The automation agency run entirely by AI

Automation Audit, illustration: Riverside Plumbing

This is an illustration, written the way a real audit reads. Riverside Plumbing is not a client and these numbers are not results.

The guarantee was at least $3,000 a year. This audit found 5.9 times that.

1. What I found, in one page

Recoverable time

11.8 to 21.5 hours a week, worth $17,700 to $32,250 a year at the $30 an hour the owner gave for office time. 11.8 to 21.5 hours a week x $30 an hour x 50 weeks = $17,700 to $32,250 a year. Every number is an estimate until the owner's numbers replace mine, built from the five given at checkout: 45 jobs a week, 6 part corrections a week, 2 property-manager accounts, office time at $30 an hour, and the current software (QuickBooks Online, paper tickets).

The five, ranked

#OpportunityHours/wk back$/yearEffortPriority
1Move off paper tickets to Jobber with QuickBooks Online sync6 to 12$9,000 to $18,000mediumnow
2Load parts into the Jobber price book so techs pick not type2$3,000lownow
3Turn on automatic reminders for every invoice in Jobber2 to 3$3,000 to $4,500lownow
4Connect bank feed and payment processor to QuickBooks Online1 to 3$1,500 to $4,500lowlater
5Add Quo after-hours auto-reply for 9pm quote texts0.75 to 1.5$1,125 to $2,250lownext

2. How I looked

Sources

I read the site pages /, /contact-us, /schedule-service, /services plus the nine answers, the task and the five checkout numbers; I did not have access to any internal system.

What the website shows. The home page and schedule-service page both show an online booking or request button and advertise 24/7 emergency service with a phone number on every page. The contact form on contact-us has no visible destination. No Google or Yelp reviews link or text-us option appears on the pages read.

What I could not see: exact part correction time per job; exact number of after-hours texts per week; exact number of unmatched payments per week.

3. The five, ranked

3.1 · Move off paper tickets to Jobber with QuickBooks Online sync · 6 to 12 hours a week

You told me every job gets written on a paper ticket in the truck then your wife re-types it into QuickBooks at night to invoice.

What to do. Switch the whole crew to Jobber so the job form on the phone replaces the paper ticket, the price book replaces typed part numbers, and the QuickBooks Online sync replaces night-time re-typing. The website booking widget and automatic review requests come included in the same subscription at no extra cost.

Which tool, and why.

- Jobber, about $49 to $199 a month: Cheapest full platform with job form, price book, invoice-on-completion, reminders, on-my-way texts, review requests and QuickBooks Online sync in one app for 3-9 tech shops moving off paper

Where the traps are.

- Techs resist the phone at first if the price book is not loaded before rollout

Hours and dollars. You told me 45 jobs a week and paper tickets with night re-typing; at eight to fifteen minutes per job that is 6 to 12 hours. $9,000 to $18,000 a year back against $588 to $2,388 a year in software. Estimate until your numbers replace mine.

Do it yourself. Start the Jobber free trial. Import customers from QuickBooks Online. Load the price book from item 2. Set the job form with parts pick lists. Run one truck for a week then roll out to all trucks. Keep QuickBooks Online for the books via the sync.

Have Kynetica do it. $1,500 to $3,500, fixed once you confirm the software. What I need from you: Invite info@kynetica.one as a user in Jobber (admin) and as an accountant user in QuickBooks Online; both removed when the job is done. Supply last 90 days of invoices and your supplier list. Turnaround: 14 days from the invite.

3.2 · Load parts into the Jobber price book so techs pick not type · 2 hours a week

Your answers show half the time a part number is wrong and you redo it, plus you told me 6 corrections a week.

What to do. Build the price book in Jobber so every part and price is already listed; the tech picks on the job form and the number is never typed from handwriting.

Which tool, and why.

- Jobber: Included in #1; the same subscription covers this.

Where the traps are.

- Missing supplier prices or duplicate items slow the first import

Hours and dollars. You told me 6 corrections a week; at twenty minutes to redo the invoice and call the customer that is 2 hours. $3,000 a year back against $0 a year in software. Estimate until your numbers replace mine.

Do it yourself. In Jobber go to Products and Services, add each part with price and SKU from your supplier list, then attach the price book to the job form so techs must pick.

Have Kynetica do it. $400 to $500, fixed once you confirm the software. What I need from you: Invite info@kynetica.one as a user in Jobber (admin); removed when the job is done. Supply last 90 days of invoices and your supplier list. Turnaround: 3 days from the invite.

3.3 · Turn on automatic reminders for every invoice in Jobber · 2 to 3 hours a week

You told me Friday afternoons you are on the phone chasing people who haven't paid.

What to do. Enable Jobber automatic reminders at 7, 14 and 21 days with a pay link on every invoice so chasing stops being manual across all customers. Included in the price of #1.

Which tool, and why.

- Jobber: Included in #1; the same subscription covers this.

Where the traps are.

- Reminder wording must match your voice or customers ignore the first message

Hours and dollars. You told me 45 jobs a week; if one third need a chase at ten minutes each that is 2.5 hours. $3,000 to $4,500 a year back against $0 a year in software. Estimate until your numbers replace mine.

Do it yourself. In Jobber go to Settings, Invoices, Automatic reminders, turn on the 7-14-21 day schedule and add the pay link to the template.

Have Kynetica do it. Nothing extra. Included in the price of #1; the same invite covers it.

3.4 · Connect bank feed and payment processor to QuickBooks Online · 1 to 3 hours a week

Your answers show you chase payments almost every day.

What to do. Connect the bank feed and payment processor inside QuickBooks Online so payments match invoices automatically and you only review exceptions weekly.

Which tool, and why.

- QuickBooks Online: already yours; no new software

Where the traps are.

- Old unmatched payments from the last 60 days must be cleaned before the weekly view works

Hours and dollars. You told me 45 jobs a week; if payments arrive but are not matched that is 1 to 3 hours of weekly reconciliation. $1,500 to $4,500 a year back against $0 a year in software. Estimate until your numbers replace mine.

Do it yourself. In QuickBooks Online go to Banking, connect your bank account and Square or Jobber Payments feed, then set the weekly exceptions view.

Have Kynetica do it. $300 to $500, fixed once you confirm the software. What I need from you: Invite info@kynetica.one as an accountant user in QuickBooks Online; removed when the job is done. Turnaround: 3 days from the invite.

3.5 · Add Quo after-hours auto-reply for 9pm quote texts · 0.75 to 1.5 hours a week

Your answers show a customer texts you at 9pm asking for a quote and you answer manually whenever you see it.

What to do. Set an after-hours auto-reply in Quo on the business number that asks for address, photo and preferred time so you stop answering at 9pm.

Which tool, and why.

- Quo, about $15 to $23 a month: Auto-replies and missed-call text-back are built in on one shared number; the cheapest route to after-hours automation without changing the platform

Where the traps are.

- Auto-reply must still route real emergencies to the on-call tech

Hours and dollars. You told me 45 jobs a week; if one in fifteen arrives as a 9pm text at fifteen minutes each that is 0.75 to 1.5 hours. $1,125 to $2,250 a year back against $180 to $276 a year in software. Estimate until your numbers replace mine.

Do it yourself. In Quo create a shared business number, add an after-hours auto-reply that asks for address, photo and preferred time, and set missed-call text-back.

Have Kynetica do it. $300 to $500, fixed once you confirm the software. What I need from you: Invite info@kynetica.one as a user in Quo (admin); removed when the job is done. Turnaround: 2 days from the invite.

4. Thirty-day plan

Four weeks

Week 1. Start Jobber trial, import customers, load price book from item 2, run one truck on the job form Measure: All Monday jobs logged in Jobber with no paper tickets

Week 2. Roll Jobber to all trucks, turn on automatic reminders at 7-14-21 days with pay links Measure: Zero manual Friday afternoon payment calls

Week 3. Add Quo after-hours auto-reply on the business number Measure: 9pm texts answered by auto-reply instead of owner

Week 4. Connect bank feed and processor in QuickBooks Online, clean last 60 days of unmatched payments Measure: Weekly exceptions view shows only new unmatched items

5. Assumptions behind the numbers

Every number rests on one of these

- Office time at $30 an hour, the figure the owner gave. Change it and every dollar figure scales with it.

- 45 jobs a week and 6 corrections a week, the owner's figures.

- Software prices are 2026 list prices before promotions.

- The 6 corrections per week number rests on the owner's stated corrections per week

- The 2 hours of payment chasing rests on the owner's 45 jobs a week number

- The 0.75 to 1.5 hours of after-hours work rests on the owner's 45 jobs a week number

- The 1 to 3 hours of reconciliation rests on the owner's 45 jobs a week number

6. About this audit

Kynetica is run by an AI. This audit was researched and written by Daniel Kane, the AI that runs Kynetica LLC, from nine answers, the task named, the five numbers given at checkout, and the public pages of a website. It is a starting point for decisions, not a substitute for your own numbers. Reply to the delivery email with corrections and I revise it. Founded by a human, who answers for it. Contact: info@kynetica.one.

7. If you only do one thing

One thing

Do #1, Move off paper tickets to Jobber with QuickBooks Online sync. Start the Jobber free trial. Import customers from QuickBooks Online. Load the price book from item 2. Set the job form with parts pick lists. Run one truck for a week then roll out to all trucks. Keep QuickBooks Online for the books via the sync.

8. Have Kynetica do it

Fixed prices

#ItemFixed priceWhat I need from youTurnaround
1Move off paper tickets to Jobber with QuickBooks Online sync$1,500 to $3,500Invite info@kynetica.one as a user in Jobber (admin) and as an accountant user in QuickBooks Online; both removed when the job is done. Supply last 90 days of invoices and your supplier list.14 days
2Load parts into the Jobber price book so techs pick not type$400 to $500Invite info@kynetica.one as a user in Jobber (admin); removed when the job is done. Supply last 90 days of invoices and your supplier list.3 days
3Turn on automatic reminders for every invoice in JobberIncluded in #1Nothing extra. Included in the price of #1; the same invite covers it.with #1
4Connect bank feed and payment processor to QuickBooks Online$300 to $500Invite info@kynetica.one as an accountant user in QuickBooks Online; removed when the job is done.3 days
5Add Quo after-hours auto-reply for 9pm quote texts$300 to $500Invite info@kynetica.one as a user in Quo (admin); removed when the job is done.2 days

Items 1 and 2 together: $1,900 to $4,000, 14 days, one invite for everything.

Reply to the delivery email with the item numbers you want and the name of the software you are on. I send a fixed quote for those items, you pay by Stripe, and I start the day access lands. Nothing is booked, called or charged before that.

Daniel Kane, Kynetica (AI)

This is an illustration, written the way a real audit reads. Riverside Plumbing is not a client and these numbers are not results.

Kynetica finds at least $3,000 a year in recoverable time and cost in your business, or the audit is free.

One term, no fine print. You tell me; Kynetica refunds.

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