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AutomateYankee

Five systems, from the first ring to the paid invoice.

Built in your accounts, handed over with your own logins. Start with the one that leaks the most and add the rest when you are ready.

Connects to the tools you already run

  • HubSpot
  • GoHighLevel
  • QuickBooks
  • Stripe
  • Google Calendar
  • Google Sheets
  • Airtable
  • Zapier
  • Make
  • n8n
  • Twilio
  • Cal.com
  • ServiceTitan
  • Housecall Pro
  • Jobber
  • AccuLynx
  • JobNimbus
  • Clio
  • MyCase
  • Open Dental

One call, start to finish

Call · Quote · Booked · Paid
1Call

Rings on your line, answered at once

2Quote

Out the same afternoon

3Booked

A real slot, real crew capacity

4Paid

Books updated, no retyping

Call
Call: Rings on your line, answered at once

Missed call recovery

A voice agent picks up when your team cannot, captures the job details, and drops a qualified callback into your CRM with the transcript attached.

Every unanswered call gets an instant text back and a callback task. No lead sits in a voicemail box overnight.

  • Twilio
  • GoHighLevel
  • n8n

Incoming call

After hours
Answered

0:02

0:06

0:11

0:16

Job typeCaptured
UrgencySame day
CallbackIn your CRM

Transcript attached to the callback

ConfirmCallback booked
Picked up on the second ring

Lead follow-up that does not stop

Web forms, calls, and inbox leads land in one pipeline. The sequence works across text and email, and it pauses the moment a human replies.

New inquiries get a reply in under a minute, then a sequence that runs until they book or say no.

  • HubSpot
  • GoHighLevel
  • n8n
DR

Dana R.

Quote 1042, text thread
SMS
Day 0 · sent for you
Day 0
Day 2 · sent for you
Day 2

Thursday 8:30 held

Waiting on reply
Quote sent by text and email

CRM setup and cleanup

We rebuild the pipeline around how your business actually sells, merge duplicate records, and wire the automations that keep it clean without anyone remembering to.

One pipeline, real stages, deduplicated contacts. You can finally trust the numbers on your own dashboard.

  • HubSpot
  • GoHighLevel
  • Airtable

Jobs pipeline

Your stages, your words
Synced
New

Panel upgrade

Oak Ave

AC tune-up

Elm St

Sump pump

Pine Ct · Dana R.

Quoted

Water heater

Birch Ave

Booked
Two records, same phone number

Quoting and invoicing

Estimate to signed document to paid invoice, connected end to end, with reminders that go out on schedule instead of when someone notices.

Quotes go out the same day and chase themselves. Invoices post to your books without retyping.

  • QuickBooks
  • Stripe
  • n8n

Quote 1042

Dana R. · Birch Ave
Sent
50 gal gas water heater$1,650
Install labor, two techs$780
Permit and haul-away$220
Total$2,650
Customer signature
Signed on their phone
Quote sent the same afternoon

Scheduling and intake

Intake forms feed the calendar, the calendar respects technician availability, and reminders cut the no-show rate without a front-desk chase.

Customers book real slots against your actual crew capacity, and arrive with their paperwork already done.

  • Cal.com
  • Twilio
  • Airtable

Tuesday

Crew A · real capacity
Google CalendarDay
9:00AC tune-upElm St · 90 min
11:00Water heaterBirch Ave · 2 hrs
8:00Booked onlineMaple St · intake attached
2:30
Slot offered against crew capacity

Your point of contact

One senior person, start to finish
Weekly
Fri · written, whether or not there is news
Fri · written, whether or not there is news
Senior review
One contact
Weekly note
One senior contact, never a queue

Your phone is in a builder’s hands.

A senior builder leads your account as your point of contact, backed by a voice lead and a build lead. Nothing ships without a senior review, and you get a written update every week, whether or not there is news.

Builders, not account managers.

The person on your call is the person in your accounts. There is no hand-off to a junior after the deal.

You own the keys.

Every login is yours from day one. If we disappear tomorrow, the phone still gets answered.

Fixed scope, fixed number.

Quoted before we build, with thirty days of fixes after handover at no charge.

Ready to stop losing calls?

Fifteen minutes. We walk your call flow and tell you where it leaks, whether or not you hire us.

Book a call

Not sure which one you need? That is what the audit is for.

We map your process first and tell you which gap costs the most, whether or not you hire us.