Lead response01
Speed-to-lead and follow-up
Route new inquiries to the right person, acknowledge requests promptly, and schedule follow-ups so promising leads do not disappear between systems.
Forms, lead routing, reminders, and CRM updates.
Custom workflow automation
Less manual work. More room to run your business.
We build practical automations around the way your service business actually works—from responding to leads and handling calls to paperwork and payment follow-up.
Built from your processes and existing tools. Designed with clear boundaries, human oversight where needed, and a plan for what happens when something fails.
Start with one process. Get a written scope and fixed quote before we build.
Where we can help
The work between the work is often what slows you down.
These are examples of automations we've worked on—not a fixed catalog. The right solution starts with the bottleneck, not the software. Not sure where to start? Read the top 5 automations for electrical contractors.
Customer calls02
After-hours call handling
Set up call intake and handoff workflows so callers can leave useful details or request next steps when your team is unavailable.
Call intake, notifications, and human escalation rules.
Operations03
Permit workflow assistance
Turn walkthrough notes into draft permit packets for EV chargers, panel and service upgrades, subpanels and 240 V circuits, set up for each city's checklist.
Human review and jurisdiction-specific submission remain essential.
See electrical permit packets →Cash flow04
Invoice and receivables follow-up
Connect invoice status to clear reminders and internal tasks so outstanding balances receive consistent, professional attention.
Accounting events, reminder sequences, and exception flags.
Have a different process in mind? Scheduling, dispatch, intake, reporting, handoffs, and internal workflows may also be candidates. We assess fit before proposing a build.
Tell us about itOur approach
Built around your business, not a generic template.
A useful automation has to handle real customers, real exceptions, and the tools your team already depends on.
Show us where work gets stuck
Tell us what your team repeats, where information lives, and what a successful outcome should look like.
Get a defined recommendation
We evaluate the systems and dependencies, identify where human approval belongs, and provide a written scope and price.
Build, test, and hand off
We implement the approved workflow, test normal and failure cases, then document how it operates and who owns each step.
Approvals, consent requirements, data access, and system limitations are assessed as part of scoping. A human remains responsible for regulated submissions and consequential decisions where required.
Transparent starting points
Pricing guidance before the first call.
No mystery pricing, and no pretending every workflow is the same. These are starting rates for clearly scoped work. We confirm the exact deliverables and fee in a written proposal.
Good first project
Focused workflow
$995
one-time build from
A well-defined automation for one recurring task, with a limited set of inputs and outputs.
- Workflow scoping
- Build and testing
- Defined handoff and documentation
For more involved operations
Connected workflow
$2,500
one-time build from
A custom process that moves work between multiple tools or requires approval rules and exception handling.
- Process mapping
- Multi-step integration
- Testing and launch handoff
Optional ongoing service
Managed support
$199
per month from
Optional post-launch oversight for an agreed workflow, with monitoring and defined maintenance coverage.
- Monitoring and issue triage
- Maintenance within agreed scope
- Clear change-request process
Prices shown are starting prices, not instant-purchase packages. Larger integrations, AI voice, permit workflows, and custom interfaces may require a higher quote. Hosting, phone minutes, messaging, AI/API usage, software licenses, and other third-party charges are not included unless expressly specified. Monthly support is optional and its coverage is defined separately.
Start with the process
Tell us what you want off your plate.
You don't need a technical specification. Describe the repetitive task, the tools involved, and what a better outcome would look like. We'll discuss feasibility and a sensible first scope.
Prefer a conversation?
Book an introduction callNo purchase or monthly commitment is required to start the discussion.
Questions about custom automation
Do you only build automations for contractors?
No. Our existing examples come primarily from trades and local service businesses, but we scope workflows for other service operations when the systems and requirements are a good fit.
Are these off-the-shelf products?
No. These examples demonstrate types of work we have built. Each new automation is scoped against your software, permissions, process, and desired outcome.
What determines the final project price?
The number of systems, data quality, approvals, exception cases, security requirements, and testing all affect scope. You receive a written fixed-scope quote before implementation. Third-party subscriptions, telephony, messaging, and AI usage are quoted separately when applicable.
Do I need an ongoing retainer?
Not automatically. A defined build can be handed off. Ongoing support is optional and quoted separately when you want us to monitor or maintain a live system.
Can an automation submit permits or handle every call on its own?
That depends on the workflow and the systems involved. Permit automations can prepare much of the application information, but jurisdiction rules and human review still apply. Call handling needs tested escalation, coverage, and usage limits. We define boundaries before launch.
Can you work with tools we already use?
Often, yes. We first assess the software you use and its supported integration methods. We do not promise an integration until access, permissions, and technical feasibility are confirmed.
There is probably a better way to handle that task.
Start with the work that costs your team the most time, delays, or follow-up.
Explore an automation