AI workflow automation
Automations that run quietly in the background: capturing leads, updating records, sending follow-ups and preparing reports. AI handles the messy parts, like reading emails, summarising notes and drafting replies.
We connect the software your business already runs on, like Housecall Pro, QuickBooks and your CRM, then add AI where it saves real hours. Fewer clicks, fewer mistakes, faster follow-up.
Connects the tools you already use
We find the repetitive work slowing your team down, simplify it, and hand what’s left to reliable automations and AI.
Automations that run quietly in the background: capturing leads, updating records, sending follow-ups and preparing reports. AI handles the messy parts, like reading emails, summarising notes and drafting replies.
Custom connections between platforms like Housecall Pro, QuickBooks, Stripe and HubSpot, built on official APIs and webhooks.
We map how work really moves through your business, cut steps that don’t need to exist, then automate the rest.
AI receptionists that answer calls and website chats around the clock and file each enquiry in your job software, plus assistants that draft replies, sort inboxes and summarise calls. A person approves what matters.
Numbers from every system in one dashboard or spreadsheet that updates itself.
Fast, clean websites whose forms flow straight into your CRM or job software.
Setup, troubleshooting and accounts for the computers and tools your team relies on.
A few examples of the busywork we take off people’s plates. Every build is tailored to your tools and the way you work.
New enquiries are checked, tidied and created as customers and jobs, with an instant reply sent.
Finishing a job creates the invoice and texts a secure payment link. Payments sync back automatically.
An AI receptionist picks up when your team can’t, files the job in your software and puts urgent calls through to a person.
Happy customers get a timely, personal request for a review, without anyone remembering to send it.
AI labels incoming email, drafts replies for review and turns requests into tasks.
Jobs, revenue and open estimates from every system, summarised and emailed each week.
Examples only. We confirm what each platform’s API and your plan support before quoting.
We build custom Housecall Pro integrations using its API and signed webhooks, connecting it to QuickBooks, Stripe, Twilio, Google and your CRM.
Every project starts with understanding your workflow and ends with something you can rely on.
Describe the busywork, the tools involved and what “better” looks like.
We confirm what each system supports and send scope, timeline and price in writing.
We build it, test with real scenarios and keep a person in the loop where it matters.
Go live with monitoring and documentation, plus a monthly care plan if you want one.
Every project gets a custom quote, either a fixed price or an hourly estimate. Small fixes and big builds are both welcome. Larger projects may need a deposit before work starts. After launch, an optional monthly care plan covers monitoring, updates and fixes, and AI, phone and software usage is billed to your own accounts.
Get a quoteA plumbing and HVAC contractor serving four counties around Pittsburgh, running on Housecall Pro. The brief: answer every call and chat, and get every lead into Housecall Pro without anyone retyping it.
We build on supported APIs and webhooks, so integrations don’t break every time a screen changes.
Customer-facing and financial steps start with human approval. You decide what runs on its own.
Once a project is paid in full, what we built for you is yours, and it’s documented.
Each integration only gets the permissions it needs. Keys are stored securely.
You’ll work directly with Ryan, who maps your workflow, writes the quote, builds and tests every automation, and looks after it once it’s live. The person you explain the problem to is the person who fixes it.
Small and growing businesses that run on software, especially service businesses using tools like Housecall Pro, Jobber, QuickBooks and HubSpot. If your team spends hours copying data between systems, we can help.
No. We work with the tools you already use and connect them. If something genuinely isn’t a good fit, we’ll tell you plainly.
AI can get things wrong, so we design for it. Anything customer-facing or financial starts with a person approving it, and you decide when a step is trusted to run on its own. AI assistants only tell customers facts you’ve confirmed, and anything urgent goes straight to a person.
There’s usually still a way, such as webhooks, email parsing, scheduled exports or an automation platform. We’ll find the most reliable option.
Every project gets a custom written quote with either a fixed price or an hourly estimate. Nothing starts until you approve it.
Most clients keep a monthly care plan: we monitor everything, update facts and prompts as your business changes, and fix anything a software change breaks. AI, phone and software usage is billed to your own accounts, so you see exactly what it costs.
Invoices are sent electronically and can be paid online by credit or debit card through Stripe.
You do. Once a project is paid in full, you own the deliverables created specifically for you. Third-party software keeps its own licence.
You can cancel any time. Cancel before work begins and you get a full refund. Cancel partway through and you only pay for work completed. See our Terms & Refund Policy.
Tell us a little about your tools and the busywork. We’ll follow up with questions or a written quote.