Quote & estimate follow-up
You send the quote. We chase it on a schedule until you get an answer, then tell you who's still open and who needs a call.
What we automate
Everything runs on the tools you already have.
Your email. Your phone number. Your files. We don't add software, we add the follow-through. Nothing for your customers to learn, nothing new for you to log into.
Invoice reminders
Unpaid invoices get a polite nudge from your address on a schedule you set. No card data touches anything we build.
Appointment setting and reminders
Customers book a time that suits them and get reminded before it comes round, so fewer people forget and fewer slots go empty.
Document collection
Permits, signed contracts, insurance certificates, job photos, W-9s. We ask, we remind, we file it where it belongs.
New customer intake
One form. The folder gets made, the welcome goes out, you get notified, and the paperwork request is already queued.
Review requests
Once the job is done we ask for the review, then nudge once if it does not come. Your rating is what decides who calls you next.
The actual offer
Bring us the thing your team hates doing.
If it's repetitive and it runs on email, a phone, or a spreadsheet, it's probably automatable, and we'll tell you honestly if it isn't.