Declined service, followed up on every RO
Personal follow-up on declined work, booked and written back to the DMS.
CDK, Reynolds, SMS
Advisor confirms the quote
Other industries
Construction is our focus. The same approach works for other businesses.
Any business that runs on email, phones and spreadsheets has workflows worth automating.
Looking for construction workflows?3 workflows
Dealerships
Every lead and repair order followed through.
Internet leads answered with the actual unit
A real reply in under a minute, logged in the CRM.
VinSolutions, DealerSocket
Sales takes the appointment
Service status updates and work approvals
Status texts, and extra work approved from the customer's phone.
Tekion, SMS
Advisor approves pricing
3 workflows
Dental
A full schedule with fewer phone calls.
Insurance verified the day before
Tomorrow's patients checked for coverage, problems flagged.
ClearDent, ABELDent, CDAnet
Front desk handles flags
Recare and reactivation that fills hygiene
Overdue patients texted and booked without anyone working the list.
Dentrix, Tracker, SMS
Office manager sets the rules
Cancellations backfilled from the ASAP list
Openings offered to the ASAP list and booked on the first reply.
Open Dental, SMS
Front desk confirms
2 workflows
Trades & home services
Plumbing, HVAC, electrical and landscaping.
Missed call to sent quote
Text back, details collected, quote drafted from your price book.
Phone, Jobber, Housecall Pro
Owner taps approve
Maintenance agreements renewed on time
Customers contacted, booked and invoiced on schedule.
ServiceTitan, QuickBooks
Dispatcher confirms
2 workflows
Accounting & law
Less document chasing in busy season.
Client documents collected and filed
Requested, chased and filed to the right client folder.
Email, TaxDome, SharePoint
Preparer reviews
New matter intake
Screened, conflict details collected, engagement letter drafted.
Clio, Outlook
Lawyer signs off
2 workflows
Property management
Residential and commercial portfolios.
Maintenance request to closed work order
Triaged, vendor dispatched, tenant updated, invoice matched.
Yardi, Buildium, SMS
Manager approves the vendor
Lease renewals started on time
Renewal terms sent, signed renewals filed.
Buildium, DocuSign
Manager sets the terms
Don't see your industry? Tell us about the job that takes too long.
If your team retypes, chases or answers the same thing every day, we can automate it.
Send us a messageBring us one workflow. Any industry.
On a free 30-minute call, walk us through the job your team dreads most. Within two business days you'll get a written plan: each step, what can be automated, where a person signs off, and what it costs.