AI Workflow Automation

Your business deserves better than manual.

SmartFlow builds custom automation systems that eliminate the repetitive admin work draining your time, margin, and energy — so you can focus on the work that actually grows your business.

See What We'd Automate View Pricing
48h First workflow live
$0 Upfront risk — pay on approval
100% You own everything built
Lead Follow-Up Invoice Automation Client Onboarding Job Documentation Tenant Communication Pipeline Tracking Dispatch & Scheduling Reporting Dashboards Payment Reminders Compliance Tracking Estimate Generation CRM Integration Lead Follow-Up Invoice Automation Client Onboarding Job Documentation Tenant Communication Pipeline Tracking Dispatch & Scheduling Reporting Dashboards Payment Reminders Compliance Tracking Estimate Generation CRM Integration
Built for the businesses doing real work with lean teams.
You don't have a 10-person operations department. You have yourself, a small crew, and a mounting stack of admin that shouldn't require a human to handle. That's exactly what we fix. We build automation systems that handle the repeatable work so your time stays on the high-value decisions only you can make.
🏠

Property Managers

Lease renewals, maintenance routing, tenant follow-up, late notices. Automate the loop so you manage more with the same team.

Strong Fit
🔧

Home Service Businesses

Plumbing, HVAC, electrical, roofing. Techs in the field, chaos in the office. We fix the office without adding headcount.

Strong Fit
🏢

Real Estate Investors

Deal pipeline, lead scoring, offer follow-up, vendor coordination. The system works while you're evaluating the next deal.

Strong Fit
🏗️

Contractors & GCs

Documentation, bid follow-up, job costing, invoicing. The admin eating your nights and weekends — off your plate.

Good Fit
⚖️

Professional Services

Intake automation, client follow-up, deadline tracking, billing reminders. Built around your workflow, not around new software.

Good Fit
💡

Other Owner-Operators

If you have a repeatable process that eats your time, there's likely an automation for it. The free audit tells you exactly what's worth building.

Let's Find Out
The Real Problem

You're not losing to
competitors.
You're losing to admin.

01

Quotes that go cold

You sent the estimate. Never followed up. They went with someone else. An automated three-touch sequence closes the ones you're currently leaving on the table.

02

Invoices that go out late

You finish the job and invoice a week later. Every day of delay is a cash flow hit. Automation invoices the moment a job closes — every time, without anyone remembering to do it.

03

Follow-up that never happens

New leads, past clients, open service requests. Every one of them needs a timely response you don't have bandwidth to send manually.

04

No visibility without making calls

Job status, lead pipeline, revenue — you don't know the numbers without digging. A live dashboard fixes that permanently.

05

High-value hours spent on low-value tasks

Status updates, scheduling, reminders, data entry. Work that needs to happen but shouldn't require you. That's the definition of what automation is for.

Every admin hour
is a billable hour
you didn't bill.

The businesses that scale aren't working harder — they're running systems that handle the repeatable work automatically. Built by someone who's run operations firsthand, not just theorized about them.

SmartFlow Digital AI
Operations background · 18+ years
Field ops · Logistics · Systems · Investing
What We Build

Six systems. All built
around how you already work.

No new software to learn. We wire automation into Gmail, Sheets, SMS, and whatever you're already using.

01 / 06

Lead Follow-Up & Bid Reactivation

Automated sequences that follow up on open quotes, reactivate past clients, and route hot leads directly to your phone.

  • 3-touch bid follow-up sequence
  • Past client reactivation campaigns
  • Hot lead SMS alert routing
  • Pipeline tracking dashboard
02 / 06

Invoice & Payment Automation

Job closes, invoice goes out. Payment reminder sequence runs. You get paid faster without chasing anyone manually.

  • Auto-invoice on job completion trigger
  • Tiered payment reminder sequence
  • QuickBooks / Stripe integration
  • Overdue escalation alerts
03 / 06

Client & Tenant Communication

Status updates, maintenance requests, renewal reminders — handled automatically so nothing falls through the cracks.

  • Maintenance request intake & routing
  • Renewal and deadline reminders
  • Automated status update sequences
  • Escalation rules for non-response
04 / 06

Job & Field Documentation

Field input via text or simple form. System generates timestamped logs, organizes photos, and builds your paper trail automatically.

  • Daily log generation from field input
  • Photo organization by job and date
  • Change order documentation trail
  • Client-facing progress reports
05 / 06

Operations Dashboard

One live view of jobs, leads, revenue, and pipeline — pulled automatically from your existing tools. Always current, zero manual reporting.

  • Google Sheets or Airtable base
  • Job and lead status tracking
  • Revenue and pipeline visibility
  • Team activity summary
06 / 06

Free Workflow Audit

Not sure where to start? We map your current operations, find your top automation opportunities, and give you a prioritized plan — no commitment required.

  • 45-min recorded walkthrough call
  • Process map of your admin burden
  • Top 3 automation recommendations
  • ROI estimate per workflow
How It Works

Live in days,
not months.

No IT department. No bloated onboarding. No long contracts. Here's the whole process.

01

Free Workflow Audit

45-minute call. We map where your time goes and find the highest-ROI automation for your specific operation.

02

We Scope & Build

Flat-rate quote. Custom workflows built around your tools — Gmail, Sheets, SMS, or whatever you already use.

03

You See It Work First

We walk you through the system running live. You approve before final payment. No black boxes, no surprises.

04

Go Live + Support

Live within 48 hours of approval. We monitor and tune for 30 days at no charge. Then choose your ongoing plan.

Pricing

Flat-rate builds.
You own everything.

No retainer required to get started. Every build is a one-time flat fee — you own the system and the code when it's done. After that, keep it running yourself or choose an ongoing plan. Your call.
One-Time Builds — Start Here
Single Workflow
$750–1.5K
One-time · ~48hr delivery

One targeted automation for your single highest-pain task. Most clients start here and expand after seeing the results.

  • One custom automation workflow
  • Free audit included
  • Integrates with your existing tools
  • 30-day support included
  • You own the system
Start With the Audit →
Most Popular
Core Stack
$2K–3.5K
One-time · ~1 week delivery

Three interconnected workflows — follow-up, invoicing, and your biggest operational pain point. The full loop, automated.

  • Three custom automation workflows
  • Integrated pipeline across all systems
  • Operations dashboard included
  • Mobile-friendly input forms
  • 60-day support + 2 optimization calls
  • You own everything
Book Free Audit →
Full Operations Suite
$3.5K–5K+
One-time · 2–3 week delivery

All five systems wired together with a unified dashboard. Built for operations running at volume who need the full back office automated.

  • All workflow systems + integration layer
  • Unified operations dashboard
  • Team input and reporting tools
  • Priority support + SLA
  • Onsite walkthrough available
  • You own everything
Let's Talk Scope →
Ongoing Plans — Keep It Running & Growing
Autopilot Plan

We monitor, maintain, and update your existing workflows so they keep running without you thinking about them. Fix bugs, adjust logic, adapt to changes in your tools — handled.

  • Workflow monitoring & maintenance
  • Bug fixes & logic updates
  • Monthly performance review
  • Priority response time
$300
/month
$300–500/mo
based on complexity
FAQ

Straight answers.

No. We build around what your team already uses — text, email, a simple web form. The automation runs in the background. If your crew can send a text, they can use the system.
Gmail, Google Sheets, Drive, SMS (Twilio), Slack, Airtable, QuickBooks, Stripe, and most standard business apps. If you use something else, we'll sort it out on the audit call.
Single workflow builds: 24–48 hours after scope approval. Core Stack: 5–7 business days. Full suite: 2–3 weeks. Audit call typically happens same week you reach out.
Every build includes 30–60 days of support. Bugs, logic adjustments, and updates at no charge. After that, the Autopilot plan covers ongoing maintenance for a flat monthly fee.
No. One-time builds are a single transaction — you own the system outright. Monthly plans are month-to-month with 30 days notice to cancel. No lock-in.
Off-the-shelf tools solve generic problems. Your operation has specific workflows, specific tools, and specific pain points. We build something that fits your business exactly — not a template you have to adapt yourself to.
Get Started

See what we'd
automate for you.

45 minutes. No pitch. Just an honest look at where automation saves you the most time and money. Free, no commitment.

Book Free Workflow Audit
No commitment required
You own everything we build
Live in days, not months
Veteran-owned business