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Home services · one workflow

Operations automation for home-service companies, one job at a time.

Workflow Automation is $3,500 once for one named office job: invoice chase, a form that becomes a Jobber request, or the Friday report. It is live in 7 to 10 days. It is not a new field app and not a chatbot.

The owner is on a job. The office is one person and a stack of texts. The work worth automating is the thing that person does every Tuesday and still drops when the phone rings.

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$3,500 once for one named job, live in 7 to 10 days. A second job is a second quote.

Jobs that are worth $3,500

Unpaid invoices

Jobber or QuickBooks shows who owes you. Nobody sends the second and third note, so cash sits.

Website form to the board

A homeowner fills the form. Someone retypes it into Jobber or Housecall Pro, or it sits in email until the lead called the next company.

The Friday numbers

What was sold, what is unpaid, what is on the board Monday. It takes an hour and it is wrong when the person is rushed.

How an engagement works

  1. Part 1

    Name one job

    Not 'automate the business'. One path, with a trigger, the system it writes to, and the exception a person still handles.

  2. Part 2

    Use the tools you pay for

    Jobber, Housecall Pro, QuickBooks, Google Calendar, email. I do not make you switch.

  3. Part 3

    Stop at the edge

    A human still approves a weird job, a complaint, or a discount. The automation does the repeatable middle.

Who this fits

Shops with enough volume that the same office task happens every week and already lives in a system of record.

What this is not

Calculate payback on one repeated job

Questions

What does home-service automation cost?

$3,500 once for one workflow, live in 7 to 10 days. Invoice chase is a common first job. A second workflow is quoted again.

Do I have to leave Jobber?

No. The point is to make Jobber, Housecall Pro, or QuickBooks do the step a person keeps forgetting.

Can this answer the phone?

No. If the leak is missed calls, look at the AI receptionist. If the leak is paperwork after the call, this is the right offer.

Michael Heredia

How would you like to talk?

Pick whatever is easiest. I read and answer every message myself.

Message me now Your note is already written; just hit send.
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+1 830-968-1575 · info@michaelheredia.com