BUSINESS PROCESS AUTOMATION

WHAT CAN BE AUTOMATED?

If a task follows consistent rules and happens repeatedly, it can usually be automated. Common examples:

• A customer fills out a form → lead is created in CRM, sales rep is notified, follow-up is scheduled
• Invoice is overdue → customer receives reminder email, account is flagged for follow-up
• Job is completed → invoice is generated, satisfaction survey is sent, technician pay is calculated
• New employee is hired → accounts are created, equipment is ordered, training is scheduled
• Inventory drops below threshold → purchase order is drafted, vendor is notified

TYPES OF AUTOMATION WE BUILD

Intake & Lead Capture

Streamline how new business comes in:

• Custom web forms that capture exactly what you need
• Automatic lead qualification and routing
• Instant notifications to the right people
• Follow-up sequences and reminders
• Integration with CRM and scheduling systems

Scheduling & Dispatch

Reduce scheduling headaches:

• Online booking with real-time availability
• Automatic appointment confirmations and reminders
• Smart dispatch based on location and skills
• Rescheduling and cancellation handling
• Calendar sync across systems

Communication & Notifications

Keep everyone informed automatically:

• Customer status updates via email/SMS
• Internal alerts for important events
• Escalation workflows for overdue items
• Report distribution on schedules
• Two-way messaging with response tracking

Document Generation

Create documents without manual work:

• Proposals and quotes from templates
• Invoices triggered by job completion
• Contracts with auto-populated fields
• Work orders and service tickets
• Reports with current data

Data Processing

Handle data transformation and movement:

• Import data from email attachments or files
• Validate and clean incoming data
• Sync data between systems
• Generate reports and analytics
• Archive and backup automation

THE ROI OF AUTOMATION

Consider what manual work costs you:

• If someone spends 2 hours/day on tasks that could be automated, that's 500+ hours/year
• At $25/hour, that's $12,500/year—plus the opportunity cost of what they could be doing instead
• Automation also reduces errors, improves consistency, and speeds up response times

Most automation projects pay for themselves within 6-12 months.

TIMELINE & INVESTMENT

Simple automations (single workflow, 2-3 steps) typically take 1-2 weeks and cost $2,000-$5,000.

Complex automation systems (multiple workflows, conditional logic, many integrations) take 4-8 weeks and cost $10,000-$30,000.