automation catalog  //  priced per automation

Every automation, priced on its own.

Each automation is a template we built once. Only your phone number, hours, calendar, CRM, copy and rules change for your business. Start with one, and add more when it earns its place.

  • From $300/month
  • Three-month minimum
  • Usage billed at cost

Built to order means set up from our template for your business before launch. Kit ready means the importable kit exists. Later means not offered yet.

// never lose a lead

Never lose a lead.

Built to order

Missed-call text-back

$300/month

What it does. After a missed call, a text goes out that asks for the details your business needs. The reply goes to your team, and a weekly report shows the calls handled. Booking slots and urgency triage belong to Speed-to-lead.

You approve. The wording of the text and the hours it runs, agreed at setup.

Changes per client. Your phone number, hours, message copy and rules.

Needs. A business number we can watch for missed calls, a texting number, and a place where replies reach your team.

Texts go out only with consent, and every text can be stopped with a STOP reply.

Sample, not a live conversation.

“Sorry we missed your call to Example HVAC. What do you need help with, and what is the address? Our team will reply shortly. Reply STOP to opt out.”

Built to order

Speed-to-lead

$500/month

What it does. Replies in seconds to new leads from your web form, Google Local Services or a marketplace. It asks two qualifying questions, offers booking slots and alerts the owner by Telegram, SMS or email. Urgency triage and Spanish replies are options.

You approve. The first reply, the questions and the booking slots offered, agreed at setup.

Changes per client. Lead sources, calendar, hours, message copy and rules.

Needs. Access to each lead source, a booking calendar and a texting number.

Texts go out only with consent, and every text can be stopped with a STOP reply.

Sample, not a live conversation.

“Thanks for contacting Example HVAC. Is the system not cooling or not heating, and what day works best this week? Reply STOP to opt out.”

// fill and protect the calendar

Fill and protect the calendar.

Built to order

Appointment confirmation chain

$500/month

What it does. Confirms a booking at once, asks for a yes or no 24 hours ahead with a way to reschedule, sends a text when the tech is near, and after a no-show moves on to the next tech.

You approve. The wording of each message in the chain, agreed at setup.

Changes per client. Calendar, tech list, message copy, timing and rules.

Needs. A calendar that holds your appointments, a list of techs and a texting number.

Texts go out only with consent, and every text can be stopped with a STOP reply.

Sample, not a live conversation.

“Your appointment with Example HVAC is set for Thursday at 9 AM. Reply YES to keep it or NO to reschedule. Reply STOP to opt out.”

Built to order

Estimate follow-up

$300/month

What it does. Follows up on estimates that have gone quiet, on day 2, 5 and 10. The follow-ups are drafted and held for your approval.

You approve. Every follow-up, before it is sent. Wording is agreed at setup.

Changes per client. Where your open estimates live, message copy, timing and rules.

Needs. Your open estimates in a CRM or sheet, a texting number and consent on file for each customer.

Texts go out only with consent, and every text can be stopped with a STOP reply.

Nothing is sent until you approve it.

Sample, not a live conversation.

“Hi Sam, checking in on the estimate we sent Tuesday. Any questions, or do you want to pick a day? Reply STOP to opt out.”

Built to order

Quote and estimate pipeline

$700/month

What it does. Builds quotes from your pricing file and drafts the day 2, 5 and 10 follow-ups, which are held for your approval. When a quote is signed, it creates the job.

You approve. Every quote and every follow-up, before it goes out.

Changes per client. Your pricing file, CRM or job tool, message copy and rules.

Needs. A pricing file, a CRM or job tool, a texting number and consent on file for each customer.

Texts go out only with consent, and every text can be stopped with a STOP reply.

Nothing is sent until you approve it.

Sample, not a live conversation.

“Hi Sam, your estimate for the furnace replacement is ready: [quote link]. Reply STOP to opt out.”

Built to order

Estimate desk

$300/month

What it does. For landscaping and hardscape. A voice note from the job site becomes a drafted estimate, aimed at about 15 minutes. The day 2, 5 and 10 follow-ups are drafted and held for your approval, and a Friday list shows every open estimate.

You approve. Every estimate and every follow-up, before it is sent.

Changes per client. Your price list, message copy, timing and rules.

Needs. A way to send voice notes, your price list, a texting number and consent on file for each customer.

Texts go out only with consent, and every text can be stopped with a STOP reply.

Nothing is sent until you approve it.

Sample, not a live conversation.

“Hi Sam, following up on the patio estimate we sent Tuesday. Do you want to set a start date? Reply STOP to opt out.”

// get paid and get reviews

Get paid and get reviews.

Built to order

Job close-out

$700/month

What it does. Turns tech notes and photos into a report for the customer. The invoice is drafted and held for your approval, and so is any late-payment nudge.

You approve. The report, the invoice and every late-payment nudge, before each is sent.

Changes per client. Report format, invoicing tool, message copy and rules.

Needs. A way for techs to send notes and photos, an invoicing tool and a texting number.

Texts go out only with consent, and every text can be stopped with a STOP reply.

Nothing is sent until you approve it.

Sample, not a live conversation.

“Hi Sam, a reminder that invoice 1042 is due. You can pay here: [invoice link]. Reply STOP to opt out.”

Built to order

Review requests

$300/month

What it does. Asks every customer for a review after the job. No gating and no incentives. A customer who had a problem can also send private feedback that goes to you.

You approve. The wording of the request, agreed at setup.

Changes per client. Your review link, message copy, timing and rules.

Needs. Your review link, a customer list with consent on file and a texting number.

Texts go out only with consent, and every text can be stopped with a STOP reply.

Sample, not a live conversation.

“Thanks for choosing Example HVAC, Sam. Would you leave us a review? [review link] If something went wrong, reply here and the owner will see it. Reply STOP to opt out.”

// bring customers back

Bring customers back.

Built to order

Customer reactivation

$300/month

What it does. Cleans your customer list before any text goes out, then reaches past customers on a campaign calendar you approve.

You approve. The cleaned list and the campaign calendar, before the first text.

Changes per client. Your customer list, message copy, calendar and rules.

Needs. A customer list with consent on file and a texting number.

Texts go out only with consent, and every text can be stopped with a STOP reply.

Sample, not a live conversation.

“Hi Sam, it has been a while since your last service with Example HVAC. Want us to set up a visit? Reply STOP to opt out.”

Built to order

Maintenance-plan list and seasonal texts

$300/month

What it does. Builds an opt-in maintenance-plan list from a QR card or van sticker that leads to a consent form, then sends seasonal texts on a campaign calendar you approve, after list cleanup.

You approve. The campaign calendar and each seasonal message, before the first send.

Changes per client. The QR card or sticker, consent form, calendar, message copy and rules.

Needs. A printed QR card or van sticker, a texting number and a list to clean.

Texts go out only with consent, and every text can be stopped with a STOP reply.

Sample, not a live conversation.

“Example HVAC: time for your fall tune-up. Reply YES and we will send open times. Reply STOP to opt out.”

// the whole loop

One bundle for the whole loop.

Built to order

Whole-loop back-office bundle

$2,000/month Separate: $2,700/month

What it does. Runs the whole back-office loop in one rollout, in this order: intake, quote, job, invoice, review. That is Speed-to-lead, Quote and estimate pipeline, Appointment confirmation chain, Job close-out and Review requests together. The day 2, 5 and 10 follow-ups, the quote and the invoice are drafted and held for your approval.

You approve. Every quote, follow-up, invoice and late-payment nudge, before it is sent.

Changes per client. Lead sources, pricing file, calendar, CRM, invoicing tool, message copy and rules.

Needs. What each of the five automations needs, set up in the same order.

Texts go out only with consent, and every text can be stopped with a STOP reply.

Nothing is sent until you approve it.

Sample, not a live conversation.

“Hi Sam, your estimate is ready: [quote link]. Reply STOP to opt out.”

// live packages

Two packages on the price list today.

Kit ready

Restaurant VIP text club

$297/month founding for the first three restaurants $397/month after $500 setup

What it does. A QR table tent signs guests up with a consent checkbox, a voucher text goes out, and consented win-back texts are scheduled. 1,000 texts a month are included, and extra usage is billed at cost.

You approve. Rewards and offers, before each campaign.

Changes per client. Your restaurant, offer and copy.

Needs. A printed table tent, a texting number and a guest signup path.

Texts go out only with consent, and every text can be stopped with a STOP reply.

See the restaurant text club →

Built to order

HVAC website and follow-up package

$2,500 setup + $500/month

What it does. An HVAC website wired into the fuller text-back flow: qualify the caller, hand off to booking, and send urgent calls to a person.

You approve. The wording of the messages and the handoff rules, agreed at setup.

Changes per client. Your site content, phone number, hours, calendar and rules.

Needs. A business number, a texting number and a booking calendar.

Texts go out only with consent, and every text can be stopped with a STOP reply.

See the HVAC package pricing →

// later

Not built yet.

Later

AI voice receptionist

An AI voice receptionist is planned for later and is not offered yet. No price yet.

Later

Owner assistant

A morning brief and inbox triage for the owner, planned for later and not offered yet. No price yet.

// terms

How the pricing works.

Setup

Setup is one month’s fee, paid once. The live packages above keep their own setup fees.

Minimum

Three-month minimum on every automation.

Usage

Phone, SMS, CRM and software usage is billed at cost.

Not included

Paid advertising is excluded.

Pick one automation to start.

Bring the part of the day that costs you the most, and we will say which automation fits and what it needs.

Book a 20-Minute Fit Call