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$8,500–12,000

Automate Your Entire Back Office — Invoicing, Scheduling, Follow-Up, and Reporting

Connect your CRM, accounting, scheduling, and comms into one automated workflow. Your office manager stops doing data entry and starts managing.

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Quick Answer

Back-Office Automation Setup — Connect your CRM, accounting, scheduling, and comms into one automated workflow. Your office manager stops doing data entry and starts managing. Starting at $8,500–12,000. Includes 8 deliverables with a satisfaction guarantee.

What You Get

Every deliverable included in this engagement.

  • System audit: review every software tool, identify redundancies and gaps
  • Integration architecture: connect CRM, accounting, scheduling, and communication platforms
  • Automated invoicing pipeline: job completion triggers invoice generation and delivery
  • Appointment scheduling automation: booking, confirmation, and reminder sequences
  • Quote follow-up sequences: multi-touch follow-up on open estimates
  • Customer communication templates: branded emails and texts for every touchpoint
  • Staff training: 2-hour hands-on session for office team on new workflows
  • 30-day post-launch monitoring and adjustment period
🛡️
Our GuaranteeAll automations fully functional and generating measurable time savings within 30 days of go-live, or we fix and extend monitoring at no cost.

How It Works

1

System audit & architecture Days 1-3

Map all existing tools, identify integration points, design the connected workflow

2

Integration build Days 4-10

Connect systems, build automation workflows, configure triggers and actions

3

Testing & training Days 11-14

End-to-end testing with real data, staff training sessions, documentation

4

Go-live & monitoring Days 15-45

Launch with monitoring, troubleshoot edge cases, optimize based on real usage

Investment

$8,500–12,000Run your free audit

Available For

Fire Sprinkler CompaniesCompressed Air Service CompaniesStandby Generator Service CompaniesMobile Hydraulic Repair CompaniesCommercial Garage Door & Dock Repair CompaniesMobile Heavy Equipment Repair CompaniesCommercial Boiler Service CompaniesFire Suppression & Hood Cleaning CompaniesBiohazard & Crime Scene Cleanup CompaniesLuxury Hardscaping & Pool CompaniesMarine Diesel & Yacht Repair CompaniesCommercial Aquatics & Pool Service Companies

Frequently Asked Questions

What software do we need to have already?

At minimum: a CRM or field service platform (ServiceTitan, Jobber, Housecall Pro, etc.), accounting software (QuickBooks, Xero), and a business phone. We work with whatever you have and recommend upgrades only when existing tools can't support the automation.

How much office time does this save?

Typically 15-25 hours per week of manual data entry, invoice assembly, scheduling coordination, and follow-up tasks. For a 2-person office, that's the equivalent of adding a third employee — without the salary.

What's the ROI?

At $25-$40/hr office labor costs, saving 15-25 hours per week represents $19K-$52K in annual labor savings. Factor in faster invoicing (2-3 weeks of accelerated cash flow) and recovered revenue from automated follow-up, and total first-year ROI is typically 3-5x the investment.

Ready to get started? Let's talk.

Book a free 30-minute discovery call. No pitch, no pressure — just a conversation about your operation and whether this engagement is the right fit.

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