Put the busywork on autopilot, and stay in control
We learn how your business runs, then build automations and AI agents that handle the repetitive work: estimates, customer texts, scheduling, reviews, invoices, marketing and the questions your staff keep asking. Anything that touches money, customers or your brand waits for your OK.
The work nobody should still be doing by hand
Every small business runs on a hundred small, repeatable tasks: chasing an unpaid invoice, turning a site visit into an estimate, reminding a customer about tomorrow's appointment, copying numbers between QuickBooks and a spreadsheet. None of it is hard. It's constant, and it quietly eats the hours you'd rather spend on customers.
This isn't "set up a Zap and good luck." We start with how your business actually works, then design, build and run automations around it, and keep adjusting them as you grow.
What we automate
These are running today for local businesses. We switch on the pieces that fit yours.
Leads and estimates
A new request is looked up, priced by your rules and written in your voice, ready for you to approve. If the photos aren't good enough, it asks the customer for better ones.
Customer texts
Estimates, booking links, reminders and follow-ups on quiet quotes, sent from your business number once you approve them.
Scheduling and routes
Bookings land on the right job, the crew gets a morning briefing, and the day's stops are put in a sensible order.
Reviews and replies
Review requests after finished jobs, and a drafted reply to every new Google review for you to approve. It works hand in hand with local SEO.
Marketing content and posts
Before-and-after posts, plus branded images, letters and short videos made from a short brief, scheduled to your Google profile and social accounts.
Invoices and maintenance plans
Draft invoices from accepted work, recurring service plans with an agreement customers accept online, and your late-fee terms on every invoice.
A staff assistant that knows your business
Your team asks a question in plain English and gets the answer from your own policies, files and records, with the source.
On-site reports
Guided inspection checklists with photos and built-in calculations, a plain-English summary, and a branded PDF report shared by secure link.
Built for your industry
- Real estateAn assistant for agents and staff, plus listing paperwork, lead reports and past-client outreach.
- Medical practicesFront-office and marketing automation, with HIPAA-grade handling when patient information is involved.
- Service businessesEstimates, texts, scheduling, reviews and invoices for trades that work at the customer's property.
- Attorneys and law firmsA staff assistant for your procedures and forms, with client files kept on hardware you control.
How it works
We learn your business
A discovery session maps your tools, your steps, and the repetitive tasks eating the most hours.
We build the agents
Automations and AI agents designed around your workflow and connected to the tools you already use: QuickBooks, your calendar, your email.
You approve, we launch
You decide what runs on its own and where it should stop and wait for a person. We roll it out carefully.
We run and improve it
It keeps running in the background, and we tune it as your business changes. You're never left with a system you can't maintain.
See what we'd automate first
A free assessment maps the repetitive work in your business and what an agent could take off your plate.
You stay in control
Automation should save you time, never cost you trust. Estimates, texts, invoices and posts are drafts until someone at your business approves them, and a kill switch stops outgoing messages with one tap. Sign-in needs a second factor, each person sees only what their role allows, and your data is never sold or used to train our models.
The app on your phone
Your agent comes with SMB Automate, the app where you watch it work and approve what matters. New leads land in a pipeline, a notification tells you when something needs a look, and one tap approves it. It carries your logo, and you can change the wording it uses yourself.
Why your IT company
Automations live on top of the systems we already look after: your computers, Microsoft 365, your website and your Google listing. The automation platform is built and run with our sister company Quantum Core MIP, part of the same Quantum Core family, so there's one local team accountable for all of it.
Questions we get
Do I need to learn new software?
No. We set the agent up around how you already work. Your part is approving drafts from the SMB Automate app on your phone.
Will the AI send things to customers on its own?
Not unless you decide it should. Anything that touches money, customers or your brand waits for your approval, and a kill switch stops the agent at any time.
What does it connect to?
The tools most small businesses already use: your calendar, email, accounting software, business phone number, shared files and Google listing. We confirm what fits your setup during the discovery call.
Can you work with patient information?
Yes, when a project needs it. Patient records are processed on hardware you control rather than sent to a cloud AI service, with a written HIPAA risk analysis and policies in place before any real record is used. See automation for medical practices.
How is it priced?
It depends on which work we automate. We scope it after a discovery call, so the quote reflects your business rather than a generic package.
Related services
Managed IT services
We monitor, patch, secure and back up your computers and network, answer your team's questions, and fix things before they turn into a lost day.
Website design
We build lean, hand-coded websites for local businesses: no page-builder bloat, no plugins to patch, and every page written for something your customers actually search for.
Local SEO
We work from your real Google data: which searches you already show up for, where you're losing the click, and which pages are missing.
Contact us
Call or send a note about what you need.
Tell us what's going on.
Call, or send a few lines about your business or your computer. You'll hear back from a person who can actually fix it.
