Gillette, WY · Powder River Basin
Business Automation & Custom Apps
Custom business systems for teams tired of patching work together manually. Connect your website, CRM, accounting, and field tools into a workflow that actually moves.
Automations that support real operations
The signs your office is running on patchwork.
Manual re-keying eats hours
Quote info typed into the CRM, then into QuickBooks, then into a spreadsheet. Every week. Forever.
Leads sitting in inboxes
Website forms land in a shared inbox nobody owns. Hot leads cool off in 24 hours.
Status questions never end
Customers and crews call to ask 'where are we on this?' because there's no shared source of truth.
Spreadsheets are running the company
Critical data lives in one person's laptop. When they're out, work stops.
Tools that don't talk
CRM, calendar, accounting, dispatch, email — five systems, none of them connected.
The field can't update the office
Crews text photos and updates that someone has to retype into the job record later — if it happens at all.
Examples of systems Basin Automated can build
Built around how your business actually operates.
Lead-to-CRM pipelines
Website and call leads route to the right person automatically, with instant SMS or email alerts.
Quote & proposal workflows
Generate, send, track, and e-sign quotes without copy-pasting between five tools.
Intake & inspection forms
Field-friendly forms that feed straight into the job record — photos, signatures, and all.
Internal dashboards
One screen for jobs in flight, revenue, pipeline, and the metrics the owner actually checks.
Client portals
Logged-in view for customers to see quotes, invoices, project status, and requests.
Reporting that's actually right
Pulls from the systems you already use so the numbers stop disagreeing.
Follow-up sequences
Email and SMS sequences that nudge stale quotes, missed appointments, and review requests.
Integrations that fit
Stripe, QuickBooks, Google Workspace, Supabase, HubSpot, Jobber, ServiceTitan — wired together cleanly.
From public form to internal workflow
One submission. The whole workflow handled.
Most of the real value of automation is closing the gap between a customer hitting "Submit" on the website and the right person actually owning the next step.
- A visitor submits a quote request on the website.
- The lead is created in your CRM with the right tags, source, and owner.
- The right person gets an instant SMS or email with the details.
- An acknowledgement email goes back to the customer automatically.
- If the lead goes cold, a follow-up sequence kicks in until someone responds.
- Won jobs flow into scheduling, quoting, or invoicing without re-keying.
Client portals & dashboards
Cut down on phone tag with a real customer view.
A logged-in portal where your customers can see quotes, pay invoices, review project status, and request changes — without emailing your office manager three times.
What a portal typically includes
- Quote review, approval, and revision requests
- Invoice viewing and payment via Stripe
- Project status with milestones and next actions
- Website update requests and content uploads
- Document sharing and e-signature flows
- Role-based access — office, field, owner, client
Who it's for
Built for operators that have outgrown sticky notes.
- Contractors with growing job volume and a small office team
- Industrial and field service companies juggling dispatch and reporting
- Restaurants and hospitality groups managing multiple locations or shifts
- Lodging and commercial properties coordinating bookings and maintenance
- Professional service firms tired of patching together spreadsheets
- Any local operator that's outgrown the 'we do it manually' phase
The Basin Automated approach
Scope tight. Ship fast. Own the result.
We don't sell a 6-month enterprise rollout. We map the workflow on one page, ship the highest-leverage piece in 1–2 weeks, train your team, and only build the next slice when the first one is paying for itself. You own the code, the data, and the documentation.
Benefits
- Hours back per week from manual data entry and follow-up
- Faster lead response — measured in minutes, not days
- Cleaner reporting because data finally lives in one place
- Better customer experience with proactive updates and a clear portal
- Owner visibility into pipeline, revenue, and job status without asking
- Operational consistency that doesn't depend on one person's memory
Automation process
Five steps. Ship the first one in two weeks.
Workflow mapping
A one-page map of how the work actually flows — and where it breaks. No code yet.
Scope & ship first slice
We pick the highest-leverage automation or app slice and ship it in 1–2 weeks.
Roll out & train
Onboard the team, document the system, and make sure owners know how to make safe changes.
Iterate
Layer in the next workflow, integration, or dashboard once the first one is paying for itself.
Support & extend
Monitoring, light support, and a roadmap for what gets automated next.
Examples from the Basin
What this looks like for Wyoming operators.
Excavation contractor
Website quote form → CRM lead → estimator SMS → auto follow-up if no response in 48 hours. Closed jobs auto-create QuickBooks invoices.
Industrial service company
Field inspection PWA that works offline at the well pad. Photos, signatures, and readings sync when the truck gets signal.
Restaurant group
Online order alerts, shift-change handoff dashboards, and a private vendor portal for invoices and order forms.
Lodge with seasonal demand
Booking inquiries, deposit collection through Stripe, and a guest portal for check-in details and recommendations.
Pairs well with
Web Design & Redesigns
Start with the website forms and lead capture that feed every automation downstream.
Local SEO & Google Business Profile
Generate the local leads the automation system routes, follows up on, and closes.
See Our Work
Portals, dashboards, and automations built for real Wyoming operators.
Explore by business type and location
More ways to see how Basin Automated can help.
FAQ
Automation and custom app questions, answered.
Start your project
Ready to stop running the company on spreadsheets?
Map your workflow, ship the first automation in 1–2 weeks, and finally see what's happening across your business without asking three people.