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Follow up every time, without the admin.

Give customers a clear next step and your team less routine work. Start with one process, using the tools you already work with.

A focused place to start.

Every lead answered in minutes. Every quote followed up.

Inquiry-to-Estimate pilot

Bundles the inquiry assistant and quote follow-up so every lead gets a fast reply and every quote gets chased.

One intake channel and one follow-up sequence, with approved messages, an owner callback task, and follow-up after your team sends an estimate.

  • An approved reply to every new inquiry
  • A callback task for you, with the details
  • Follow-up after your team sends an estimate
  • Messages you approve before launch

We measure response time, estimates booked, and administrative time to understand what is working before expanding.

The setup fee covers setting up the new inquiry assistant and quote follow-up. Monthly covers hosting, messaging, and maintenance. Your own software subscriptions stay separate.

Seven ways to lighten the office work.

Each automation is a standard $59/month, covering hosting, messaging, and maintenance. Bundles cost less: any 3 for $149/month, any 5 for $229/month, all 7 for $299/month. See pricing.

Setup prices are indicative ranges in USD; the final setup price depends on your tools, process, and volume. Your own software subscriptions stay separate.

Winning the job

A lead comes in. An estimate goes out.

New inquiry assistant

Give new customers a clear next step, even when you’re on a job.

How it worksWhen a lead comes in from your website, a form, or a missed call, it replies by text or email within minutes, asks the basics (job type, address, timing, photos), and sends you a tidy summary.

Works with Website forms, Facebook Lead Ads, Twilio, Gmail, or Outlook

Setup
$249-$599
Monthly
$59
What’s included and how you stay in control

Capture requests, acknowledge receipt, ask the project questions you choose, and alert the owner with a useful summary.

Questions and acknowledgment templates are approved before launch. Unclear requests go to a person; prices and availability are confirmed by your team.

Discuss new inquiry assistant

Quote follow-up

Keep open estimates from getting forgotten.

How it worksAfter an estimate goes out, it sends a few friendly check-ins over the next week or two, stops the moment the customer replies, and flags hot leads to you.

Works with QuickBooks, Gmail, Outlook, or Twilio

Setup
$399-$999
Monthly
$59
What’s included and how you stay in control

Track estimates your team has sent and follow up on an agreed schedule, with a clear view of who needs a callback.

Uses approved reminders and stops when a customer replies, decides, or opts out. Your team creates and approves every estimate.

Discuss quote follow-up

Before the work

The job is on the calendar.

Scheduling and reminders

Make consultations easier to book and keep.

How it worksConfirms appointments, sends reminders the day before and the morning of, and handles confirm-or-reschedule replies to cut no-shows.

Works with Google Calendar, Outlook Calendar, Calendly, Acuity Scheduling, or Twilio

Setup
$299-$899
Monthly
$59
What’s included and how you stay in control

Offer eligible appointment times, send reminders, and help customers request a change.

Works within your approved hours and booking rules. Cancellations stop reminders; conflicts and unusual requests go to your team.

Discuss scheduling and reminders

Customer onboarding

Get the details you need before work starts.

How it worksOnce a job is booked, it sends a welcome message, prep instructions, a photo-upload link, and any paperwork, so you’re not repeating yourself.

Works with Google Drive, Typeform, Gmail, or Twilio

Setup
$699-$1,999
Monthly
$59
What’s included and how you stay in control

Request project photos, preferences, documents, and agreed paperwork, then show your team what is still missing.

Collects only the information you agree is needed. Completed checklists stop reminders; exceptions and document approval stay with your team.

Discuss customer onboarding

After the work

The job is done.

Invoice follow-up

Spend less time checking which invoices need a reminder.

How it worksSends polite text and email reminders as an invoice comes due or goes overdue, and stops as soon as it’s paid.

Works with QuickBooks, Xero, Stripe, Square, or plain email

Setup
$300-$750
Monthly
$59
What’s included and how you stay in control

Follow up on outstanding invoices using approved wording and bring disputed or unusual balances to the owner.

Checks invoice status before reminders and pauses when paid, disputed, or answered. Your team controls charges, adjustments, and payment arrangements.

Discuss invoice follow-up

Job completion follow-up

Finish the job with clear care instructions and a chance to hear back.

How it worksWhen a job wraps, it sends a thank-you and aftercare tips, asks for a Google review, and later nudges for repeat or seasonal work.

Works with Google Business Profile, Gmail, or Twilio

Setup
$400-$900
Monthly
$59
What’s included and how you stay in control

Send the right aftercare information, request feedback, and flag unresolved issues for a personal response.

Starts after your team marks the job complete. Replies and complaints pause the sequence for review; opt-outs stop further follow-ups.

Discuss job completion follow-up

Every morning

Before you head out.

Owner’s daily summary

Start the day knowing what needs your attention.

How it worksEmails you a short daily digest of new leads, open quotes, today’s schedule, unpaid invoices, and anything that needs attention.

Works with Gmail, Google Calendar, Google Sheets, or QuickBooks

Setup
$500-$1,250
Monthly
$59
What’s included and how you stay in control

Bring new inquiries, unanswered requests, upcoming jobs, and outstanding estimates into one readable summary.

Sent only to approved team members from the tools you connect. Missing or outdated information is flagged; the summary does not take action on your behalf.

Discuss owner’s daily summary

How setup works.

  1. Check what you already have.

    We review your current process and software. Configuring a feature you already pay for may be all you need.

  2. Agree on every message, then test.

    We agree on messages, recipients, timing, stop conditions, and when your team takes over. Connections are configured and tested for your business before launch.

  3. Keep it running.

    Monthly support covers monitoring, troubleshooting, and agreed updates. Your team stays in charge of estimates, payments, and customer decisions.

Which routine takes too much of your day?

See pricing Book a free 20-minute workflow review