What Jason Does for Work

Mike owns a roofing company in Portland with 12 employees. Every week, 20 or 30 people would call or go to his website asking for a quote on a new roof. His office manager would write their names down, plan to call them back, and then life would get busy — and about half of those people would never hear from Mike's company again.

Those customers didn't go without a new roof. They just called someone else. Mike was losing business and didn't even know it was happening.

Jason set up an automatic system. Now, the moment someone asks for a quote, they immediately get a friendly text message and an email — no matter what time of day it is. The message says "Thanks for reaching out! We'll have someone call you within 24 hours." If Mike's team doesn't follow up in time, the system sends a reminder. Every single lead gets contacted, every time.

Sandra runs an HVAC company — that's the business that fixes your furnace and air conditioning. She has 8 technicians, and every single morning her office manager spent two hours on the phone figuring out who should go where, what tools they needed, and how to arrange everyone's schedule so nobody drove across town when there was a job around the corner.

It was stressful, error-prone, and the office manager was burning out. When she called in sick, the whole morning fell apart.

Jason set up a scheduling system that automatically assigns each technician to the jobs closest to them, based on their skills and the type of repair needed. The technicians get their schedule sent to their phone the night before. The system also sends customers a text the morning of their appointment saying "Your technician will arrive between 9am and 11am today."

Rob and Michele own a tree service company. They're good at what they do — taking down dangerous trees, trimming branches, keeping people's yards safe. Business was booming. But the more customers they got, the more chaotic things became behind the scenes.

Estimates were written on paper and sometimes lost. Customers who said "come back in the spring" were forgotten. Bills went out late. It felt like the more they grew, the more behind they fell.

Jason came in, analyzed everything, and built them a connected system: their estimates go out as professional PDF documents automatically, customers who say "call me in spring" get put in a reminder list that pops up at exactly the right time, and invoices are sent automatically when a job is done — including a link to pay online. He also set up a simple dashboard so Rob can see at a glance which jobs are scheduled, which are done, and which invoices haven't been paid yet.

David is an electrician who built his own business over 20 years. He's great with his hands, great with customers, but he hates computers. Every night after dinner, he'd sit at the kitchen table for an hour or two — sending invoices, answering emails, updating his calendar. His wife and kids rarely saw him in the evenings during busy season.

Jason set up a system where most of that work happens automatically. When David finishes a job, he takes a photo of the completed work on his phone, types a few notes, and that's it. The system automatically generates the invoice, sends it to the customer, records it in his books, and sends a follow-up a week later asking for a Google review.