S—02
Paperwork that does itself.
So you can get home on time.
FIG. 01 — Jobs, invoices, and follow-ups in one place.
Invoices, scheduling, follow-ups, and reminders that run on their own — automation and AI connected to the tools you already use, like QuickBooks, Google Workspace, and your calendar.
01SOUND FAMILIAR?
If any of these are true, we should talk.
“I spend my evenings doing invoices.”
“We lose leads because nobody followed up.”
“The same info gets typed into three places.”
“Only one person knows how the system works.”
02WHAT’S INCLUDED
I automate the boring parts.
Every project is quoted up front, in writing, before any work begins.
-
01
WORKFLOW AUDIT
I map how work actually moves through your business — and where it gets stuck.
-
02
QUOTE-TO-INVOICE
Estimates become invoices automatically, and payments get chased for you.
-
03
SCHEDULING & REMINDERS
Jobs, crews, and customers stay in sync. Reminders go out on their own.
-
04
LEAD FOLLOW-UP
Every inquiry gets a fast reply and a follow-up, even when you’re busy.
-
05
CONNECTED TOOLS
QuickBooks, Google, your CRM, and your calendar — talking to each other.
-
06
TRAINING & SUPPORT
Your team learns it in an afternoon. I’m a call away after.
03HOW A PROJECT RUNS
From messy to managed in three to six weeks.
-
PHASE 1
AUDIT
I shadow your team and map every step from inquiry to paid invoice.
-
PHASE 2
PLAN
You get a plain-English plan: what I’ll automate, what it costs, what it saves.
-
PHASE 3
BUILD
I set it up alongside your current process, so nothing breaks mid-week.
-
PHASE 4
SECURE & TEST
I lock down access and test every workflow end to end, then fix what I find before your team relies on it.
-
PHASE 5
HAND OFF
I train your team, switch over, and check in weekly for the first month.
04QUESTIONS
Questions I hear a lot.
Do I have to switch software?
Usually not. I start with the tools you already pay for and connect them. I only recommend something new when it clearly saves time or money.
Is my customer data safe?
Your records stay in accounts you own, and I only connect what the job needs. I never sell or share your data.
What if something breaks?
You call a person who already knows your setup. I fix it, tell you what happened, and make sure it doesn’t happen the same way twice.
How much time will this actually save?
It depends on how much you do by hand today. On the first call I look at where your hours go, so you’ll know what’s worth automating before you pay for anything.
Ready to get your evenings back?
A free, no-pressure call. I’ll tell you honestly what’s worth fixing first.