Skip to content
SWFL AutomationContact

Automation in Bonita Springs

A Bonita Springs business works both sides of the county line, which means two permit offices, two tax treatments, two customer expectations and two sets of reporting, so every workflow here carries the county as a field and branches on it, or it produces the wrong document for half the jobs.

Read and answered by me, usually within the day. If a spreadsheet and a checklist would do, that is the answer you get.

  • Lee County, on the Collier line
  • 25 minutes up or down I-75 from my Fort Myers office.
  • Scoped in writing, priced before work starts
  • Your account, your data, documented as it is built

Twelve

companies operated, six of them his own, on automations he built

15,868

records synced between two systems every run, zero failures

3,984

recorded calls transcribed and graded by an agent, not a person

1,350

pages produced by one 24-agent workflow, every one reviewed

The Bonita Springs rule

County on every record, branching on it. The permit checklist, the invoice, the tax line and the report all fork on which side of Bonita Beach Road the job is on, automatically, from the address.

What I see in Bonita Springs businesses

The first thing I notice

A permit checklist built for Lee County used on a Collier job, discovered at inspection.

The second

Reports that average a Naples customer and a Fort Myers customer into one number that describes neither.

The one the owner mentions last

Crews routed by the order jobs came in, crossing the county line twice a day.

What to build first in Bonita Springs

The county field and the branch. It is a small build with a large effect: from the day it runs, every downstream workflow, from permits to invoices to routing, produces the right version for the right side. Reporting automation split by county follows, and for the first time the two halves of the business are visible separately.

Questions from Bonita Springs

Do you build for Bonita Springs businesses?
Yes. 25 minutes up or down I-75 from my Fort Myers office. Week one usually includes a morning in your office watching the work flow, and the rest is remote by design.
What is different about automation in Bonita Springs?
County on every record, branching on it. The permit checklist, the invoice, the tax line and the report all fork on which side of Bonita Beach Road the job is on, automatically, from the address.
Is the work the same price everywhere?
The scope sets the price and the address does not. A reporting build costs the same in Punta Gorda as in Naples. What differs by city is which workflow to build first, and this page says why.

Working in Bonita Springs?

One form, read by the person who would build it. If the honest answer is a checklist and no software, that is what you will hear.