Missed-Call Text-Back
Missed call → instant text back in under 10 seconds → lead logged → you get an alert with their number.
Business text lineYour phoneSheets
Automation Templates
The problems every trade has, already solved.
These are the workflows we've built often enough to know cold. Because the pattern already exists, they cost less than a custom build and go live faster — but they're still set up for your business, with your wording, connected to your tools. Nothing is a download you're left to figure out.
15Templates available
6Categories covered
7 daysTypical setup
100%Done for you
How It Works
Pick it, we build it, you own it.
A template is a starting point, not a shortcut on quality. Every one is configured to your business and tested against your real tools before it touches a customer.
Pick your template
Browse the library below and pick the one aimed at whatever's costing you most.
Quick setup call
Twenty minutes to get your wording, your hours, your tools and your phone number right.
We build & test it
Configured, connected and run through every scenario — including the ones that fail.
Live in about a week
It goes live, you get the docs and credentials, and it's yours outright.
The Library
Showing 15 templates.
Every template is a one-time build, set up for you and yours to keep. See pricing →
Website Lead Router
Form submitted → instant confirmation to them → routed to the right person → logged in one place → alert if nobody replies in an hour.
Website formsEmailSheets
Quote Follow-Up Drip
Quote sent → follow-up at day 2, day 5 and day 12 → stops the moment they reply → flags the ones that never do.
EmailSMSSheets
Appointment Reminder System
Booking made → confirmation text → reminder 24 hours before → reminder the morning of → reschedule link built in.
Google CalendarSMSEmail
Online Booking Setup
Customer picks a slot against your real calendar → job created → crew notified → customer confirmed. No double-bookings.
Google CalendarBooking pageSMS
No-Show Recovery
Appointment missed → same-day text offering to rebook → link to your calendar → flagged if they ghost twice.
Google CalendarSMS
Invoice Chaser
Invoice hits 7, 21 and 35 days unpaid → polite reminder each time, worded differently → stops on payment → weekly summary of what's still out.
QuickBooksEmailSMS
Deposit & Payment Link Sender
Job accepted → deposit request texted with a payment link → receipt logged → crew notified it's cleared to schedule.
QuickBooksSMSPayments
Review Request Engine
Job marked complete → thank-you text a few hours later → direct link to your Google review page → unhappy replies routed to you first, not to Google.
Google BusinessSMSSheets
Referral Ask
Customer leaves a 5-star review → follow-up a week later with a referral offer → referrals tracked so you know who to thank.
SMSEmailSheets
Weekly Numbers Digest
Every Monday at 7am → jobs booked, jobs completed, cash collected, invoices outstanding, review count → one plain-English email.
QuickBooksGoogle CalendarEmail
Low-Stock & Parts Alert
Inventory count drops below your threshold → alert to whoever orders → reorder list built automatically → nothing runs out mid-job.
QuickBooksSheetsEmail
Job Completion Kit
Job marked done → invoice sent → review requested → photos filed → customer added to the follow-up list for next season.
QuickBooksGoogle BusinessSMS
The Front Desk Bundle
Missed-call text-back + online booking with reminders + review requests. The three that pay for themselves fastest, built as one system.
Google CalendarSMSGoogle Business
Full Operation Bundle
Everything in the Front Desk Bundle plus invoice chasing, deposit links, low-stock alerts and the weekly digest. Front office and back office together.
QuickBooksGoogle CalendarSMS
No templates in that category yet — tell us what you need and we'll build it custom.
Which One
Template or custom build?
The honest comparison. Most businesses need templates for the common problems and one custom build for the thing that makes them different.
| Templateready-made | Custom Buildbuilt to spec | |
|---|---|---|
| Best for | Problems every trade has | How your shop specifically works |
| Cost | Lower — the pattern exists | Higher — built from scratch |
| Typical setup | About 7 days | 1–4 weeks by scope |
| Customisation | Your wording, hours & tools | Built to your exact process |
| Tested against your tools | ✓ | ✓ |
| Written handover docs | ✓ | ✓ |
| Full ownership | ✓ | ✓ |
| Post-launch fixes | 30 days | 30 days |
The Setup Promise
It works, or we keep working on it.
Every template price includes the full setup — configuration, connection, testing and handover. If we can't get it running correctly against your tools, we keep at it at no extra charge. And if it turns out your setup genuinely can't support it, you don't pay at all.
What "done" means here: the automation has run end-to-end against your real tools, on a real record, with you watching. Not a screenshot. Not a demo account. We're not finished until you've seen it work on your own business.
Setup included in every price
Tested on your real tools
30 days of fixes
Full ownership at handover
Nothing Fits?
Then we'll build it from scratch.
Every business has one process that's genuinely its own. Templates handle the rest so we can spend the budget on the part that actually makes you different.