What is small business automation?

Small business automation uses software and digital workflows to take over routine tasks such as booking appointments, sending reminders, issuing invoices, collecting payments, and following up with clients so they don’t need to be handled manually.

Why should service businesses automate their operations?

Automation helps service businesses save hours every week, reduce no-shows and missed opportunities, improve cash flow with on-time invoicing and payment reminders, and deliver a smoother client experience without burning out the business owner.

Which areas can small business automation improve?

This guide focuses on automating three key areas for service SMBs: scheduling and time management, billing and payment collection, and marketing and client communication.

Why vcita
- WHY VCITA
  - Manage clients Gain & retain clients through amazing experiences
  - Get paid Get your money in the bank on time, every time
  - Master your time Make your workdays productive and organized
  - Market like a pro Create campaigns that impact your bottom line
- Industries
  - Healthcare Therapists, mental health, clinics, integrative medicine
  - Home services Home improvement, landscaping & cleaning
  - Business services Coaches & consultants, legal & financial services
  - Fitness Trainers, studios, gyms, wellness & fitness
  - Education Teachers & tutors, schools, courses & classes
  - Other industries Beauty, design, pet care, entertainment and more
inTandem
for partners Customer
stories
Features
- Features
  - CRM Store & organize client info & communication
  - Billing and invoicing Get paid on time with professional invoices
  - Online scheduling Help your team make the most of every workday
  - Client portal Invite clients to book, pay & contact anytime anywhere
  - Payment processing Choose how to get your hard earned money in the bank
  - Marketing Nurture & engage leads and clients with easy campaigns
  - Lead management Track, manage and convert leads into clients
  - App market Power your business with apps and integrations
  - BizAI Boost your business efficiency with AI
inTandem
for partners Customer
stories
Pricing
Resources
- Resources
  - Help center Discover tips and guides to all things vcita
  - Blog Industry trends, product updates and insights
  - Webinars On-demand videos to help grow your business
  - About us Discover the stories & people behind vcita
  - Careers Check out our open positions & join the team
  - Press vcita in the news, media coverage, and all that jazz
inTandem
for partners Customer
stories
Partners
Go to dashboard
Schedule a demo
Sign up
Login