The questions every owner asks us.

Sometimes it isn’t — and if a $30/month Zap solves your problem, we’ll say so in the audit and you’ll spend $499 to save $7,500. We’re for the work that breaks simple Zaps: multi-step, exception-heavy, customer-facing processes that have to be right.

Yes — bring it to the session. We’ll tell you what it would actually cost to run, where the lock-in is, and whether a simpler build gets you the same result. We take no commissions from software vendors.

Yes. Thirty minutes, no invoice, no follow-up sequence. The only thing we sell afterwards is the $499 roadmap, and only if you ask for it.

Someone who builds these systems — the person who’d scope yours. Bring whoever runs the task day to day if you can; the map gets better.

No. If you want to, jot down the task that annoys you most and the tools it touches. We’ll do the rest on the call.

We’ll tell you what we’d build and what it would cost, because that’s the point of the call. We won’t chase you: replies within one business day, no drip sequence, no “just checking in.”

You get the straight answer on the call. If it’s worth going deeper, the $499 roadmap is the next step; if it isn’t, we’ll say so and you’ll have spent thirty minutes.

The free 30-minute call scopes your single highest-ROI opportunity and tells you straight whether automation is the right answer. The $499 session is 90 minutes of working time: we map every workflow and system, rank the opportunities by payback, and send you the roadmap, the skip list and a fixed-price quote in writing. The $499 is credited in full to any build.

90 minutes with you and whoever runs the work day to day, plus a few minutes of prep. Then we need about five days to write it up properly.

About two hours total: one working session at the start, one training session at the end. We handle everything between — you just watch the weekly demos and say yes or no.

No — that’s the whole point. We wire up what you already pay for. If a tool genuinely can’t do the job, we’ll tell you exactly why and what the cheapest fix is. We take no commissions from software vendors.

Anything with an API — and most things have one now: Gmail, Outlook, QuickBooks, Xero, Salesforce, HubSpot, Slack, Teams, Stripe, Shopify, Airtable, Notion, your phone system, your calendar. When a tool doesn’t, we’ll tell you the honest workaround, or that there isn’t one.

Yes, through credentials you create in your name and can revoke any time; the data map lists every one. We build and test on your real data because that’s the only test that counts, and nothing touches a customer until you approve the launch.

Before go-live we run the build against a real stretch of your history — a month of receipts, thirty days of call logs — and compare its output with what your team did by hand. The differences become the fix list; you see them in the weekly demo.

The price doesn’t change — that’s what fixed price means. Timelines slip for two reasons: a tool turns out to have no usable API (we find that in the audit, before you pay) or the spec changes mid-build (we re-quote in writing before we continue). Neither is a surprise invoice.

Inside the usual 2–4 weeks, scoped in writing first. Single-workflow builds sit at the short end.

Most field service builds go live in 2–4 weeks; the after-hours booking build above took nine days from kickoff. The clock starts after the free audit and a fixed-price quote you’ve signed off in writing.

We design every workflow so AI proposes and rules dispose — anything irreversible (sending money, deleting records, emailing customers) either follows strict rules or routes to a human. You set the guardrails; we build them in, test them, and document them.

Connect moves data between tools you already pay for — CRM to accounting, form to CRM — with no judgment calls. Automate adds AI to make the judgment calls: reading a message, deciding what it is, drafting a reply, chasing, booking. Most Automate builds include the Connect wiring underneath. If all you need is the wiring, we’ll tell you — it’s cheaper.

Whichever fits the job and your data rules — OpenAI and Claude models most often, run through workflows we build in n8n, Make or custom code. We’re tool-agnostic and paid the same either way, so you get the honest pick, documented, with the keys in your name.

Inside your own accounts. We wire the models into your practice software and intake tools under credentials in your name; nothing is copied into a system of ours. The data flow is documented line by line before go-live, so you can show a client exactly what touches their books.

It sounds like a calm, competent dispatcher — and it says it’s an automated assistant if someone asks. The job isn’t to fool anyone; it’s to answer on the second ring at 11pm, get the address and the problem, and book the slot. Callers who want a human get routed to the on-call phone, every time.

They go to a human. The agent posts what it’s sure about and queues everything else with a reason — amount mismatch, possible duplicate, unknown vendor. On the 8-person firm build above, staff only touch those exceptions now.

It can be wrong the way a spreadsheet can: if the data underneath is wrong. The build checks the numbers against each other, flags anything that moved more than it should and shows its sources, so the first person to read it knows what to trust.

It replaces the matching, not the judgment. The build above returned 120+ hours a month to the team; what you do with them is your call — most firms we talk to want more review and client time, not fewer people. If a build didn’t make sense for a firm your size, we’d say so.

For the hours she doesn’t. On the 14-person HVAC build above, about 40% of calls arrived after 6pm. The agent takes nights, weekends and the lunch rush; your team keeps the daytime calls and the exceptions. Nobody loses a job — or their evening.