Most firms sell you a strategy. We ship working systems in Zapier, Make, n8n, and the Claude API — and we stay long enough to make sure they hold.
A dispatcher retypes maintenance requests into three systems. A project manager chases timesheets every Friday afternoon. A bookkeeper reconciles the same vendor invoice five ways. You've read about automation. You've maybe tried Zapier once. What you need isn't another audit — it's someone who will actually build the thing, connect it to your tools, train your team, and come back when something breaks.
Four workflow patterns we've built across property management, facility services, construction, and professional services.
Tenant emails request. Dispatcher copies to ticketing system, assigns vendor, texts vendor, updates spreadsheet, emails tenant, closes ticket. 12 minutes per request, 30–40 per day.
Webhook parses email, creates ticket, assigns by building + trade, dispatches vendor via SMS, pushes status updates to tenant automatically. Human handles exceptions only. 1.5 minutes per request.
Account manager builds quote in Excel, emails PDF, re-enters into QuickBooks on approval, copies line items to work order system, re-enters for invoicing. 45 minutes per job, 100+ jobs per week.
Single form feeds quote generator, approval link, work order, and invoice. QuickBooks and work order system sync on status change. 6 minutes per job, exceptions flagged.
PM chases COIs, WSIB clearances, and licenses monthly by email. Tracks expiry in a shared spreadsheet. Finds out a cert lapsed when an inspector asks.
Automated expiry tracking, 30/15/3-day reminders to subs, upload link, auto-validation, dashboard of active/expiring/lapsed. PM intervenes only on non-response.
New client triggers a 14-step checklist across CRM, accounting, project tool, shared drive, and Slack. Partner does it manually. 90 minutes and half the steps get skipped.
CRM deal-won triggers the full sequence. Folders, engagement letter, kickoff email, project template, billing setup, intro Slack channel. 4 minutes of review, zero skipped steps.
Two-week engagement mapping manual workflows and quantifying time sinks.
Scoped build of one to three automations with handover and training.
We sit alongside your team during the first 60 days of a new automated workflow.
Retainer for tuning, adding workflows, and keeping everything running.
Tell us what it is. We'll quote a build, not a strategy engagement.