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AutomateYankee

Who we serve

Businesses where the phone ringing out is the same thing as money walking.

Home services

HVAC, plumbing, roofing, electrical

Crews are on roofs and under sinks, so the phone goes unanswered for hours. We put a voice agent on the line that captures the job, checks the service area, and books against real crew availability.

Dental and med spa

Front desk, recalls, intake

One coordinator cannot run a front desk, work the recall list, and chase paperwork at once. We automate the recalls and the intake forms so the desk can handle the people standing in front of it.

Law firms

Intake, conflict checks, matter setup

Intake is the bottleneck and the liability. We route new matters, run the conflict check prompts, and open the matter file without a paralegal retyping the same details.

Accounting and bookkeeping

Client onboarding, document chase

Season is won or lost on document collection. We automate the chase, track who has sent what, and stop the back and forth in your inbox.

Real estate

Lead routing, showing coordination

Speed decides who gets the listing. Inbound leads route to the right agent in seconds, and showing coordination stops living in text threads.

Agencies

Client reporting, fulfillment handoff

Client reporting eats your margin. We automate the reports and the fulfillment handoff so your team bills strategy instead of screenshots.

Do not see your trade?

The plumbing is the same underneath. Tell us how a job moves through your business and we will tell you straight whether we can help.