Automate estimates, paperwork, task tracking, and backoffice operations
Paper forms. Manual spreadsheets. Copy-pasting data. Tracking down signatures. Chasing approvals. These tasks drain your team's time and energy and they're expensive.
We automate the repetitive work that bogs down your business. From creating estimates to tracking tasks to processing paperwork, we build systems that handle the busywork automatically saving you time and reducing errors.
Turn Google Forms or intake forms into professional, branded estimates automatically. Generate pricing, line items, and PDFs in minutes instead of days.
Automate proposal creation using templates and customer data. Reduce turnaround time and increase your win rate with faster, more accurate responses.
Replace paper forms with digital processes. Auto-fill documents, collect signatures, and store everything securely in the cloud. No more lost paperwork.
Automate task assignments, approval workflows, and status updates. Keep projects moving without endless email chains or forgotten tasks.
Streamline PO creation and approval processes. Automatically generate purchase orders from project data and route them for approval.
Automatically collect data from forms, spreadsheets, and systems. Generate reports and dashboards so you always know where things stand.
A home remodel company was spending days creating estimates. They'd measure on-site, write notes, manually enter data into spreadsheets, calculate pricing, format everything, and finally email a quote.
We built them a system that uses Google Sheets and automation to generate professional, branded PDF estimates in minutes. All their pricing data is pre-loaded. They fill in project details, click a button, and get a polished PDF ready to send.
Result: Faster response times, more professional appearance, and higher close rates all for a fraction of the cost of enterprise software.
This service is perfect for businesses that:
Industries we serve: HVAC, home remodel, construction, plumbing, electrical, light manufacturing, and trade businesses across the USA
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Initial Setup: Starting at $2,500 (depends on complexity and number of workflows)
Ongoing Support: $75/hour for changes, enhancements, and maintenance
We'll discuss your current processes and bottlenecks on our free discovery call.
Let's talk about what's slowing down your team and how we can fix it.
We typically respond within a single business day.
Email: howard@stoneypointsoftware.com
Phone: (213) 534-6018
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