AutomationForward — Back-Office Automation for Contractors

Q: Who is this for?

Small and mid-sized contractors doing at least $100K a year: general contractors, HVAC companies, electrical contractors, plumbers, roofers, landscapers, and specialty trade businesses.

Q: What if I already use software like Jobber, QuickBooks, or ServiceTitan?

We build around what you already have. We connect your automation system directly to those tools and fill in the gaps your existing software was never designed to handle.

Q: I'm not a tech person. Will I actually be able to use this?

Yes. We build the system and set it up in a way that is easy for you to use, designed around exactly what you need. If something breaks or needs adjusting, you call us.

Q: Is this just for big contractors, or can a small operation use it too?

You do not need a full office staff or an IT department. The smaller your team, the bigger the impact when back-office work gets automated.

AutomationForward builds custom back-office automation systems for small and mid-sized service contractors: general contractors, roofing, HVAC, electrical, plumbing, concrete, landscaping, and specialty trades. We eliminate manual paperwork, data entry, compliance tracking, and administrative busywork so owners can run jobs instead of chasing forms.

The 14 Contractor Back-Office Automations We Build

Estimate & Proposal Automation (Field Operations): Turn site notes into a review-ready estimate before the paperwork becomes your second shift. We turn your site notes, photos, measurements, pricing assemblies, and approved margins into a review-ready estimate and proposal, so you stop losing evenings to quote spreadsheets and full days to paperwork.
Employee Onboarding & Offboarding (People & Compliance): Every new hire costs you two weeks of back-and-forth before they ever pick up a tool. We automate the paperwork, the document collection, the system access, and the compliance checklist so your crew is ready to work on day one.
Contract & Change Order Management (Field Operations): Every verbal approval that never gets written down is money you earned and never collected. We build a system that captures every change order, routes it for approval, and attaches it to the invoice automatically so nothing falls through the cracks.
Subcontractor Compliance Tracking (Field Operations): One lapsed certificate of insurance on an active job site is all it takes to turn a profitable project into a legal nightmare. We track every sub's W9, COI, and lien waiver expiration date in order to send automatic renewal alerts before anything lapses.
HR Records & Compliance Management (People & Compliance): OSHA certifications, I-9s, safety training logs, and employee credentials all have expiration dates. We build the system that tracks every one of them and alerts you before a compliance gap becomes a fine, a failed inspection, or a job site shutdown.
Vendor & Supplier Management (Vendor & Supplier Ops): Chasing down vendor contacts, comparing quotes, and tracking who you owe is a part-time job inside your business. We centralize every supplier relationship, automate your purchase history, and make sure the right vendor gets the right order every time.
Procurement & Purchase Orders (Field Operations): Materials can be ordered late, delivered to the wrong site, or purchased twice because nobody checked the system first. We automate your entire procurement workflow from request to approval to delivery confirmation so your jobs stay on schedule and your costs stay controlled.
Inventory Tracking & Alerts (Field Operations): Running out of materials mid-job is one of the most expensive mistakes a contractor can make. We build automated inventory tracking that monitors your stock levels and sends reorder alerts before you ever hit zero.
IT Help Desk & Ticketing (Customer & Admin): When a laptop dies, a software login stops working, or a field tablet goes offline, your crew loses hours waiting for a fix. We automate your internal IT request routing so every issue gets logged, assigned, and resolved fast without anyone having to track it manually.
Data Entry & Migration (Customer & Admin): If someone on your team is copying information from one system into another by hand, that is a job for a machine. We eliminate manual data entry by connecting your systems so that information flows accurately between every tool that you use.
Customer Onboarding (Customer & Admin): The window between signing a contract and breaking ground is where clients start to get anxious. We automate your entire customer onboarding sequence, from welcome communications to document collection to project kickoff confirmations.
Report Generation & Distribution (Customer & Admin): Your project managers should be managing projects, not pulling numbers together for a report nobody has time to build. We automate your weekly and monthly reporting so the right data lands in the right inbox on schedule.
Email Triage & Routing (Customer & Admin): A shared inbox that nobody owns is where urgent requests go to die. We build automated email routing that reads incoming messages, categorizes them by type, and sends them to the right person instantly.
CRM Data Hygiene (Customer & Admin): A CRM full of duplicate contacts, outdated phone numbers, and leads with no follow-up date is not a sales tool. We automate the cleanup and maintenance of your contact database so your sales pipeline reflects reality and your follow-ups actually happen.

Pricing

The Build: $1,000 – $2,000 one-time. Custom-engineered automation system built around your existing workflow and tools.
The Retainer: $300 – $500 per month. Monitoring, maintenance, fixes, workflow adjustments, and new automations as you need them. No contract, cancel anytime, and the system stays yours.

Frequently Asked Questions

What does the monthly retainer actually cover?

The monthly retainer keeps your system running and growing. That includes monitoring, maintenance, fixing anything that breaks, adjusting workflows as your business changes, and building new automations as you think of them. You are not paying for software access, you are paying to have someone on the other end of the phone who knows your system inside and out. There is no contract, you can cancel anytime, and the system we build stays yours.

Who is this for?

This was built specifically for small and mid-sized contractors, the owner who is doing at least $100K a year and wearing every hat in the business. General contractors, HVAC companies, electrical contractors, plumbers, roofers, landscapers, and specialty trade businesses are all a strong fit.

How long does it take to build?

Most systems are fully built and live within 2 to 4 weeks from the time we complete your intake. The first week is us studying your business, your workflow, your tools, your pain points. The second and third weeks are the build. By week four, you are running on the new system.

What if I already use software like Jobber, QuickBooks, or ServiceTitan?

We build around what you already have, not against it. We can connect your automation system directly to those tools so everything talks to each other, and we fill in the gaps that your existing software was never designed to handle.

I'm not a tech person. Will I actually be able to use this?

Yes, and that is exactly the point. We build the system and set it up in a way that's easy for you to use. The entire project is designed around exactly what you need, so it's naturally user friendly. If something ever breaks or needs to be adjusted, you call us.

Is this just for big contractors, or can a small operation use it too?

You do not need a full office staff or an IT department to make use of this. The smaller your team, the more you feel the weight of manual back-office work, and the bigger the impact when it gets automated.