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Field Service & Sales Automation Built for Teams on the Move

We build mobile-friendly, no-code systems that give your field reps real-time job info, automate quote-to-invoice workflows, and give operations managers live visibility — without pulling anyone back to a desk.

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Scheduling field technicians or sales reps via phone calls and texts leads to double-bookings, missed jobs, and frustrated customers.

Built for How Field Teams Actually Work

Generic CRMs and enterprise field service tools are built for the enterprise — with the price tag and complexity to match. We build leaner systems tailored to exactly how your team operates, for a fraction of the cost.

Our field service clients typically reduce scheduling-related calls by 60% and cut invoice-to-payment time by half within the first month of going live.

We've built field management systems for HVAC and plumbing companies, solar installers, landscaping businesses, medical device sales teams, and regional distribution reps.

What we build for you

Job Scheduling & Dispatch System

A drag-and-drop scheduling board in Airtable with automated text/email notifications to field reps when jobs are assigned or changed.

Mobile Job Management App

A Softr-powered mobile interface where reps see their schedule, log job completion, capture photos, and collect customer signatures — from their phone.

Quote & Proposal Automation

Reps generate professional quotes in the field from a simple form. The quote PDF is created and emailed to the customer automatically via Make.

Invoice & Payment Workflow

Job completion triggers invoice creation and delivery automatically. Payment links are included and status updates sync back to your accounting system.

Field Performance Dashboard

Real-time operations dashboard showing job completion rates, rep activity, revenue by territory, and customer satisfaction scores.

Success stories from our clients
Discover how Business Automated is empowering businesses like yours.
Aleph Ventures Logo
Since partnering with Business Automated, Aleph Ventures has seen a significant improvement in our lead management processes. Their expertise in Airtable integration has allowed us to streamline our workflows, consolidate data, and gain clearer insights into our sales pipeline. The custom solutions they developed have saved us countless hours and improved our overall efficiency.
Nate Streeter
Managing Partner
Aleph Ventures
Recast Capital Logo
Working with Greg and the Business Automated team was an absolute game changer. They took the time to understand how Recast operates and built a customized Airtable system that truly fits the way we work. Before partnering with them, our Airtable was chaotic and overflowing with disorganized data – but within just a few weeks, they completely transformed it.
Ava Alemazkoor
Operations Director
Recast Capital
Dola Orthotics Logo
The integration of Australia Post's API into our Airtable shipment management system, expertly handled by Business Automated, has revolutionized our logistics. Dola Orthotics can now track shipments in real-time, automate notifications, and manage our entire shipping process seamlessly from one platform. This has not only improved our efficiency but also enhanced our customer service.
Luke Sinclair
CEO
Dola Orthotics

Frequently Asked Questions

Common questions about working with us on this solution.

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