If you’re a home services business owner — plumber, electrician, contractor, painter, or anyone who’s more hands-on than behind a desk — you’re probably spending too much time on repetitive tasks that don’t directly make you money.
At Epic IT Automations, we help small businesses streamline and scale by eliminating the bottlenecks that slow them down. One of the biggest time-sucks we see? Tasks that should be automated — but aren’t.
Here are 5 everyday tasks you can (and should) automate starting now — plus tools that make it easy.
1. Lead Capture & Follow-Up
Problem: You miss leads because you’re on the job, not glued to your phone.
Solution: Use forms that automatically send leads into your CRM, tag them by service type, and trigger instant text/email follow-ups.
Tool stack: Jotform + HighLevel + Google Sheets
Bonus: Set up auto-reminders to follow up 2 days later if they don’t reply. No more leads slipping through the cracks.
2. Quote Requests & Job Scheduling
Problem: Too many back-and-forth texts or phone calls to book a job.
Solution: Add online booking tools to your website. Let customers request appointments, and route them into a smart calendar that matches your availability.
Tool stack: Calendly + Zapier + Google Calendar
3. Client Onboarding
Problem: New customers don’t get a consistent onboarding experience — or worse, they ghost.
Solution: Create a simple automation that sends a welcome email, prep instructions, and a quick video walkthrough once they book.
Tool stack: HighLevel + Loom + Gmail
4. Invoice Reminders & Payments
Problem: You’re chasing down payments manually and wasting hours each week.
Solution: Use automated invoicing tools that send reminders, accept payments, and sync to your accounting platform.
Tool stack: QuickBooks + Stripe + Zapier
5. Review Requests
Problem: Happy customers forget to leave reviews — and you forget to ask.
Solution: Set up an automated “review request” message that sends 24–48 hours after the job is complete.
Tool stack: HighLevel + Google Business Profile link
At Epic IT Automations, we specialize in building systems like this — using our 4-step EPIC System:
- Envision the System
- Platform Setup
- Integrate & Automate
- Continuously Optimize
We believe you shouldn’t have to be tech-savvy to run an efficient, profitable business.
Book a free 15-minute consultation and let’s identify the 1-2 bottlenecks we can eliminate this month — and build a custom solution just for your business.
👉 Schedule Your Free Consult Today to identify opportunities for efficiency and automation!
Contact: (608) 581-5100 or email us at info@epicitautomations.com. Learn more about our offerings by following us on Facebook, YouTube, and Instagram.
