What is business process automation for a home service company?

It means letting software handle the repetitive work between the job and the money: invoices, payment reminders, estimate follow-ups, membership renewals, bookkeeping sync and reporting. The office team handles the exceptions and the customers.

Do you work as automation consultants or build it yourselves?

Both. We map your processes and decide what to automate, then build, test and maintain the automations ourselves.

Will automation replace our office staff?

That is rarely the goal. Most growing shops are short on office capacity. Automation lets the team you have handle more jobs and spend their time on customers rather than data entry.

What about AI automation?

We use AI where it clearly saves time, such as summarizing calls, drafting follow-ups or answering questions about your ServiceTitan data. Everything else uses plain, reliable automation.

What tools do you use?

ServiceTitan’s own automations first, then Zapier, n8n or direct API connections where needed. You own every account and every workflow we build.

Business process automation

Your back office, on autopilot.

Every growing shop hits the same wall: the office can't keep up. Invoices go out late, estimates never get a follow-up, memberships lapse. We automate the repetitive back-office work so your team spends its time on customers, not copy and paste.

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Back office · this weekLive

Unsold estimate follow-up38 sent · last run 4 min ago
Invoice reminders$41k collected · last run 12 min ago
Membership renewals22 renewed · last run 1 hr ago
Review requests96 sent · last run 18 min ago
ServiceTitan → QuickBooks sync312 invoices · last run 6 min ago
Missed-call callbacks17 booked · last run 2 min ago

31 hrs of office work handled this week

What we automate

The work nobody should do by hand.

We start with what costs you money when it slips, then what costs your team the most hours.

Invoicing and collections

Invoices sent the moment a job closes, payment reminders on a schedule, and overdue accounts flagged before they go stale.

Estimate follow-up

Every unsold estimate gets a follow-up sequence by text and email, and hot ones go back to a salesperson to call.

Memberships and renewals

Renewal reminders, tune-up scheduling and lapsed-member win-backs that run without anyone remembering.

Bookkeeping sync

ServiceTitan and QuickBooks kept in step, with exceptions sent to your bookkeeper instead of found at month-end.

Scheduling and callbacks

Missed-call callbacks, appointment confirmations and reminders, and handoffs from the office to dispatch.

Reporting

The weekly scorecard built and sent automatically, and your numbers available in Claude or ChatGPT through the ServiceTitan API.

How we build it

ServiceTitan first. Then the right tool for the rest.

Most shops already pay for automation they never switched on. We use what ServiceTitan can do natively, then connect the gaps with tools like Zapier, n8n or the ServiceTitan API, and AI where it actually saves time. See ServiceTitan consulting.

Every automation documented, so it never depends on one person
Errors alert a human instead of failing quietly
Built on your accounts, so you own everything we set up
Measured in hours saved and revenue recovered

How it works

Map it, automate it, measure it.

01Weeks 1–2
Map
We sit with your office team, list every repeating task and rank them by hours and dollars at stake.
02Weeks 3–6
Automate
The top workflows built, tested on real jobs and handed over with a short guide for your team.
03Ongoing
Measure
We track hours saved and revenue recovered, fix what breaks, and work down the list.

Questions

What owners ask us

What is business process automation for a home service company?: It means letting software handle the repetitive work between the job and the money: invoices, payment reminders, estimate follow-ups, membership renewals, bookkeeping sync and reporting. The office team handles the exceptions and the customers.
Do you work as automation consultants or build it yourselves?: Both. We map your processes and decide what to automate, then build, test and maintain the automations ourselves.
Will automation replace our office staff?: That is rarely the goal. Most growing shops are short on office capacity. Automation lets the team you have handle more jobs and spend their time on customers rather than data entry.
What about AI automation?: We use AI where it clearly saves time, such as summarizing calls, drafting follow-ups or answering questions about your ServiceTitan data. Everything else uses plain, reliable automation.
What tools do you use?: ServiceTitan’s own automations first, then Zapier, n8n or direct API connections where needed. You own every account and every workflow we build.

Give your office its week back.

A 30-minute call. We look at your channels, your ServiceTitan data and your booking rate, and tell you where the growth is.