Job Completion Notification to Client
When your technician marks a job complete, the client instantly receives a professional summary with photos and a payment link. No phone calls, no handwritten notes, no chasing.
Stale Lead Reengagement Trigger
Automatically detect leads that have gone quiet in your CRM and launch personalised outreach sequences to bring them back. No more forgotten contacts or wasted pipeline.
Weekly Appointment & No Show Report
Automatically compiles your weekly appointment data, calculates no show rates by provider and time slot, and delivers a clear summary every Monday morning so you can take action on the patterns costing you revenue.
Service Area Dispatch Router
Automatically geocode incoming job requests, match them to the nearest available technician by zone and skillset, and confirm the appointment with both parties. No dispatcher bottleneck, no wasted drive time.
Meeting Booked to Deal Creation
When a prospect books a discovery call, a deal is created in your CRM within seconds. Contact records are enriched, a premeeting questionnaire goes out, and your rep gets a prep brief. No manual data entry, no pipeline ghosts.
Intake Form to Appointment Pipeline
Automatically turn website consultation requests into booked appointments. When a prospect submits your intake form, this automation creates their CRM record, sends a scheduling link matched to the right service and team member, and follows up if they don't book.
Multi Channel Customer Inquiry Router
An AI agent pulls every incoming message from website chat, Facebook, Instagram, WhatsApp, and SMS into a single queue, reads each one, figures out what the person wants, and routes it to the right place. Booking requests go straight to your calendar. Complaints reach the owner. Pricing questions get an instant reply. Nothing sits unanswered.
Construction Job Costing Data Pipeline
Automatically pull labour hours, material receipts, and subcontractor invoices from separate systems into one live dashboard, so you know exactly where every job stands before costs blow out.
Seasonal Service Reminder Campaign
Automatically remind past clients when their annual or seasonal service is due, with personalised messages and a direct booking link. Turns forgotten repeat business into reliable recurring revenue without your team lifting a finger.
Multi Channel Intake Form Router
Automatically capture enquiries from your website, Facebook, Instagram, Google, and email into one place. Every lead gets an instant reply, a CRM record, and a route to the right person on your team.
Contractor Timesheet & Payroll Summary
Automatically collect contractor timesheets, calculate gross pay with the correct rates, and deliver a ready to review payroll summary every pay period. No more chasing spreadsheets or tallying hours by hand.
Multi Channel Lead Source Attribution Tracker
Automatically tag every lead with its true acquisition source, connect that source to closed revenue, and see exactly which marketing channels earn money and which ones waste it.
Invoice to PDF and Auto Send
When a project is marked complete in your project management tool, this automation pulls billable hours and rates, generates a branded PDF invoice, and emails it to the client with payment instructions. A copy lands in the client folder without anyone lifting a finger.
NPS & Customer Satisfaction Trend Report
An automated weekly workflow pulls your NPS survey responses, calculates rolling scores and trends, uses AI to group verbatim comments by theme and sentiment, and delivers a formatted report to your leadership team. Score drops trigger instant alerts so you catch dissatisfaction before clients walk.
Equipment Install Registration & Warranty Activation
Automatically register manufacturer warranties the moment your technician completes an equipment install. No missed deadlines, no unregistered units, no liability gaps.
Recurring Appointment Auto Rebooking
When a recurring appointment finishes without the next one booked, this automation sends the client a prefilled booking link for their usual day and time, follows up by SMS if they don't act within three days, and flags lapsed clients in your CRM for personal outreach.
Job Safety Checklist Gate
A digital safety checklist that blocks job completion in your field service system until every required check is submitted. No completed checklist, no closed job. Every entry is timestamped, geotagged, and feeds a live compliance dashboard.
Post Job Review Request with Photo Prompt
Thirty minutes after your technician marks a job complete, an automated SMS lands in your customer's pocket with a direct review link and before/after photos of the work. No manual chasing, no forgotten asks.
Contractor Onboarding Document Pack
When a new contractor lands in your HR system or Airtable base, this automation generates a complete document bundle, sends it as a single signing package through PandaDoc, and updates your records the moment everything is signed.
New Enquiry Instant Auto Reply
When a prospect fills out your contact form, this automation sends a personalised reply by email and SMS within seconds, logs the lead in your CRM, and alerts your team. No one has to be watching the inbox.
Estimate Request Auto Acknowledgement with Qualification Questions
Every quote request gets an instant reply and a short set of qualifying questions. By the time your estimator sees the lead, they already know the budget, timeline, and scope, so they spend their hours on prospects who actually convert.
Accounts Payable Processing Agent
An AI agent monitors your AP inbox, reads every invoice using OCR and vision models, extracts vendor details and line items, matches them against purchase orders, and creates draft bills in your accounting system. Discrepancies get flagged before they become problems.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
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- A step by step checklist to get your first automation live this week
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