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Type of business (filters the list) Show everything Trades & field service Retail, food & hospitality Professional services Property & real estate Resorts, condo-hotels & HOAs Events, weddings & venues Medical, law & accounting practices Creators, studios & media Health, wellness & studios Nonprofits & associations Conservation & outdoors
Pick what you want automated 0 selected Tick as many or as few as you like. Each one opens a couple of quantity questions that tighten the number.
Invoice & receipt capture ~3–5 hrs/wk saved A vendor invoice or receipt arrives by email, text, or a photo from your phone. Lead response & qualification ~2–4 hrs/wk saved A web form, text, Facebook message, or voicemail transcript comes in. Estimate & quote drafting ~3–6 hrs/wk saved A qualified lead sends photos and a description of the job. Reminders, reschedules & no-show recovery ~2–3 hrs/wk saved An appointment is booked, changed, or missed — or a layaway or installment plan has a payment due. Review requests & reputation ~1–2 hrs/wk saved A job closes, or a new review appears on Google, Yelp, or Facebook. Voice memo to job notes ~2–4 hrs/wk saved A tech records a 60-second voice memo in the truck after the job. Reorder alerts & purchase orders ~2–3 hrs/wk saved Nightly, from your POS sales and on-hand counts. Receiving & three-way match ~2–4 hrs/wk saved A delivery arrives and the packing slip is photographed. Timesheet & payroll prep ~2–3 hrs/wk saved Crews text their hours, or drop a photo of the paper timesheet, on Friday. Contract & application intake ~2–4 hrs/wk saved A lease, engagement letter, application, or signed contract arrives. Tenant maintenance triage ~3–5 hrs/wk saved A tenant texts, emails, or submits a maintenance request with photos. Monthly owner statements & payouts ~8–20 hrs/wk saved Month end closes for a resort or condo-hotel where the units are individually owned and rented through your program. Owner, guest & HOA request triage ~5–10 hrs/wk saved An owner texts about their unit, a guest reports a problem in a rented unit, or a common-area issue comes in through the front desk. HOA dues, assessments & board packet ~4–8 hrs/wk saved Quarterly or monthly dues come due, a special assessment is approved, or a board meeting is two weeks out. Event intake & vendor paperwork ~4–8 hrs/wk saved A client, couple, or committee sends details, or a vendor quote, contract, or donated-item description arrives by email, text, or a photo of a form. Budget, payments & timeline ~3–6 hrs/wk saved A deposit or balance comes due, a vendor changes a number, or the event is fourteen days out. Habitat & easement monitoring reports ~3–6 (season) hrs/wk saved A volunteer or steward walks a property and sends photos and a voice memo from their phone. New client & patient intake ~4–8 hrs/wk saved Someone new calls, fills in the web form, or is referred — a patient, a prospective client, or a new tax client. Document chase & records requests ~6–15 (season) hrs/wk saved Tax season opens, a records request arrives, or a matter needs documents from the client. Voicemail triage & deadline calendar ~3–6 hrs/wk saved A voicemail lands, a court or IRS notice arrives, or a matter gets a new date. Consignment intake, settlement & payouts ~5–10 hrs/wk saved A consignor brings in items, a booth renter sends photos of what they're putting out, or the settlement period closes. Vendor, sub & product compliance ~2–6 hrs/wk saved A new sub or vendor is about to be paid, a new SKU arrives from a distributor, or a state list or filing date changes. Hiring & new-hire onboarding ~3–8 hrs/wk saved An application arrives from Indeed, Facebook, your website, or a walk-in — or you make an offer. Monthly close & sales tax ~4–10 hrs/wk saved The bank feed updates, receipts arrive, or the sales tax return is ten days out. Government bids & solicitations ~4–12 hrs/wk saved SCBO, NC eVP, a county portal, or a federal feed posts a solicitation in your NAICS codes or keywords. Job photos to marketing posts ~2–4 hrs/wk saved The crew sends before-and-after photos and a two-line voice note from the job. Brand deals, contracts & deliverables ~3–6 hrs/wk saved A sponsor or agency sends a brief and a contract, or a deliverable is due. Creator revenue reconciliation & quarterly taxes ~3–6 hrs/wk saved AdSense, sponsors, affiliates, Patreon, TikTok, merch, and licensing each pay on their own schedule. Overdue invoice follow-up ~1–3 hrs/wk saved An invoice passes its due date. Inbox triage & drafted replies ~3–6 hrs/wk saved Email arrives, all day. Monday owner's brief ~1–2 hrs/wk saved Every Monday at 6 a.m. Donor acknowledgment & records ~2–4 hrs/wk saved A gift arrives by check, online form, or event registration. License, permit & certification renewals ~1–2 hrs/wk saved A renewal date approaches for a license, insurance certificate, or staff certification. Estimate · nothing selected yet
Tick at least one playbook on the left. The estimate updates as you go and shows a line per item.