Services · Treeline Automation

// Leads

Catch every lead before it gets cold.

Missed calls trigger an auto text back within 30 seconds.
Calls, web forms, Google Business, and Facebook all funnel into one inbox.
Multi-touch follow-up keeps reaching out until they book or opt out.
After-hours auto-replies and smart routing send the right lead to the right person.

// Quotes

Send estimates in minutes, not hours.

Templated quotes auto-populate job details, materials, and pricing.
Send by text or email with a booking link built in.
Customer signs and accepts in one tap from their phone.
Approved quotes drop straight into your calendar and CRM.

// Invoices

Get paid without chasing anyone.

Invoice fires automatically when the job is marked complete.
Polite reminders run on multiple day touch points until they pay.
Pay by card, ACH, or Apple Pay — whatever you accept.
Late notices escalate the tone without you ever lifting a phone.

// Updates

Customers stay updated. You stay off your phone.

"On our way" and "job complete" texts fire automatically from your calendar.
Photos and notes from the job site land straight in the customer's thread.
Day-before reminder texts cut no-shows.
Post-job review request goes out at the right moment.

// More Than The List

The four above are starting points.

Most shops want more than what's listed. We build into the CRM, phone system, and tools you already use, and we can take on workflows custom to how your shop actually runs. The free audit shows you which automations save you the most time first.

Not sure where to start?

The free audit tells you exactly which one to do first, and what it will save you. 30 minutes, one page back.

↩ 60-day guarantee: If your automations don't recover their build cost in the first 60 days, we refund the build. See full terms →