For HVAC, plumbing, electrical and landscaping contractors
Stop rebuilding the job report every Monday.
We automate the office work behind a service business: the scheduling exports, the invoices, the unpaid-job list and the dispatch report. The trucks keep running the way they do now.
- Fixed price, quoted up front
- Working on your data before the final payment
- 30 days of fixes included
What we automate
Four jobs the office does by hand.
Each starts with an export from a system you already use and ends in a spreadsheet someone builds.
The weekly job report
By handSomeone exports jobs from the scheduling tool and payments from accounting, fixes the dates and technician names, and rebuilds the same summary in Excel.
AutomatedBoth exports are read on a schedule and cleaned by the same rules every time. A one-page report by technician arrives before the office opens.
Invoicing completed jobs
By handCompleted jobs are retyped from the scheduling system into the accounting system one at a time, often days after the work was done.
AutomatedEach day's completed jobs become an invoice file ready to import. Jobs with a missing price or customer are listed for a person, not guessed at.
Unpaid-job follow-up
By handFinding who still owes means comparing jobs with payments line by line, so it happens when someone has a spare hour.
AutomatedPayments are matched to jobs automatically. You get a list of unpaid and part-paid jobs with amounts, and any payment that matches no job is flagged.
Dispatch and next-day sheets
By handTomorrow's schedule is copied into an email or a printed sheet for each crew, and changes made after lunch get missed.
AutomatedEach crew's jobs, addresses and notes are sent from the latest export at a set time. Double-booked slots and jobs with no address are called out at the top.
What a first project looks like
One task, one fixed price.
A first project is one task you already do every week, so you can check the automated result against the one you make by hand.
One export in, one report out
$500 to $900
For example, a weekly summary of completed and cancelled jobs by technician, built from your scheduling export.
Two exports matched, with an exceptions list
$1,000 to $2,000
For example, jobs matched to payments, with a list of unpaid jobs and payments that match nothing.
Scheduled and monitored, or writing back into a system
$2,000 to $5,000
For example, the report runs itself every Monday with an alert if a run fails, or invoices are created in your accounting system.
To quote, we ask for one sample of each export and of the finished result, with anything sensitive blanked out. You see it running on your own data before paying the balance, and 30 days of fixes are included. Anything likely to cost more than $5,000 starts with a paid discovery step.
Demonstration
See the weekly report as a working example.
The Monday report, without the Monday
Exports from a scheduling tool and an accounting system become a one-page weekly report by technician, a list of unpaid jobs and a log of every clean-up step.
View the report it producedThis is a demonstration built on invented data for a made-up service company. It is not a client's report.
Questions
Before you ask.
Which software does this work with?
Anything that can export a file or send a report by email. Field-service tools such as ServiceTitan, Jobber or Housecall Pro, and accounting systems such as QuickBooks, are examples of systems businesses commonly export from. They are examples only. We have no partnership with, or certification from, any of them.
Do we have to change how the office works?
No. The automation starts from the exports you already produce and delivers the report you already use. If a step needs to change, we say so in the quote.
What happens when the data is messy?
Mixed date formats, duplicate rows and misspelled names are handled by rules. A row that cannot be read is skipped and listed in a clean-up log, so nothing disappears quietly.
Can we talk it through first?
Yes. Ask for a call in your message and we will arrange a time. There is no charge for that first conversation.
Get a quote
Tell us the task you repeat.
Describe it in a few sentences: what gets done by hand, how often, and in which programs. We reply with whether it can be automated and a fixed price. A free first call is available if you would rather talk it through.