// AUTOMATION

Automations that connect the tools you already use

Connect ServiceM8, Google Drive, OneDrive, forms, phone leads, review requests and reminders, so repeat admin happens in the background and fewer leads slip through the cracks.

5.0 from 16 Google reviews
// WORKFLOW BUILDER Trigger to outcome
Input ServiceM8 job complete
Automation Save images + notes
Outputs Google Drive folder OneDrive folder
Input Website enquiry
Automation Reply + create lead
Output Follow-up reminder
Input Missed call
Automation Text back instantly
Output Lead stays warm

// IN PLAIN ENGLISH

Automation, explained simply

Automation is just repeat work handled by software. A job is completed, a form is submitted, a call is missed, or a file is uploaded. That trigger can move documents, send a text, update a record, create a folder, remind a customer or ask for a review. You keep using the tools you know, and the boring handoffs happen in the background.

// COMMON BUILDS

Different automations for different bottlenecks

Start with the workflow that saves the most admin or protects the most revenue. More automations can be added over time as the business grows.

from $1,800 setup

ServiceM8 file sync

Job photos and documents into Google Drive or OneDrive

scoped to your flow

Lead response

Missed-call text-back, form replies and follow-up reminders

from review system pricing

Review requests

Ask happy customers for reviews after completed jobs

custom setup

Admin handoffs

Quotes, bookings, reminders, emails and records kept moving

// THE PROBLEM

Manual handoffs are where jobs and time leak out

A customer fills out a form, but nobody replies for two hours. A job is completed in ServiceM8, but the photos and paperwork still need to be dragged into the right Google Drive or OneDrive folder. A happy customer would leave a review, but nobody remembers to ask.

None of those tasks are hard once. They become expensive because they happen every week, across different tools, while the team is busy doing the actual work. Automation gives those handoffs a system.

// WHAT YOU GET

Everything that keeps the workflow moving

No massive new system to babysit. Every build has one job: connect the tools you already use, remove repeat admin, and make sure leads, files and follow-ups land where they should.

Lead follow-up automation

Missed calls, quote forms and new enquiries can trigger a helpful reply and a follow-up sequence, so leads don't quietly go cold while you're on the tools.

ServiceM8 file and job workflows

Connect ServiceM8 to Google Drive, OneDrive or other folders so job photos, PDFs and paperwork land where your team expects them.

Quote, booking and reminder flows

Build the repeatable admin steps once, then let the system send reminders, update records and keep customers informed without manual chasing.

Works with the tools you already use

We can wire together your forms, CRM, ServiceM8, Google Drive, OneDrive, email and phone flows without forcing the whole team onto a new system.

Review and reputation triggers

After a job is complete, the system can ask happy customers for a Google review and keep recent trust proof coming in.

Set up and managed for you

We build it on your CRM, wire it into your number, and keep it running. You get the leads, not the admin of maintaining it.

// HOW IT WORKS

Four steps from manual task to working automation

01

Map the repeat work

We find the jobs you or the team do over and over: moving files, chasing leads, sending reminders, asking for reviews.

02

Choose the right tools

We decide what should connect: ServiceM8, forms, Google Drive, OneDrive, email, phone, CRM or review requests.

03

Build and test the flow

We wire the automation, test the trigger, check the output, and make sure it fails safely before it touches real customers.

04

Add more over time

You start with the workflow that saves the most time or lost leads first, then layer in the next one when it makes sense.

// WHERE IT FITS

Runs on its own, or as part of the Lead System

Automation is one part of our Lead System, the setup that catches, chases and converts every enquiry so nothing gets wasted. When it's stacked with the rest, your website, your ads and your follow-up all feed the same inbox and pull in one direction.

But it works on its own too. If missed calls are the biggest leak in your business right now, this is the fastest thing to fix, and you don't have to change anything else to get it. See exactly what we build on our missed call text back for tradies page, or the ServiceM8-specific version on ServiceM8 missed call text back, and if quotes going quiet is the bigger leak, start with quote follow up automation for tradies instead. Either way, add the rest of the Lead System when the time's right.

Run your jobs through ServiceM8? We're a ServiceM8 Bronze Partner, and the full menu of builds lives on ServiceM8 automation setup. The file-sync build has its own page too: ServiceM8 Google Drive integration, running today for Bay Plumbing & Drainage.

// QUESTIONS

Straight answers before you ask

Not sure if missed-call text-back fits how you run your jobs? Ask us directly and we'll give you a straight answer, no jargon, no pressure.

Get in touch
What kinds of automations can you build?

We can build lead follow-up, missed-call text-back, ServiceM8 file syncing, Google Drive or OneDrive folder workflows, quote and booking reminders, customer emails, review requests and other repeat admin flows. The exact build depends on the tools you already use and the bottleneck we are fixing first.

How much does automation cost?

Custom automation setup starts at $1,800. A common example is connecting ServiceM8 to Google Drive or OneDrive so job files land in the right place. Bigger workflows, multiple tools, or ongoing support are scoped before we start, so you know the number up front.

Will it work with ServiceM8, Google Drive and OneDrive?

That is exactly the kind of workflow we can scope. In most cases we can connect ServiceM8 job activity to Google Drive or OneDrive folders, then structure the output around how your team already stores photos, documents and job paperwork.

Is missed-call text-back still available?

Yes. Missed-call text-back is one automation type. When you miss a call, the caller can get a helpful text in seconds, and any reply can land where you or the team can pick it up. It can run on its own or as part of a broader lead system.

Can I add more automations later?

Yes. That is the best way to do it. Start with the workflow that saves the most time or protects the most leads, prove it works, then add the next automation when the team is ready.

// ONE TEAM, EVERY PIECE

Pairs well with the rest

Run it on its own, or stack it with the others so every piece of your marketing pulls in the same direction.

// READY WHEN YOU ARE

Automate the repeat work your team keeps doing

Tell us what you want connected, where the handoff breaks, and what the finished workflow should do. We'll come back with a fixed setup price and a clear plan. No pressure, no jargon.

Get a quote