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Custom builds

Workflows and automation built around how you run

Custom workflows and automation for your business, from $1,999 one-time. We map how your office runs, then build the pipelines, forms, automations, AI assistant and payment flows to match. Delivered in weeks, documented, and yours to keep on any plan.

Book a discovery call See what we build

From $1,999 one-timeFixed quote in writingDelivered in weeksYours to keep on any plan

Build plan · Roofing contractorScoped

Estimate from the drivewayPhotos, line items and a signature link, from the phone

Built

Deposit on signatureSigned estimate becomes an invoice; deposit collected

Built

Balance on completionCrew marks the job done; balance invoice goes out by text

Built

Review requestTwo days after payment, a text asks for the review

Tuning

Illustrative scope. Yours is written after the discovery call.

What we build

Your process, running on its own

An edition is a working setup for your industry. A custom build is your office, the way it actually runs, turned into pipelines, forms, automations and payment flows.

A school: tuition contracts and installment retriesEnrollment form to signed tuition contract to an installment plan on a card or bank account. A failed installment texts the parent a fix-it link, retries on your schedule and reaches the bursar only if it still fails.

A contractor: estimate to invoice to reviewEstimate built on the phone, signed by link, deposit collected on signature. Completion sends the balance invoice by text; a paid invoice triggers the review request.

A clinic: intake to booking to recallIntake and consent before the visit, card on file for no-shows. The visit books the follow-up, and a recall sequence brings the patient back at the interval you set.

A nonprofit: donor journeysFirst gift to thank-you to a second ask, with a recurring option offered at the right moment. Lapsed donors get a win-back series; the board gets the monthly report on its own.

Process

Five steps, fixed quote in writing

You know the price and the delivery date before we build anything.

Discovery callAn hour with the people who run the office. We walk the process from first contact to paid and note where it breaks.

Written scope and fixed quoteEvery pipeline, form, automation and payment flow listed, with a delivery date and a fixed price.

BuildWe build in your account, on your edition, with your real forms and wording. You test as it lands.

Walkthrough and SOP videoA recorded walkthrough for your team and written documentation of each workflow, so the build does not depend on who was in the meeting.

30 days of tuningTimings, wording and edge cases are adjusted as staff and customers hit them in the first month.

What's included

Everything the scope names, documented and yours

Pipelines and stagesLeads, jobs, applications or cases in the stages your office already uses, with nudges so nothing goes stale.

Forms and intakeRegistration, estimates, consent and applications that write into the right record and start the right workflow.

AutomationsReminders, follow-ups, hand-offs and tasks across text, email, calendar and the team inbox, with timings set in your scope.

AI assistant configuredThe receptionist loaded with your FAQ, tone and booking rules, so it answers and books the way your front desk would.

Payment flowsDeposits, installments, card on file, bank payments, receipts and failed-payment retries, wired to the right records.

Documentation, training and tuningThe SOP video, written documentation, a team walkthrough and 30 days of adjustments.

Pricing

From $1,999 one-time. Quoted before we start.

Builds start at $1,999 one-time. Most builds are a single one-time fee and a few weeks of work; larger builds are quoted the same way, with milestones. Scope and fixed quote are in writing before we start.

The build runs on any plan, with or without our processing. If you do process with us, Basic is $99/mo and we credit it back on your monthly processing statement, so the software is on us.

Fixed quote in writing after the discovery call
Delivery date in the scope
No ongoing fee for the build
Documented, with an SOP video, and yours to keep

Custom build · at a glance

Starting priceFrom $1,999 one-timeQuoteFixed, in writing, before work startsTimelineWeeks, set in the scopePlan requiredAny: Basic, Pro or EnterpriseAfter delivery30 days of tuning includedOngoing fee for the buildNone

Your scope sets the exact price and date.

For partners: resell it under your brand. Payment companies and software companies with a book of merchants offer the custom build under their own name. We do the discovery, scoping and build; you set the retail price and keep the relationship. See the Partner Program →

FAQ

Questions about custom builds

What does a custom build cost?

Builds start at $1,999 one-time. After the discovery call you get a written scope and a fixed quote; the price does not move unless you change the scope. The build runs on any plan, and there is no ongoing fee for the build itself.

How long does a build take?

Weeks, not months. The scope states the delivery date. Most builds are a single one-time fee and a few weeks of work; larger builds are quoted the same way, with milestones in writing.

Do I need to process payments with you?

No. A custom build runs on any plan with or without our processing. If you do process with us, Basic is credited back on your monthly processing statement, and the payment flows we build run on your own merchant account.

What if my process changes after the build?

Every build comes with 30 days of tuning after the walkthrough. After that you can change anything yourself with the documentation and SOP video, request a quoted change from us, or describe the change to the AI workflow builder.

Who owns the build?

You do. The pipelines, forms, automations and documentation live in your account and stay there if you change plans. Your contacts, records and stored cards export as data and tokens if you ever leave.

Can a partner resell custom builds?

Yes. Partners offer the custom build to their own merchants under their brand. We do the discovery, scoping and build; the partner sets the retail price and owns the relationship. Terms are in the partner agreement.

Discovery call

Tell us how your office runs

A few lines on what should happen from first contact to paid. We reply within one business day.

Have it built around how you run.

A discovery call, a written scope and a fixed quote. From $1,999 one-time, delivered in weeks, yours to keep.

Book a discovery call See plans and pricing

305-954-7362 · [email protected]