50 Automations for Kitchen and Bathroom Businesses
We’ve worked with countless small business owners to streamline their daily tasks. Below are the top five automations we implement, plus a full list of 50 options to handle everything from scheduling to payments
5 High‑Impact Automations — All Done‑for‑You
1. AI Chat & SMS Agent
Answers customer questions 24/7, books showroom visits, and captures every lead so you’re not tied to the phone.
2. Missed‑Call Text‑Back → Chatbot
When you can’t answer, a text goes out instantly and the lead can begin chatting with your Ai Agent, who can answer all their questions, qualify them and help them take the next steps
3.Instant Quote Generator
Turns room sizes into a branded PDF estimate in seconds, getting a price in the customer’s hands before competitors reply.
4.Installation Schedule Planner
Once the deposit lands, it auto-books fitters and sends a clear timeline to the client—no manual juggling.
5.Review Request Automation
A friendly text one week after completion asking for a Google review, growing your five-star reputation on autopilot.
Ready to save hours answering customer questions autopilot?
50 Automations that are working for other businesses like yours
(of course your automations will be tailored to you)
| Automation Name | What It Does | Time Saved /Week | Why It Matters |
|---|---|---|---|
| AI Chat & SMS Agent | Answers shopper questions 24/7, books showroom visits, logs leads. | ≈5 hrs | Customers get instant answers while designers focus on projects—not phones. |
| Missed‑Call Text‑Back | Sends SMS when call unanswered. | ≈2 hrs | Recovers hot leads phoning during installs. |
| Online Showroom Visit Booking | Clients pick slots on live calendar. | ≈3 hrs | No back‑and‑forth emails; diary fills itself. |
| Visit Confirm & Reminder | Instant confirm plus 24‑hr SMS reminder. | ≈1.5 hrs | Reduces no‑shows that waste designer time. |
| Instant Quote Generator | Creates ballpark quote PDF from room size. | ≈2 hrs | Impresses prospects before competitors reply. |
| Quote Follow‑Up Sequence | Drip emails if estimate not accepted. | ≈1 hr | Turns “thinking about it” into signed projects. |
| 3D Design File Sender | Emails render link when design ready. | ≈0.8 hr | No manual WeTransfer each time. |
| Design Approval E‑Sign | Captures e‑signature on layout. | ≈1 hr | Locks design without print‑scan hassle. |
| Finance Application Link | Auto‑sends finance portal URL. | ≈0.8 hr | Speeds finance approvals, boosts conversion. |
| Project Deposit Payment Link | SMS card link for 30 % deposit. | ≈1 hr | Cash in before ordering cabinetry. |
| Supplier Order Draft | Creates PO email once deposit paid. | ≈1.5 hrs | Saves admin; parts ordered same day. |
| Supplier ETA Tracker | Logs delivery ETA, alerts delay. | ≈0.8 hr | Proactive client comms; fewer project overruns. |
| Stock Low Alert (Handles/Fittings) | Texts when SKU below threshold. | ≈0.8 hr | Never out of popular finishes. |
| Installation Schedule Planner | Auto‑books fitters once delivery confirmed. | ≈2 hrs | Streamlines project timeline with zero calls. |
| Job Status SMS Updates | Notifies client: delivery, install, snag. | ≈1 hr | Reduces “Any update?” phone calls. |
| Snag List Digital Form | Fitters tick snags on mobile. | ≈1 hr | Clear punch‑list; fewer handover issues. |
| Photo Proof Archiving | Saves before/after photos per project. | ≈1 hr | Marketing content and warranty evidence. |
| Final Invoice Auto‑Send | Email invoice on snag list sign‑off. | ≈1.5 hrs | Faster balance payment. |
| Online Balance Payment Link | Card/finance settlement link. | ≈1 hr | Money received before handing over keys. |
| Overdue Invoice Sequence | Automated polite chasers. | ≈1 hr | Improves cash flow without awkward calls. |
| Review Request Automation | SMS Google link one week after completion. | ≈0.8 hr | Builds 5‑star reputation automatically. |
| Referral Reward SMS | Offers £250 voucher for referral sale. | ≈0.5 hr | Generates new high‑ticket projects cheaply. |
| Lapsed Lead Reactivation | Email price‑drop or offer after 6 mo. | ≈1 hr | Turns old enquiries into fresh pipeline. |
| Showroom Event Invitation | Auto email for new collection evening. | ≈0.8 hr | Drives footfall and warm leads. |
| Pinterest Inspiration Board Follow‑Up | Sends custom board link post‑visit. | ≈0.5 hr | Keeps prospect engaged with your brand. |
| Weather Delay Reschedule | Auto offers new install date if snow/ice. | ≈0.5 hr | Keeps project on track, clients informed. |
| Unified Inbox | Merges calls, emails, DMs, texts. | ≈1 hr | No enquiry lost; faster replies. |
| Social DM Auto‑Reply | Responds to IG/FB messages off‑hours. | ≈0.5 hr | Leads not lost overnight. |
| Google Chat Auto‑Reply | Instant answer on Google listing. | ≈0.5 hr | Hooks searchers before next showroom. |
| Daily Team Schedule SMS | 7 a.m. install/measure route to staff. | ≈0.8 hr | Teams start day prepared; fewer calls. |
| GPS Time‑Tracking | Logs arrival/depart per site automatically. | ≈1 hr | Accurate labour costs without timesheets. |
| Expense Receipt Capture | Snap receipts → log to ledger. | ≈1 hr | No shoebox at tax time. |
| Accounting Sync | Pushes sales & expenses to Xero/QBO. | ≈1 hr | No double‑entry bookkeeping. |
| Supplier Price List Import | Updates pricing sheet monthly. | ≈1 hr | Quotes stay profitable without manual edits. |
| CAD File Backup | Nightly backup to cloud drive. | ≈0.3 hr | Protects design work from loss. |
| Warranty Registration Bot | Submits appliance warranty online. | ≈0.5 hr | Customer care without paperwork. |
| Appliance Delivery Scheduler | Books courier slot automatically. | ≈0.8 hr | Streamlines logistics, fewer calls. |
| Post‑Install Care Pack Email | Sends cleaning tips, manuals. | ≈0.5 hr | Reduces follow‑up calls; WOW factor. |
| Anniversary Check‑In | Email 1‑year maintenance offer. | ≈0.5 hr | Generates additional service revenue. |
| Finance Payment Reminder | SMS clients 7 d before payment date. | ≈0.5 hr | Reduces missed finance payments. |
| Project KPI Dashboard Email | Sends weekly active‑projects metrics. | ≈0.5 hr | Owner sees pipeline health instantly. |
| Ad Lead Sync | Google/Facebook leads → CRM + drip. | ≈1 hr | No paid lead ignored. |
| Cold‑Lead Reactivation | Offer redesign quote to past visitors. | ≈0.8 hr | Monetises dormant database. |
| Staff Shift Cover Broadcast | Texts installers when shift opens. | ≈0.5 hr | Fills labour gaps without phone tree. |
| Tool Maintenance Reminder | Tasks for saw blade changes, PAT tests. | ≈0.3 hr | Prevents breakdowns & compliance issues. |
| Insurance Renewal Alert | SMS 30 d before liability policy lapses. | ≈0.3 hr | Stay covered automatically. |
| Negative Review Escalation | Alerts owner to <3‑star review instantly. | ≈0.3 hr | Respond fast, protect reputation. |
| Website Chatbot | Answers FAQs & books visits on site. | ≈1 hr | Captures leads around the clock. |
| Automated Data Backup | Nightly cloud backup of job files. | ≈0.2 hr | Peace of mind versus data loss. |
