The work that happens the same way every time should not need a person.
Somebody retypes the job into the invoice. Somebody remembers to follow up. Somebody notices the deposit never came in. Until they do not.
What we do
We build, test, and hand over automations for the workflows that repeat — then document who owns each one and what to do when it breaks.
What you get
- Working automations, documented in STOA Flow, with a named owner and a monitored failure alert for each.
| Invoice sent automatically when a job is marked done | Billing cycle drops from 3–5 days to same-day; 4 hours a week |
| After-hours leads captured and booked without a call-back | Up to 35% more after-hours inquiries booked; 5 hours a week |
| Deposit collected automatically when a job is booked | Around 90% fewer no-shows; deposits land 2 days sooner |
| Material costs tracked per job with overrun alerts | Protects $300–$500 on an over-budget job |
| Weekly reconciliation report built from accounting data | Three hours of manual work becomes under five minutes |
| Project put on hold and the account manager alerted at 14 days past due | Stops delivering unbilled work; around 40% lower overdue receivables |
All six are published in full — tools, setup steps, and hours saved — in our free library of 631 automations. The median automation gives back about two hours a week. They stack.
Where this sits: Stage 04 Automate.