Workflow Automation
The workhorse engagement. We take a process that's eating your team's time - scheduling, quoting, follow-ups, customer onboarding, reporting - and replace it with a system that handles it on its own.
We use the tools you already have wherever possible. Jobber, HubSpot, Google Workspace, Slack, your CRM, your booking platform. We connect them, automate the work between them, and add intelligence where it makes the difference. You see the work happen. You stay in control.
What's Included
- Process redesign and integration architecture
- Custom automation built on your existing stack
- Dashboards for the things you actually need to watch
- Documentation and team training
- Two-week stabilization window after launch
- Optional retainer for ongoing iteration and new automations
How We Build It
Map the Process
We learn how the work actually runs. Not the org chart version. Every step, every handoff, every workaround your team invented to get through the day.
Design and Build
We architect the automation against your existing stack. You test, you push back, we refine until it fits. No big-bang launches.
Launch and Tune
Go live with a two-week stabilization window. We watch the system, fix the edges, and optionally stay on retainer to keep building.
What This Looks Like in Practice
A 20-person service company in Ontario where we automated their entire quote-to-job pipeline, dispatch scheduling, and client communications. The owner went from approving every quote manually to reviewing exceptions only.
Who This Is For
- Service businesses with 5 to 50 employees
- Teams losing hours every week to admin, scheduling, follow-ups, or reporting
- Owners who want their operation to run when they're not in the room
- Companies ready to stop hiring admin to scale