Service · Workflow Automation
We build the handoffs between your marketing and operations: a new lead, a completed job, a review or a weather event becomes a clear next action with the right checks along the way.
Real screens from our client portal, with the decisions and workflows they support.
The roofing view shows a weather event translated into a proposed territory, ad creative and budget. The approval step stays visible before any campaign launch.
Prepare the repetitive pieces while keeping the consequential decision with the owner.
Job milestones and lead sources appear together in the roofing view. Connecting these records reduces the need to reconstruct a customer journey from separate systems.
Use a shared record to guide reporting, routing and the next agreed follow-up.
Example workflow
An agreed event arrives from the source system.
Rules prepare the action and request approval where needed.
The result is recorded and failures are surfaced for follow-up.
Connect CRMs, job platforms and marketing tools through supported APIs and agreed data mappings.
Move new leads, status changes and requests to the person or system responsible for the next step.
Put review steps around spending, publishing and other actions that need a decision.
Record workflow activity, surface failures and maintain the integration as connected systems change.
Identify the trigger, source of truth, owner and expected output for one repeatable process.
Run representative cases alongside the current workflow and check the result.
Agree on approvals and recovery paths, then monitor the workflow after launch.
Reduce manual copying and checking between disconnected tools.
See what triggered an action, where it went and what needs attention.
Keep approvals where the consequence deserves a human decision.
Take a closer look
Choose an industry, complete the short demo request and explore the sample business inside the portal.
20-minute intro call. We'll tell you what we'd build first.
