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Services

We fix the broken workflows
eating your business alive.
Here’s exactly how.

We don’t sell software. We map your business, identify where time and leads are leaking, and build the automation layer that seals every gap — connected to the tools you already use.

Connected to 30+ platforms
Built inside your own accounts
Free workflow audit first
What we automate

Six categories. Every gap covered.

Every automation we build falls into one of these six outcome categories. Most businesses are losing time and money in at least three of them — the audit tells you exactly which ones.

📞
Lead Capture & Response

Every inbound lead — call, text, web form — gets an immediate, intelligent response. No more leads going cold while you're on a job.

Before
Lead calls at 8pm, goes to voicemail, books your competitor by 8:02pm
After
AI texts back in 30 seconds with booking link — synced to Jobber automatically
JobberServiceTitanMake.comClaude
📅
Scheduling & Dispatch

Jobs booked, confirmed, and dispatched without a single phone call. Customers confirm by text, techs get notified automatically.

Before
3 calls to confirm one appointment. 20% no-show rate. Tech shows up, customer forgot.
After
Auto yes/no text 24 hrs before every job. Tech notified on dispatch. No-shows drop ~50%.
Cal.comCalendlyJobberZapier
Review & Reputation

Your Google reputation managed in real time. Every review gets a professional reply. Every completed job gets a review request — automatically.

Before
Google review sits unanswered for 3 weeks. Prospects see silence and move on.
After
Professional reply posted in under 60 seconds. Review requests auto-sent post-job.
Google BusinessMake.comClaude
🧾
Back-Office & Billing

Invoices, documents, and follow-ups that write and send themselves. Connect your field software to your accounting platform — no manual entry.

Before
Tech writes job notes on paper. Office re-enters everything. Invoice sent 3 days later.
After
Job notes → AI drafts invoice → pushed to QuickBooks in 60 seconds. Zero re-entry.
ServiceTitanQuickBooksMake.comAirtable
🔄
Customer Retention

Re-engagement sequences that fire automatically after every job. Seasonal campaigns, maintenance upsells, and renewal reminders — no calendar needed.

Before
Previous customers never hear from you. They call a competitor when the AC breaks again.
After
90-day upsell sequence fires after every job. Seasonal campaigns launch without lifting a finger.
HubSpotZohoMake.comn8n
🤖
AI Customer Support

AI assistants that handle intake, qualify leads, draft responses, and answer complex questions — in your voice, around the clock, without hiring anyone.

Before
After-hours legal intake: lead leaves voicemail, you call back 9am, they hired someone else at 8pm.
After
AI qualifies the lead at 8pm, captures contact info, schedules a callback, syncs to Clio.
ClaudeChatGPTClioPractice Panther
How it works

We connect the tools you already use.

We don’t ask you to switch platforms. We wire your existing software together using Make.com, n8n, and Zapier as the automation layer — then add AI on top where it makes sense.

Field Service → Accounting

Job completes in the field. Invoice drafts itself and lands in QuickBooks before the tech gets back to the truck.

ServiceTitanMake.comQuickBooks + SMS
Invoice in accounting + customer follow-up, same minute job closes
Legal Intake → Case Management

After-hours lead captured by AI, qualified, and pushed into Clio with notes and scheduled callback — before you've had your morning coffee.

Web Form / PhoneClaude AIClio / Practice Panther
Leads captured, qualified, and in your case system before 9am
CRM → Nurture → Inbox

Every new contact automatically enters the right sequence. Long-cycle prospects get a monthly touch for 12 months without you writing a word.

HubSpot / Zohon8n / Make.comGmail / Outlook
Contact enters CRM → sequence fires → monthly touchpoint for 18 months
Dental / Medical → Recall

Patients who haven't booked in 6 months get a personalized outreach sequence. Recall and annual reviews triggered by date.

Dentrix / Open DentalZapierSMS + Email
Date triggers → recall sequence → appointment booked automatically
Full integration catalog
Automation
Make.com
n8n
Zapier
Field Service
Jobber
ServiceTitan
Housecall Pro
CRM & Sales
HubSpot
Zoho
Airtable
AI
Claude
ChatGPT
Retell / Vapi
Legal
Clio
Practice Panther
DocuSign
Medical & Dental
Dentrix
Open Dental
Eaglesoft
Scheduling
Cal.com
Calendly
Google Calendar
Accounting
QuickBooks
Google Workspace
Stripe

Not sure where your biggest leak is?

Book a free 30-minute Workflow Audit. We map your business, identify the top 5–7 gaps costing you time and revenue, and deliver a written plan — whether you hire us or not.

No pitch · no pressure · written roadmap delivered regardless
Free 30-min assessment
Written roadmap within 24 hours