Automate Your Business:

Project Intake Pro

Effortlessly capture, organize, and manage customer data from day one.

AutoIntake Pro is the all-in-one intake solution designed for businesses that want to eliminate manual data entry, reduce errors, and accelerate project kickoffs. With a single, customizable intake form, you collect everything you need—then automatically sync it across your essential tools.

How It Works

  1. Smart Intake Form Deploy a branded, mobile-friendly form that captures customer details, project specs, files, and custom fields. Embed it on your website, share via link, or send directly to clients.

  2. Instant Automation As soon as a submission hits:

    • A new Trello board is created with pre-populated cards, lists, and due dates for seamless project management.

    • Customer data flows into QuickBooks Online (QBO) as invoices, estimates, or client records—no double entry required.

    • Files upload directly to a dedicated Google Drive folder, organized by client and project.

    • Contacts auto-sync to Google Contacts

    • All information is securely stored in a centralized Database for search, future reference, and future automation opportunities.

Sounds Great—But I Don’t Use Google, QBO, or Trello?

No problem. We’ll explore solutions for your existing Technology stack and look for customized solutions fit for your business.

Key Benefits

  • Save Hours Weekly: Automate repetitive tasks and focus on delivering value.

  • Zero Data Silos: Every team member works from the same up-to-date information.

  • Future-Proof: Begin your data journey with your first database