Codeza

Invoices, follow-ups and review requests that send themselves

We automate the computer work you do every night after the jobs. Invoices, estimates, reminders, review requests and reports run on their own, inside the tools you already use.

Example

Your evenings go to paperwork

Every job ends with more work on the computer. Most of it follows the same steps every time.

  • Invoices go out late

    When the invoice waits until the weekend, so does the money.

    Invoice not sentJob done Tuesday

  • Nobody asks for the review

    Happy customers forget. A review request that never goes out is a review you never get.

    No review asked forHappy customer

  • Estimates sit unanswered

    A quote goes out and nobody checks back. The customer goes with whoever followed up.

    No follow-upEstimate sent last week

How we take the busywork off you

From the first call to the day it runs on its own.

  1. 1

    We find the repeat work

    On our call we ask what you do on the computer when you're not on a job. That list is where we start.

  2. 2

    We map the steps

    Same trigger, same steps, same result. We write down how each task runs today.

  3. 3

    We build it into your tools

    Your job software, QuickBooks, Stripe and your calendar. It runs inside what you already use.

  4. 4

    You check it first

    Every message and document is yours to approve before anything goes to a customer.

  5. 5

    We keep it running

    We watch it after launch and fix anything that breaks, so nothing fails quietly.

What we automate most

The snippets in each card are examples.

  • Invoices

    Job marked done, invoice sent.

  • Review requests

    Every happy customer asked, every time.

  • Follow-ups

    Estimates chased until you get an answer.

Example conversation

A finished job, wrapped up on its own

Text messages

  1. Agent: Hi Tom, thanks for choosing Bedrock Foundation Repair today. Your invoice is in your email, and you can pay by card from the link.

  2. Customer: Great, just paid it. The crew was awesome.

  3. Agent: So glad to hear it! Would you mind leaving us a quick Google review? Here's the link.

  4. Customer: Sure, done!

  5. Agent: Thank you, Tom. We'll text you a reminder for your wall check in a year.

Result: Invoice paid, review left and next year's wall check scheduled. Nobody at the office touched it.

Illustrative example. Business and customer names are made up.

Automation questions

What can you automate?

Anything that follows the same steps every time. Invoices, estimates, follow-ups, review requests, appointment reminders, reports, sending new leads to the right person and the paperwork for new customers or staff.

Do I need new software?

Usually not. We build on the tools you already use, like QuickBooks, Stripe, Jobber, ServiceTitan, Housecall Pro or Google Calendar.

Will messages go out without me knowing?

Only the ones you approve. You see every message and document before it goes live, and you can change them any time.

What if something breaks?

We watch it after launch. If a step stops working, we fix it, so nothing fails quietly.

Do I own it?

Yes. It runs in your accounts, and we write down how it works so you and your team can see exactly what it does.

Get your evenings back.

Book a call and tell us what eats your time. We'll show you what can run on its own.