Workflow Automation for Trades
Get off the spreadsheets. Automate quote-to-cash.
You run a trades business on a quoting process — and right now it lives in a spreadsheet, your truck, and a stack of texts. T2C builds the workflow that runs it for you: quote out the door same-day, followed up until you get an answer, invoiced the moment the crew marks the job done.
The short version
What does workflow automation do for a trades contractor?
Workflow automation connects the steps you already do — quoting, following up, scheduling crews, invoicing — so they run without you re-typing the same job into three different places. Instead of a spreadsheet you babysit between job sites, you get a system that moves each job from quote to cash on its own.
For trades contractors that usually means three things: quotes go out same-day, every quote gets followed up until the customer says yes or no, and the invoice fires automatically the moment the job is marked complete. No dropped leads, no forgotten follow-ups, no Friday-night billing.
Sound familiar?
Still running your shop off a spreadsheet?
The work is real, the crews are good, and the phone keeps ringing. But the system holding it all together is a spreadsheet only you know how to read — and that's where the money leaks out.
You might be a fit if:
- · Quotes sit for days because you're on a job site, not at a desk
- · You send a quote, hear nothing, and never circle back — so it goes cold
- · Invoicing happens whenever you remember, not when the crew finishes
- · Nobody but you could run the business from your spreadsheet tomorrow
- · Customer info lives in texts, emails, and your head — never one place
Free Diagnostic · Built for Trades
What's this actually costing your shop?
Every missed call, un-chased quote, and no-show is a job someone else booked. Enter your own numbers, see the yearly total and your leak score, and walk away with one fix to run this week — before you spend anything.
Run the money-leak audit →What I automate
Quote to cash, end to end.
I map the way your jobs actually flow today, then automate the path from first call to paid invoice — one connected workflow instead of a dozen manual handoffs between the truck, the office, and the crew.
- 1
Capture the lead — Every call, form, and inquiry lands in one place — nothing lost to voicemail while you're up a ladder.
- 2
Quote, same day — Turn a site visit into a clean, professional quote fast — and get it out while the job's still fresh in the customer's mind.
- 3
Follow up automatically — Every quote gets followed up across text and email until you get a yes or a no. No more cold quotes.
- 4
Invoice on completion — The moment a crew marks a job done, the invoice fires — no Friday-night billing, no chasing payment weeks later.
- 5
See what's happening — Know which quotes are open, which jobs are live, and what's owed — without opening a spreadsheet.
Who this is for
Built for trades contractors with a quoting process.
If your business runs on quotes — bid the work, win the job, send the crew, get paid — this is for you. I lead with painting and lawn care because that's where I cut my teeth, but the workflow is the same across the trades.
Wisconsin-based — every engagement is remote-capable.
See it in action
Want proof? Call my number.
The AI that answers when you call T2C is the same kind of system I can stand up for you. I treat the AI receptionist as a demo of what's possible — not the core deliverable. The real value is the workflow underneath: getting you off spreadsheets and automating quote-to-cash.
(262)-333-3510 — that's my AI answering.
Common questions
Do I need a CRM or special software first?
No. I meet your shop where it is — even if "the system" is a spreadsheet and your phone. I build the workflow around the tools you already use, and only add software when it clearly earns its place.
How is this different from a chatbot or an off-the-shelf app?
A chatbot answers questions. I automate the actual work — quoting, follow-up, crew scheduling, invoicing — connected to how your business really runs. The value is in the integration between steps, not a single tool bolted on the side.
How do we start?
With a ClearPath Map. Tim sits down with you, maps where your jobs are leaking time and money, and hands you one recommended build at a real, locked-in price. It credits in full toward that first build.
The first step
See how ClearPath works.
Every workflow build starts with a Map — one working session where I trace how your jobs run today and pinpoint exactly where automation pays off first. You walk away with a clear next step at a real price, and it credits in full toward your first build.
See how ClearPath works →Ready to get off the spreadsheets?
Let's map where your quote-to-cash workflow is leaking time and money — and what it would take to automate it. No jargon, no pressure.