Find the work your service business should stop doing manually.
Your day runs on the phone, the field service app, and a whiteboard. Missed calls become missed jobs, estimates go out and never get chased, and follow-up happens when someone remembers. We analyze how work moves through your business and give you a prioritized plan for fixing it with automation, AI, and the tools you already own.
Fixed fee: $1,500. Delivered in seven business days. The roadmap belongs to you whether or not you hire us to build it.
13 years
Building and operating businesses
$24K to $25M
ARR scaled at a health-tech company
$200M
Real estate portfolio operated
1,400+
Units under management
The friction shows up in the same places at almost every service company.
- Calls that go to voicemail while the caller dials the next company on the list
- Leads from the website, Google, and referrals landing in different inboxes
- Estimates that go out and never get a follow-up
- Scheduling and dispatch that requires constant calls and texts
- Review requests that happen only when someone remembers
- Invoices that require manual follow-up to get paid
- Past customers who never hear from you again after the job closes
A practical plan for running a more efficient business.
Workflow Inventory
A documented view of the recurring processes creating the most friction across your business.
Opportunity Scorecard
Eight to fifteen opportunities ranked by business impact, implementation cost, effort, risk, and expected return.
Time and Financial Estimates
Estimated weekly hours saved, annual labor value, capacity improvements, potential revenue impact, and ongoing software costs.
Recommended Tools
Practical software and automation options selected around your existing systems, team, budget, and security requirements.
90-Day Roadmap
A clear order of operations showing what to implement first, what should follow, and what can wait.
Implementation Budget Ranges
Realistic estimates for the cost and complexity of executing each recommendation.
Executive Findings Presentation
A 60-minute session where we walk through the findings, explain the priorities, and answer questions.
Complete Written Playbook
The finished roadmap belongs to your business whether or not you hire SMB Automation to implement it.
Opportunities we typically find in home and local service companies.
Call capture and lead response
Every call answered or instantly texted back, every web lead responded to in minutes, and everything logged in one pipeline.
Estimate follow-up
A tracked sequence that chases every open estimate automatically, recovering jobs that silence was losing.
Scheduling and dispatch
Self-serve booking where it fits, automated confirmations and reminders, and dispatch updates without the phone tag.
Reviews and reputation
Review requests that fire after every completed job, building the Google presence that wins the next customer.
Invoicing and payments
Invoices that send on completion and remind on a schedule, shortening the gap between finishing work and getting paid.
Customer reactivation
Seasonal and maintenance-based campaigns that bring past customers back without manual list-pulling.
Built by an operator, not a software salesperson.
I spent 13 years starting, scaling, and running businesses, from a health-tech company that grew to a Fortune 500 acquisition to a $200 million real estate operation where field work, scheduling, and customer communication had to run every single day. I have owned the operational numbers a service business lives on.
JESSE BENDER, FOUNDER, SMB AUTOMATION
Common questions from home and local services operators.
Do you work with our field service software?
Yes. The audit is built around your existing stack, whether that is ServiceTitan, Jobber, Housecall Pro, or spreadsheets and a whiteboard. We recommend new tools only when they clearly beat what you own.
We are busy in season. When should we do this?
The audit takes 60 to 90 minutes of your time plus a questionnaire. Most owners run it in season, because that is when the friction is visible, then implement in the shoulder season.
Is this just about answering the phone?
Call capture is usually one finding, not the whole story. Estimating, scheduling, invoicing, reviews, and reactivation typically hold as much value.
What if we only have one obvious problem?
If you already know exactly which process is broken, the $495 Single Workflow Audit covers one defined workflow in five business days and may be the faster starting point.
What does it cost and how fast is it?
$1,500 fixed, delivered within seven business days after discovery, with a findings guarantee: if we do not identify at least $15,000 in annualized opportunity, we refund the fee and you keep the roadmap.
Find out what is actually worth automating.
Get a clear view of where your business is losing time, what those problems are costing you, and which improvements should come first.
Apply for the Audit →Fixed fee. Vendor-neutral recommendations. No implementation requirement. Findings guarantee.