Your tools and automations, set up properly. Once.
The guides on this site explain what to use and why. If you'd rather have it done for you, Daniel Swarey sets it up, trains your team and makes sure it actually gets used.
Services
Starting prices. Final quotes depend on your business and the tools involved.
Tech & automation audit
A 60–90 minute review of how you handle calls, leads, quotes, scheduling, reviews and payments. You get a written, prioritized plan with specific tools and costs.
Done-for-you setup
Daniel sets up the tools: AI receptionist and missed-call text-back, Jobber or CRM, online booking, review requests, payments and automations. Includes team training.
Monthly support
Tweaks, new automations, troubleshooting and a monthly check-in so your systems keep improving as you grow.
What Daniel sets up
- Business phone systems like RingCentral
- AI receptionists and missed-call text-back
- Jobber, Housecall Pro and other CRM/field service apps
- Online booking, reminders and calendars
- Google review requests and reputation tools
- Invoicing, payments and QuickBooks connections
- Airbnb guest messaging, pricing and cleaning workflows
- Looking for an Airbnb host? We'll introduce you to our local hosting partner
- Zapier and Make automations between your apps
Why Daniel
Daniel isn't a software reseller. Daniel has hands-on Jobber and roofing experience, Airbnb experience, and has set up RingCentral phone systems. He loves technology and setting up automated stuff behind a screen. He'll recommend the simplest setup that works, including free options when they're good enough.
How we can meet
Zoom
Screen-share setup and training from anywhere in the U.S.
Phone call
Booked through the calendar below, at a time that works for you.
On-site
In person in Lancaster County, York County, Chester County, Lebanon County, Berks County and Dauphin County, Pennsylvania.
Book a time
Pick a time for a free 15-minute intro call (Zoom or phone).
When you book, mention what you need: a tech & automation audit, done-for-you setup, monthly support, looking for an Airbnb host, or Airbnb automation if you host yourself.
Or email [email protected].
Questions
Do you only work with businesses in Lancaster?
No. Remote work over Zoom is available anywhere in the U.S. On-site visits cover Lancaster County and the surrounding counties.
Do I have to buy tools through your links?
No. Some tools pay us a referral commission (see our disclosure), but recommendations are based on what fits your business.
Can you work with the software I already have?
Usually, yes. Most audits start by getting more out of what you already pay for.