Custom Automations
Restoration companies lose thousands of dollars every month to slow lead response times, manual data entry, and disjointed workflows. Our custom automation solutions integrate with your existing tools — CRMs, job management platforms, accounting software — to eliminate manual work and ensure nothing falls through the cracks. From instant lead auto-response to automated job scheduling and report generation, we build the systems that let you scale without adding headcount.
What You Get
Features & Capabilities
Everything included in our service to help you grow.
Lead Auto-Response
Instantly respond to new leads via text, email, or voicemail drop within seconds of form submission or phone call.
Job Scheduling
Automated scheduling workflows that assign crews, send notifications, and update job boards in real-time.
Report Generation
Automated daily, weekly, and monthly reports pulled from your job management and accounting platforms.
CRM Integration
Seamless integration with popular restoration CRMs including DASH, PSA, Xcelerate, and RestoreManager.
Our Process
How It Works
A proven, repeatable process that delivers results for every client.
Assess
We map your current workflows, identify bottlenecks, and quantify the time and revenue lost to manual processes.
Design
We design custom automation workflows with clear triggers, actions, and integrations tailored to your tech stack.
Build
Our team builds and tests each automation thoroughly, ensuring reliability and proper error handling.
Deploy
Automations go live with monitoring, documentation, and ongoing support to ensure everything runs smoothly.
200+
Automations Built
20+
Hours Saved Weekly
< 60s
Response Time
Common Questions
Automations FAQ
Answers to common questions about custom automations for restoration companies.
What restoration CRMs do you integrate with?
We integrate with all major restoration CRMs and job management platforms including DASH, PSA, Xcelerate, RestoreManager, iRestore, and Next Gear. We also connect with QuickBooks, Jobber, and ServiceTitan for companies using general contractor software.
How fast can automations respond to new leads?
Our lead auto-response automations engage with new leads within 30-60 seconds of form submission or missed call. This includes personalized text messages, emails, and voicemail drops. In the restoration industry, the first company to respond wins the job over 70% of the time.
Will automations replace my office staff?
No — automations handle the repetitive, time-consuming tasks that slow your team down. Things like data entry, lead follow-up, appointment confirmations, and report generation. This frees your team to focus on high-value activities like customer relationships and job management.
How long does it take to set up custom automations?
Most automation projects are fully deployed within 2-4 weeks. This includes workflow mapping, platform integration, testing, and team training. We start with the highest-impact automations first — typically lead auto-response and job status notifications — so you see ROI immediately.
Explore More
Related Services
See how our other services help restoration companies grow.
Ready to Get Started?
Let us show you how we can transform your online presence and drive real growth for your restoration business.
Or call us directly at (609) 931-5050