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Services

What Jadtech can set up for you

Pick one thing to fix first, or bundle a few. Every project starts with a free call and a fixed quote.

Workflow automations AI assistants CRM setup & cleanup Forms & documents Dashboards & reports AI training for teams

Workflow automations

We connect the apps you already use so information moves on its own: new leads into your CRM, invoices out the door, and follow-ups sent on time.

Usually fits: Starter

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What’s included

A map of the task, before and after
Built with tools like Zapier, Make, or n8n
Testing with your real data
Alerts if something breaks
Plain-English instructions

A good fit if

Someone copies info between apps every day
Leads or requests wait hours for a reply
Follow-ups depend on someone remembering

Example

A website lead gets a reply with your booking link, lands in your CRM, and sends you a text.

AI assistants

A chat or email assistant that answers common questions from your own info, like hours, services, and policies, and passes anything tricky to you.

Usually fits: Growth

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What’s included

An assistant trained on your FAQs and documents
Website chat, email, or text
Rules for when to hand off to a person
A log of conversations you can review
Guardrails for tone and topics

A good fit if

You answer the same questions over and over
Customers message after hours
You want quick replies without losing the personal touch

Example

After-hours questions on your website get answered right away, and booking requests go straight to your calendar.

CRM setup & cleanup

A CRM only helps if it matches how you sell and the data is clean. We set it up, clean it up, and automate the reminders around it.

Usually fits: Growth or Pro

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What’s included

Pipeline stages that match your process
Cleanup of duplicates and old records
Automatic tasks and follow-up reminders
Email and calendar connected
A walkthrough for your team

A good fit if

Your customer list lives in spreadsheets or inboxes
Nobody trusts the CRM you have
Deals slip through the cracks

Example

Every new inquiry becomes a deal with an owner and a follow-up date, so nothing gets missed.

Forms & documents

Turn intake forms, emails, and PDFs into organized data that lands in the right place, with a person checking anything unclear.

Usually fits: Growth

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What’s included

Pull details from invoices, forms, and quotes
Checks for missing or unusual values
Send data to your spreadsheet, CRM, or accounting tool
A record of every document processed

A good fit if

Someone retypes information from documents
Paperwork piles up before it gets entered
Typing mistakes cost you time or money

Example

Vendor invoices that arrive by email are read, matched, and queued in QuickBooks for your approval.

Dashboards & reports

Your important numbers on one screen, updated automatically from the tools you already use.

Usually fits: Pro

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What’s included

We agree on the numbers that matter first
Automatic data pulls from your tools
A live dashboard plus a weekly email summary
Alerts when a number changes a lot

A good fit if

Your numbers live in five different places
Reports are built by hand every week
You find out about problems too late

Example

A Monday-morning email with last week’s jobs, revenue, and new reviews.

AI training for teams

Hands-on sessions that show your team how to use AI tools safely and get real work done with them.

Usually fits: Starter

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What’s included

A session built around your team’s actual work
A cheat sheet of prompts and workflows
Simple rules for what’s safe to share
Follow-up Q&A

A good fit if

Your team uses AI tools inconsistently, or not at all
You’re not sure what’s safe to put into AI tools
You want quick wins before building anything custom

Example

A two-hour session for a front-office team, plus a one-page guide they keep at their desks.

Not sure what you need?

Tell us what takes up your time, and we’ll suggest where to start.

Send an inquiry