Business automation & systems services for small business

Start where it hurts. Fix it fast. Grow from there.

Quoting & Estimating Automation

From slow, inconsistent quoting → to same-day quotes with clear pricing and notes.

What you get:

  • A quote form tied to your past work and pricing
  • One‑click PDFs and email send
  • Optional approval tracking

Excel, Google Sheets, QuickBooks

Operations Dashboard & Scheduling

From scattered information and email chains → to one clear view of work, schedules, and priorities.

What you get:

  • Work board with status and priorities
  • Bottleneck alerts
  • Daily snapshot to your inbox

Inputs: work list, schedules, due dates

Business Dashboards & Visibility

From manual reporting and spreadsheet hunts → to clean daily and weekly summaries ready to share.

What you get:

  • Auto‑compiled sales, performance, and key metrics
  • Shareable PDFs and dashboards
  • Customer‑ready status updates

Outputs: daily roll‑ups, sales, performance

Digital Checklists & Reporting

From paper logs and manual tracking → to digital systems that your team can actually use.

What you get:

  • Digital checklists and workflows
  • Quick capture forms
  • Automated reporting and tracking

Works with: any business process

Task & Schedule Tracking

From reactive scheduling and missed deadlines → to fewer surprises and better planning.

What you get:

  • Recurring task schedules
  • Notes and reminders in one place
  • Automated reminders and tracking

Works with: any recurring tasks

Customer & Order Sync

From manual re-typing between systems → to seamless data flow.

What you get:

  • Email → order capture
  • Customer updates sent automatically
  • Inventory and shipment signals

Connects: email, CRM, QuickBooks

Delivery & Support

Every project includes:

  • Documentation written for operators and managers
  • Short video walkthroughs
  • Training for your team
  • Optional ongoing support

How it works (without the BS)

A simple process that respects your time.

Walk the workflow, identify bottlenecks using lean + ops lens. Quick audit of your workflow and bottlenecks. Plain English.

MAP ITCONNECT ITRUN IT

Need something custom?

If your workflow doesn't fit the template, we'll map it and build exactly what you need.

Get Started

Ready to get started?