PlusAutomation
The back-office brain your software is missing

Your scheduling software handles the field work. PlusAutomation handles everything else — automated payment follow-ups, aging A/R, quote pipeline, client health scores, accounting sync, scheduled reports, and 15+ automations running 24/7.

10
Platforms
15+
Automations
6
Accounting Integrations
24/7
Always Running
Get PlusAutomation See How It Works

Works with the platforms you already use

Jobber Housecall Pro Tekmetric Skimmer AccuLynx ServiceM8 Briostack Shepherd Vet SmartMoving FieldRoutes

Connects to your accounting software

QuickBooks Xero FreshBooks Wave Sage Zoho Books

You're leaving money on the table

Your software schedules jobs. But who's chasing unpaid invoices? Following up on quotes? Tracking which marketing actually works?

💸

Unpaid invoices pile up

The average service business has 15-20% of revenue sitting in unpaid invoices. Nobody's following up consistently because you're too busy running the business.

📋

Quotes die on the vine

You send a quote, the customer doesn't respond, and it disappears. No follow-up, no close. That's thousands in lost revenue every month.

👻

Customers ghost you

A good customer stops booking. By the time you notice, they've already hired someone else. You had no early warning system.

📊

No idea what's working

You spend $500/month on Google Ads and $300 on Yelp. Which one actually brings customers? You're guessing — and guessing costs money.

Nights and weekends at the desk

You got into this business to do the work, not sit at a computer chasing money and sending emails. The back office eats your life.

🔧

5 tools, none talk to each other

QuickBooks for accounting, Mailchimp for emails, a spreadsheet for tracking... and they don't share data. You're the integration layer.

11 automations working while you sleep

PlusAutomation plugs into your existing software and runs your entire back office automatically.

Finds Money

Auto-Collect: Payment Follow-Up

5-stage escalation (Day 3, 7, 14, 21, 28) via email and SMS. Polite at first, firm when needed. Customers pay faster — you never lift a finger.

Finds Money

Quote Pipeline + Follow-Up

Every open quote gets a 4-email follow-up sequence. Track open, won, lost, and expired. See your close rate. Recover quotes that would have died.

Finds Money

Aging Receivables Dashboard

QuickBooks-style 30/60/90/90+ day aging buckets. See exactly who owes what, how long it's been, and what Supercharge is doing about it.

Grows Business

One-Time to Recurring Drip

Customer books a one-time job? They get a 3-email nurture sequence over 90 days, converting them to recurring revenue — automatically.

Grows Business

Review Request Engine

After every completed job, the customer gets an SMS asking for a review. Configurable delay. Links to Google, Yelp, or wherever you need stars.

Saves Time

Churn Risk Alerts

Daily digest of clients who haven't booked in 90+ days, sorted by lifetime value. Re-engage them before they're gone for good.

Saves Time

Client Health Scores (A-F)

Every client gets an A-F grade based on payment history, booking frequency, lifetime value, and engagement. Spot problems early.

Grows Business

Marketing ROI Tracker

Input your ad spend by channel. PlusAutomation matches it to actual client revenue via attribution. See real ROI, not vanity metrics.

Saves Time

AI Recommendations

Daily insights: "Client X is declining — send a win-back." "Quote close rate is 28% — adjust pricing." Actionable, not just data.

Saves Time

Morning Brief + Weekly Digest

Start every day with today's jobs, unpaid invoices, and action items. Get a weekly summary every Monday. Know your business at a glance.

Finds Money

Money Found Tracker

See exactly how much money PlusAutomation has recovered — late payments collected, quotes saved, churn prevented. Real dollars, real ROI.

Saves Time

Day-Of Notifications + On My Way

Customers get automatic "we're coming today" emails. Crew can send "on my way" SMS with one tap. Fewer no-shows, happier customers.

Saves Time

Accounting Integration

Connect QuickBooks, Xero, FreshBooks, Wave, Sage, or Zoho Books. Invoices sync automatically. Payments flow back. No more double-entry.

Finds Money

Scheduled Financial Reports

Daily cash summary at 6 PM. Weekly P&L every Monday. Monthly A/R aging on the 1st. Beautiful, formatted reports delivered to your inbox — automatically.

Grows Business

P&L + Balance Sheet + A/R Reports

Pull real-time P&L, balance sheet, and aged receivables directly from your accounting software. See the numbers without logging into QuickBooks.

Up and running in 15 minutes

No code. No IT department. No spreadsheets to upload.

1

Connect your platform

Click one button to connect your Jobber, Tekmetric, Housecall Pro, or other account. We sync your clients, jobs, invoices, and quotes instantly.

2

We configure everything

Our team sets up your automations, email templates, and dashboard. Custom-tailored to your business. You don't touch a thing.

3

Watch the money roll in

PlusAutomation runs 24/7 — chasing payments, following up on quotes, alerting you to churn, and tracking every dollar. You focus on the work.

Works with your platform

One product, built specifically for each platform's API. Not a generic Zapier hack.

Jobber
Field Service / Home Services
Available Now
Housecall Pro
Field Service / Home Services
Available Now
Tekmetric
Auto Repair Shops
Available Now
Briostack
Pest Control
Available Now
Skimmer
Pool Service
Available Now
AccuLynx
Roofing Contractors
Available Now
ServiceM8
Trades (AU/US/UK)
Available Now
Shepherd Vet
Veterinary Practices
Available Now
SmartMoving
Moving Companies
Available Now
FieldRoutes
Pest Control + Lawn Care
Available Now

Simple pricing. No monthly surprises.

One-time setup + low monthly support. Cancel anytime.

Starter

$497 one-time setup
then $29/mo for support + updates
  • Full dashboard with all analytics
  • Auto-Collect payment follow-ups
  • Churn risk alerts
  • Client health scores (A-F)
  • Morning brief + weekly digest
  • Revenue tracking + forecasting
  • Email support (24hr response)
  • Connect 1 accounting platform
Get Started

Boss

$997 one-time setup
then $99/mo for premium support
  • Everything in Pro, plus:
  • Multi-user with role-based access
  • Crew performance analytics
  • ZIP code profitability analysis
  • Custom automation rules
  • Real-time P&L + balance sheet from accounting
  • Quarterly strategy calls
  • Dedicated support contact
  • API access for custom integrations
Contact Us

The math is simple

14x ROI

The average PlusAutomation customer recovers $6,800 in the first 90 days from late payments collected and quotes saved. Your setup fee pays for itself in the first month.

Questions? Answers.

Why a one-time fee instead of monthly?

Because you're buying a product, not renting one. We set it up, configure it for your business, and it runs. The monthly fee covers support, updates, and keeping everything working as your platform updates their API.

Will this mess up my existing software?

No. PlusAutomation only READS your data (clients, jobs, invoices, quotes). It never modifies anything in your platform. It's a layer on top, not a replacement.

How long does setup take?

15 minutes to connect. We handle the rest — configuring your automations, setting up email/SMS, and making sure everything runs smoothly. Most customers are fully live within 24 hours.

What if I want to cancel?

Cancel the monthly support anytime. No contracts, no penalties. Your data stays yours. The setup fee is non-refundable since it covers real configuration work.

Is my data safe?

Yes. Your data is encrypted and stored on Cloudflare's global infrastructure — the same network that protects 20% of the internet. We never sell or share your data. Period.

Do I need to give you my platform password?

No. PlusAutomation connects via your platform's official API using OAuth (the same secure method used by Google and Apple sign-in). We never see your password.

Stop leaving money on the table

Join the service businesses that are automating their back office
and recovering thousands in lost revenue.

Get PlusAutomation Now

Questions? Email hello@plusautomation.ai