Run the shop. Not the office.

Office Manager

Runs the morning brief

The Office Manager runs your digital office crew and the plumbing underneath it. Each morning it reads what every other specialist saw overnight, sets the day’s priorities, and hands you a single brief — what closed, what is at risk, and what needs a decision before noon. The rest of the day it keeps the office running: the phone line, the customer records, the file room, and the connections to the tools you already use.

Sales

Answers new leads

Sales is your front desk for every inbound lead. It answers texts, missed calls, web forms, and voicemails within a minute — day or night — qualifies the work, books the job against your live calendar, and logs the conversation in a place your managers can pick up if needed.

Leads answered in under 60 seconds — while you're still on the job

Bid Support

Drafts your quotes

Bid Support drafts quotes on your cost baselines, flags any thin-margin job before it leaves the office, and keeps estimating fast and consistent across every manager.

Quotes drafted in minutes — not hours between jobs

Customer Communication

Keeps the conversation

Customer Communication is the voice that confirms appointments, follows up on open quotes, chases overdue invoices in your tone, checks in after the job, and wins back customers who went quiet — all of it on a schedule, none of it harassing.

Follow-ups running 24/7 — no one pulled from the truck

Cash Flow & AR

Collects what you earned

Cash Flow turns finished work into invoices, keeps your receivables visible, and projects your cash 30, 60, and 90 days out so next Friday’s payroll is never a surprise. It creates and sends — it never moves your money.

Invoices sent same-day — collections on autopilot

Bookkeeping

Runs your books

Bookkeeping keeps your books current every morning — it categorizes every transaction, learns your shop’s patterns, flags anything odd, and preps the quarterly and annual handoff your CPA actually wants. It produces clean books and clean reports; it never moves money and never files for you.

Books categorized nightly — month-end is a review, not a project

Marketing

Shows what wins jobs

Marketing is your attribution engine. It tags every way a lead can find you, stamps each new lead with where it actually came from, and reports — weekly — which channels turned into booked, paid work. You get the clarity an agency sells, without the agency markup.

Campaigns running day one — no agency onboarding, no 30-day ramp

Social Media

Shows the work

Social Media plans and posts your weekly content across Facebook, Instagram, and Google Business Profile, watches your reviews, and replies — in your voice, with owner approval on the first three drafts.

First post ready to approve within 24 hours of signup

Service & Reactivation

Earns the reviews

Service & Reactivation asks your happy customers for reviews and re-engages the ones who went quiet — the two moves that compound long-term on every shop.

Review requests sent automatically after every completed job

Logistics

Tells customers you’re coming

Logistics keeps the field day moving: it reminds customers before each appointment, texts them an arrival window before you roll up, and keeps every job’s work order and photos in order, synced with your scheduling tool.

Tomorrow's route and truck list ready by tonight

Compliance

Keeps you current

Compliance runs the deadline calendar for everything that lapses — licenses, certifications, insurance, permits, 1099s. It tracks what you have, surfaces what is due and when, and preps the paperwork. It never files for you; the signature is always yours.

60-day warnings on every license and cert — nothing lapses quietly

Hiring & SOPs

Builds the bench

Hiring & SOPs posts jobs, screens applicants, and hands you ready-to-sign onboarding docs for new hires. Planned for Automic Trades Rev. 2.0.

Screening in hours — not weeks of back-and-forth

Fleet Manager

Keeps the trucks running

Fleet Manager tracks every vehicle and major piece of equipment through its lifecycle — service schedules, registrations, insurance, fuel cards, and incidents — and surfaces what to action by when. It is advisory by design: it never books a shop, buys fuel, or files a claim — you pull every trigger. Fleet + equipment is the #2 paperwork pain after compliance. Rolling out as Automic Trades expands the back office.

Supply Chain

Gets the parts there

Supply Chain runs the vendor-to-warehouse loop — stock awareness, reorder triggers, purchase orders, supplier ordering, receiving, and 3-way match — so the parts are on the truck before the crew needs them. It is the most action-capable of the back-office specialists, with a dollar threshold you control deciding what it submits versus what it brings you. Rolling out as Automic Trades expands the back office.

Facilities

Minds the shop itself

Facilities tracks the building and the standing services behind the shop — lease, utility and alarm accounts, cleaning and maintenance vendors, office supplies, signage, mail and waste — and surfaces the right action at the right time. Each item is low-pain alone; together they are the hours-a-month and the "I forgot to pay the alarm bill" frustration. Rolling out as Automic Trades expands the back office.

HR

Handles the people paperwork

HR runs the post-hire side of your team — onboarding milestones, certifications, time off, reviews, and the sensitive items that carry real legal exposure. It is heavily approval-gated by design: it tracks records, surfaces deadlines, and drafts paperwork for your review, but you pull every trigger that has a legal or relational consequence. It picks up where hiring ends; recruitment stays with Hiring & SOPs. Rolling out as Automic Trades expands the back office.

Webmaster

Keeps the site current

Webmaster builds and maintains a professional website for your trade business. You fill out one design form; it composes the site and then keeps it living — a new review, a new job photo, a changed service or hours, a seasonal campaign all flow onto the site automatically. The website stops being a one-time build you forget and becomes an artifact that stays current on its own.