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AUTOMATION & INTEGRATION

Your tools, finally
talking to each other

We connect your disconnected business tools into a single, automated flow so you never copy data by hand again.

Workflow automation for trades, contractors, and small service businesses in Battle Creek and Southwest Michigan.

  1. 9:14 PM: A quote request arrives from your website
  2. 9:14 PM: The contact is created in your CRM with the job details
  3. 9:15 PM: The customer gets a confirmation with your next open slot
  4. 7:30 AM: The request is at the top of your morning report
  5. Job done: Wingman drafts the thank-you and review request for approval
An example run. Your tools and steps will differ.

Wingman, one of the systems we built: drafted follow-ups wait for a person to approve them.

THE REALITY

You're the glue holding your business tools together.

You've got QuickBooks over here, your scheduling app over there, email in a third tab, and a spreadsheet that ties it all together, manually, every day. You log into five different systems to get a picture of how the week is going. When something falls through the cracks, you're the one who finds out the hard way.

New lead comes in? You copy it into the CRM by hand. Job finishes? You update the calendar, send the invoice, and follow up three days later, also by hand. Something breaks overnight? You find out Monday morning when a customer calls.

This is what life looks like before automation. It's not your fault. Most software isn't built to talk to each other. That's exactly what we fix.

WHAT YOU GET

Four things that change how you work

Every engagement includes the same core building blocks, configured for your specific business and tools.

Tool connection

We link your CRM, email, calendar, QuickBooks, and any other tool you use into one connected system. Data flows where it needs to go, without you touching it. If it has an API, we can connect it.

Automated workflows

Repetitive tasks run themselves. New lead comes in? Follow-up sent automatically. Invoice paid? Books updated without logging in. Job completed? Customer gets a thank-you and a review request. All without lifting a finger.

Smart alerts

Get notified when something needs your attention, not when everything is fine. A workflow failed? You hear about it immediately. A job is overdue? You get pinged. No constant noise, just signal when it matters.

Custom dashboard

See everything in one place. Your numbers, your schedule, your alerts, all before your first coffee. No more logging into five apps to figure out how the day looks. One screen, everything you need. Want it in your inbox instead? We can send a daily report built from your own systems each morning. See our work examples.

HOW IT WORKS

How it works and what it costs

1. A free 20-minute call

We list the tools you use and the steps you repeat.

2. A fixed quote

Scope, price and timeline in writing before any work starts.

3. Built in phases

Plan on 2 to 4 weeks for most projects; simple connections can go live the same week.

What it costs: Fixed price, quoted after the free call.

You work with Matthew Williams

I built Wingman and StillPub, and I run the same kind of automation for my own business every day.

COMMON QUESTIONS

Questions we hear before every project

What tools can you connect?
If it has an API or sends email, we can probably connect it. Common ones: QuickBooks, Google Workspace, CRMs (HubSpot, Zoho, etc.), scheduling tools (Jobber, ServiceTitan), email platforms, and more. We'll audit your current tools in the discovery call so there are no surprises. We're also upfront if something isn't possible, because that saves everyone time.
How long does setup take?
Plan on 2 to 4 weeks for most automations. Simple connections can go live the same week. We work in phases so you see results fast. We don't disappear for a month and come back with a finished product. You'll have something running and saving you time before the project is even complete.
What if something breaks?
When a workflow fails, you hear it from us first, with what broke and when it will be fixed.
Do I need to change my existing tools?
No. We work with what you already use. The whole point is connecting your existing tools, not replacing them. You keep your QuickBooks, your scheduling app, your email. We just make them aware of each other. If a tool truly can't be connected, we'll tell you upfront and suggest an alternative that fits your workflow.
Is this only for big businesses?
Absolutely not. If you're a solo contractor, a five-person service team, or a small office doing everything by hand, you're exactly who this is built for. You don't need an IT department. You need things to work.
READY?

Ready to connect your tools?

Ask for a free 20-minute call. We'll map out your current tools and show you exactly where automation can save you the most time.

Ask for a free automation call

Or reach out: (269) 460-1772 | [email protected]
Also see: Web Presence | Free AI walkthrough