Workflow Automation for Service Businesses

Stop Losing Time to Work That Should Run Itself

CoreStream Solutions builds custom automation systems for established service businesses. We handle the repetitive work so your team can focus on the jobs that actually need them.

No commitment required. 30-minute call to see if it's a fit.

Sound familiar?

These aren't technology problems. They're operations problems — and they have practical solutions.

Estimates sitting in inboxes

You sent the estimate. Nobody followed up. The customer went with someone else. That's revenue that walked out the door because the process wasn't handled.

Leads going cold before you call back

Someone filled out your form at 7pm. By 9am the next day, they've already booked a competitor. Manual processes can't respond at the speed customers expect.

Admin staff buried in data entry

Your office team spends half their day moving information from one place to another. That's not what you hired them to do — and it's costing you more than you think.

No visibility into what's actually happening

You shouldn't have to chase down status updates. A well-run operation gives you a clear view of what needs attention today — without digging through emails and spreadsheets.

These aren't problems you fix by hiring more people. You fix them by building better systems.

Examples of what we build

These are examples of systems we've delivered. If you can describe the process, we can automate it.

Estimate Follow-Up

No estimate gets forgotten.

Automated follow-up that runs from the moment the estimate is sent. Sent estimates convert at dramatically higher rates when they're followed up — automatically.

  • Automated email sequences
  • Escalation triggers for high-value jobs
  • Hot list flagging for personal follow-up
  • Full audit trail of every touchpoint

Smart Intake Form

Capture and qualify leads around the clock.

An intelligent intake system that captures incoming leads 24/7, asks the right qualifying questions, and routes them to the right person automatically — with no manual sorting.

  • 24/7 lead capture
  • Automatic qualification and routing
  • Instant notification to the right team member
  • Integrated with your existing tools

Daily Priority Briefing

Know what needs attention before you start your day.

A single daily summary delivered to your inbox every morning: outstanding estimates, follow-up priorities, pending tasks. Clear, actionable, and sorted by urgency.

  • Daily morning delivery to your inbox
  • Outstanding estimates and follow-up queue
  • Flagged items needing personal attention
  • Customized to your business priorities

Don't see your problem here? If you can describe the process, we can automate it. Book a call and tell us what's eating your time.

View All Examples

How we work

We never build before we understand — and nothing goes live without your approval.

01

Discovery

We learn your business, your workflows, and the specific points where time and money are being lost. No assumptions — we ask, you explain.

02

Design

We map out exactly what the automation will do and walk you through it before a single line gets built. You approve the plan — or we adjust it.

03

Build & Test

We build it and run it in shadow mode alongside your existing process. You can see it working before it touches anything real.

04

Go Live & Support

You give the approval, we flip the switch. Then we stay on — monitoring, maintaining, and improving the system month after month.

Why CoreStream

We built this company because we saw the same problems at every well-run service business: good operations getting strangled by manual processes that should have been automated years ago.

Our systems are built on n8n — a workflow automation platform that gives you full transparency and control. No black boxes. No mystery. Just reliable systems you can see and understand.

“Automate processes, not people.”

You own your accounts and data

We configure the systems in your accounts. Your data is always yours. You retain full control of everything.

Human-in-the-loop design

Automation handles the repetitive work. Your people stay in control of decisions that matter. We never build systems that cut humans out of the loop.

Built for your business

Not templates. Not off-the-shelf tools repackaged with your name on them. Custom systems designed around how you actually operate.

Ongoing partnership

We don't build and disappear. Monthly support, quarterly strategy sessions, and continuous improvement are part of the engagement.

Placeholder — to be replaced with real testimonials

What clients say

Before CoreStream, our estimate follow-up was basically whoever remembered to do it. Now it runs itself, and our close rate is up noticeably.

— [Placeholder Client]

Electrical Contractor, Midwest

I used to spend my first hour every morning figuring out what was on fire. The daily briefing tells me in 60 seconds. That alone is worth it.

— [Placeholder Client]

Property Management, Southeast

They actually understood how our business worked before they built anything. That's rare. Most tech people want to explain operations to you.

— [Placeholder Client]

HVAC Company, Texas

Ready to stop losing time to manual work?

Let's spend 30 minutes together. We'll identify the biggest operational drains in your business and show you exactly what automation can handle.

Book a Call