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Workflow automation for small service businesses

You’re losing work you already earned.

The call you missed. The quote that went quiet. The invoice you sent at 11pm. I build the systems that catch them — so they run without you.

Book a 20-minute call

Example — not a recording.

A missed call sends a text back on its own.

The reply fires the moment the call drops, with nobody picking up a phone.

What can I automate?

Read down the list. Anything that makes you wince is something I can take off your plate.

01 Missed calls & messages

Missing calls while your hands are full?

Every missed call gets an instant text back, so the customer isn’t already dialing the next guy.

Customers calling to ask where you are?

An “on my way” text fires when you leave the last job. The phone stops ringing.

Answering the same five questions on email and Facebook?

Common questions get answered instantly, in your words, on every channel you use.

Web form leads sitting until you’re off the truck?

New leads get a real reply in under a minute, before they’ve called anyone else.

02 Quotes & scheduling

Send a quote and never hear back?

Follow-ups go out on their own at day 2, 5, and 10 until you get a yes or a no.

Booking jobs by playing phone tag?

Customers pick a slot, it lands on your calendar, everyone gets a confirmation.

Calling to confirm tomorrow’s appointments?

Reminders send themselves at 24 hours and again an hour out.

No-shows just disappear?

A missed appointment triggers a rebooking text the same day, while you’re still on their mind.

Building tomorrow’s schedule by hand every night?

New jobs drop onto the schedule as they’re booked, and the crew gets the update.

03 Invoices & payments

Writing invoices at ten at night?

The invoice builds and sends itself the moment a job is marked complete.

Chasing people for money you already earned?

Overdue invoices get polite reminders on a schedule until they pay. You never make the call.

Matching payments to invoices by hand?

Payments sync and match automatically, so the books stay current without you touching a keyboard.

Card declines you find out about a month later?

Failed payments retry on their own and flag you the same day if they still don’t clear.

04 Reviews & follow-up

Great work, nothing to show for it on Google?

A review request goes out automatically the moment a job is marked complete.

Customers from two years ago you’ve never called again?

Seasonal check-ins and service reminders go out without you remembering to send them.

05 Paperwork & admin

Still shoeboxing receipts until tax season?

Snap a photo from the truck. It’s read, categorized, tagged to the job, and logged in QuickBooks before you’re back in the driver’s seat.

Job photos stuck on your phone?

Photos from the field file themselves into the right job folder the day you take them.

Entering the same job into two different systems?

Enter it once. Everything downstream updates itself, with nothing retyped.

Downloading files from one system just to upload them into another?

Files move between your systems on their own, in the background, while you work.

Digging through QuickBooks to see how you did?

A plain-english summary of the month lands in your inbox on the first.

Industries I work with

If you take calls, send quotes, and chase invoices, the work is the same underneath.

  • HVAC
  • Plumbing
  • Electrical
  • Landscaping
  • Real Estate
  • Restaurants
  • Florists
  • Small Shops
  • and more

How it works

01

We talk

Thirty minutes on the phone. You tell me what you’re doing by hand that a computer should be doing. Nothing to prepare, no slides.

Free · 30 min
02

You get one number

A written proposal with a fixed price, exactly what it does, and when it’s done. Not a range, not an estimate. One number.

Within 3 days
03

I build and test it

I build it, run it against real jobs to make sure it behaves, then walk you through it so you can see it work.

1–8 weeks, by size
04

It runs

Live, hosted, watched, and maintained. Nothing to install, nothing for you to keep an eye on.

Monthly plan starts at go-live

What it runs behind

I connect to your tools. I don’t replace them.

QuickBooks, Jobber, Housecall Pro — those stay on your accounts, in your name.

Systems I connect to include QuickBooks, Stripe, Square, Gmail, Jobber, Outlook, Housecall Pro, Google Calendar, Twilio, ServiceTitan, WhatsApp, Xero, RingCentral, HubSpot, Google Sheets, Slack, Calendly, Mailchimp, Dropbox, and more.

Two numbers, that’s it.

A one-time build fee to make the thing, and a monthly plan to keep it running. The monthly plan starts the day it goes live — you’re not paying monthly while I’m still building it.

One-time build

Simple

Missed-call text-back, review requests, appointment reminders.

$750–1,500

1–2 weeks

Medium

Web form to CRM with follow-up sequences, invoicing on job completion, receipt capture.

$1,500–3,500

2–4 weeks

Complex

End-to-end lead pipeline, multiple systems talking to each other, custom builds across the office.

$3,500–7,500+

4–8 weeks

Monthly plan — starts at go-live

Basic

$225–375/mo

  • Up to 2 active workflows
  • 500 texts a month included
  • Repairs and changes as needed
Priority

$750–1,400/mo

  • Up to 10 active workflows
  • 4,000 texts a month included
  • Front-of-line response
  • 25% off any future build

Included on every monthly plan

  • Hosting on secure infrastructure
  • Monitoring, around the clock
  • Backups
  • Repairs when something breaks
  • Updates when a vendor changes something
  • Credential storage and security
  • A direct line to me, not a ticket queue
  • No setup or onboarding fee

Every proposal names one fixed number, not a range.

Pricing one-pager

Straight answers.

Do I have to buy new software?

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No. You keep what you already pay for — QuickBooks, Google Workspace, Microsoft 365, Outlook, Jobber, Housecall Pro, RingCentral, WhatsApp, HubSpot, Stripe — in your name, on your accounts. I connect to what’s already there.

Do I have to learn anything?

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No. It runs behind the tools you already use. If it’s working, you shouldn’t notice it at all — that’s the whole point.

What happens when something breaks?

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It’s monitored around the clock, so a failure gets flagged automatically rather than waiting for you to notice it. Fixing it is included in your monthly plan, not billed as an extra.

How do I know it’s actually working?

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Every workflow is monitored, and you get a plain-english summary of what ran and what it caught. If something stops, I hear about it, not you.

Can I start with just one thing?

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You should. Pick the one that annoys you most, let it run for a month, and add more once you trust it. Most people do it that way.

Why is there a monthly plan at all?

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Because software nobody watches quietly stops working. The monthly plan is hosting, monitoring, and repairs — it’s what keeps the thing alive after launch.

Twenty minutes, and you’ll know.

You tell me what’s eating your week. I tell you whether it’s worth fixing. If it isn’t, I’ll say so.

  • Nothing to prepare
  • No slides, no pitch deck
  • A fixed price within three days

Rather not book right now? Send me a note instead

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Goes straight to me. No list, no newsletter.

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Calendar not loading? Text 732-470-0535 or email lir@glasautomations.com.

Contact me

Call it, text it, or write it down. Whatever’s easiest.

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