Automation & Growth for Trade Contractors
We build automated lead-tracking and dispatch systems for HVAC, Solar, and Roofing companies. No more chasing follow-ups in your inbox — your pipeline runs itself while you stay on the job site.
A potential $30K roofing contract sits in your email for 2 days before anyone follows up. By then, they've already booked your competitor. Manual processes cost you jobs every single week.
We build custom automations that respond to new leads in minutes — not days. Automated SMS sequences, CRM syncs, and dispatch alerts so no opportunity ever goes cold again.
Your CRM doesn't sync with your scheduling app. Your lead form doesn't feed your dispatch board. Your team is copying and pasting data all day instead of doing real work.
When your tools connect, the manual work disappears. We build the bridges between your platforms so your team spends less time on data entry and more time on the job site — where the money is made.
We map your current CRM, lead flow, and dispatch process — identifying exactly where leads are dying, where time is being wasted, and where one automation could pay for itself in a week.
We implement custom automations using Zapier, Make, and direct API integrations — syncing your tools so leads flow automatically from inquiry to booked appointment without a single manual step.
Less time on data entry. Faster lead response. No more dropped balls. Your team focuses on the job site — and your pipeline runs in the background, 24/7, without you touching it.
We don't sell software subscriptions or generic templates. Every system is built around your exact stack and your specific bottlenecks.
Instant SMS and email sequences triggered the moment a new lead comes in — so you respond in minutes, not days. Integrates with your existing forms, ads, and CRM.
We connect your CRM to your dispatch board so new jobs, status updates, and customer data flow automatically — no copy-paste, no dropped information, no double entry.
Automated dashboards and Slack/SMS alerts that tell you exactly what's in your pipeline, what needs follow-up, and what's about to close — without opening five different apps.
We build the API bridges your software vendors never bothered to build. ServiceTitan to HubSpot. Jobber to CompanyCam. Leap to your email. Whatever your stack needs, we connect it.
If your team already runs on these platforms, we know them inside out. We build the bridges between your CRM and your day-to-day operations — so your existing tools finally work together.
New leads from their website form were landing in a shared Gmail inbox. Someone had to manually check it, copy the lead into HubSpot, then remember to send a follow-up. Leads were sitting for 24–48 hours before first contact — and most of them had already requested quotes from two other companies by then.
We built an automated intake system: new form submissions triggered instant SMS and email follow-ups, automatically created a deal in HubSpot, and sent an internal Slack alert to the closest available sales rep. No manual steps. No waiting. Contact happened in under 3 minutes.
In 30 days, the team went from averaging a 36-hour response time to under 5 minutes. The pipeline didn't just move faster — it got fuller.
You answer 5 quick questions about your tech stack and biggest bottlenecks. We identify exactly where you're losing time and money.
We map out a specific automation blueprint for your tools — no generic templates, no upselling software you don't need.
Integrations go live within days. Your team doesn't change how they work — the systems just start doing the manual parts for them.
We track response times, lead conversion, and hours saved. You see exactly what changed — in numbers, not just feelings.
We put our system to work for you — no long-term commitment required. In 30 days, we audit your stack, build your automations, and prove the ROI with hard numbers you can take to the bank.
If the results hit the mark, we discuss a longer-term partnership to keep building. If they don't, you keep everything we built — no strings attached.
We map your current tools, identify every manual bottleneck, and build a prioritized list of automations ranked by ROI impact.
We implement the highest-impact automations for your specific stack — lead follow-up, dispatch sync, CRM cleanup, or all three.
Response times, hours saved, leads converted — tracked and reported so you know exactly what you got for your investment.
No vendor lock-in. No subscription to us. Every automation we build lives in your accounts and is yours to keep, forever.
I'm Gianni Tavares, founder of We Streamline B2B. Born in Oahu, Hawaii, now building from Miami — I've always been drawn to how technology can do the heavy lifting so people can focus on the work that actually matters.
When I started looking at how to put my technical skills to work for real businesses, I kept running into the same story in the trades: incredible operators losing jobs not because of their work, but because of slow follow-ups and disconnected tools. HVAC owners, solar installers, roofing companies — these businesses run on trust and speed, and most of them are losing leads through gaps in their process that a few well-built automations could close permanently.
That's what We Streamline B2B is built to fix.
These are the questions we hear every time. We'd rather answer them here so your first conversation is about your business — not the basics.
No. We work with the tools you already have. The whole point is making your existing stack perform the way it should have from day one. You don't need to buy anything new — we just connect what you already pay for.
That's exactly who we build for. The automations run in the background — your team doesn't need to do anything differently. We design everything so it's invisible: leads get followed up, data gets synced, and your crew shows up to work the same as always. Just without the admin chaos.
Most core automations are live within 5–7 business days of our kickoff call. More complex multi-platform builds can take 2–3 weeks. Either way, you'll see the results within your first 30 days — that's our guarantee for the pilot.
Access to your tools (we'll ask for read-only access during the audit phase), 30 minutes for a kickoff call, and a clear description of your biggest pain point. After that, we handle everything — you just review the builds before they go live.