New Customer? Onboarded In 10 Minutes. Not 10 Emails.
Automated onboarding flows that send contracts, collect deposits, gather job details, and welcome new customers — the moment a quote is approved, without you lifting a finger.
Every New Customer Costs You An Hour Of Admin Before The Job Even Starts
Quote approved. Now you need to send a contract, get it signed, send a deposit link, wait for payment, email the job details to your crew, follow up with the customer about access instructions, and remember to add everything to your CRM. That's 45 minutes of back-and-forth for every single job. Multiply that by 15 new customers a month. That's a part-time job you didn't sign up for.
Quote Approved. Everything Else Handled.
Everything in the Package
Auto-Triggered Onboarding Flow
Quote approved? System instantly fires the full onboarding sequence — welcome message, contract, deposit request, intake form, and job prep instructions — without you touching a thing. New customer goes from signed quote to fully onboarded in under 10 minutes.
Digital Contracts & E-Signatures
Professional service agreements sent and signed digitally. No printing, no scanning, no PDFs emailed back and forth. Customer signs from their phone in 60 seconds. Signed copy auto-saved to their record in your CRM.
Deposit Collection
Deposit request fires automatically with a secure payment link the moment the contract is signed. No chasing. No awkward "did you send that deposit?" texts. Money in your account before a single crew member shows up.
Job Detail Intake
Automated intake form collects everything your crew needs — access instructions, gate codes, preferred contact times, scope specifics. All responses auto-populate the job record. Nothing falls through the cracks.
A Smoother Start Means A Better Job And A Faster Payment
Automated onboarding makes your business look more professional from day one, reduces the back-and-forth that kills your evenings, and collects deposits faster — which means better cash flow and fewer no-shows. The biggest operational time sink in most service businesses, eliminated.
Ready to Build Your Growth Engine?
Let's map out your custom customer acquisition system — free, no pressure, no fluff.