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Set & Forget Systems

Build Workflows That Run Your Business

Connect your tools and create intelligent workflows that handle quotes, jobs, and payments automatically. No coding required - just drag, drop, and profit.

2 hours
Average Setup Time
24/7
Workflows Running
7 days
ROI Timeframe
$29-99
Monthly Cost

3 Essential Trade Workflows

Start with these high-impact automations

Quote-to-Cash Workflow

Trigger: New quote created
Impact
+$8,400/month
12 hrs/week saved
Step 1
Send quote via email/SMS
Step 2
Follow up Day 3 if no response
Step 3
Follow up Day 7 with discount
Step 4
Convert to job on acceptance
Step 5
Schedule crew automatically
Step 6
Send invoice on completion
Step 7
Chase payment if overdue

New Lead Workflow

Trigger: Form submission/phone call
Impact
+47% conversion
8 hrs/week saved
Step 1
Add to CRM instantly
Step 2
Send welcome SMS
Step 3
Assign to sales rep
Step 4
Book site visit
Step 5
Send quote within 24hrs
Step 6
Add to nurture sequence
Step 7
Track conversion

Job Completion Workflow

Trigger: Job marked complete
Impact
14-day faster payment
6 hrs/week saved
Step 1
Generate invoice
Step 2
Send to customer
Step 3
Update inventory
Step 4
Log crew hours
Step 5
Request review (Day 3)
Step 6
Schedule follow-up
Step 7
Update P&L report

Connect Everything

Your tools working together automatically

15 minutes
From
Website Forms
To
CRM (ServiceM8/Tradify)

Instant lead capture

30 minutes
From
CRM
To
Accounting (Xero/MYOB)

Auto-sync invoices

20 minutes
From
Calendar
To
SMS Service

Appointment reminders

45 minutes
From
Job Management
To
Inventory

Stock updates

25 minutes
From
Email
To
Project Management

Task creation

Pre-Built Workflow Templates

Copy these proven workflows in minutes

Quote Follow-Up Sequence

PRE-BUILT

Automatically follow up on quotes until accepted or declined

ServiceM8GmailTwilio
Monthly Value$3,200

Review Request Automation

PRE-BUILT

Request Google reviews 3 days after job completion

TradifyGoogle BusinessSMS
Monthly Value$1,800

Invoice Payment Tracker

PRE-BUILT

Chase overdue invoices automatically

XeroEmailSlack
Monthly Value$4,500

Lead Distribution System

Route leads to right team member based on location/type

Web FormsCRMCalendar
Monthly Value$2,400

Start Your First Workflow in 30 Minutes

1

Sign up for Zapier (Free)

Start with the free plan - handles 100 tasks/month

2

Connect Your First App

Start with your CRM (ServiceM8, Tradify, etc)

3

Choose a Template

Use our "Quote Follow-Up" template to start

4

Test & Launch

Send a test quote and watch the magic happen

Get Workflow Setup Help

Ready to Automate Your Workflows?

We'll build your first 3 workflows and train your team

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