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Sample Workflow Catalog

Modular workflows we build for service businesses. Each workflow is a building block. We combine them into packages tailored to how your business actually runs.

Apps shown are examples only. Every build is tailored to the tools your business already uses.

Leads & Sales

5 workflows available

W1
Unified Lead Capture & Notification

Every lead from any channel goes into one list + instant alert.

Trigger: New lead from website form, Facebook, Yelp, call log, WhatsApp, etc.
Web formsFacebook Lead AdsGoogle SheetsGmailSMS
W2
Lead Qualification & Tagging

Auto-tag each lead by service type, location, urgency, and source.

Trigger: New lead record created.
Google SheetsAirtablen8nAI tagging
W3
Lead → Estimate / Quote Shell

Create a draft quote with client info pre-filled.

Trigger: Lead moved to 'Ready for estimate' or checkbox toggled.
SheetsClickUpJobberHousecall Pro
W4
Estimate Follow-Up Sequence

Automated 'sent → check in → final nudge' for open quotes.

Trigger: Estimate status = 'Sent'.
JobberGmailOutlookSMS
W5
Lead Reactivation / Old Quotes Nurture

Bring back old leads and expired estimates with gentle campaigns.

Trigger: Quote older than X days, status still 'Open'.
SheetsCRMGmailWhatsApp

Scheduling & Field Ops

5 workflows available

W6
Booking → Calendar & Job Card

Confirmed booking creates job + calendar event + internal notes.

Trigger: Booking confirmed via form, app, or manual tag.
Booking formJobberGoogle CalendarOutlook
W7
Estimate Accepted → Job + Crew Brief

Approved estimate becomes a scheduled job with crew instructions.

Trigger: Quote status = 'Accepted / Approved'.
JobberServiceM8TelegramWhatsApp
W8
Daily Crew Schedule Dispatch

Morning digest of today's jobs for each team or technician.

Trigger: Time-based (e.g., 6-7 AM daily).
JobberSheetsTelegramSMS
W9
Project Photos Pipeline

Field teams send photos; system stores and links them to jobs.

Trigger: New photo in project chat / group.
TelegramWhatsAppGoogle DriveSheets
W10
Change Order / Extra Work Log

Capture mid-job changes and link them back to the job.

Trigger: New 'change order' form submission or tag.
TypeformJotformNotionClickUp

Finance & Invoices

5 workflows available

W12
Job Complete → Invoice / Payment Link

When a job is marked done, invoice or payment link is sent.

Trigger: Job status = 'Completed / Ready to invoice'.
JobberStripeSquareGmail
W13
Payment Confirmation & Reconciliation

Record payment, thank the client, update job + finance log.

Trigger: Payment recorded in Stripe / Square / QBO.
StripeSquareQuickBooksSheets
W14
Receipts → OCR → Expense Log

Crews send receipts; system extracts data and logs it.

Trigger: New receipt photo via Telegram/WhatsApp.
TelegramWhatsAppOCR serviceSheets
W15
Job Costing (Revenue vs Expenses)

Combine revenue per job with expenses to see basic margin.

Trigger: New job payment or new receipt linked to a job.
SheetsAirtableNotion
W17
Weekly Finance Snapshot

Owner gets a summary of revenue, unpaid jobs, and expenses.

Trigger: Weekly schedule.
SheetsNotionGmail

Customer Care & Reviews

4 workflows available

W18
Review Request After Payment

Automatically request a Google/Yelp review after job is paid.

Trigger: Payment status = 'Paid'.
JobberSMSGmailGoogle Reviews
W19
Maintenance / Seasonal Reminders

Remind clients about seasonal services or recurring work.

Trigger: X months after job completion for certain job types.
SheetsCRMGmailSMS
W20
Post-Job Check-In & Upsell

Short check-in with optional upsell to maintenance plans.

Trigger: 7-14 days after job completion.
EmailSMSCRM
W21
Dormant Client Reactivation

Contact clients who haven't booked in 6-12 months.

Trigger: Last job date older than X months.
SheetsCRMEmailSMS

Internal & Admin

3 workflows available

W22
Timesheet & Hours Collection

Techs submit daily hours; system rolls it up for payroll.

Trigger: End of day / week submission.
Google FormsTypeformJobberSheets
W25
Automation Health & Error Alerts

Monitor workflow runs and alert you when something breaks.

Trigger: Failed automation run or repeated errors.
n8nTelegramEmailNotion
W26
Owner / Ops Weekly Summary

One weekly 'ops snapshot' so owners don't live inside the tools.

Trigger: Weekly schedule.
n8nSheetsJobberGmail

Ready to automate your business?

These workflows combine into packages tailored to your business. Let's discuss which ones make sense for you.

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