CRM & Workflow Automation
The same job, typed into three systems by hand.
Most of the manual work in a service business is re-entering information that already exists somewhere else. We connect the tools you already use so it moves on its own.
The problem
Every handoff is a place where information gets lost.
A call comes in, someone writes it on a pad. It gets typed into the scheduler. Later it's re-typed into accounting. Each step takes minutes and each one can be skipped on a busy day.
The cost isn't just the typing. It's the job that never made it into the system, the status nobody updated, and the customer who called to ask where the crew is because nobody could tell them.
What we build
What we build
- Two-way sync between call handling, scheduling, and your job platform
- Automatic job and contact creation from calls, forms, and inbound leads
- Status updates that move with the job instead of living in one person's inbox
- Alerts when a step in the workflow stalls
- Documentation of the workflow so it survives staff turnover
What changes
What changes
- A job entered once appears everywhere it needs to
- Status is current without someone maintaining it
- A stalled job surfaces on its own instead of being noticed late
- A new hire can follow the documented process instead of learning it by asking
Typical scope
Typical scope
Scope depends mostly on how many systems need to talk to each other and how much of the current process is undocumented.
All ranges are typical, not a quote. Final scope is set after the free diagnostic.
Ready when you are