Workflow Automation
Your Business Should Run Without You Touching It.
Every job you win generates dozens of manual tasks. Every lead that comes in needs a follow-up. Every appointment needs a confirmation. Every completed job deserves a review request. Sitement builds the automated workflows that handle all of it, so your business keeps moving whether you are on the job or not.
vs. 47 hours industry average
requests are sent automatically
by a 5-automation stack
What It Is
Stop Doing Things Twice. Stop Forgetting Things Entirely.
Workflow automation connects your tools and triggers actions automatically based on events in your business. When a lead submits a form, an automated message goes out. When a job gets booked, a confirmation is sent. When a job is completed, an invoice goes out and a review request follows within hours.
None of that requires you or a team member to touch it. It is all pre-built, tested, and running in the background while you are focused on the actual work.
Sitement builds custom automation stacks for service businesses: plumbers, HVAC companies, roofers, landscapers, cleaners, and contractors. We map your current workflow, identify every manual step that should not be manual, and build systems that run those steps automatically, every time, without error.
What We Automate
The 5 Things We Automate First for Every Service Business
These are the five workflows that generate the biggest return fastest. Most businesses have zero of them automated. We build all five in the first 30 days.
Instant Lead Response
When a new lead comes in from your website form, a Google ad click, or a missed call, an automated message goes out within 90 seconds. It is personalized with your business name, mentions the service they inquired about, and asks what time works for a call or visit.
Follow-Up Sequence for Unclosed Leads
If a lead does not book after the first message, the system sends a second message at 24 hours and a third at 72 hours. Each message is different in tone and includes a reason to act. Leads that go quiet get a final check-in at 7 days.
Booking Confirmation
When a job is booked, the customer immediately gets a confirmation by text and email with the date, time, tech name, and what to expect. A reminder goes out 24 hours before and again 2 hours before. No-shows drop significantly.
Automatic Invoicing
When your tech marks a job complete in your field service app, an invoice is automatically generated and sent to the customer by text and email within 30 minutes. Payment links are included. No chasing, no forgetting, no delay.
Review Request
Two hours after a job is marked complete, the customer gets a text asking them to leave a Google review. The message includes a direct link to your Google Business Profile review form. No hunting for the link, no friction. Most customers who get this message while the experience is still fresh will leave a review.
Our Process
How We Build Your Automation Stack
Audit Your Current Workflow
We map every step in your lead-to-payment process, identify every manual touchpoint, and document which tools you already use.
Build and Connect
We build each automation, connect it to your existing tools (CRM, scheduling app, invoicing software), and write the message copy for every touchpoint.
Test Every Sequence
We run every workflow end-to-end before going live. Every trigger, every message, every timing delay is confirmed to work exactly as designed.
Launch and Monitor
We flip the switch, monitor the first two weeks of live traffic, and make adjustments based on real performance data. Then we hand you the dashboard.
Built For
Service Businesses That Are Done Doing Everything Manually
Also works for electricians, painters, pest control, pool service, general contractors, and any service business with a repeatable job cycle.
Case Studies
What Happens When You Stop Doing It Manually
From 48-Hour Follow-Up to 4 Minutes
Before Sitement, this HVAC company's team was manually following up with leads from the website form. Average time from form submission to first response was 48 hours. More than half of those leads had already booked with a competitor by the time they got a call.
We built an instant lead response sequence tied to their website form and Google Ads landing page. Now every lead gets a personalized text within 4 minutes and a follow-up call from the office within the hour.
From 12 Reviews to 94 in 6 Months
This residential cleaning company had been in business for three years with only 12 Google reviews. Customers were happy but never thought to leave a review, and the team never remembered to ask after every job.
We built an automated review request that fires by text two hours after each cleaning is marked complete. The message is warm, direct, and includes a single-tap link to their Google review form. In six months, they went from 12 reviews to 94, with an average rating of 4.9.
Pricing
Custom Workflows. Simple Pricing. No Contracts.
Every plan includes full build, testing, and launch. Month to month. Cancel any time.
For businesses ready to automate their core lead and booking workflows.
- 3 custom automations
- Instant lead response
- Booking confirmation and reminders
- Review request workflow
- Basic reporting dashboard
- Full setup and launch included
For businesses that want the full 5-automation stack and CRM integration.
- Full 5-automation stack
- Instant lead response
- Multi-touch follow-up sequence
- Booking confirmation and reminders
- Automatic invoicing
- Review request workflow
- CRM integration
- Performance reporting dashboard
For growing operations that want unlimited automations and a dedicated expert.
- Unlimited custom automations
- Full 5-automation stack
- AI-powered follow-up sequences
- Multi-location support
- Advanced CRM and field service integration
- Real-time performance dashboard
- Dedicated workflow specialist
- Monthly optimization reviews
FAQ