Isn't this just Zapier?

Zapier is a piece of the toolkit. We use it where it fits — and write real code where it doesn't. The difference is the automation actually follows your business rules, including the messy edge cases templates never cover.

Will it replace my people?

No. It removes the work your people hate so they can do the work that actually grows the business — quoting, selling, taking care of customers.

What if something breaks?

Every workflow logs every run. You see what fired, what didn't, and why. Failures route to a human (yours or ours) instead of disappearing silently.

How do you pick the first thing to automate?

We start with the Audit. You'll get a costed list of the highest-impact workflows in your business, ranked by ROI, before you commit to a build.

The work nobody wants to do

Workflow automation for small business — clear the busywork slowing your team down.

Your team loses hours to quoting, scheduling, data entry, status updates, and reports that still have to get done. We build custom AI automations that handle that work quietly in the background, connected to the tools you already run.

(262) 951-8690 See what we build

Is this you?

→Your office manager is buried in copy-paste between QuickBooks, your CRM, and your email.
→Jobs slip because no one updated the spreadsheet, the CRM, and the customer all in the same week.
→End-of-day reports take an hour every night — and nobody ever actually reads them.
→Hiring another admin sounds expensive. The status quo is more expensive — you just can't see it yet.

What we build

Custom AI workflows trained on your business, plugged into the systems you already run. Not Zapier templates — real automations that follow your real rules, with logging and a human-in-the-loop where it matters.

Quote-to-CRM-to-calendar pipelines that fire on a single trigger

Daily and weekly reports written and delivered automatically to the people who need them

Customer status updates (text, email) that fire on real job events — not on someone remembering

Data sync between QuickBooks, Jobber, ServiceTitan, HCP, your CRM, and your spreadsheets

Inbox triage and routing so the right messages reach the right person

Human approval steps wherever the rules need a real human's eyes

New to workflow automation? Read our plain-English breakdown of what it is, what it costs, and how much time it saves — What is workflow automation?

Proof

4–10 hours a week recovered per person on back-office workflows.

The workflows prepare invoice and purchase-order packets for human review, removing repetitive sorting and matching while keeping final judgment with the team.

Read the case study

Pricing

One clear way to start

How fixed-fee pricing works →

First

Free 30-minute fit call

We look at the problem, the systems involved, and whether there is a sensible fit.

Then

AI Opportunity Audit · $500–$1,500

We map the workflow and give you a costed plan. 100% of the audit fee credits toward any build.

After that

Build and managed pricing

Scoped on the call and agreed in writing before work starts.

Questions owners ask

Find out what you're losing — before you spend a dollar.

Book a free 30-minute fit call. We'll map where missed calls, slow follow-up, and manual busywork are costing you — and show you a live demo trained on a business like yours. No pitch deck. No pressure.

Or call (262) 951-8690 — you'll reach Jon directly.

Not ready to talk yet?