Admin and document automation
The evenings spent retyping details, building quotes and chasing paperwork add up. We automate the repetitive parts, and you approve anything that reaches a customer.
Common jobs we automate
- Intake
- Online forms that collect what you need before the first visit, saved straight to the customer record.
- Quotes and proposals
- Built from your price list and templates, ready for you to check and send.
- Invoices and payment reminders
- Invoices created from finished jobs, with polite reminders until they’re paid.
- Data entry
- Details from forms, emails and bookings copied into the right places automatically.
- Internal hand-offs
- Tasks created for the right person when a job reaches a new stage.
- A custom assistant
- An AI assistant trained on your procedures and prices, for the questions your team answers over and over.
Automation with a human check
Anything a customer will see, such as a quote, an invoice or a message, can wait for your approval before it goes out. Automations can be paused at any time, and each one keeps a record of what it did, so nothing happens behind your back.
We start with the task that eats the most of your week, prove it works, and only then move to the next one.
Common questions
What tools can you connect?
We connect email, calendars, payments and many common business tools. During the audit we check yours and tell you plainly what’s possible.
Is AI used to write quotes?
Only if you want it to, and only from your own prices and templates. You always review a quote before it’s sent.
Which package includes it?
Quote, intake and invoice automation and a custom AI assistant are part of the Scale package. Bigger custom builds can be added to any package and are quoted in writing after the audit. See pricing.
Related
CRM setup and cleanup
One organized place for every customer, lead and job: we set up your CRM, import your contacts, merge duplicates and build a pipeline that fits.
Reporting dashboards
See leads, response times, bookings and revenue in one plain view, built from your real phone, calendar and pipeline records, never estimates.
Auto repair
Answer calls while the bays are busy, reply to every web inquiry, book drop-offs online and follow up on repair estimates.
Get a free response audit
Tell us how leads reach you today. We’ll show you where they slip through and what we’d set up first. No obligation.
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