Bid, Invoice & CRM Automation System

The done-for-you Google Sheets + AI system that replaces your bid notebook, invoice shoebox, and memory of past customers.

• One connected Google Sheet: CRM, Bid Tracker, and Job Log tabs that all read from the same customer record
• Two Google Doc templates (Estimate + Invoice) that auto-generate the moment you enter a bid or mark a job Won
• A Google Apps Script that emails you every morning with bids open 5+ days and invoices unpaid 14+ days
• A ready-to-use Claude AI workflow so you can update your day's jobs by voice/text — Claude states exactly what it will write and waits for your approval first
• Full setup guide — about 20 minutes, no coding required

Built for handyman and contractor businesses. Adaptable to any business that runs on bids, jobs, and invoices.

Digital product — delivered by email within 24 hours of purchase. One-time payment, no subscription.