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PlusAutomation.ai

The Back-Office Brain Your Software Is Missing

Automate the work your CRM was never built to do. Follow-ups, payments, reviews, routes — running silently while you focus on your business.

See How It Works Request a Demo
app.plusautomation.ai/dashboard
Revenue Today
$2,847
+12% vs last week
Stops Completed
148
of 172 scheduled
Aging A/R
$1,240
3 accounts past due
New Customers
7
This week
Crew Location
3 trucks active
All on-route
The Problem

Your CRM handles scheduling.
Who handles everything else?

  • × Follow-ups that never get sent
  • × Payment failures you chase manually
  • × QuickBooks entries done by hand every night
  • × Routes that waste gas and time
  • × Reviews you forget to ask for
  • × No idea which customers are about to churn
!

Payment Failed — Day 7

3 customers still haven't updated their cards. Nobody followed up.

?

New Customer — No Welcome Email

Signed up Tuesday. No onboarding. No instructions. Confused on service day.

~

Prepaid Renewal — Missed

Customer ran out of services 2 weeks ago. No one noticed.

$

QuickBooks — Out of Sync

Last week's charges still not entered. Monthly close is tomorrow.

That's where PlusAutomation comes in.
What PlusAutomation Automates

50+ automations. Zero manual work.

Every feature was built because an operator needed it. Not because a PM imagined it.

💰 Money
Payments, billing & renewals
  • ✓ Auto-charge at service completion
  • ✓ Invoice generation
  • ✓ 6-stage payment failure escalation
  • ✓ Card expiration monitoring
  • ✓ Prepaid renewal tracking
  • ✓ Refund processing
  • ✓ QuickBooks auto-sync
  • ✓ Add-on cleaning billing
  • ✓ Monthly price increase enforcement
  • ✓ Multi-processor adapter
👤 New Customers
Signup, onboarding & first visit
  • ✓ Web signup → account creation
  • ✓ Welcome email sequence
  • ✓ First-visit scheduling
  • ✓ Onboarding SMS series
  • ✓ Address validation
  • ✓ Crew tablet signup (on-spot sales)
  • ✓ Hauler auto-detection from ZIP
  • ✓ NFC sticker registration
  • ✓ Welcome kit mailing
🚛 Cleaning Day
Reminders, crew, SMS & GPS
  • ✓ 7-day reminder
  • ✓ 1-day reminder
  • ✓ Day-of reminder + EMPTY button
  • ✓ Post-clean confirmation SMS
  • ✓ En-route GPS & arrival notification
  • ✓ 15 crew SMS templates
  • ✓ Before/after photo capture
  • ✓ Crew mobile app
  • ✓ Reschedule handling
  • ✓ Route progress updates (late route)
🔄 After Service
Follow-ups & reactivation
  • ✓ Review request automation
  • ✓ Renewal reminder (4 weeks out)
  • ✓ Day 3 one-time follow-up
  • ✓ Day 21 follow-up
  • ✓ Day 80 follow-up
  • ✓ Win-back campaign (6 months post-cancel)
📣 Marketing
Campaigns, referrals & growth
  • ✓ Referral program + auto-coupon
  • ✓ Lapsed customer reactivation
  • ✓ Bulk email campaigns
  • ✓ Bulk SMS campaigns
  • ✓ Seasonal campaigns
  • ✓ Community event templates
  • ✓ Active dormant add-on pitch
  • ✓ 3-track targeting engine
  • ✓ Proximity reactivation campaigns
  • ✓ Marketing ROI dashboard
  • ✓ Flyer / door hanger workflow
  • ✓ Lob direct mail — new prospect targeting
  • ✓ Lob date-specific hyperlocal mailer
⚙️ Operations
Reports, schedules & system health
  • ✓ Holiday schedule notifications
  • ✓ Automated report generation
  • ✓ Reschedule warning emails
  • ✓ Seasonal service rules
  • ✓ Route profitability tracking
  • ✓ System health monitoring
  • ✓ Inbox sorter / email classification
  • ✓ Cancellation abuse tracking
📊 Intelligence
Analytics, churn & performance
  • ✓ Live dashboard & KPIs
  • ✓ Churn prediction
  • ✓ Customer lifetime value
  • ✓ Route profitability analysis
  • ✓ Crew performance metrics
  • ✓ Anomaly detection
  • ✓ Ghost invoice detection
The Dashboard

Your entire business in one screen.

Drag it. Resize it. Make it yours. Every widget is live data from your actual operations.

app.plusautomation.ai/cog
Dashboard
Customers
Routes
Billing
Messages
Automations
Revenue Today
$2,847
Stops Completed
148 / 172
New Customers
7
4 recurring, 2 one-time, 1 referral
Aging A/R
$1,240
3 accounts · auto-escalation active
Crew Location
3 trucks active · Route 1, 2, 4
Integrations

Works with what you already use.

PlusAutomation plugs into your existing CRM and runs automations on top. No rip-and-replace.

J

Jobber

Field service

GD

GorillaDESK

Pest & lawn

HC

Housecall Pro

Home services

S8

ServiceM8

Job management

TK

Tekmetric

Auto repair

BS

Briostack

Pest control

SK

Skimmer

Pool service

AL

AccuLynx

Roofing

SM

SmartMoving

Moving companies

FR

FieldRoutes

Pest & lawn

Don't see your platform? If it has an API, we can connect it.

Even closed-box systems with limited APIs — we work around the limitations.

Pricing

Simple pricing. No contracts.

Start with what you need. Add on as you grow. Cancel anytime.

Base
$79/mo
  • ✓ All Customer Communication
  • ✓ Finances automation
  • ✓ Basic Intelligence
  • ✓ Works alongside your existing software
  • ✓ No contract, cancel anytime
See All Products
Best Value
Growth
$129/mo
  • ✓ Everything in Base
  • ✓ Full Marketing Suite
  • ✓ Advanced Intelligence
  • ✓ Win-back & lapsed campaigns
  • ✓ Full KPI dashboard
See All Products

Individual modules available starting at $39/mo. See all pricing →

Built By an Operator
As an entrepreneur juggling multiple businesses, automation isn't optional — it's survival.
I run a garbage can cleaning company servicing thousands of customers across Cincinnati. I built PlusAutomation because I needed it — to run a growing service business without being everywhere at once. Once it was running, I stepped back. Now I oversee the decisions. The system handles the rest.

That's the point. You build it once. It runs your back office. You focus on your business.
1,800+
Active customers
9
Years operating
0
Manual follow-ups
Howard Cooper
Founder, PlusAutomation.ai · Owner, Ohio Clean Cans
Get Started

Ready to automate your back office?

Tell us about your business and we'll show you exactly what we can automate for you.

⚙

We'll be in touch.

Thanks for your interest in PlusAutomation. We'll reach out within 24 hours to schedule a demo.