Your business Team size Just me 2-5 6-15 16-50
Type of business (filters the list) Show everything Trades & field service Retail, food & hospitality Professional services Property & real estate Health, wellness & studios Nonprofits & associations
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. 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. 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.