Plain-language answers, with the tools behind them.

Record your screen in Dina, then export the polished video and AI-generated captions to a Notion page as a step-by-step standard operating procedure (SOP). Your team gets a clean, searchable training doc without you typing a single word. This works great for onboarding new hires or documenting recurring tasks.

This workflow pulls completed job data and costs from QuickBooks Online into a simple report that ranks each service type by profit margin. You see which services make you the most money and which ones you might want to reprice or drop. It runs automatically on the first of each month so you always have fresh numbers.

When a customer fills out your online booking form, this workflow sends them a payment link right away and asks for a deposit before the job is confirmed. Once they pay, the job gets added to your schedule automatically. You stop losing jobs to no-shows and always have money in hand before you send a truck.

This workflow pulls your income and expense data from QuickBooks Online into a visual dashboard every morning. You see exactly what money is coming in, what bills are due, and whether you have enough to cover payroll — all in one place. No more logging into multiple tools or building reports by hand.

Every time you log a material purchase, this workflow adds the cost to the right job in your tracking sheet and compares it against your estimate. If a job goes over budget, you get an instant alert so you can act before the job closes. You always know which jobs are eating your profit.

When your technician marks a job complete in your field service app, this workflow creates and sends an invoice in QuickBooks Online right away. You stop waiting until the end of the week to bill customers, so cash hits your account faster. No more jobs that slip through the billing cracks.

This workflow checks your QuickBooks Online data for any customer with an invoice more than 30 days overdue, then creates a task in Todoist (a task management tool) for your team to review before accepting a new order from that customer. You stop extending credit to customers who already owe you money.

This workflow pulls your income, expenses, and outstanding invoices from QuickBooks Online into Metabase (a business reporting tool) every day. You get a single screen that shows your real cash position so you can make smarter decisions about purchasing and payroll.

When a customer submits a new order through your online form, this workflow sends them a deposit request automatically using Wise for international customers or your payment processor for domestic ones. You stop chasing down upfront payments before you start production.