Field Service Automation
You were under a sink when the phone rang.
Estimates out the same day. Jobs scheduled without three phone calls. Follow-up that happens whether or not you remembered.
What is field service automation?
Field service automation is software that runs the office side of a trades business automatically — taking in leads, scheduling and dispatching jobs, sending estimates, invoicing, and following up — so the work doesn't wait for whoever's free to handle it.
For most contractors the bottleneck isn't the crew. It's the hour between jobs when someone has to do paperwork.
The job you lost was the estimate you sent Thursday
The call you couldn't take
You were under a sink. It went to voicemail. They called the next company on the list and that company picked up.
The estimate that took four days
Not because it was complicated. Because you write estimates at night, and Tuesday night got away from you. By Friday they'd booked someone else.
The estimate you sent and never chased
They didn't say no. They said “let me talk to my wife.” That was three weeks ago and neither of you has mentioned it since.
Scheduling by phone tag
Three calls to book one job. Two of them voicemails.
The invoice you sent late
The work finished Tuesday. The invoice went out the following Monday, because that's when you do paperwork. You financed that job for six days for no reason.
The customer you never contacted again
They liked you. They'd use you again. They don't remember your company name and you have no system for reminding them.
Speed is the whole reputation
In trades, customers can't judge your work before they buy. So they judge everything else — how fast you answered, how quickly the estimate came, whether you showed up when you said. Most of what a customer decides about you happens before you pick up a tool.
You already paid for that lead
Most contractors are buying leads somehow — ads, a lead service, a truck wrap, or years of reputation. All of it costs something. Then the call comes in while you're on a job and it rings out. The lead you paid for goes to whoever picked up. That's the part worth fixing first, and it's not a marketing problem. Your marketing worked.
What we automate for contractors
Missed-call and after-hours response
Every call answered or texted back within a minute, including the ones at 7pm.
Estimate generation and delivery
Built from your pricing, sent same-day, tracked so you know it was opened.
Estimate follow-up
The one nobody does. A quote that's sat four days gets a nudge automatically, without you feeling like you're chasing.
Scheduling and dispatch
Booked without phone tag. Crew assigned by availability and location instead of by whoever's on the radio.
Job-to-invoice handoff
Work completes, invoice goes out. Same day, every time.
Payment follow-up
Reminders on schedule so you stop being the person who has to ask twice.
Past-customer reactivation
The maintenance reminder, the seasonal check-in, the two-year follow-up. This is where repeat work comes from and almost nobody runs it.
Review and referral requests
Sent right after the job, while they're still happy about it.
How it works
01 · Map
We follow one job from first call to paid invoice and mark every place it waits on a person.
02 · Build
In what you already use where possible — ServiceTitan and most field software connect fine. Where we're choosing, it's usually GoHighLevel or Keap, connected with n8n, Make, or Zapier depending on whether you want to adjust things yourself later.
03 · Tune
Monthly. Your seasons change, your crew changes, your pricing changes.
What changes
Estimates go out the same day, usually within the hour. No lead sits overnight, including the ones that come in while you're asleep. And repeat work arrives that you didn't chase, because someone stayed in touch on your behalf.
FAQs
What contractors usually ask before automating anything. Still have a question? Book a free audit and we'll answer it.
Software that runs the office side of a trades business automatically — intake, scheduling, dispatch, estimates, invoicing, and follow-up.
Usually not. Most of what we build connects what you already run. Your field software is generally fine — the gap is what happens between it and everything else.
Your field software manages jobs. It doesn't chase an unsigned estimate, text back a missed call, or reactivate a customer from two years ago.
Those are the parts that got left to whoever had time, which in practice means they don't happen.
It's built for businesses past about ten people. Under that you can usually still hold the whole thing in your head, and we'd rather tell you that than sell you something you don't need yet.
A scoped build at a fixed price, then a monthly retainer for tuning and support. You get the number after the audit, before you commit — it depends almost entirely on what you already run.
Usually inside two weeks. The honest variable is you — if we're waiting on logins or answers, that's where the time goes. Build time is rarely the bottleneck.
Most of it runs without anyone touching it. The parts that need input happen on a phone, in the field, in a few taps.
And everything is built in your own accounts and documented, so it stays yours whatever happens.
Find out what your paperwork is costing you.
Thirty minutes, no pitch. We'll follow one job from first call to paid invoice and show you where the days go.