Automation for Burlington, Ontario trades and clinics: quote follow-up, rebate reminders and waitlist fill, built on Jobber or Jane. From Brantford.
From Brantford city hall: 52 km, about 45 to 50 minutes via Highway 403
Facts checked by Dan Taylor. See the sources.
Burlington, Ontario trades and paramedical clinics get their follow-up automated by Tekton Digital, which is based in Brantford, 45 to 50 minutes west of Burlington. Trades get quote follow-up and arrival texts plus reminders tied to Halton's backwater valve subsidy. Clinics get reminders and waitlist fill and recall, all built on the job or practice software the business already uses, such as Jobber or Jane.
A lot of the work a Burlington trade or clinic loses slips away after the first conversation. A sump pump quote for a house in Millcroft sits unanswered for a week. A homeowner who had a backwater valve installed last fall forgets there is a deadline on the Halton subsidy. A patient on Appleby Line stops booking after the third visit of six. Tekton sets up the follow-up that catches each of those, built on the software you already run, and the drive over from Brantford is 52 km[1].
Halton Region pays half the materials and labour on a backwater valve, to a maximum of $1,600, for work completed after July 15, 2024[2]. The homeowner has one year from the work to apply. It is once per property, and only for homes on the municipal sewer. Exterior installs do not qualify, and the homeowner needs a City of Burlington building permit that passed final inspection[2].
A year is long enough to forget.
A job closed in Jobber or Housecall Pro can start a short sequence, sent through a messaging tool connected to it[3][4][5]. The same day, the customer gets the invoice and a link to Halton's subsidy page and application form[2]. A month later comes a check-in asking whether the application went in. A last note lands well before the twelve months run out. Customers on septic and exterior installs are left off the list, since the program does not cover them[2].
It is a useful note to get from your plumber.
A crew working Aldershot in the morning and the Appleby end after lunch spends part of the day on the QEW and the 403[6]. All the customer sees is a truck that turns up late or on time.
Two messages take care of a lot of that. A reminder the evening before gives the arrival window[7][8]. An "on the way" text goes out when the tech taps it on leaving the previous job, with an arrival estimate and, where the software allows, the tech's name[9][10]. Open quotes get a short run of polite check-ins that stop once the homeowner replies or books. The trades automation overview lists the full set and which piece comes first.
Burlington's households average 2.5 people, the smallest in Halton[11]. Fewer people under one roof can mean fewer people reminding each other about a Tuesday appointment.
Jane or Cliniko sends each patient a reminder by text or email, whichever suits the patient[12][13]. A cancelled slot goes out to the waitlist, and the first patient to book it gets it. Anyone who clicks after that sees it has been taken[14]. On Jane, waitlist fill runs on the Thrive and Legacy plans[15]. Recall reaches a patient who stopped partway through a plan, on a schedule your practitioners set. No message names a condition or a treatment. The clinic automation overview covers the privacy side.
Jobber or Housecall Pro or ServiceTitan for a trade. Jane or Cliniko or Noterro for a clinic[16]. If you run nothing yet, we start from a clean spreadsheet. You approve every message before it goes live, and consent handling follows Canada's anti-spam law from the first send[17].
We start with the leak that costs you most, then add one piece at a time.
Yes, with a connected tool. Jobber's own automations can send a check-in up to 90 days after the invoice is paid[3]. A closed job with a backwater valve line item starts the later reminder through Jobber's Zapier connection, dated from the completion date[4]. We link to Halton's page for the current rules and update the messages if the program changes[2].
Yes. Each patient can get reminders by email instead[12][18]. For anyone who wants neither, the front desk works from a short daily call list pulled from the same schedule. In Jane, those patients land on its Phone Reminders list, a daily list the front desk calls through and marks off[19].
Only to the ones you have permission to contact. Canada's anti-spam law treats a purchase in the last two years as an existing business relationship, and customers you last served before that generally need to have given express consent[17]. We sort your list by when each person last bought from you and send only to those you can contact.
Tekton Digital is Dan Taylor, based in Brantford. Burlington City Hall is 52 km away by road, about 45 to 50 minutes, most of it on Highway 403[1]. When it looks like a fit, the 75-minute walkthrough with Dan happens at your shop or clinic when he can, and sometimes by video.
No. The follow-up is built on what you run now: Jobber, Housecall Pro or ServiceTitan for a trade, and Jane, Cliniko or Noterro for a clinic. If you run nothing yet, we start from a clean spreadsheet. Some pieces depend on your plan: Jane's waitlist fill needs Thrive or Legacy[15], and Jobber's Zapier connection is on select plans[4].
Every fact on this page was checked against these sources on .
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