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Automations

Automations

Stop doing the same thing by hand every day.

Fixed-scope automations that follow up on estimates, remind customers, request reviews, and move information where it needs to go — built, monitored, and fixed by me.

The follow-up you forget is the job you lose.

Estimates that never get a second nudge. Customers who forget their appointment. Reviews you meant to ask for. Automations do the repetitive parts every time, so nothing falls through the cracks.

Popular automations

  • Estimate follow-up

    A friendly nudge a few days after every quote, until they say yes or no.

  • Review requests

    Every finished job triggers a text with your Google review link, plus a monthly review report.

  • Lost-lead follow-up

    Leads that went quiet get a check-in, so old inquiries turn into new jobs.

  • Customer intake

    Web forms and calls land in one place, with the details you need to quote.

  • Job reminders

    Appointment reminders and on-my-way texts that cut no-shows.

  • Reporting

    The numbers you check every week, pulled together automatically.

Pricing

Every automation is fixed-scope: you know what it does and what it costs before I start.

  • Review requests

    Start here

    $49/mo$150 setup

    Automatic review-request texts after each job, and a monthly review report. Included free in every Front Desk plan.

    • Text after every job
    • Your Google review link
    • Monthly review report
  • Simple automation

    $1,000–$2,500one-time

    One to three connected workflows — estimate follow-up, intake, or reminders.

    • Fixed scope and price
    • Built and tested by me
    • Monitoring from $100/mo
  • Multi-step / CRM

    $2,500–$7,500one-time

    Bigger builds that connect your CRM, calendar, invoicing, and messaging.

    • Multi-step workflows
    • CRM and pipeline setup
    • Monitoring $100–$300/mo

Also available

Full CRM — pipelines, email marketing, web chat, and reputation
$497 setup + $149/mo

Prices are in USD. Month-to-month unless a plan says otherwise — no long-term contracts.

How it works

  1. 01

    Show me the busywork

    Walk me through what you do by hand every day or week.

  2. 02

    Fixed quote

    I scope it, price it, and tell you what it will and won't do.

  3. 03

    Build and test

    I build it on your accounts and run it on real examples before it goes live.

  4. 04

    I keep it running

    Monitoring catches problems before you notice. If something breaks, I fix it.

Questions people ask.

What would you automate first?

Tell me the task you're sick of doing. I'll tell you if it can be automated and what it would cost.