Questions
FAQs
What does Treeline Automation do?
We find the repetitive work that costs a business hours or customers, build the automations that do it, and stay on to keep them running. You get the outcome, not another piece of software to manage.
Do you only do what’s on the Services page?
No. Most of our work falls into those four areas, but if a task is repetitive and runs through software, we can probably automate it. Describe it and we’ll tell you plainly whether we can build it.
Who do you work with?
Owner-led businesses and small teams that are stretched thin on operations. That includes trades and service companies across the Gallatin Valley, and growing companies elsewhere that work with us remotely. Bozeman and the Gallatin Valley are home.
We are about to hire for an operations role. Should we talk first?
Yes. A good share of most operations and admin roles is recurring work that can be automated. We go through the role with you and show which parts those are, so you can hire for fewer hours or for a different kind of person. Some roles need a person, and we will tell you when that is the case.
We have tried automation before and it did not stick. Why is this different?
Common story. Everything we build is customized to how your business actually runs, and we keep listening to you after it goes live instead of handing you a login and disappearing.
Do we have to change the software we already use?
No. We build around what you already run: QuickBooks, Gusto, HubSpot, Jobber, ServiceTitan, whatever it is. The whole point is that you and your team don't have to change the software you already use.
How does an engagement start?
A conversation. Tell us where your time goes and what keeps falling through the cracks. If we can help, we'll show you what we'd build. If we can't, we'll tell you that instead.
How long until something is working?
You'll get a timeline in writing with your quote. Most companies are seeing measurable results in less than a month after it goes live. Bigger builds take longer to finish, but you'll have something working and saving you time well before the whole project is done.
How much of our time will it take?
A few hours total, spread out. We need to understand how your process works. After that, building it is our job, not yours.
How is the work priced?
Every build is quoted up front, so you'll know the number before we start. There is a one-time cost to build and a monthly cost to keep it running and supported.
Do we need technical people on our side?
No. If you can use your phone and the software you already have, you can use what we build. We aim to make this as easy as possible for you.
What happens after it goes live?
We check it's doing what it's supposed to, fix anything that drifts, and improve it as your business changes.
What happens if something breaks?
You call us and we fix it. Automations run on other companies' software, and now and then those companies change something. We monitor the health of every automation we build and check on them continuously, so that stays rare and we usually catch it before you notice. Keeping it working is part of what you pay for.
Is our data safe?
Your data stays in the systems you already use. We don't store your customer information and we don't share or sell anything.
Can we walk away if it is not working?
Yes. No contracts, ever. And if it isn't working for you in the first 60 days, we refund the build and turn it off. All we ask is that you tell us why you're leaving, so we can make our product better. If it isn't making your life easier, we don't want your money.
Next step
What’s eating your week?
Tell us your biggest bottleneck and we’ll tell you whether we can automate it, what it would take, and what it would cost. If we can’t help, we’ll say so.
Not happy with what you have? Get your money back. Within 60 days, we refund the build and turn it off. No contracts.