Atlas Logic

Lead-to-Cash Automation Pack for Houston HVAC and plumbing teams

Faster lead response, quicker invoicing, and fewer silent workflow failures.

Atlas installs the lead-to-cash workflows that usually break first, then handles the alerts, retries, and fallback work so your team is not chasing exceptions by hand.

Start client intake (2 to 4 min)See pricing

<15 min

Median lead response target

<24 hrs

Job-complete to invoice target

95%+

Automation reliability target

Fixed-scope flagship implementation with approval gates, alerts, and manual fallback coverage. Prefer to talk first? Book a workflow audit.

Best fit right now

  • Houston-area HVAC or plumbing operators
  • Usually 5 to 20 field techs
  • One office workflow or straightforward routing
  • Default stack preferred: Jobber + OpenPhone + QuickBooks Online

Not a perfect fit? We will tell you quickly whether the flagship package, a custom scope, or a different next step makes more sense.

Before and after

From manual handoffs to reliable lead-to-cash operations.

Before

  • Leads sit in voicemail, inboxes, and forms before anyone follows up.
  • After-hours and same-day requests rely on whoever happens to see them first.
  • Jobs finish, but invoices and payment reminders are inconsistent.
  • Exceptions surface late after revenue or customer experience has already taken a hit.

After

  • Every lead gets acknowledged quickly and assigned to the right person.
  • Urgent situations hit a defined escalation path instead of a vague inbox.
  • Jobs convert to invoices quickly with consistent follow-up when payment lags.
  • Failures land in an exception queue early so someone owns the fix.

Services

What ships first

Atlas installs the flagship package first, then adds standardized expansion modules only after the core flows are stable.

Flagship workflow

Lead capture to first response

Calls, SMS, forms, and Google leads are normalized, acknowledged, assigned, and tracked against response SLAs.

Flagship workflow

Job complete to invoice

Completed jobs trigger invoice generation, payment link delivery, and escalation tasks when payment timing slips.

Expansion modules

Standardized add-ons only. They go live after the flagship package is stable and the KPI baseline is clear.

Estimate to scheduled job

Dispatcher-approved scheduling, confirmations, and reminders after the flagship package is stable.

Books hygiene and reconciliation

Exception loops for unmatched payments, missing fields, and accounting cleanup once the core lead-to-cash flows are stable.

Reviews and reputation routing

Review requests on the happy path, private routing for negative feedback, and tracking only when the module is enabled.

See if your stack is a fit

What changes for your business

We install and manage the core lead-to-cash motions first so your office gets faster follow-up, cleaner invoicing, and a clearly owned exception queue.

Respond faster, win more jobs

  • Every lead gets an immediate acknowledgement and a tracked follow-up sequence.
  • Missed calls and web leads route into one owned workflow instead of scattered inboxes.
  • Designed to improve speed-to-lead and lead-to-booked conversion.

Get invoices out faster

  • Job completion triggers invoice creation and payment delivery on a defined clock.
  • Reminder cadence runs consistently with stop rules when a customer pays or responds.
  • Designed to reduce invoice lag and overdue balances.

Operate with visibility

  • Failures create alerts, exception tasks, and fallback steps instead of silent drift.
  • Operators can see backlog, retry state, and escalation ownership in one place.
  • Designed to improve automation reliability and shorten issue resolution time.

Expand only after the core works

  • Atlas installs the flagship package first, then adds standardized modules after stabilization.
  • This keeps go-live scope disciplined and protects ROI proof in the first 30 days.
  • Expansion is tied to real KPI movement, not feature accumulation.

What we track

  • Lead response time (median): under 15 minutes
  • Lead response time (90th percentile): under 60 minutes
  • Lead to booked conversion: above 40% within 30 days
  • Job completion to invoice sent: under 24 hours
  • Past due invoices (30+ days): under 10% of portfolio
  • Automation success rate: above 95%

Results depend on current lead volume and process maturity, but the flagship package is built to improve these metrics before expansion modules are added.

Control and safety

  • Any pricing commitments stay draft-only until approved.
  • Same-day scheduling and after-hours emergency routing require human escalation.
  • High-dollar invoices, refunds, and credits are approval-gated.
  • Anything touching bank transfers or payroll is never autonomous.
  • Failures always create alerts and a manual fallback task.

Default stack

  • FSM: Jobber (Housecall Pro only by explicit exception approval)
  • Accounting: QuickBooks Online (Xero only by explicit exception approval)
  • Phone and SMS: OpenPhone (RingCentral only by explicit exception approval)
  • Automation: Atlas Logic Control Plane
  • Shared inbox: Front optional for internal exception routing
  • Reviews: NiceJob only when the reviews module is active

Pricing

Client pays SaaS licenses directly. Atlas quotes based on operational complexity, then handles installation, monitoring, fixes, and monthly optimization.

Standard Flagship

Best for: One location, one office flow, default stack, two flagship workflows

Setup: $6,500

Monthly: $3,000 to $4,000

  • Includes: control-plane setup, two flagship workflows, monitoring, runbooks, training, and managed ops
Start client intake

Complex Flagship

Best for: Multiple office flows, heavier approval logic, or after-hours routing complexity

Setup: $9,500+

Monthly: $4,500 to $6,500+

  • Includes: flagship package plus added routing, approval, or location complexity under a fixed quote
Start client intake

Flagship + Expansion

Best for: Teams adding scheduling, books hygiene, or reviews after the flagship package is stable

Setup: $12,000+

Monthly: $6,000+

  • Includes: flagship package plus one or more standardized expansion modules priced by scope
Start client intake

Every flagship quote includes the control-plane foundation, two flagship workflows, monitoring, training validation, and a stabilization window before expansion modules.

Quote drivers are locations, approval complexity, after-hours routing, stack exceptions, and which expansion modules are turned on after the flagship package is stable.

Change orders follow SOT guidelines: $150/hour standard rate, $500 minimum fixed change, and signed approval required for larger scope expansions.