New leads
New leads & customer requests
Website requestReceived
Missed callReady to call
GC referralAssigned
Collect the job details, assign the request to someone, and make sure the customer gets a reply.
Done-for-you automation for contractors
Stop losing track of leads, jobs, and invoices.
We build custom automations that connect the tools your team already uses. New leads get a reply, estimate details stay together, crews get the right information, and unpaid invoices get followed up.
Keep the tools you already use Your team stays in control
NEW REQUEST · 6:42 PM
Panel upgrade + EV charger
Website · Photos attached
Today's next steps
Estimate review2
Change approval1
Invoice follow-up3
ESTIMATE READY
Notes, photos, and job details are ready for the estimator.
Review estimate
From new lead to payment
Keep every step of the job connected.
The automation keeps working after the lead comes in.
A new lead gets answered, priced, scheduled, completed, invoiced, and followed up. Your team still approves prices, changes, payments, and customer messages.
RECEIVED
New request saved
Call · email · form · referral
READY
Estimate ready
Job details ready to review
ASSIGNED
Crew gets the job details
Schedule and next step confirmed
RECORDED
Extra work saved
Hours and materials recorded
TRACKED
Invoice sent and tracked
Payment follow-up scheduled
Where we help
Fix the places where work gets stuck.
Start with the problem costing the most time or money. We fix it, test it with your team, and make sure important decisions stay with your people.
Tell us what gets missedEstimates
Estimates & bids
Job details1 detail missing
Supplier prices2 prices missing
Estimator reviewReady
Keep job notes, photos, supplier prices, and work details together for the estimator to review.
Active jobs
Job setup & crew details
Crew detailsSent
Permit filesAttached
Tomorrow's jobConfirmed
Give the crew the right documents, schedule, contact details, and next step before the job starts.
Extra work
Change orders & extra work
Notes and photosReceived
Hours and materialsMatched
Project managerNeeds review
Turn field notes, photos, hours, and materials into a change order your team can review.
Billing
Billing & payment follow-up
InvoiceReady
Customer approvalWaiting
Payment reminderScheduled
Prepare invoices, track customer approvals, and follow up on late payments.
Office automation
Custom AI office help
New emailsChecked
RecordsUpdated
Daily owner summary7:30 AM
Connect email, job software, spreadsheets, and reports so routine office work gets done and you see what needs attention.
How it worksTell us what gets missed
Start with one problem. Get one working fix.
01
Tell us what gets missed
Show us what gets repeated, delayed, or forgotten.
02
We plan the fix
We show you what will happen, which tools are used, and when your approval is needed.
03
We build and test it
We test real examples, add safety checks, and show your team how to use it.
Work that needs attention
Example setup
Fix now
Estimate #1042
Needs a material list
Extra work #18
Needs manager approval
Ready to check
Customer request
Reply ready; person assigned
Invoice #882
Ready to send
Follow up
Estimate #1036
Follow up today
GC payment
Check again Friday
Examples
Choose the problem that sounds like yours.
Interactive example
Roofing Lead Follow-Up
Keep paid leads, referrals, calls, appointments, estimates, and follow-up in one place so fewer leads go cold.
Try the interactive demoElectrical
Electrical Jobs: Estimate to Payment
Prepare estimates, send job details to the crew, record extra work, and follow up on invoices.
Ask about electrical workCustom
Custom AI Office System
Connect several office tasks, such as new requests, research, follow-up, and reports, while keeping your team's approvals and safety checks.
See custom AI systemsSimple ways to start
Start small. Build only what you need.
Telling us the problem is free. Every paid project gets a clear scope and final price before work begins.
Best first step
Contractor Automation Plan
$297
Best for
You know work is being lost, but you are not sure what to fix first.
Before you pay for a build, we find the problem costing the most time or money.
You leave with a written plan, timeline, and fixed price.
What you get
- 60-minute call with you or your office manager
- Simple map of how the work happens today
- Top 3 problems ranked by value and difficulty
- $297 credited toward a build started within 30 days
Delivered within 2 business days
Book the $297 reviewOne-time payment · Secure Stripe checkout
One Working Automation
From $1,500
Best for
One clear problem such as missed calls, estimate follow-up, or invoice reminders.
We fix one repeatable problem from beginning to end using your current tools.
Example: missed call → job questions → estimate booking → team alert
What you get
- One complete process connected to up to 3 tools
- Your rules for what sends and what needs approval
- Testing with real examples before launch
- Team training, simple instructions, and 30 days of support
Most builds take 1–2 weeks
Tell us what gets missedConnected Office System
From $3,500
Best for
Two or three parts of the business need to work together without manual copying.
We connect several office steps so leads, job details, and payments keep moving.
Example: new lead → estimate → job setup → payment follow-up
What you get
- 2–3 connected processes using your current tools
- One place to see activity, errors, and work needing attention
- Your approval before important messages or actions
- Full testing, team training, and 30 days of launch monitoring
Most systems take 3–4 weeks
Tell us what gets missedSoftware, phone, text-message, email, and usage fees are separate. Ongoing care after the included launch period is optional. You see and approve the complete price before we build.
Work directly with the builder
You work with the person who plans, builds, and tests your automation.
Tell us what is slow, messy, or getting missed. We build the fix, test it with real examples, and show your team how to use it. Your team keeps control of prices, payments, changes, and customer messages.
Start here
Show us what keeps getting stuck.
You do not need to know which software or AI tool you need. Tell us what gets missed or delayed, and we will show you the simplest first fix.