Workflow Automation for Contractors & Small Businesses
Stop copying leads into spreadsheets, chasing estimates and forgetting invoices. We connect the tools you already use so the boring, repeat work happens on its own, every time.
Prefer to write it yourself? Email what you do by hand today to hamid@getnexaflow.io.
Workflow automation connects the tools a contractor already uses, like Jobber, Housecall Pro, Google Sheets, QuickBooks and Gmail, so repeat work runs by itself. New leads get an instant text, estimates get follow-ups, and finished jobs trigger an invoice and a review request.
A new lead, handled in seconds
Here's one simple automation. It runs the same way at 2 PM or 2 AM, whether you're on a job or asleep.
Example flow. We set it up around your own tools and wording.
Less busywork, fewer jobs slipping through
Before
- Leads sit in your inbox until you get a free minute
- Details get copied by hand into a spreadsheet
- Estimates go out and nobody follows up
- Invoices and review requests wait until the weekend
- You piece together the numbers yourself every week
After
- Every lead gets a reply the moment it arrives
- Lead details land in your CRM or sheet automatically
- Polite follow-ups go out after every estimate
- Finished jobs trigger the invoice and review request
- A simple weekly report lands in your inbox
Common automations for contractors
A few examples. If you do the same task by hand every week, it can probably be automated.
New lead → CRM + instant reply
Form and Facebook leads go straight into your CRM or Google Sheet, and the customer gets a text and email right away.
Estimate sent → follow-ups
After you send an estimate, friendly check-ins go out on a schedule you choose, and stop as soon as the customer replies.
Job done → invoice + review
When a job is marked complete, the invoice is created and sent, and the customer gets a short review request with your link.
Weekly report by email
Every week, get a short email with new leads, booked jobs, open estimates and unpaid invoices, without opening five apps.
Calendar & reminders
Booked jobs go on Google Calendar, and customers get a reminder before the visit so fewer people forget or no-show.
Tools that don't talk
If two of your apps don't connect on their own, we build the bridge so data moves between them without retyping.
Works with the tools you already use
We use Zapier, Make or n8n when they're the simplest fit, and custom code when you need something they can't do.
From busywork to automatic, all by email
No calls or meetings needed. You check everything before it goes live.
Send your idea
Email us the tasks you repeat by hand and the tools you use. A short list is enough to start.
Get a written plan
We send a free written plan: each automation step by step, the tools involved and a fixed quote.
Weekly test runs
We build in weekly milestones and send you test runs and demo links to check before anything goes live.
Launch & support
We switch it on, watch that it runs smoothly, and fix or adjust things when your process changes.
Fixed quote after a free written plan.
Every business works differently, so we don't guess a price up front. The written plan lists exactly what we'll automate and what it costs, plus any tool subscriptions you'd need. You know the full price before any work starts.
Questions about workflow automation
Which tools can you connect?
Common ones are Jobber, Housecall Pro, Google Calendar, Google Sheets, QuickBooks, Gmail, Outlook and Facebook lead forms. We use Zapier, Make or n8n where they fit, and custom code when they don't. Your written plan says exactly what can be connected.
Do I have to switch to new software?
No. We automate the tools you already use, so your team keeps working the way it does now, just with less copying, pasting and chasing.
How much does workflow automation cost?
You get a fixed quote after a free written plan. If a tool like Zapier or Make needs its own paid plan, the written plan tells you up front.
Do I need to get on a call?
No. Everything happens by email. Tell us what you do by hand today, and we reply with a plan, then send test runs for you to check before anything goes live.
Tell us what you do by hand. Get a free plan.
List the tasks that eat your week. We'll reply with a written plan showing what can run on its own, and a fixed quote.
Get a free plan →