Automation audit for larkspurplumbing.example
October 30, 2026
You provide plumbing repairs, water heater replacements, drain cleaning and yearly maintenance around Larkspur and the Palmer Divide.
- Pages we read
//services//careers//contact/- Tools we spotted
- Wix, JotForm
Start here
Prepare QuickBooks invoices as jobs finish
When your technician submits completed work, parts and charges through a simple job form, it prepares an invoice in QuickBooks for your office to review and send.
Done when: A completed job produces a review-ready QuickBooks invoice without your office retyping the details.
type invoices into QuickBooks at the end of each day
From /careers/ Your coordinator role explicitly includes end-of-day invoice typing, making this a clear task to take off your team's plate.
$549Small. One-off sprint, about 2 weeks.
Send yearly flush reminders automatically
When a customer's recorded water heater flush date comes due, it sends a reminder automatically. Replies go to your office, and customers who book stop receiving follow-ups.
Done when: A due customer receives a reminder, and recording their booking stops further follow-ups.
call customers when their yearly water heater flush is due.
From /careers/ Your coordinator calls customers about recurring flushes, so a predictable maintenance task still depends on individual phone calls.
$549Small. One-off sprint, about 2 weeks.
Confirm service visits without phone tag
When a JotForm request arrives, it enters a shared schedule for your three trucks. Your office picks an available slot, and the customer receives a confirmation request and reminder, without changing your Wix site.
Done when: A JotForm request becomes a confirmed truck appointment without a callback or whiteboard entry.
Someone from the office will call you back to confirm a time.
From /contact/ Your callback promise and whiteboard scheduling suggest each request waits for your office to coordinate a time by phone.
$749Medium. Pro plan, about 1 month.
These are starting points from public pages, written by an AI model. We confirm the size and price with you on a call before any work starts.