Estimates & invoices
We build a draft from the job details and your price list. You set the price and send it.
Services
Workflow automation and integrations
Start with one task that eats time every week. We build it to run on its own. You only step in for the part that needs a decision.
Workflow automation is a system that does one task the same way each time. It can draft an estimate, send a follow-up, or move data between two programs, without anyone doing it by hand.
Examples
What this looks like
Follow-ups & reminders
Approved reminders go out on your schedule. Follow-up stops depending on someone remembering.
Data entry
Type a detail once. It reaches every other program that needs it.
Staying in control
How you stay in control
- Estimates and invoices are drafts. You set the price and approve before anything sends.
- The rules come from you, written into your quote.
- We test each connection with you before it goes live.
Which step fits
Usually fits the Pilot step.
Pilot
Most workflow automation starts as a pilot: one task, automated end to end. You see the result before you commit to more.
From $500
FAQ
Questions about workflow automation
No. We build around the tools you already use, not instead of them.
Ready to find your first pilot?