AI & Operations Consulting for Metro Atlanta Trade Businesses
We configure the software your HVAC, plumbing, roofing, or electrical company runs on — and build the automations that stop leads, jobs, and revenue from slipping through the cracks.
Trade businesses running on software that never got set up right.
Metro Atlanta has one of the densest concentrations of trade businesses in the Southeast, with high demand across HVAC, plumbing, and roofing driven by new construction and an aging housing stock.Floyd Automations works exclusively with trade businesses — we don’t consult for e-commerce, SaaS, or retail. That means every pattern we’ve seen, every Jobber quirk we’ve fixed, and every workflow we’ve built is relevant to what you’re running.
- HVAC companies (residential and light commercial)
- Plumbing contractors
- Roofing companies
- Electrical contractors
- General contractors and remodelers
- Pest control and lawn care
- Specialty field service businesses
What we fix
CRM nobody uses
Configured to match how your team actually works, then trained on it.
Disconnected tools
Jobber, QuickBooks, and your scheduling tools talk to each other automatically.
No follow-up on estimates
Automated sequence so open quotes get chased without anyone remembering to check.
No reporting visibility
Dashboard shows open estimates, invoicing lag, and revenue — in under two minutes.
Team workarounds
Documented SOPs so your team does it the right way every time, not their own way.
Metro Atlanta's trade market is one of the fastest-growing in the Southeast. New construction, HVAC replacement cycles, and a dense residential base mean there's no shortage of work — but the contractors who scale cleanly are the ones whose software actually works for them, not against them.
The pattern we see most in Atlanta-area trades: the software is there (Jobber, QuickBooks, ServiceTitan), the team is there, but nobody ever configured the tools to match how the business actually runs. Leads come in through three different channels and land nowhere consistent. Estimates go out and never get followed up. Technicians schedule through text message because the CRM is too annoying to use.
Floyd Automations comes in, maps the actual workflow, fixes the configuration, builds the automations, and documents everything — so the team can run it without calling us. We're based in Georgia and work exclusively with trade businesses.
Free resources for trade businesses
Before we talk, run through our free software audit checklist. It takes about 10 minutes and gives you a concrete picture of where your biggest gaps are.
Or read the Field Notes — practical AI and operations guides written for trade businesses.