Operations Automation & Reporting

See what is happening in your business without chasing updates or digging through spreadsheets.

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The Problem

When a business runs on spreadsheets, WhatsApp threads, and informal check-ins, you have no clear picture of where work stands. Decisions get made on gut feel, problems surface late, and pulling a report takes hours of manual work.

What We Build

We build operations workflows that automate the movement of tasks between your team and your systems, and set up dashboards that give you a live view of what is happening — jobs, leads, revenue, and tasks — without anyone compiling it manually.

Who It's For

  • Operations managers in growing businesses
  • Service businesses tracking job and order status
  • Teams still running day-to-day on WhatsApp and spreadsheets
  • Businesses preparing for growth or expanding their team

How It Works

01

Map the Current Flow

We map how work comes in, how it moves between team members, and where it gets stuck or lost.

02

Automate the Movement

We build workflows that move tasks, trigger notifications, and update records automatically as work progresses.

03

Build the Dashboard

We set up a reporting dashboard that pulls data from your systems and shows the metrics that matter to your business.

04

Refine Based on Use

We adjust the setup based on what you actually find useful and remove what turns out to be noise.

Tools & Integrations

Airtable / Notion / Google SheetsHubSpot / PipedriveSlack / WhatsApp for notificationsGoogle Looker Studio for dashboardsZapier / Make for workflow automation

Common Questions

Do you actually know where every job stands right now?

Describe how your team tracks work today and we will show you what a cleaner setup looks like.

Operations Automation & Reporting — Fixitline