Industry:
Home Services
Locations:
4 US locations
Team Size:
30+ staff
Services Used:
Business Process Automation + Workflow Automation
Timeline to Live:
38 days
Primary Goal:
Standardize and automate operations across all four locations
About the Client
A home services company operating across four US locations with 30+ field technicians and support staff. Revenue was healthy — but operations were fragile. Each location had developed its own way of doing things over years of informal process evolution, creating four different standards, four different sources of error, and one very stretched business owner.
The Challenge
With four locations running independently, the business had accumulated four different quoting processes, four different scheduling systems, and four different invoicing approaches. Admin staff were spending the majority of their day on coordination and data entry that added no client-facing value. The owner was fielding operational calls daily from multiple locations rather than focusing on growth.
- Quote generation entirely manual — average 3 days from enquiry to delivery
- Scheduling managed through a combination of calls, texts, and a shared calendar no one fully trusted
- Invoicing processed manually after job completion — payment delays were routine
- Each location operating its own process — zero consistency in client experience
- Admin team spending 80%+ of their time on tasks that should have been automated years ago
The business needed one operational standard across all four locations — automated, reliable, and requiring minimal manual oversight to maintain day-to-day.
Our Approach
We spent two weeks mapping the core workflows across all four locations — interviewing managers, shadowing admin staff, and documenting every step. What we found was one good process buried under four sets of workarounds. We built from the best version of each workflow.
What We Built
A unified operational system spanning all four locations — from enquiry to payment, with every manual coordination step removed.
performance visibility — running continuously from the same two-person team.
The Results
Full deployment across all four locations completed in 38 days. The operational difference was visible in the first week. The financial impact was clear within the first month.
78%
Admin Hours Reduced
5hrs
Quote-to-Booking
$67K
Annual Savings
4
Locations — One Standard
“Every location was doing things differently and I was the one holding it all together. Now there’s one system, one standard, and I’m not getting operational calls every day. The time alone was worth it.”
— Owner, Multi-Location Home Services Company
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Your Operations Should Run Without You in Every Room.
Book a consultation and bring your most complex operational challenge. We’ll walk through it and show you exactly what an automated version would look like.
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