Two-hour session
We watch how your team actually works today, not how the manual says.
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New Book a free two-hour process audit ›
Workflow automation for small business
The same fact, typed four times, is not a training problem
We glue together quotes so nobody re-types anything twice.
8+ years, 40+ sites, 30+ clients in 6+ countries. Recent websites: Sweet Heaven, Smash House.
It checks speed, mobile, your tags and markup, the trust signals, and whether ChatGPT is even allowed to read you.
Tasks · Etobicoke, ON
new job booked, need a quote sent same day
What used to be typed by hand, this week.
This week’s intake
Fairview Electrical Co.Quote sent the same morning
Bloor West ElectricQuote sent next day
Kingsway WiringQuote sent late
What ran automatically
Job intake · 9:12amTyped once, quoted automaticallyThe intake form fed a quote template straight away, no re-typing between the CRM and the invoicing tool.
Job intake · 9:12amManually re-typedThe estimator copied details between three systems before sending it the next afternoon.
Job intake · 9:12amSat in a queueWaited for someone with time to build the quote by hand.
can you get me a quote today for a panel upgrade?
Thinking
Your quote is ready — it pulled straight from the intake form, no re-typing, sent within minutes.
Job intake · 9:12am
Ask anything…
02. Where the retyping lives
Every place the same fact gets typed twice
Quotes, intake, scheduling, invoicing, reporting. We connect all of them, so a fact typed once is a fact typed once.
- Quotes
- Intake forms
- Scheduling
- Invoicing
- CRM records
- Reporting
- Inventory
- Onboarding
03. The work
Audit, build, connect, hand over
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Ranked by hours saved
Every manual step, ranked against what it costs you to build.
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No assumptions
We watch the actual work, not the org chart version of it.
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A real map
Written down, not kept in one person’s head.
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Kept, not thrown away
You keep the map whether or not you build with us.
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Some things stay manual
A few tasks are not worth automating, and we say so.
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Zapier, Make, n8n
Or a custom build if the volume genuinely needs it.
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Quote automation
From intake to a sent quote, without re-typing.
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Reporting & dashboards
Numbers pulled automatically, ready before the meeting.
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Intake & onboarding flows
A new customer or a new location, wired the same way.
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One live per week
Highest-return automation first, until the plan is done.
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Scheduling sync
Bookings land on the right calendar the first time.
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Tools that should talk
Connected the way they should have been from the start.
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CRM ↔ invoicing
One entry, both systems updated.
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Multi-location ready
A new branch runs on the same wiring, day one.
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Calendar ↔ forms
A booking form that actually books the calendar.
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Auditable
Every automation logged, so nothing breaks silently.
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No duplicate records
One source of truth, everywhere else reads from it.
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Documentation
Written down, not left in someone’s head.
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Walkthrough video
A recorded Loom for every automation we hand over.
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Kept in view
Hours saved, tracked the same way revenue is.
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Team training
Buttons, not code, for the people who run it day to day.
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Built to extend
Your team can add the next automation without us.
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Monthly monitor plan
So it keeps running after we leave.
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DevShutter
“We will not promise you everything automated. We will tell you which tasks are worth it, and which should honestly stay manual.”
DevShutter the auditWhat we say before any work starts
04. The climb
Nobody automates everything at once. Everybody climbs.
Where Fairview Electrical Co.’s quoting process ends up
Typed by hand
Four systems, four chances to be wrong.
You are here
- Where it endedTyped once, synced everywhere, nobody re-keying.
- What moved itAudit first, then the highest-return build, then training.
- What we will not sayThat every task should be automated.
05. The work order
Mapped in one session, built one a week, handed to your team
Process auditgoes first
Nothing gets automated until we have actually watched how the work happens today.
- A two-hour session, not a questionnaire
- Every manual step written down
- Ranked by hours saved against cost to build
Quote & invoice automationfrom week two
The task that costs the most and is usually the easiest to fix first.
- Quotes generated straight from intake
- Invoices sent the moment a job is confirmed
- No re-typing between the CRM and billing
Re-typing between systems never shows up on a P&L, which is exactly why it survives for years. That is why the audit comes before anything else.
Intake & onboarding flowsfrom week three
A new customer, patient or location, wired the same way every time.
- Insurance and contact details captured once
- A new location live on day one, not week three
- Nothing lost between the form and the file
Scheduling & reportingthe numbers nobody has time for
Calendars that actually sync, and dashboards that build themselves.
- Bookings land on the right calendar automatically
- Weekly numbers ready before Monday’s meeting
- No more Friday afternoon spent stitching exports
- Process audit week one
- First automation week two
- Intake flows week three
- Then the integrations
Then, and only then, the rest of the stack
System integrationsgluing what should already talk
The tools you already pay for, connected the way they should have been from the start.
- CRM and invoicing kept in sync
- One source of truth, everything else reads from it
- Multi-location ready from day one
Handoverthe last mile
Documentation, a walkthrough video, and training so it keeps running without us.
- A recorded Loom for every automation
- Buttons, not code, for your team
- A monthly monitor plan to catch what breaks
Start here
Bring your messiest process and we will map it, free, in two hours.
06. The report
A report you can read in four minutes
Not a dashboard nobody opens. Once a month, in plain words: what got automated, what it saved, and what is next.
Hours saved per weekUp
Tasks still typed by handDown
| Status | What we watch | Movement | Now |
|---|---|---|---|
| Good | Quotes automated | Up | |
| Good | Invoices sent same day | Up | |
| Good | Hours saved per week | Up | |
| Good | Systems connected | All planned | |
| Flat | Weekly report, first pass | Flat |
07. In writing
Honest by default, out of the box
The rules every client gets before we start. They are the same whether you are one location or ten.
No facttyped twice
Once a value exists somewhere, everything else reads it, it is never retyped.
Hours saved,not busywork
The thing the report counts is time your team gets back.
Handed over bythe person who built it
Not a generic manual written by someone who never saw your process.
No promise ofeverything automated
Some tasks should stay manual. We say which, not pretend otherwise.
Buttons,not code
Built for the operator, not the developer.
Wrong buildson the report too
If a first attempt flopped, the report says so, and what changed.
DevShutter
“If an off-the-shelf tool already does most of it, we will say so and name the tool instead.”
08. Questions
The questions every honest automation partner should answer
What if my team is not technical?
Perfect fit. We build for the non-technical operator — buttons, not code. Everything gets a Loom walkthrough.
CAnswered by the person who does the work · ask yours on a call
Which industries do you automate for?
It suits any business with repetitive manual work, such as trades, clinics, professional services and small online shops.
CAnswered by the person who does the work · ask yours on a call
Do you build custom software?
When the ROI justifies it, yes — that lives under our Enterprise service. Most SMBs are better served by no-code platforms glued together well.
CAnswered by the person who does the work · ask yours on a call
Not on the list. Ask it on a call — we answer the awkward ones too.
09. Ready?
Book the audit before you buy another tool
It checks speed, mobile, your tags and markup, the trust signals, and whether ChatGPT is even allowed to read you.
10. Three surfaces
“Automated” means three different things now
Example businesses, not real clients
panel upgrade, job intake
Quote sent · the same morning
Your quote is ready, built straight from the intake form.
No re-typing between the CRM and the invoicing tool.
The gap between booked and quoted, closed without anyone touching a keyboard twice.
this week’s intake
Yonge & Sheppard PhysioSynced in seconds
Harborview Catering Co.Invoiced the moment it was booked
Durham Roofing CollectiveOn the crew calendar
Every intake this week, and what it triggered automatically once it arrived.
I just filled in the intake form, do you have my insurance details already?
Yes — your insurance and contact details are already in the file at Yonge & Sheppard Physio, no need to repeat anything.
Typed once, at the form, and never asked for again.