Back Office & Reporting

Handwritten tickets stack up on a desk. Somebody gets to them when they get to them, and the invoice goes out two or three weeks after the work was done. By then the customer has half forgotten the job, and you’ve been financing it the whole time.

Meanwhile office staff retype customer details from the website into your job software, typos and all. It’s slow, it’s boring, and it’s where the mistakes come from.

What we build

Automated invoicing. A crew leader taps Job Complete and an itemized invoice goes out by text with a payment link on it. No desk, no stack, no delay.

Hands-off data entry. Your website feeds your operational software directly, so a request builds the client profile and a draft estimate on its own. Nobody retypes anything.

Live reporting. A dashboard showing leads coming in, which ZIP codes they came from, what has been paid and what is still owed — current, on your phone, without asking anyone to build a report.

It works with what you already run

QuickBooks, Jobber, ServiceTitan, Housecall Pro — whatever you use, we build around it. You and your crew don’t change how you work.

A landscaping and snow removal company in Bozeman was working off handwritten tickets with invoices going out two to three weeks later. Once invoicing fired automatically on job completion and the website fed their software directly, time to get paid went from 21 days to 8 days — enough to pay cash for equipment. The office got about 15 hours a week back, and he saw the numbers early enough to hire another crew before winter.

Read the full case study

Setup runs $200–$3,000 depending on how many workflows you need and how complex they are, plus $10–$250 a month to keep them running and supported. You get the number before we build anything.

No contracts. And if your automations don’t recover their build cost in the first 60 days, we refund the build.