets.
What We Build
- • Jobs integration
- • Revenue integration
- • Dashboard integration
What You Get
- • One source of truth for jobs and dollars
- • Reporting runs on a schedule, not by hand
Custom tool bridges
Typical client: Firms with niche or legacy software
Timeline: 4 - 8 weeks
The Problem
You’re stuck with a legacy or niche tool that doesn’t talk to anything else, so your team re-enters data.
What We Build
- • ERP integration
- • Webhook integration
- • CRM integration
What You Get
- • Legacy tools work with modern systems
- • Double entry for niche tools disappears
Training & handoff
Typical client: Teams adopting new automations
Timeline: 1 - 2 weeks around go live
The Problem
New automations aren’t used correctly, so work falls through the cracks.
What We Build
- • Live session integration
- • Recording integration
- • Quick start integration
What You Get
- • Teams actually use the new systems
- • Fewer support questions and less confusion
What every project includes
Standard deliverables for every engagement.
Architecture diagrams
Visual maps of your data flow.
Error handling
Systems that alert you if something breaks.
Clean workflow design
Logic that is easy to understand and maintain.
Training
Handover sessions to ensure adoption.
Support window
Post-launch support to fix any issues.
Industry playbooks
Real world examples of automation in action.
For service businesses
Automate client onboarding, invoicing, and project setup. Save 10+ hours per week on admin.
For engineering firms
Sync project management tools with financial systems. Ensure accurate billing and resource tracking.
For operations teams
Streamline inventory management and order processing. Reduce errors and speed up fulfillment.
Process
How we work
A systematic approach to building automation that actually works.
STEP 01
Discover & Plan
We audit your website, intake, and tools to see where leads, quotes, and job updates leak. Your CRM stays as-is if you like it; we design around it.
Customers -32%
Cost Management -54%
Weakest Systems
Sales $103,430 -26%
Marketing & ads
32% Score
AI Automation
14% Score
Money & Finance
44% Score
STEP 02
Build & Automate
We build the flows: lead capture, reminders, quotes, job status, docs. A secure cloud database backs it, a workflow engine orchestrates it, and custom scripting handles the heavy logic.
Activity
Monthasync function generateResponse(prompt) {
const response = await fetch('https://api.openai...');
return response.json();
}
Users 3.6K
Calls 2m
STEP 03
Launch & Support
We launch, monitor, and train your team. We adjust as you grow—no forced platform switch unless you ask for it.
Growth & Efficiency Driven by AI
Users 3.6K
Calls 2m
Marketing & ads
84% Score AI Automation
94% Score
BENEFITS
Why Choose Us?
Everything you need to automate, optimize, and scale
Fewer missed leads
Every form, call, or text is captured and followed up without manual chasing.
Faster quotes, faster wins
Send estimates and invoices without retyping, so you close work sooner.
Keep tools, add automation
We integrate with your CRM and tools; cloud databases, workflow engines, and custom scripts run the automations.
FAQ's
Frequently Asked Questions
Find quick answers to the most common questions about our automation projects.
Only if you ask. By default we integrate with what you use, and keep it as the source of truth.
We provide a fully managed service. We host, maintain, and secure all automations on our infrastructure, so you get the results without managing the code.
A modern cloud database is our backbone, a dedicated workflow engine orchestrates, and custom scripting handles the heavy lifting. We integrate with your CRM and preferred email stack.
Most initial builds take 2–4 weeks from discovery to deployment, depending on scope.
Reach out anytime
Ready to Automate Smarter?
Let's Build Together
Schedule a call and begin automating your business processes.
Contact us