Pillar 2 · Get Automated

Home service automation that runs without you.

Zapier, Make, and n8n workflows for Jobber, ServiceTitan, Housecall Pro, and Workiz — built to handle review requests, lead routing, follow-ups, and invoicing on autopilot. Operators we work with save ~25 hours a week within the first month. You focus on the jobs. The system handles the admin.

Automations

What we can automate for you

Auto Follow-Up Emails

AI-drafted follow-ups sent after every job. Personalized, professional, and automatic.

Review Request Sequences

Automatically ask happy clients for Google reviews at the perfect moment.

Lead Qualification

AI screens incoming leads, asks the right questions, and routes qualified prospects to your calendar.

Smart Scheduling

Optimize your schedule based on location, job type, crew availability, and client preferences.

Quote & Invoice Automation

Generate quotes from job details, convert to invoices automatically, and send payment reminders.

Client Communication

Appointment reminders, job status updates, and check-ins — all automated, all personalized.

Platforms We Work With

Built around your CRM, not against it

Every CRM in this space has a different set of API gotchas — webhooks that don’t fire on the events you’d expect, fields that exist in the UI but not the API, rate limits that surprise you in production. We’ve hit and solved most of them already.

The AI advantage in numbers

Follow-up emails per week (manual)3-4 hours
Follow-up emails per week (automated)0 hours
Review requests sent manually~20% of jobs
Review requests sent automatically100% of jobs
Lead response time (manual)2-24 hours
Lead response time (automated)Under 5 minutes

Numbers above are typical for the operators we’ve audited. Want to see what 25 hours/week saved looks like at the system level? Read the KOBE intelligence platform case study for a full operations rebuild.

What a Typical Engagement Looks Like

Four weeks from kickoff to autopilot

The Automation Package ($2,000-$5,000) typically runs four weeks end to end. No mystery — here’s what each week looks like.

Week 1
Audit + automation map

We shadow your office for a half-day (recorded calls, screen-shares of your CRM, intake-to-invoice walk-through). You get a written map of every manual touch and the top 5 automations ranked by hours-per-week saved.

Week 2
Build the first two automations

We pick the two highest-ROI builds — usually post-job review requests and lead-response acknowledgement. Built in Zapier, Make, or n8n depending on which fits the platform best. Live in your account by end of week.

Week 3
Layer in the rest + integrate

The remaining 3-5 automations get built and wired into Jobber/ServiceTitan/HCP/Workiz. We test each with real data, document the failure modes, and tune the AI-drafted copy to match your voice.

Week 4
Train the team + handoff

Office walks through every automation: where it lives, how to pause it, what the dashboard looks like, and what to do when something breaks. You leave with a runbook, not a black box.

Services & Pricing

Automation packages

AI Workflow Audit

$500
One-time

We map your current admin bottlenecks, identify the top automation opportunities, and deliver a prioritized roadmap with ROI estimates for each.

Includes:
  • Admin workflow mapping
  • Top 5 automation targets identified
  • ROI estimate per automation
  • Prioritized implementation roadmap
RECOMMENDED

Automation Package

$2,000 – $5,000
Per project

Custom AI workflows built and deployed for your business. We build the automations, test them, train your team, and make sure everything runs smoothly.

Includes:
  • Custom AI workflow design
  • Full build and deployment
  • Integration with your existing tools
  • Team training
  • 30-day post-launch support

AI-Powered CRM Setup

$3,000 – $8,000
Per project

A complete CRM with AI built in. Lead management, client communication, job tracking, and automated workflows — all in one system designed for your business.

Includes:
  • Full CRM configuration
  • AI automation layer
  • Data migration if needed
  • Custom reporting dashboards
  • Team training and onboarding

Automation Retainer

$500 – $1,500/mo
Monthly

Ongoing automation management. We monitor performance, fix issues, and build 1-2 new automations per month as your business evolves.

Includes:
  • Ongoing automation monitoring
  • 1-2 new automations per month
  • Performance reporting
  • Priority support access
FAQ

What operators ask before automating

What workflows are actually worth automating in a home service business?+

In order of ROI for most operators: (1) post-job review requests — sent automatically 2 hours after completion, lifts Google reviews from ~20% to ~70% of jobs; (2) lead-response acknowledgement — under-5-minute auto-reply with booking link, doubles conversion vs. next-day callback; (3) follow-up sequences for unsold quotes; (4) appointment reminders with 2-way SMS confirmation; (5) QuickBooks sync if your platform doesn't have a clean native integration. Anything that happens 10+ times a week and follows the same shape is a candidate.

Zapier vs. Make vs. n8n — which do you recommend?+

It depends on the build. Zapier is the right call when you have under 50 automations and want zero infrastructure to manage — most owner-operators stay on Zapier forever. Make (formerly Integromat) wins when you have branching logic, JSON manipulation, or volume that would blow up a Zapier bill. n8n is what we reach for when the build needs to be self-hosted (HIPAA, PIPEDA), needs custom code nodes, or when monthly automation volume is over 50k operations. We're tool-neutral and pick based on the workflow, not the vendor.

How do you actually measure "25 hours per week saved"?+

Two ways. Before the build, we time-stamp the manual workflow during the Week 1 shadow — how long does it take to send 30 review requests, log 50 leads, draft 20 follow-ups. After the build, we pull execution counts from Zapier/Make logs and multiply by the baseline. Most operators land between 18 and 32 hours saved per week within the first month. The number isn't a marketing claim — it's the audit math, which we hand you in writing.

Can you automate review requests without sounding spammy?+

Yes — and the spammy kind is why most operators leave reviews on the table. Our review automations send a single, plain-English text 2-4 hours after job completion, signed from the technician who was on-site. No multi-step sequences, no "URGENT" subject lines, no third reminder. Reply rate is 60-70% with a Google review rate around 35-40% of jobs — vs. ~5% from generic blast emails. The AI personalizes per job (technician name, service performed, quick reference to something specific).

What if my CRM doesn't have a public API?+

Most of the major home-service platforms now do (Jobber, ServiceTitan, Housecall Pro, Workiz). For the older or more niche ones — or for specific workflows the API doesn't cover — we use one of three workarounds: webhooks (most platforms have them even if they don't advertise them), email parsing via Mailparser into Zapier, or browser automation via Playwright for the gnarliest cases. Tell us the platform on the discovery call and we'll tell you in 5 minutes what's actually possible.

How do I know if a workflow is worth the build cost?+

Quick math: (hours saved per week × your hourly rate or your office staff's rate × 52 weeks) ÷ build cost = payback in months. A $1,500 review automation that saves 4 hours/week of office time at $25/hr pays back in ~4 months and runs forever. We give you this math for every automation in the audit before you commit to the build. If a workflow doesn't pay back inside 12 months, we tell you not to build it.

What happens when an automation breaks?+

Three things. First, we instrument every build with a failure-alerting webhook — if a step fails, you get a Slack or email ping within 60 seconds, not next month when you notice the reviews stopped. Second, the runbook we hand off has a 5-minute "is it broken or just paused?" checklist. Third, the Automation Retainer ($500-$1,500/mo) keeps a direct line open if you'd rather we just fix it.

Not set up yet?

Automation on top of a messy CRM is what most "AI projects" actually look like — and why most fail. If your Jobber, ServiceTitan, or Housecall Pro setup isn’t clean yet, start there. We’ll get the foundation right in 1-2 weeks.

Get Set Up first

Need more than automation?

Once your top automations are running, the next step is custom AI for home service operators: voice receptionists, RAG-powered call summaries, multi-step booking agents. Retainer engagements starting at $5k.

Explore AI Systems

Let's find your biggest time-waster and kill it

Book a free discovery call. We'll map your admin bottlenecks and show you exactly what can be automated.

Book a Free Discovery Call