Admin on Autopilot
Automate intake, quotes, invoices and follow-ups without losing the personal touch.
Who it is for
Service businesses: trades, clinics, studios, property managers, bookkeepers.
You will be able to
- Map your lead-to-paid workflow and spot every re-typing step
- Build intake forms that feed your quote and invoice tools
- Set up payment reminders and review requests that send themselves
Inside
- Map lead-to-paid
- Intake forms that feed your systems
- Quotes from templates
- Invoices and payment reminders
- Follow-ups and review requests
- Testing before you trust it
- Canadian considerations
- Build sheet