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Automations

Your stack, wired to work as one.

Two jobs. The follow-up that always happens, and the tools you already pay for finally talking to each other: scheduling, calendar, CRM, invoicing, email, all connected through their APIs instead of copy-pasted between tabs.

Built to scope, quoted in writing

What's included

  • Follow-up sequences by SMS and email
  • Scheduling wired to your real availability, not a second calendar
  • APIs connected between the tools you already run
  • Quote and contract e-signature flow
  • Invoice reminders that chase for you
  • Every touch logged against the client record

The tools you already pay for, finally talking.

Jobber, QuickBooks, your calendar, your Google reviews, the MLS feed. Connected through their APIs instead of copied between tabs by hand.

How automations work

Plus Zeffy for nonprofits, and anything else with an API or a webhook.

What it costs

Systems & Automation on the pricing page

ReviewTainer

$175a month

Already happy with your site? Run the review engine on its own.

  • 60 review requests a month
  • Custom message tonality
  • Text and email, sent after each job
  • Review performance reports and automated follow up
  • Works alongside you current systems

CRM & Client Portals

$3,500one time

A custom CRM built to your workflow rather than a vendor's, with a client portal on the front.

  • Your stages, your fields, your handoffs
  • Client portal for quotes, contracts, invoices
  • Calls, texts, and notes threaded per contact
  • Team roles as you add people
  • Custom hosting, backups, and support pricing
  • Price moves with how bespoke the process is

Custom Automations

$1,500one time

Follow-up sequences, and the tools you already pay for wired together through their APIs.

  • Free 1-on-1 call to outline the build and pricing
  • Scoped and quoted before anything starts
  • Follow-up sequences by SMS and email
  • Scheduling wired to real availability
  • API connections between your existing tools
  • Invoice and quote chasing
  • Custom maintenance and hosting pricing

From the blog, 4 min read

The day-three problem

Nobody forgets to send the quote. They forget the message after it, and that's the one that closes.

Read it

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Let's build what's next.

Bring us the business challenge, the half-formed idea, or the system that has stopped keeping up. We'll help shape the clearest way forward.

(802) 557-8828

No obligation. Twenty minutes. We'll tell you if we're not the right fit.