Set it up once. Run it forever.
Stop chasing quotes, invoices and reviews manually. We build the workflows that do it for you — inside the tools you already use.
Six automations every trade business should have.
Lead-to-CRM routing
Form submits, missed calls and Google enquiries land directly in your CRM (Tradify, ServiceM8 or HubSpot) with the right tags and assignee. No more leads sitting in an inbox.
Quote follow-up sequence
After you send a quote, the system auto-texts day 2, day 5 and day 10. Typical lift: another 18% of warm quotes closed without any extra effort.
Review request automation
Job marked complete → SMS goes out with a one-tap Google review link. Take 4.3★ to 4.9★ in 90 days. No discount bribes, fully Google-compliant.
Invoice & payment reminders
Auto-reminders at day 7, day 14 and day 21 on overdue invoices. Most clients see DSO (days sales outstanding) drop from 35 days to 14.
Job scheduling & confirmations
Customers get a booking confirmation, a day-before reminder and a "we're on our way" SMS. Cuts no-shows by 60–80%.
Annual maintenance check-ins
Auto-reach out to past customers 12 months after the job. Builds a recurring revenue line out of work you already did.
We work with the tools you already use.
No new logins for your team. We build inside your existing stack and document everything we touch.
- Zapier / Make.com
- The glue between your tools. No-code workflows that just run.
- Tradify / ServiceM8
- Trade-specific CRM and job management. We integrate with whichever you already use.
- Xero / MYOB
- Invoice automation, payment reminders, reconciliation triggers.
- Google Workspace / Microsoft 365
- Calendar booking, email follow-ups, document templating.
- Twilio / ClickSend SMS
- Two-way SMS for review requests, confirmations, and reminders.
- Stripe / GoCardless
- Auto-charge deposits and recurring maintenance plans.
From audit to live in 2–3 weeks.
Audit
We map every manual process in your business — quoting, scheduling, invoicing, follow-ups. 30-minute call, written audit back in 24 hours.
Map
We design the workflows: what triggers what, what messages get sent, where data lives. You approve before we build.
Build
7–14 days. We build, test and connect everything to your existing tools. No new logins for your team — automation runs in the background.
Hand over
Documentation, a 30-minute walkthrough, and 30 days of "anything not working?" support included. Then $200/mo to monitor + tweak.
One setup fee. One small monthly.
Lead-to-CRM, quote follow-ups, review requests, invoice reminders, job scheduling. Set up once, runs forever — saves the average member 6+ hours a week.
Single-workflow builds available from $400 one-off.
Common questions.
Will I have to learn new software?
What if my current setup is a mess?
Do I need to be on a specific CRM?
What happens if Zapier or one of the tools changes pricing?
How much time does this actually save?
Can you do just one workflow, not the whole stack?
Show us your three worst manual jobs.
30-minute call. We'll spot the three biggest time leaks in your week and tell you which can be automated — even if you don't end up working with us.