Business process automation for field service operations. Systems that hand off cleanly.
An automation consultant for service contractors and multi-crew operations. We connect the systems you already run so work stops being rekeyed and handoffs stop dropping.
Built for busy field service operations
If your operation runs on enquiries, bookings, quotes, jobs, invoices, or follow-ups, we connect those steps so the work stops being rekeyed and the handoffs stop dropping.
Great fit for:
- HVAC, plumbing, electrical, pest control, and trade businesses
- Field service companies with repeat clients
- Local businesses with bookings and repeat work
- Teams juggling multiple tools and inboxes
If this sounds familiar:
- •Information scattered across emails, messages, and tools
- •Doing the same admin work over and over
- •Follow-ups happen late (or not at all)
- •Tools don't connect, so you re-enter the same data
- •Need better systems, but nothing heavyweight to run
Services
Four ways we help. See the full list of automation and systems services.
AI Business Assessment
A 45-minute to 1-hour interview about your workflows. We deliver an AI-generated report identifying your biggest time wasters, quick wins, and automation opportunities. Delivered within 48 hours.
Business automation consulting
We map your workflow, identify bottlenecks, and design a system your team can follow.
Typical outcomes:
- Clear handoffs and fewer missed steps
- Less admin and less context switching
- Faster turnaround and better visibility
Automations that connect your tools
We automate repetitive work and keep your systems in sync.
Common automations:
- →Form → CRM → task → confirmation sent
- →New client → folder + docs → team notified
- →Invoice paid → receipt + project updated
- →Status changes → follow-up emails/SMS
- →Alerts for high-value leads or overdue items
Custom web apps built for your workflow
When your process doesn't fit neatly into off-the-shelf software, we build a lightweight web app that does.
Examples of custom apps:
- Internal dashboards (sales, ops, delivery)
- Lightweight client portals
- Quote or intake tools
- Approval flows and handover checklists
- Replace messy spreadsheets
Goal: make the work easier.
ServiceM8 setup and support
If ServiceM8 is part of your workflow, we handle ServiceM8 setup and configuration properly and help you get the most out of it. Already on another platform? We also handle ServiceM8 data migration.
We help with:
- Setup, templates, forms, and workflows
- Team training and adoption
- Connecting ServiceM8 with the rest of your tools
Note: We'll recommend ServiceM8 only if it fits your business.
We're Canada's only ServiceM8 Certified Partner, and we also work with trade businesses as a ServiceM8 consultant across the United States.
How we work together
Quick Audit & Plan
We learn your current workflow and identify the biggest time-wasters. You get clear recommendations and quick wins.
Build & Implement
We set up automations, improve your workflow, and build a custom web app if that's the best solution.
Support & Improve
We document what we built, train your team, and refine the system as you grow.
After working together, you can expect:
Example workflows we can implement
Lead → booked call → project kickoff
Lead form → CRM record → calendar booking link → confirmation email → kickoff tasks created
Result: no leads slipping through the cracks.
Job done → invoice sent → payment tracked
Completion trigger → invoice created/sent → payment status synced → receipt + internal update
Result: faster cash flow and cleaner admin.
Client updates without chasing
Project status changes → automatic client update → internal reminders if blocked
Result: fewer "just checking in" messages.
Replace a spreadsheet with a purpose-built app
We build a small tool that matches your process and plugs into your existing stack.
Result: one source of truth your team actually uses.
Guides and comparisons
Longer pieces on the questions that come up most often when a contractor is choosing software or scoping an assessment.
ServiceM8 Alternatives: An Honest Look at Your Options
How the main job management tools actually differ, where each one wins, and the two questions that decide it for most trade businesses.
How Much Does an AI Assessment Cost? The 2026 Numbers
What a standalone assessment covers, what a pilot covers, the three pricing models in this market, and how to tell a real assessment from a sales call with a deck.
Contractor CRM vs Job Management Software: Where the Leads Leak
A job management app starts working once the work is sold. Enquiries that never reach that point leak out earlier, and that gap is the most expensive one in the business.
Kevin Chan
Automation Consultant and ServiceM8 Certified Partner
ServiceM8 Certified PartnerI fix how systems and departments hand off, so work stops being rekeyed and jobs stop stalling between steps. I have worked with trade businesses, service companies, and consultancies to map their workflows and build practical automations that stick. I am also a ServiceM8 Certified Partner, which means I know the platform inside out and can connect it with the rest of your tools.
Get in Touch
Tell us about your business and we'll get back to you within 1 business day with practical ideas to save you time.