Automation

The repetitive work in your business, done automatically.

Job reminders, invoice follow-up, intake forms, and the handoffs between your tools. Automated so your team can focus on the work that actually matters.

What we automate

Job reminders

Automated reminders sent to customers before appointments. Reduces no-shows, saves the 'just calling to confirm' calls your team makes every morning.

Fewer no-shows, less manual calling

Invoice and payment follow-up

When invoices go unpaid, we send polite reminders. Escalates appropriately — first reminder gentle, later reminders more direct.

Faster payments, less chasing

Intake forms

When a new booking is made, we send the customer a form to collect the information you need before the job — photos of the problem, access instructions, relevant details.

Better prepared jobs, fewer surprise issues

Tool handoffs

Data flows between your tools automatically. Calendar to job software to invoicing. New customer info captured in one place appears everywhere it needs to be.

No duplicate entry, fewer errors

Tools we integrate with

Australia
  • ServiceM8
  • Tradify
  • simPRO
  • AroFlo
  • Fergus
  • Google Calendar
USA
  • Jobber
  • Housecall Pro
  • ServiceTitan
  • ServiceM8
  • Google Calendar
  • Cal.com

Don't see your tool? We can usually build a connection. Tell us what you use.

Questions about automation

Which tools do you integrate with?

We integrate with most popular trade job software — ServiceM8, Tradify, simPRO, Jobber, Housecall Pro, ServiceTitan, and others. If you use something less common, we can usually build a connection.

Do I need to change my existing tools?

No. We work with what you already use. The goal is to make your current tools work together better, not replace them.

How customizable are the automations?

Very. We set up automations based on how your business actually works. If your reminder timing or invoice follow-up sequence needs to be different, we configure it that way.

What if something goes wrong with an automation?

We monitor the automations and fix issues proactively. If something fails, we're notified and handle it. You can also reach us same-day if you notice a problem.

Can you automate things not listed here?

Probably. If you have a repetitive process that takes time but doesn't require human judgment, it's likely automatable. Book a call and tell us what's eating your time.

Ready to automate the busywork?

Book a call and we'll discuss what makes sense to automate in your business.