Real Operators. Real Results.
We let the work speak. Here are detailed accounts of what we built, why we built it, and the operational impact it created.
Transforming Home-Service Operations — Client Case Studies
Seven production systems built for HVAC and plumbing contractors — WhatsApp and Zapier automation, Yelp lead agents, field locating apps, invoice sync, and automated reporting. Two operators, seven systems in production.
Realtime Bros HVAC
From scattered leads to a fully automated intake system.
The Problem
Realtime Bros was growing fast, but their lead handling couldn't keep up. Leads from Yelp, Google, and their website were being responded to manually—sometimes hours later. Their dispatch process lived in spreadsheets and group texts. They had no visibility into what was working and no system to make sure every lead got followed up.
What We Built
- Automated Yelp lead capture that triggers an instant response with a booking link and personalized message
- Multi-channel lead aggregation pulling from Yelp, Google, and the website into one dashboard
- Zapier-powered automation flows handling lead routing, assignment, and status tracking
- Review request automation sending shoutout messages post-job via text
- Real-time reporting dashboard showing lead volume, response time, and conversion by source
The Outcome
Within weeks, Realtime Bros had a fully automated lead intake system operating 24/7—including nights and weekends. Every Yelp lead gets an instant, personalized response. Their close rate improved because they were simply responding faster than the competition. The review automation created a consistent stream of five-star shoutouts they didn't have to ask for manually.
"Dataflow Pros didn't just set up automation — they understood how our business actually works and built something that runs itself. Our response time went from hours to minutes."
— Owner, Realtime Bros HVAC
Mattucci Plumbing
Reclaiming hours every week with admin automation and operational visibility.
The Problem
Mattucci Plumbing had a solid operation, but the back office was buried. Invoice generation, email follow-ups, and customer communications were all manual tasks that added up to hours of admin work every week. The owner had no clear picture of business performance without digging through multiple platforms.
What We Built
- Automated email follow-up sequences triggered after job completion
- Invoice generation workflow tied to completed work orders in their field service platform
- Zapier automation architecture connecting CRM, scheduling, and communications tools
- Performance dashboard with weekly automated summary delivered to the owner
- Review request automation post-job for consistent reputation management
The Outcome
The admin burden dropped significantly. Work that used to take 3–4 hours per week now happens automatically. The owner got visibility into the business for the first time—seeing lead sources, job completions, and revenue trends in one place. Customer communication became consistent and professional without anyone having to manually send emails.
"Before Dataflow Pros, I was spending half my week on admin. Now that stuff just happens. I actually have time to focus on growing the business."
— Owner, Mattucci Plumbing
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