Implementation · scoped per client

The system your business runs on, built to a written plan.

Your own CRM, the automations that take repetitive work off your office, AI assistants that each do one named job, and connections to the tools you already use. Built from the fixed-price plan your Ops Assessment produces, then looked after month to month.

Every Implementation is scoped to your business in the Assessment. Nothing is installed until you sign the build plan, and your go-live dates are written into it.

How work arrives

  • Calls & enquiries
  • Quotes
  • Jobs & schedule
  • Invoices

Your system

  • log
  • draft
  • remind
  • report
A person approves

What your team gets

  • One CRM
  • Follow-ups on time
  • Drafts to approve
  • Monthly report
How an Implementation fits: how work arrives on the left, the system we build in the middle, what your team gets on the right. Diagram, not live data.
How it works

Assess, plan, build, look after it

  1. 01 · assess

    Ops Assessment

    One to two weeks, with read access only. We map lead → quote → job → invoice and show you where hours and jobs leak.

  2. 02 · plan

    You sign the build plan

    What we’ll build, in what order, with dates, one fixed price and one fixed monthly Care fee. Nothing is installed before you sign.

  3. 03 · build

    Built and tested

    On accounts in your name, around the tools you already use. Your team approves the wording of anything that reaches a customer.

  4. 04 · care

    Care, every month

    We host it, monitor it, improve it each month and send you a plain monthly report.

You approve the highlighted step. Diagram, not live data.
What we build

What an Implementation can include

Your build plan lists exactly which of these you get. We scope only what the Assessment shows is worth building.

  • Your own CRM

    Built and set up for your business on our platform, so every enquiry, quote and job lives in one place, with stages that match how you sell.

  • Automations

    Quote follow-up, intake forms, scheduling, and invoice and review reminders, sent on the schedule you set, in wording you approve.

  • AI assistants that each do one job

    Sort your inbox overnight so the office starts on the urgent ones, draft quotes from the job notes, write up each call. Someone on your team approves anything before it reaches a customer, and none of them answers your phone.

  • Connections to the tools you already use

    Jobber, Housecall Pro, QuickBooks and Google, so nobody types the same thing twice. We connect to your own account, and exactly what we can read and write is confirmed in writing in your plan.

  • Your accounts, your data

    You own your data and your accounts. We’re added as a user and never ask for passwords.

Tool names are named as examples only and belong to their owners; we’re not partnered with or endorsed by them.

Pricing

One fixed price, written into your build plan

Every Implementation is priced for your business after the Assessment. You see one figure for the build and one monthly Care fee before you sign anything. Nothing is charged by the lead.

  1. Scoped per client

    Implementation, then Care

    The build in your plan, then hosting, monitoring, monthly improvements and a plain monthly report.

    • Implementation: one fixed price in your build plan. Half when you sign, half at go-live
    • Anything outside the written scope is quoted separately before any work starts
    • Care: one fixed monthly fee in your build plan, from go-live. Month to month, 30 days’ notice
    • Your Assessment fee comes off the first half of the setup if you sign within 30 days of receiving the plan

    Every Implementation is scoped to your business in the Assessment. Nothing is installed until you sign the build plan, and your go-live dates are written into it.

    For established shops with 5+ staff, office staff, or quotes waiting on follow-up

Add-on: Built to Book. For businesses whose brand or site undersells them: a refreshed brand, a new website and Booked Solid in one contract. $5,500 setup, then $397 a month until Quote Follow-Up switches on, $597 after. Details.

What we stand behind. The scope we agree in writing and a plain monthly report, including the months when nothing moved. We don’t promise calls, jobs, revenue or hours saved. See payments.

Start with just your business name

We’ll take you to the short form with it filled in.

Questions

Common questions

What does an Implementation cost?

It depends on what your business needs, so we price it after the Assessment. Your build plan carries one fixed price for the build and one fixed monthly Care fee, and nothing is paid for the build until you sign it.

Do the assistants talk to my customers?

No. Each one drafts, sorts or summarises one named piece of work, and a person on your team approves anything that goes to a customer. None of them answers your phone.

Do we have to replace Jobber or Housecall Pro?

No. We build on top of the tools you already use and connect to your own account. What we can read and write in each tool is confirmed in writing in your plan, not assumed.

Do we have to start with the Assessment?

For an Implementation, yes: it is how we fix the scope and the price. If missed calls are your main leak, the Free Missed-Job Check and Missed-Call Rescue may be all you need.

Who owns the system?

Your data and your accounts stay in your name. We’re added as a user, never ask for passwords, and hand everything over if you leave.

Talk it through with Neiman

A 20-minute call about how your business runs today. If an Assessment makes sense, we quote its fixed fee before you book.

Book a 20-minute call
Call us Free Missed-Job Check