Business process automation · San Diego
Orcatec provides business process automation services for small and mid-size companies in San Diego and across the US. We find the manual steps that slow your team down, connect your tools and automate the work, using AI where rules alone are not enough.
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We reply within one business day.
Approvals, task assignment, reminders and status updates that move work forward without someone chasing it by email.
Connect CRM, accounting, scheduling, e-commerce and payment tools so data is entered once and stays in sync.
Read invoices, purchase orders, forms and contracts, extract the fields you need and send them to the right system for review.
Language models that sort emails, draft replies, summarize calls and classify requests, with a person approving anything important.
Good candidates are tasks that happen often, follow a pattern and currently involve copying data between screens.
A web form creates a lead in the CRM, books a visit, generates an estimate and, once approved, an invoice in QuickBooks.
Vendor invoices arriving by email are read, matched to purchase orders and queued for approval.
Automatic texts and emails when a job is scheduled, a technician is on the way or an order ships.
One form sets up accounts, sends documents for signature and assigns training tasks.
Daily and weekly reports pulled from several systems and delivered to managers without spreadsheets.
Incoming requests are classified by AI, routed to the right person and answered automatically when the answer is known.
Describe it in a few lines. We’ll reply within one business day with an automation idea and next steps.
We sit with the people who do the work, map every step and measure how long it takes today.
You get a list of steps to automate, the tools involved and the expected time saved, starting with the quickest wins.
We build the workflows and integrations, test them on real cases and add alerts for anything that fails.
Training for your team, documentation and monitoring so the automation keeps working as your tools change.
Orcatec, our field service platform, turns estimates into jobs and invoices, syncs with QuickBooks and keeps customers informed. We use the same approach for client automation projects.
We designed, built and still run Orcatec, a field service management platform used by home services companies to sell, schedule, dispatch, invoice and get paid, in the office and in the field.
Read the case study →We pick the simplest tool that will stay reliable at your volume, and we document every workflow.
The price depends on the number of steps, systems and exceptions in the process. We work in three ways:
from $1,200 · 1 week
A short engagement to map your processes and produce a ranked list of automation opportunities with estimates.
from $2,000 · 1–3 weeks
One process automated end to end, with a fixed price and clear success criteria.
$50–70 per hour
Ongoing work on new workflows, monitoring and fixes when connected tools change.
Fees for third-party tools such as Zapier, n8n cloud or AI APIs are billed to your own accounts.
No-code tools like Zapier and Make are great for simple flows, and we use them when they fit. When volume grows, logic gets complex or a system has no ready-made connector, custom code is more reliable and often cheaper to run.
We are based in San Diego County and work with businesses locally and across the US. You own every workflow and integration we build, with documentation your team can follow. If you later hire an in-house developer, they can pick up where we left off.
What processes are worth automating first?
How much do business process automation services cost?
Do you use Zapier, n8n or build custom automation?
What is the difference between workflow automation and AI automation?
Is there an AI automation agency in San Diego that can meet in person?
How quickly will we see time saved?
What happens if an automation breaks?
AI strategy, agents, chatbots and automation built into the tools your team already uses, from first use case to production.
Learn more →Custom CRM systems and HubSpot or Salesforce customization, built around your sales, service and field operations.
Learn more →Web applications, SaaS products, internal tools and integrations built around how your business actually works.
Learn more →Client portals, document automation, time and billing tools and AI assistants for law, accounting, consulting and agency teams.
Learn more →Custom apps, portals and integrations for HVAC, plumbing, electrical, cleaning and other field service companies.
Learn more →Tell us what you want to build. We’ll reply within one business day with questions and next steps.