Find your business

A tradesman in a hard hat and overalls, arms crossed, ready for work

Send the Ortega estimate and follow up Thursday.

Done. Sent with e-signature and a deposit link. Reminder set.

01 · Trades and construction

Stop losing jobs to whoever answered first.

You are on a roof or under a sink when the phone rings. By the time you call back, they have hired someone else, and the quote you wrote at 10 p.m. never got a follow-up.

Sound familiar? Here’s the fix

Missed calls while you are on a job

Every one is a lead that calls the next name on the list.

02.1Missed-call text backFrom $375

Estimates that never get a follow-up

You did the work of quoting and nobody asked for the yes.

06.1Complete quote systemFrom $1,175

Invoices written days after the job

The later the bill, the later (and smaller) the check.

05.3Job-done invoicingFrom $575

Fuel and supply receipts in the truck

Lost write-offs and a scramble every tax deadline.

01.1Receipt captureFrom $525
Also a good fit:Contractors and remodelersElectricians and plumbersHVAC and solarRoofersLandscapersHandyman services
Book a free 20-minute callSee Bids and Proposals prices
A housekeeper pouring coffee for a guest’s in-room breakfast

Who is cleaning unit 3 after Saturday’s checkout?

Maria, at 11 a.m. She confirmed, and the door code is sent.

02 · Inns and short-term rentals

Answer every guest without living on your phone.

The same five questions, the cleaner who needs a text after every checkout, the review you forgot to ask for. Small stays run on a hundred little messages.

Sound familiar? Here’s the fix

The same guest questions, all week long

Wi-Fi, parking, check-in times, answered by you at midnight.

03.4AI answers in your voiceFrom $875

Cleaners booked by hand after each checkout

One missed text and the next guest walks into a messy room.

08.3Cleaner after checkoutFrom $575

Reviews you meant to ask for

Happy guests leave without saying so where it counts.

02.2Review requestsFrom $375

Empty rooms in the shoulder season

Past guests would come back if someone reminded them.

02.4We miss you messagesFrom $425
Also a good fit:Inns and B&BsBoutique hotelsVacation rental hostsProperty managersRetreat centersCampgrounds
Book a free 20-minute callSee Scheduling and Bookings prices
A painter at the easel surrounded by colorful canvases

How many blue mugs are left, everywhere?

Fourteen. Nine in the studio, five at the gallery. Online shops updated.

03 · Artisans, makers and galleries

Make the work. Let the systems sell it.

You sell in the studio, online, at the gallery and at shows, and every channel keeps its own count. The admin eats the hours you meant to spend making.

Sound familiar? Here’s the fix

Stock that never matches across channels

A piece sells twice, or sits unlisted for months.

07.2Multi-channel syncFrom $875

Wholesale and consignment orders on scraps

Galleries wait, and you lose track of who owes what.

07.4Wholesale ordersFrom $875

Packing for a show the night before

Forgotten pieces, card readers and price tags.

07.5Show and market prepFrom $325

Posting when you would rather be in the studio

Weeks go by without a word to your followers.

02.8Scheduled social postsFrom $875
Also a good fit:Potters and glass artistsPainters and printmakersJewelersWoodworkersGalleries and co-opsEtsy and Shopify sellers
Book a free 20-minute callSee Inventory and Ordering prices
A practitioner chatting with a smiling client on the treatment table

Who hasn’t rebooked in six weeks?

Seven clients. A friendly note with your booking link goes out today.

04 · Health and wellness practices

Fewer no-shows. More clients who come back.

An empty slot costs the same as a full one. Reminders, rebooking and follow-ups slip when you are with a client all day.

Sound familiar? Here’s the fix

No-shows and last-minute cancellations

Hours you held open and cannot sell again.

08.1Fewer no-showsFrom $425

Clients who never rebook

They loved the session and simply forgot to schedule the next.

02.4We miss you messagesFrom $425

Class passes and memberships tracked by hand

Expired passes, awkward reminders, missed renewals.

08.4Classes and membershipsFrom $675

Reviews and referrals left to chance

Your best clients would tell others if you asked.

02.2Review requestsFrom $375
Also a good fit:Massage and bodyworkAcupunctureChiropractorsYoga and Pilates studiosCounselors and coachesSalons and spas
Book a free 20-minute callSee Scheduling and Bookings prices
A baker running an industrial dough mixer

What do we need to reorder for Friday’s bake?

Flour and butter. Purchase order drafted for your OK.

05 · Small manufacturers and food producers

Orders in. Invoices out. Shelves stocked.

Orders arrive by email, phone and text, then get retyped into invoices at night. Meanwhile an ingredient runs out mid-run and a wholesale account pays 60 days late.

Sound familiar? Here’s the fix

Orders retyped into invoices

Hours of copying, and a typo that costs you the margin.

05.2Orders to invoicesFrom $875

Running out of materials mid-run

Reordering from memory and finding out too late.

07.1Reorder alertsFrom $675

Wholesale accounts that pay late

Money you already earned, sitting in someone else’s account.

05.4Past-due remindersFrom $325

Quote requests that sit unanswered

New accounts go to the shop that replied first.

06.1Complete quote systemFrom $1,175
Also a good fit:Bakeries and caterersBreweries and distilleriesCoffee roastersSauces and specialty foodsApparel and sewing shopsSmall-batch manufacturing
Book a free 20-minute callSee Invoicing prices
Listening

What’s on for the kids this week?

Soccer Tuesday and Thursday, dentist Friday at 3. Grocery list is on your phone.

06 · Busy households

The same help, for life at home.

Owners do not stop working when they get home. Our Home/Family Organizing service plans meals, keeps the grocery list and calendar in sync, and remembers the birthdays.

Sound familiar? Here’s the fix

What’s for dinner, every night

A week of meals planned around what your family eats.

10.1Family menuFrom $350

The grocery list nobody kept

Built from the menu and shared to every phone.

10.2Grocery listFrom $350

Three calendars and a fridge whiteboard

Practice, appointments and work in one place.

10.3Family calendarFrom $300

Bills, renewals and filters you forget

Reminders before it turns into a late fee.

10.4Household remindersFrom $250
Also a good fit:Busy ownersWorking parentsCaregiversMulti-generation homes
Book a free 20-minute callSee Home/Family Organizing prices

Don’t see your business?

If it runs on repeat work, we can automate it.

These are the businesses we hear from most, but the same ten service areas fit almost any small business or nonprofit with under 30 people.

Nonprofits15% off every build and bundle.
Professional servicesAccountants, consultants, designers and agencies.
Shops and retailBoutiques, bookstores and gift shops.
Restaurants and cafesOrdering, staff schedules and reviews.
Real estateAgents, brokers and property managers.
Farms and ranchesOrders, markets, CSAs and the books.
Auto and repair shopsEstimates, reminders and invoices.
Schools and childcareEnrollment, reminders and staff.
You do it every weekSame steps, same apps, same copy and paste.
It costs you money when it slipsLate invoices, lost leads, no-shows, stockouts.
You dread itThat’s usually the one that pays for itself first.
Ask us on a free callCompare all 10 services

Not sure where to start?

Find out what your dreaded tasks are costing you.

Book a free 20-minute call. We’ll pick one task, estimate the hours and dollars it costs you, and tell you straight which service or bundle makes sense.

Remote over ZoomIn person by arrangementSmall businesses and nonprofitsNonprofits 15% off
Book a free 20-minute callHow it works