Process Automation

Eliminate repetitive manual tasks

Business process automation software for collision repair shops, insurance agencies, and service businesses

Stop paying skilled people to do work a computer should handle. Build automations that run 24/7—so your team focuses on the work that actually moves the needle.

📩

Trigger: New Estimate Approved

Insurance company approves repair estimate

📋

Create work order in management system

Pull estimate data, assign job number

📦

Generate parts order from estimate lines

Match vendors, check pricing, queue for review

📱

Send customer update via SMS

"Your repair has been approved and scheduled"

Done in 30 seconds

Used to take 15 minutes of manual data entry

The hidden cost of "it only takes a minute"

Small tasks add up. Here's what repetitive manual work actually costs your business.

8
hours per week

Copy-pasting between systems

Estimate to work order. Work order to invoice. Invoice to accounting. Over and over.

12
hours per week

Chasing updates & follow-ups

Calling vendors for ETA. Texting customers status. Checking if parts arrived.

6
hours per week

Finding information

Which email had that approval? What's the customer's phone number? Where's the photo?

$52k
per year wasted

That's one FTE

26 hours/week × $40/hour × 50 weeks = time your team could spend on billable work.

What we automate

From simple notifications to complex multi-step workflows, we build automations that actually work.

📬

Notifications & Alerts

The right person gets the right info at the right time—without anyone remembering to send it.

  • Customer status updates at each stage
  • Parts arrival notifications to techs
  • Payment reminders before due date
  • Deadline alerts for time-sensitive tasks
🔄

Data Sync & Entry

Enter it once, and it flows everywhere it needs to go. No more copy-paste errors.

  • Estimate to work order to invoice
  • Customer info across all systems
  • Inventory counts synced in real-time
  • Financial data to accounting software
📊

Reports & Dashboards

See what's happening without asking anyone. Updated automatically, delivered on schedule.

  • Daily production status summary
  • Weekly profit-per-job reports
  • Monthly KPI dashboards
  • Real-time work-in-progress tracking

Task Management

Tasks create themselves, assign themselves, and follow up automatically.

  • Work orders auto-created from estimates
  • QC checklists triggered at completion
  • Follow-up tasks for no-shows
  • Escalations when deadlines slip
📝

Document Generation

Contracts, invoices, reports—created and sent without lifting a finger.

  • Repair authorizations pre-filled
  • Invoices generated at completion
  • Customer summaries with photos
  • Compliance documentation auto-filed
🧠

Smart Routing

Decisions made automatically based on rules you define. Exceptions flagged for human review.

  • Jobs assigned by tech skill & capacity
  • Leads routed to right salesperson
  • Support tickets prioritized by urgency
  • Approvals routed by dollar amount

Before and after automation

Real example: Customer update workflow at a collision repair shop.

Before

Manual customer updates

  • CSR checks management system for status
  • Looks up customer phone number
  • Types out text message manually
  • Logs the communication in the file
  • Repeats 20+ times per day
  • Sometimes forgets, customer calls angry
  • Takes 3-5 minutes per update
After

Automated customer updates

  • Status change triggers automatic text
  • Customer name & details pulled automatically
  • Pre-written templates personalized
  • Communication logged automatically
  • Runs 24/7, never forgets
  • Customers always informed
  • Takes 0 minutes of staff time

The numbers don't lie

Typical results from our automation implementations.

80%
Reduction in data entry time
95%
Fewer missed follow-ups
10+
Hours saved per week per employee
3x
ROI within 90 days

Automations built for your industry

We know the specific workflows that eat up time in your business.

🚗

Collision Repair

Automate the admin so your team focuses on repairs.

  • Estimate-to-work-order automation
  • Parts ordering and tracking
  • Customer status updates via text
  • Supplement request workflows
  • QC checklist triggers
📋

Insurance Agencies

Never miss a renewal or compliance deadline again.

  • Renewal reminder sequences
  • Policy change notifications
  • Commission tracking and reporting
  • Compliance documentation
  • Claims status updates
🏢

Small Business

Big-company efficiency without the big-company budget.

  • Lead follow-up sequences
  • Appointment reminders
  • Invoice generation and reminders
  • Inventory alerts
  • Employee task assignments

Less Pain. More Profit.

Stop paying people to do computer work. Let's identify the tasks eating up your team's time and build automations that pay for themselves.

Get Your Free Assessment →