---
title: Process Automation | Phantom Consulting Services
description: We map how work moves through your business, then build the systems that move it for you.
---

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# Process Automation

We map how work moves through your business, then build the systems that move it for you.

For contractors outgrowing spreadsheets and sticky notes

[Get Started](https://www.phantomconsultingservices.com/get-started?hsLang=en)[Book a Consultation](https://www.phantomconsultingservices.com/book-a-consultation?hsLang=en)

## What you get

- A workflow audit and process map
- Intake forms and job-stage triggers
- Templates and e-signatures
- Integrations, training and go-live

## What we need from you

- Access to the tools you use today
- Time with your team for the audit

How it works

## From request to delivered

1. Workflow audit
2. Process map and scope
3. Build: forms, triggers, templates, integrations
4. Training and go-live
5. Optional ongoing support

**Billing**Setup billed in two payments; ongoing support is optional and monthly.

Each build is its own project, from the audit through go-live, with optional support afterward.

Get started

## Ready to hand this off?

Tell us about the job. Every engagement is quoted in writing after a consultation.

[Get Started](https://www.phantomconsultingservices.com/get-started?hsLang=en)[All services](https://www.phantomconsultingservices.com/services?hsLang=en)

PHANTOM CONSULTING SERVICES

On your side of the claim, the job and the books.

Based in Arizona. On-site inspections and documentation across Arizona; estimating and back-office services delivered remotely.

#### Explore

[Services](https://www.phantomconsultingservices.com/services?hsLang=en)[Who We Help](https://www.phantomconsultingservices.com/who-we-help?hsLang=en)[About](https://www.phantomconsultingservices.com/about?hsLang=en)[Contact](https://www.phantomconsultingservices.com/contact?hsLang=en)

#### Get in touch

[(520) 372-0978](tel:+15203720978)[info@phantomconsultingservices.com](mailto:info@phantomconsultingservices.com)[Get Started](https://www.phantomconsultingservices.com/get-started?hsLang=en)[Book a Consultation](https://www.phantomconsultingservices.com/book-a-consultation?hsLang=en)

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