We build and run the automation behind the job: approved quotes and finished jobs become invoices with a pay link, open balances get reminders by text and email, and documents and handoffs move on their own. The owner gets one report with leads, jobs, invoices and cash.
What kicks off the work
Trigger
An event in your CRM, calendar or accounting system starts the run on its own.
Route
Rules pick the owner, the approver and the next step, in order.
Generate and send
Invoices, documents and reminders are created, sent and filed where they belong.
Log and report
Every step lands in the audit log and rolls up into the owner report.
One process drawn the way we build it: the event that starts the work, the steps we automate down the spine, and the finished run at the end.
What we build
Not sure which one to build first? Tell us where the business is now and we send back a ranked build order.
Get your free growth roadmapA won job, a new client or a signed contract starts the next steps on its own: tasks assigned, people notified and approvals routed, with exceptions sent to a person.
Contracts, change orders and work orders build themselves from records you already keep, go out for signature, and file the signed copy where it belongs.
An approved quote or a finished job becomes an invoice with a pay link, and it marks itself paid in your accounting system when the money lands.
Every open balance gets reminders on a schedule by text and email, and you can see what is owed, and by whom, on any day.
One screen and one scheduled report with the numbers the owner runs on: leads, booked jobs, invoiced, collected and owed, pulled from the systems that hold them.
Customer, job and payment data reads the same in your CRM, calendar and accounting system, so every screen shows the same number.
Not on this list? We build to spec.
How we work
We sit with the people doing the work and write down every step, handoff and exception as it actually happens today.
You get a diagram of the triggers, the branches and who touches what. Nothing is built until you have read it and agreed with it.
We build the automation, connect the systems it touches, and run it against real cases, including the ones that break the rules.
It goes live with monitoring and alerts on. We train your team, tune the rules against real runs, and keep it running.
The repetitive ones that follow rules: quote to invoice, finished job to payment request, new client onboarding, approvals, recurring reports, and the data entry that keeps two systems in agreement. If a person follows the same steps every time, it can be built. Your team keeps the judgment calls and the customer conversations.
Yes. A finished job or an approved quote becomes an invoice in QuickBooks or Xero with a Stripe or Square pay link. Open balances get text and email reminders on the schedule you set, and the invoice marks itself paid when the payment lands.
The numbers you run the business on, pulled from the systems that already hold them: new leads by source, booked jobs, invoiced, collected and still owed. It updates on its own, a summary lands in your inbox on the schedule you choose, and every figure clicks through to the record behind it.
Anything with an API, which covers most of what a business already runs: QuickBooks, Xero, Stripe, Square, Google Workspace, Microsoft 365, HubSpot, Slack and the rest. For older software with no API, we use a bot that works the screen the way a person would.
Every workflow ships with validation, retries and alerts, so a failed step raises itself instead of going quiet. We watch the runs, and when a platform changes its API, fixing the integration is our job. Your data, configurations and workflows stay yours and exportable at any time.
It is scoped on the call. Scope follows how many steps, systems and exceptions the process has, and whether it includes invoicing, documents or reporting. You get a written scope before any commitment.
Bring the spreadsheet, the email chain and the step that keeps slipping. We map it, build the automation, and run it. Our own invoicing and reporting run the same way.