Built to automate, Forge to lastAutomation & SystemsforReal-World ServiceBusinesses
Built to Automate, Forge to Last. We connect the tools you already use and turn them into a smoother Lead → Job → Money flow.
Tools we show on this site are examples only. Every build is tailored to the apps your business already runs on.
Trusted by Service Businesses
Your Automated Business Flow
We connect every step so nothing falls through the cracks
Captured & tracked
Scheduled & assigned
Invoiced & collected
Reviews & referrals
Trusted by businesses across industries
Results across all clients since 2023
Who We Help
We work with service businesses that juggle leads, estimates, jobs, crews, and invoices every single day.
- Leads coming from calls, texts, referrals with no single list
- Estimates scattered across email and paper
- Crew schedules shared by text message
Every lead tracked, every job scheduled, every invoice sent automatically.
- Recurring jobs hard to track across clients
- Team members missing job details
- Chasing payments after every clean
Recurring schedules, automatic reminders, payments collected on time.
- Seasonal work means tracking hundreds of estimates
- Before/after photos lost in phone galleries
- Job costs unclear until the end of the month
Photos organized by job, costs tracked in real-time, estimates followed up automatically.
- HVAC, plumbing, electrical calls need fast response
- Techs need job history before arriving
- Reviews requested manually (or not at all)
Instant lead response, full job history on mobile, reviews requested automatically.
What We Actually Do
We focus on automation first. Your operations, your workflows, your Lead → Job → Money flow. Websites and funnels come later, as an add-on, once the engine runs smoothly.
We map your current Lead → Job → Money flow. We understand how leads arrive, how jobs are booked, how invoices are sent, and how you track payments.
A clear map and a list of automation opportunities, prioritized by impact.
We design and build workflows that connect tools you already use. No need to switch everything, we make your current tools work together.
- Every lead goes into one central list
- Jobs created automatically after quotes are accepted
- Crews get automatic job details and reminders
Simple workflows that make sure invoices go out and payments are tracked. See what matters at a glance.
- Today's jobs at a glance
- Open quotes and overdue invoices
- Basic profit per job or period
Ongoing care so things don't break silently. We monitor, make small tweaks, and keep documentation so your system never becomes a black box.
Peace of mind that your automations keep running smoothly.
Workflows & Packages
No hidden pricing games. Here's what we build, organized by business need.
Typically includes: 3-5 core workflows
For businesses who want a clean Lead → Job → Payment flow.
Workflows included:
- Unified lead capture and instant notifications
- Lead → quote/estimate shell
- Job creation after quote is accepted
- Job complete → invoice or payment link
Example apps: Jobber, Google Sheets, Gmail, SMS, Stripe, etc.
Apps shown are examples. We plug into the tools you already use.
Typically includes: 6-9 workflows
For teams who want control over job photos, receipts, and basic profit per job.
Workflows included:
- Project photos pipeline from chat apps into organized job folders
- Receipts → OCR → expense log linked to jobs
- Simple job costing (revenue vs expenses per job)
- Weekly owner snapshot of jobs and numbers
Example apps: Telegram, WhatsApp, Google Drive, Notion, OCR service, accounting tools
Apps shown are examples only. We tailor each workflow to your current stack and only suggest new tools when needed.
Typically includes: 10-15 workflows
For businesses ready to build long-term client relationships, not just one-off jobs.
Workflows included:
- Estimate follow-up sequences
- Payment confirmation + internal logging
- Review requests after payment
- Seasonal and maintenance reminders
- Weekly summary of new leads, completed jobs, and unpaid work
Example apps: Gmail, Outlook, SMS tools, Google Reviews, Yelp, CRM tools
Apps shown are examples (email, SMS, review platforms, CRM). We adapt each workflow to the tools your team already knows.
Each package is built from modular workflows. The examples above show how they might look with popular tools like Jobber, Housecall Pro, Google, Microsoft, Stripe, and more. In every project, we start with your current stack and only recommend new apps when they clearly reduce manual work.
Find Your Starting Point
Every business is different. Here's how to figure out which package makes sense for you right now.
If you're losing leads or forgetting to send invoices
Common signs:
- Leads come from multiple places and some slip through
- You manually create quotes and invoices
- Follow-ups depend on your memory
- Payments sometimes get missed or delayed
Get a clean Lead → Job → Payment flow that runs without you chasing it.
If leads are handled but operations are messy
Common signs:
- Job photos are scattered across phones and chat apps
- Receipts pile up and you don't know job costs
- Crews call you for info they should already have
- You spend hours organizing files and spreadsheets
Get organized photos, tracked expenses, and know your profit per job.
If operations work but you want more repeat business
Common signs:
- You rarely ask for reviews (or forget)
- Past clients don't come back for seasonal work
- You have no system for follow-ups after quotes
- Weekly reporting is manual or nonexistent
Build relationships that bring clients back and grow through referrals.
Still not sure? That's what the discovery call is for.
15 minutes, no pressure, just clarity on where to start.
How It Works
A simple, transparent process from first call to ongoing support.
Discovery Call
We understand your goals, current process, and tools. No sales pitch, just questions to understand how your business actually runs.
Automation Plan
We turn your process into 3-6 clear workflows, grouped into phases. You'll see exactly what we're building and in what order.
Build & Test
We design and build workflows, test them with real examples, and adjust based on your feedback. No surprises at launch.
Care & Iteration
Once live, we monitor, maintain, and improve them inside an Automation Care Plan. Your systems keep running smoothly.
Websites & Funnels
Once your operations are stable, we can design high-converting service websites and funnels that plug into the lead hub we build. Your website becomes a lead-generating machine, not just a brochure.
- Clear quote or booking flows that capture leads instantly
- Reviews and social proof displayed prominently
- Mobile-first design for customers on the go
- Integrated with your automation workflows
Professional Cleaning You Can Trust
Residential & commercial cleaning for busy homeowners and businesses.
"Best cleaning service in town!"
We Connect the Tools You Already Use
No need to switch everything. We make your current tools work together.
...and many more. If you use it, we can probably connect it.
Make.com Partner
Certified automation builder
n8n Expert
Advanced automation builder
99.9% Uptime
Reliable automation systems
Dedicated Support
Real humans, not chatbots
We build automations using Make for no-code workflows and n8n as our advanced automation builder, plus the apps you already use
Logos shown represent platforms we integrate with. We are not officially affiliated with all listed platforms.
Real Results from Real Businesses
See how service businesses like yours cleaned up their operations and grew revenue.
Residential Cleaning
CleanPro Services
Tampa, FL
The Challenge
Leads coming from 4 different sources, no follow-up system, losing 40% of quotes to slow response.
Our Solution
Starter Ops Pack + Loyalty workflows
Implemented in 6 weeks
Results
Lead response time
Quote close rate
Monthly revenue
"We stopped losing leads to competitors who just responded faster. Now every inquiry gets a response before I even see it."
General Contractor
BuildRight Construction
Phoenix, AZ
The Challenge
Receipts in shoeboxes, no idea which jobs were profitable, Sunday nights spent in spreadsheets.
Our Solution
Growth Ops Pack with job costing
Implemented in 8 weeks
Results
Time on admin
Jobs tracked
Profit visibility
"I finally know my profit per job without spending Sunday nights in spreadsheets. The dashboard shows me exactly what I need."
Landscaping
GreenScape Pros
Austin, TX
The Challenge
Crews never had the right info, repeat clients weren't being contacted, reviews were an afterthought.
Our Solution
Full stack: Starter + Growth + Loyalty
Implemented in 10 weeks
Results
Crew confusion
Google reviews
Repeat bookings
"Our crews know exactly where to go, clients get reminded for seasonal work, and reviews come in automatically."
* Results shown are from actual client implementations. Individual results may vary based on business type, existing systems, and implementation scope.
What Our Clients Say
Real results from real service businesses.
"We went from losing leads in text messages to having every single inquiry tracked and followed up automatically. Closed 30% more jobs in the first quarter."
Marcus Thompson
Sparkle Clean Residential Services
CleaningNot Sure Where to Start?
Answer 3 quick questions and we'll recommend the right package for your business.
What's your biggest headache right now?
Frequently Asked Questions
Straight answers to common questions.
Ready to Clean Up the Chaos?
Let's map your Lead → Job → Money flow and see what we can automate.
Or reach us directly
What happens on a discovery call?
- We ask about your current process (5 min)
- We identify quick-win automations (5 min)
- We explain next steps if you want to proceed (5 min)
- No pressure, no hard sell
75+ service businesses have automated their operations with We Forge Web