I build automations, AI dashboards, and simple AI web apps for local businesses: follow-up, booking, reminders, and reporting that happen on their own, so you get your evenings back. You have one conversation with me about how your week actually goes. I build it, and you approve it.
An example owner dashboard. Every number and every message, handled on its own.
Shipped
9+ client projects
Based in
Santa Cruz, California
Background
UC Santa Cruz; ran projects and operations at GetVirtual
Built for
Owners who'd rather be doing the work
Built for owners buried in admin.
If you answer the same questions, chase the same quotes, and copy the same details between apps every week, a system can usually take it over.
Where I do most of my work
HVAC & plumbing
Electrical
Roofing
Landscaping
Contractors
Wellness & med spas
Salons & studios
Restaurants & bars
Professional services
Not on the list? If admin is eating your week, take the audit and I'll tell you honestly whether automation would help.
Most software gets bought, half set up, and abandoned. I set it up for how you actually work.
Owners don't give up on automation because the tools are bad. They give up because nobody has time to map the work, connect the apps, and keep it running. That's the part I take on.
Doing it yourself
What another app asks of you
Sign up for another subscription.
Watch setup tutorials at 10 p.m.
Connect half of it before a job comes in.
Keep copying details between apps by hand.
Pay every month for software nobody uses.
vs
With Tanoak Systems
What working with me asks of you
One 30-minute conversation about how your week actually runs.
I map the work and connect the tools you already have.
You approve every message before anything goes live.
It runs on its own, and you see what it handled.
If a tool changes or something breaks, I fix it.
Three ways I take work off your plate.
Most clients start with one automation. Dashboards and apps come when the business is ready for them. Full pricing
Automations
from$1,000
Follow-up, reminders, routing, and paperwork that run on their own.
Missed-call text-back
Quote and invoice follow-up
Lead routing and alerts
Review and rebooking requests
Booking and intake workflows
One workflow from $1,000. Connected systems from $2,500.
A skincare practice scheduling every client by text and DM. Self-service booking with intake forms and a rewards integration, so appointments happen without a message thread.
A nonprofit agency losing prospects to slow follow-up. A Zapier intake workflow: instant team alert, automatic reply, and a scheduling link.
Nonprofit
Zapier
Lead routing
Read the case study
Every inquiry should go somewhere, on its own.
Two of the systems I build most often, step by step.
When someone requests a quote
Request a quote
NameDana R.
Phone(831) 555-0142
NeedsFurnace won't turn on
Send request
Submitted from your website, 7:42 PM
New quote request: Furnace
Routed to Mike · texted and emailed
The right person is notified in seconds, not the next morning.
Follow-up sent · Day 2
"Hi Dana, still need a hand with the furnace?"
Quotes that go quiet get a nudge. It stops the moment they reply.
When you miss a call
Missed call
(831) 555-0198 · 2:14 PM
You're on a roof. Most people who hit voicemail call the next company.
Sorry we missed you, we're on a job. What can we help with?
Water heater's leaking, can someone come today?
Yes. Pick a time here and we'll confirm:
An automatic text goes out within seconds, so the lead stays with you.
Lead captured: Water heater
Name, number, and request sent to your phone
You call back when you're off the ladder, with the details already in hand.
These are examples. Every project starts by mapping how inquiries reach you today, and if a phone that gets answered is all you need, I'll say so.
Five steps. One of them is yours.
You show up for one conversation and the review. I do the rest.
01
Admin Audit
Two minutes of questions about your business and the work you do by hand each week. You see the hours you could hand off and where to start.
Your part: 2 minutes
02
Mapping call
One focused, recorded conversation about how work moves through your business: where inquiries come from, what you repeat, and which tools you already pay for.
Your part: 30 minutes
03
Build
I build the automation, dashboard, or app on the tools you already use, with every message written in your voice and tested end to end.
Your part: nothing
04
Review
You see every message and every step before anything goes live, and tell me what to change. Nothing reaches a customer without your approval.
Your part: a list of changes
05
Launch and care
It goes live, and you get a short video showing what it handles. If a tool changes or something breaks, I fix it.
Your part: the go-ahead
Questions owners usually ask
How long does a project take?
A single automation is usually live within one to two weeks of the mapping call. Connected systems, dashboards, and apps take longer, and the date goes in the proposal before any work starts.
Do I need to buy new software?
Usually not. I start with the tools you already pay for. When something new genuinely helps, the proposal says what it costs, and the account is in your name.
Will AI be talking to my customers?
Only if you want it to, and only the way you approve. Most automations send messages you've written and signed off on. Where AI drafts something, a person approves it before it goes out.
What happens if something breaks?
Apps update and connections expire, so it will happen eventually. Care plans cover monitoring and fixes, so you're never stuck with a workflow that quietly stopped.
Do I own what you build?
Yes. Your data stays in your accounts, and if we ever part ways I export your workflows and hand everything over.