NJWebForge · Automation First

Turn your invoices, quotes, and docs into automation, not admin work.

AI-Powered workflow automation for small business owners who need more hour in the day. NJWebForge pulls together your Quickbooks, CRM, and Google Docs/Sheets, enforce your standards, and automates your workflow so you can scale without sacrificing family time.

Book a 20-Minute Automation Audit See Example Workflows See our FAQ's

Is Your Business Already Automation-Ready??

See if this applies to you.

Answer “yes” to at least two → you’re a perfect fit.

1. Do you use QuickBooks for invoices or estimates?

2. Do you use a CRM (HubSpot, Zoho, Salesforce, Freshsales, Keap) to track customers?

3. Do you store files in Google Drive / Dropbox / OneDrive?

4. Do you use Google Docs/Sheets for jobs or follow-ups?

5. Do you ever think, “I wish this data actually did something automatically”?

The Forge Process
Ready to Automate?
Learn More

How an NJWebforge Automation Works

Capture → Quote/invoice/form created in your existing tools
Check → Rules run: required fields, totals, disclaimers, red flags
Act → Passes = auto-approved/sent. Fails = flagged with simple fix list
Learn → Every run logged → rules tighten and automations expand

NJWebForge Automation Workflow Diagram

Visual representation of the Capture → Check → Act → Learn process

Frequently Asked Questions

Do I need to switch from QuickBooks or my current CRM?

No. We connect to the tools you already use (QuickBooks Online/Desktop, HubSpot, Zoho CRM, Google Workspace, Microsoft 365, etc.). Nothing gets replaced — we just make them talk to each other and act automatically.

How long does it take to see the first automation live?

Most clients have their first meaningful automation (e.g., quote/invoice auto-check + follow-up trigger) running in 7–14 days after the audit call. We move fast because we’re building on data you already have.

What if my quotes or processes are “messy” or not standardized yet?

That’s actually the most common starting point. We begin by gently enforcing the rules you want (missing labor hours, no disclaimer, wrong tax rate, etc.) so your team naturally standardizes over the first 2–4 weeks.

Is this just Zapier or Make.com with a different name?

No. Zapier/Make are great for simple A → B triggers. We build systems that read entire PDFs/invoices, understand your specific business rules, make decisions, and loop a human in only when truly needed. That requires custom logic they can’t do reliably.

How much does it cost?

Typical first automation packages for auto shops, contractors, and growing small businesses range from $1,900 – $3,500 (includes the complete build + 90 days of adjustments and hands-on training).
After launch, optional monthly growth & support plans start at just $199/mo if you want us to keep adding new automations for you.

What happens if I want to cancel or pause?

Everything we build is yours. The automations live in your own tools and accounts (your automation platform, your AI credits, your Google Workspace, etc.). If you ever decide to pause or stop working with us, nothing breaks – you simply stop receiving new upgrades and support.

Do you only work with businesses in New Jersey?

Nope — we’re proud to be NJ-based and love helping local shops, but we work with businesses all over the U.S. (and Canada too). Everything is 100% remote and screen-shared, so location is never an issue.

I’m nervous about “automation breaking” and causing bigger problems

Totally valid. That’s why every automation we build has a human approval step for the first 30–60 days (or forever, if you prefer). Nothing gets sent to a customer or posted to QuickBooks without your final OK until you’re 100% comfortable.

Still have a question that isn’t answered here?

Ask us directly — 20-minute call