CPA firms, tax preparers and insurance agencies: client document collection, engagement letters, reminders, renewals and follow-up.
20 ideasTypical saving about $233£175€208A$336C$329 a month
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US edition
140 ideas for 21 types of American small business, with US tools priced in dollars, the US rules that apply and worked examples from US cities.
Pick your industry to see ideas for your type of business.
CPA firms, tax preparers and insurance agencies: client document collection, engagement letters, reminders, renewals and follow-up.
20 ideasTypical saving about $233£175€208A$336C$329 a month
Independent auto repair shops: digital inspections, estimates, appointment reminders, review requests and parts ordering.
7 ideasTypical saving about $810£609€725A$1,169C$1,145 a month
Med spas: online booking, consultations, consent forms, memberships and follow-up, with HIPAA-ready tools for client health details.
7 ideasTypical saving about $449£338€402A$648C$635 a month
Dental, chiropractic and therapy practices: scheduling, recalls, intake, notes and reviews, using HIPAA-ready tools with a signed BAA.
21 ideasTypical saving about $447£336€400A$645C$632 a month
HVAC, plumbing, roofing, electrical, landscaping, cleaning and pest control companies: missed calls, estimates, scheduling, reviews and maintenance plans.
44 ideasTypical saving about $420£316€376A$606C$594 a month
Personal injury, estate planning and family law firms: intake, scheduling, document drafts and client updates, with an attorney reviewing.
20 ideasTypical saving about $700£526€626A$1,011C$989 a month
Real estate agents and property managers: lead follow-up, listing copy within Fair Housing rules, showings, tenant requests and renewals.
14 ideasTypical saving about $200£150€179A$289C$283 a month
Independent restaurants: phone orders, reservations, menus, reviews, staffing and inventory, with tools built for US restaurants.
7 ideasTypical saving about $440£331€394A$635C$622 a month
Quick to set up and worth it from the first month.
Roofers
Roofr's AI Receptionist answers calls you can't take after a storm, screens spam and books inspections. From $85£64€76A$123C$120 a month.
Personal Injury Lawyers
Smith.ai's live receptionists answer nights and weekends, ask your intake questions in English or Spanish and pass on each lead. From about $620£466€555A$895C$876 a month.
Dentists
Open Dental's Treatment Finder lists patients with planned treatment, no appointment and benefits left before they reset. From about $5£4€4A$7C$7 a month in texts.
Auto Repair Shops
AutoLeap AIR answers calls when the counter is busy or closed, takes vehicle details and logs appointment requests. From $99£74€89A$143C$140 a month for 200 calls.
Med Spas
GlossGenius Reception answers calls and texts around the clock and books consultations into your calendar. From $198£149€177A$286C$280 a month with Practice Essentials.
Tax Preparers
Smith.ai's AI receptionist answers the calls you miss in filing season, qualifies new callers and books appointments. Pro from $150£113€134A$217C$212 a month.
Every tool these ideas use, with its US price and the ideas that use it.
See the toolsNot in the US? The global edition has 1,004 more ideas, with figures in your currency.