Stop rebuilding estimates from scratch.
A draft is ready from the request and your price list. You set the final price.
Custom Business Automation
Start with one task. We build the system for it.
Estimates. Invoices. Follow-ups. Data entry. You show us how it works today. We build it, you approve what goes out, and we hand it over or keep it running under a management plan.
Pilots start small. One task. Fixed price.
- Fixed project prices, in writing
- Nothing goes out without you
- Built around the tools you already use
Try it yourself
Try an invoice follow-up demo.
Edit a sample invoice. Move time forward. Mark it paid and watch the reminders stop.
An interactive example of what we can build for your business.
Open full demo (invoice follow-up demo on its own page)Loading the interactive demo…
Your process may look different. We build around your tools, your rules, and the approval points your team needs.
Book a free 30-minute callCommon situations
Recognize any of these?
Each is a possible project, reviewed with you first. Estimates, invoices, and messages are prepared as drafts you approve.
Get invoices out while the job is fresh.
Invoice drafts are prepared from finished jobs, ready for your approval.
Keep follow-ups moving.
Approved follow-up emails go out on your timing, and you see who still needs a reply.
Enter information once.
Details typed once reach your other programs, where they support the connection.
Answer common questions without stopping work.
A digital assistant answers from information you approve and passes the rest to a person.
Keep work moving between people.
Handoffs and reminders tell the next person it’s their turn.
Reports, scheduling, and custom systems can be part of a project too — and websites or forms, when they feed an agreed workflow.
We confirm the scope and available connections before recommending a build.
Customer feedback
What one business reported after a custom build.
Custom Business Automation
5 out of 5 stars
R&L built a custom invoicing and estimating system around Braden’s business. He reported saving 15 hours each week, giving him more time to focus on his business.
The process
Four steps. No surprises.
You don’t need to know what to build. Just show us how the work happens today.
You talk. We listen.
30 minutes, no deck.
We scope one project.
The price goes in writing before we build.
We build it.
You approve everything before it goes live.
It runs.
We hand it over, or keep managing it under a management plan.
Connected workflows and digital assistants
Several roles. One connected workflow.
Different parts of your workflow can work together: organizing requests, preparing documents, checking details, and passing work to your team.
Illustrative workflow
Intake
Organizes the request
Document preparation
Prepares the work
Quality check
Checks the prepared work
Your team
Reviews before the next step
Project & support options
Start with a pilot. Expand from there.
Custom automation can be purchased independently of Managed Front Office.
A pilot
One task, built, tested, and handed over. Fixed price, in writing.
A larger project
Several connected tasks or a bigger system, scoped and priced in writing before we build.
Ongoing management
Optional. We keep it running and adjust it as your business changes, under a separately agreed management plan.
Tell us what’s eating the most time.
A 30-minute call, no deck. We tell you plainly whether something is worth building.