Automations for home services
Automated reports for home services
Calls come in while you're on a roof or under a sink. For home service companies that's a common story, and it's what the automated report flow is for. The report you rebuild every week, pulled together and sent on schedule.
The problems it takes off your list
Calls come in while you're on a roof or under a sink. Nobody at a small HVAC business with two techs and an office manager signed up for that part of the job, and the automated report flow handles it.
What it looks like in practice
Say you run a small HVAC business with two techs and an office manager. Every Monday at 8 a short report lands in your inbox. It pulls last week's numbers from Housecall Pro and puts them next to the week before, so you can see what changed in a minute.
How it works for home services
Step by step, this is what the automated report flow does with your homeowners.
- I list the numbers you check and where they live.
- A workflow pulls them from Housecall Pro and your other tools.
- They're assembled into a simple report or sheet.
- It's sent by email or Slack on your schedule.
- Unusual numbers are highlighted.
Tools it connects to
You keep working in Jobber, Housecall Pro, ServiceTitan and QuickBooks. The automated report flow sits alongside, built with n8n, Google Sheets and Looker Studio.
Questions from home service companies
Does the automated report flow work with Jobber?
Often, yes. Before building the automated report flow I check your Jobber account and plan, because some features depend on API access. If there's a gap for your home services setup, you'll know before you pay anything.
What happens if something breaks?
The automated report flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
What does the automated report flow cost to run each month?
Setup for the automated report flow starts at $250 while the launch offer is on, for home service companies and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Want this for your home services business?
Tell me how your home services business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built