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Industries

Find the repetitive work in a business like yours.

A dental practice, an auto shop, and a property manager all have repetitive work — it just looks different in each one. Pick the closest match and see what we would look at first.

Other business types

Find work like yours

Auto Repair

  • Transfer repair and vehicle information between systems
  • Follow up on estimates customers have not approved
  • Process parts and vendor invoices
  • Send customers status updates on their vehicle

Dental & Medical

  • Send appointment reminders and handle rescheduling
  • Work through recall and follow-up lists
  • Enter insurance and patient information between systems
  • Chase forms and paperwork before appointments

Restaurants

  • Process supplier and food invoices
  • Pull daily sales numbers into a report
  • Re-enter orders and reservations between systems
  • Prepare recurring schedules and staff paperwork

Property Management

  • Log and route incoming maintenance requests
  • Update tenant and property records
  • Coordinate vendors and chase job completion
  • Process invoices and prepare owner statements

Real Estate

  • Follow up with leads and past clients
  • Enter enquiry details into the CRM
  • Prepare listing and transaction paperwork
  • Keep track of key dates and deadlines

Accounting & Bookkeeping

  • Chase clients for missing documents
  • Enter information from documents into your software
  • Prepare recurring client reports
  • Send deadline and payment reminders

Home & Trade Services

  • Move job and customer details between systems
  • Follow up on estimates that have not been accepted
  • Prepare and send invoices after a job
  • Send customers arrival and status updates

Professional Services

  • Run the same onboarding steps for every new client
  • Prepare proposals, engagement letters, and recurring documents
  • Put together client status updates
  • Chase timesheets, invoices, and unpaid bills

Not on the list?

That is not a problem. We work by the type of task, not the type of business — and almost every business has repetitive work in it somewhere. Tell us what you do and we will tell you honestly whether we can help.

  • A written list of the repetitive work in your business
  • An honest answer on what could realistically be automated
  • And what should be left alone, and why
  • Yours to keep, whether or not we work together