Automation & workflow

Automation built for trade businesses

Seven workflows that cover the points where work gets lost in a home-service business. Nothing new for your crew to learn, running costs included in one monthly fee, and within a week you will know whether it is earning its keep.

Why this and not a bigger system

Most software sold to trade businesses assumes someone has time to sit at a desk and drive it. The workflows below run without anyone opening an app. They act on things that already happen, such as a call going unanswered or a job being marked complete.

We work with home-service businesses across Riverside County and the areas around it, in eight trades from roofing and HVAC to landscaping, pool service, painting and garage doors. Because the focus is that close, we already know what a dispatch day looks like and where the work slips.

You do not need to know what runs underneath. We handle the tooling. What matters to you is whether the missed call gets answered and the lead shows up somewhere you can act on it.

The workflows

What we build

Each one says what it needs from you. Three run on their own once they are set up. The rest read from a list or a calendar you already keep, and they are only ever as good as that list, so we would rather tell you now than have you find out in month two.

Nothing to maintain

01

Missed-Call Text-Back

A missed call sends an automatic text within seconds, so the caller stops dialing competitors.

The problem

You were on a roof, under a sink, or in a crawlspace. The phone rang. By the time you called back, they had already booked someone else.

How it works

The moment a call goes unanswered, the system texts the caller from your business number. Something like “Sorry we missed you, this is Dave at [Business]. What do you need help with?” The reply lands in your inbox and your phone. Most callers answer a text long after they have stopped waiting for a callback.

Callers who would have moved on stay in the conversation.

Nothing to maintain

02

Lead Routing & CRM Sync

Every lead from a form, a call or a referral is logged and routed automatically. Nothing is copied by hand.

The problem

Leads arrive in four places: the website form, voicemail, a text to your personal phone, and a referral someone mentioned at a job site. Some get written on an invoice and lost.

How it works

Every inbound lead lands in one place automatically, tagged by source, trade and city, and routed to whoever should act on it. If you do not run a CRM, a shared spreadsheet plus an instant email works just as well to start. If you do, we connect to it. Field-service systems such as Jobber, Housecall Pro and ServiceTitan need a custom connection rather than an off-the-shelf one, so we check what yours allows before quoting it and price that part separately. The spreadsheet-and-email version is what runs our own city sites today, so you can watch it work before you commit to anything.

One list, nothing retyped, nothing lost.

Needs jobs marked done

03

Automated Review Requests

When a job is marked done, the customer gets asked for a review at the moment they are happiest.

The problem

You know reviews matter. You also just finished a ten-hour day and asking feels awkward, so it does not happen, and the customers who would have said something good never get asked.

How it works

Mark the job complete and a short text or email goes out a set time later with a direct link to your Google profile. No awkward ask, no chasing. Every customer gets the same request, which is what Google requires. If someone replies unhappily, that reply is flagged to you straight away so you can deal with it.

Reviews accumulate steadily instead of sporadically, which is what local search rewards.

Nothing to maintain

04

After-Hours Intake

A front door for after-hours and overflow inquiries that captures the details and reaches you within seconds.

The problem

Homeowners search at 9pm. A form that just says “we will get back to you” loses to a competitor who answers.

How it works

An intake form written for the way a homeowner actually describes a problem at 9pm, rather than a generic contact box. The moment it is sent it reaches your inbox and your phone, and the homeowner gets an immediate reply confirming what they told you and when to expect a call. It does not pretend to be you, and it does not try to answer questions it cannot. It makes sure the inquiry is in your hands while they are still awake.

After-hours inquiries arrive as usable leads instead of unanswered forms.

Needs quotes marked sent

05

Quote Follow-Up

Estimates that go quiet get a polite nudge on their own, twice, before they go cold.

The problem

You send a quote, hear nothing, and mean to chase it. Two weeks later the job is gone and you never found out whether it was the price or whether they simply forgot.

How it works

When a quote is marked as sent, the system waits about three days and sends a short message asking whether they have any questions. If it is still quiet, it tries once more a week or so later. Both stop the moment the customer replies or you mark the job won or lost.

Quotes get a second and third look without you having to remember.

Needs your calendar

06

Appointment Reminders

A reminder the day before and the morning of, so fewer visits turn into nobody home.

The problem

A crew drives out and the homeowner forgot. That is an hour of pay, the fuel, and a slot somebody else would have taken.

How it works

The day before, the customer gets the date, the arrival window and who is coming, and can reply to confirm. A shorter reminder goes out that morning. Anything still unconfirmed is flagged to you the night before, while there is time to fill the slot.

Fewer wasted trips, and you hear about a cancellation before the van leaves.

Needs a customer list

07

Seasonal Maintenance Reminders

Past customers hear from you before the season that breaks their system, not during it.

The problem

Every trade here has a rush. Air conditioning in July, roofs after the first December storm. By then everyone is booked, and the work that pays is emergency work rather than planned work.

How it works

Your past-customer list gets a message timed to the season: air conditioning in late spring, roofs in autumn before the rain, exposed pipe before the first cold snap. Email is the default, because a seasonal offer to a past customer counts as marketing rather than service and needs their written permission before it can be a text. Anyone who has given that permission gets a text instead. Either way it goes out in batches, so you can absorb the calls.

Work booked in the quiet weeks instead of everyone calling at once.

See it work

A missed call, handled in about four seconds

The sequence below is what a homeowner experiences when they call a business that cannot pick up. The timer starts the moment the call goes unanswered.

What it is worth

Put your own numbers on the jobs that go to someone else

Missing the call is not the loss. You may well have rung back and won the work. The loss is the caller who did not wait: they tried the next number while you were under a house, and by the time you called back somebody was already booked for Thursday. Text-back does not save every one of those, but most owners have never worked out what they are worth.

How an engagement runs

Four steps

01

Free automation review

A short conversation about how calls, leads and follow-up move through your business now, and where they stop.

02

A fixed quote

We come back with what is worth automating first, what it will not fix, and the price: a one-time setup fee and a flat monthly. If nothing here is worth paying for yet, we will say so.

03

We build it

The build is usually days rather than weeks. Anything that sends texts then waits on carrier registration, which runs one to two weeks and is outside our control. We start that clock on day one.

04

We watch it

Workflows break when something upstream changes. We monitor and fix them, and send a monthly summary of what actually ran, so you do not find out from a lost customer.

What you pay for

A setup fee, then one monthly

The setup fee covers the build. The monthly covers everything needed to keep it running, as a single figure with nothing to add up afterwards.

Texting carries a real per-message cost, so every quote states a monthly message allowance. Anything past it is billed at what it costs us, and the monthly summary shows where you are against that allowance before it becomes a surprise.

The monthly covers

  • Hosting for the workflows
  • A business texting number
  • Carrier registration and the compliance that goes with it
  • Monitoring, and fixes when something upstream changes
  • A monthly summary of what the automation did

No per-message charge until you pass the allowance in your quote.

Open now

The first two are free

We are building two of these at no cost, because we want them working properly before charging anyone. Ninety days free, with no cap on how many calls it answers, then $200 a month if it has earned its keep. If it has not, we stop and you keep the number. No card, and nothing to cancel.

Two, and then not again. When both are taken this page will say so.

The number stays yours. Your texting number and its carrier registration are held in your business name, not ours. If you stop working with us, they go with you.

Automation clients

Results

There are no completed automation engagements to show yet. This section will be filled in with real client results rather than invented ones.

No cost, no commitment

Book a free
automation review.

Tell us your trade and where inquiries are getting lost. We will come back with what is worth automating first and a fixed quote. If there is nothing here worth paying for yet, we will say so.

Get a Free Automation Review
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