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GREENBRIDGE STUDIO

workflows for trade businesses

Five workflows that take the busy work off your plate.

Each workflow is a tool I build and set up around how you already run jobs, so quotes, invoices, reminders, reviews, and your numbers stop eating your evenings.

$500 setup each · $25/mo hosts all of them · starts with a free consultation

  1. 01Lead to Paid Job

    $500 setup

    tool Quote to Invoice Tool

    From the first quote request to money in your account, in one place. No re-typing the same customer three times, no chasing invoices.

    1. Quote
    2. Customer list
    3. Estimate
    4. Booked
    5. Reminder
    6. Invoice
    7. Paid

    See the Lead to Paid Job workflow

  2. 02Never Miss a Call

    $1,000 then $75/mo AI Care Plan

    tool AI Front Desk

    An AI front desk answers when you can’t, takes the job details, saves them, texts you a summary, and sends the customer a booking link.

    1. Call
    2. AI answers
    3. Job details
    4. Customer list
    5. Text to you
    6. Booking link

    See the Never Miss a Call workflow

  3. 03Reviews and Referrals

    $500 setup

    tool Review Request Tool

    Happy customers mean to leave a review, then forget. This asks for you at the right moment, every time, without you remembering to.

    1. Job marked done
    2. Thank you text
    3. Google review link
    4. One reminder
    5. Referral ask

    See the Reviews and Referrals workflow

  4. 04Repeat Business

    $500 setup

    tool Rebooking Reminders

    Your easiest next job is a customer you already have. Tune-ups, treatments, cleanings, and inspections all come due again. This reminds them before they call someone else.

    1. Job history
    2. Reminder set
    3. Text sent
    4. Rebook
    5. Calendar
    6. Service plan

    See the Repeat Business workflow

  5. 05Owner’s Scorecard

    $500 setup

    tool Owner’s Dashboard

    Know how the business is really doing without digging through texts, notebooks, and bank statements.

    1. Leads
    2. Jobs
    3. Payments
    4. Weekly snapshot
    5. Check in call
    6. Next step

    See the Owner’s Scorecard workflow

how pricing works

$500 one-time setup per workflow. Flat price, set up around how you already work.

$25/mo covers hosting for all of your software workflows. Run one or four, it’s the same $25.

Never Miss a Call is different. The AI Front Desk is $1,000 to set up, then an AI Care Plan from $75/mo.

First month free, small updates free. Fixes in the first month are on me, then up to 30 minutes of updates a month cost nothing. How custom software works.

where to start

Start with whatever costs you the most right now: missed calls, unpaid invoices, too few reviews, or customers who never come back. Not sure? That’s what the free consultation is for. We look at how work comes in and gets paid, and I tell you which workflow would pay for itself first.

try it

See sample versions of these tools with made-up data. Nothing you type is sent or saved.

Try the tools

Book a free consultation

Tell me what eats your time, and I’ll show you which workflow fits. Fields marked * are required.

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