Automate South Custom Systems
We build the system your business runs on.
From the first sign-up to the last shipment, all in one place you control.
We figure out how your business runs, then build the tech around it.
A short call with Chase. If we're not the right fit, we'll tell you.
Sound familiar?
"We have five systems, and none of them talk to each other."
"Our controller spends the first week of every month reconciling one master spreadsheet."
"By the time I see the numbers, it's too late to do anything about them."
"Tickets and change orders get lost between the field and the office. We know we're leaving money on the table."
"If she ever leaves, we're in trouble. It's all in her head."
"We spent a fortune on the ERP and still run half the business in Excel."
"We bought two companies, and they still run like two companies."
"I want to hand this business to the next generation, and right now it only works because I'm here."
Most of the time, this isn't a people problem. Good people are covering for systems that don't connect. That's fixable.
This is built for a specific kind of business.
We'd rather tell you now than six months in.
Built for:
- Owner-led businesses doing $10M+ in revenue
- Running on 3 or more systems, held together by spreadsheets
- Field and office teams, multiple locations, crews, or divisions
- A leader who will own the project, often the CFO, controller, or COO
- Owners planning to grow, integrate acquisitions, or hand the business to the next generation
Probably not a fit if:
- You have an in-house dev team. They should build it.
- You're in the middle of an ERP rollout. Finish it first, then let's talk.
- You plan to sell the business within a year.
- No one inside the business can own the project.
- The real issue is a people problem. Software won't fix that, and we'll say so.
One system, built around how you already work.
Your ERP and accounting keep running the books. We build what they can't, and connect it all.
One source of truth
Your systems connected, so the numbers match without a master spreadsheet.
Numbers in time to act
Live owner dashboards, not reports rebuilt in Excel at month end.
Nothing lost between field and office
Tickets, change orders, photos, and sign-offs captured once and billed.
Customer-facing portals
Sign-ups, ordering, submissions, and payments your customers handle themselves.
Operations that run themselves
Incoming orders, emails, and results trigger the next step automatically.
Crews, equipment, and divisions in one view
Who is where, with what, doing which job.
The business out of one person's head
The process lives in the system, not in one key employee.
Acquisitions that actually integrate
Every location on the same core, rolled out one at a time.
Data comes in. The system acts. The right thing happens. Nobody retypes it.
Three steps. No guesswork.
Operations Diagnostic
We map how work, data, and money move through your business today: every handoff, every spreadsheet, every system. You get a written process map and a clear build plan. It's a paid engagement, credited toward your build if you move forward.
Build
We pilot at one location or division first, typically in about a month depending on scope. Then we roll it out on a core built to serve every location you have, or will have.
Support
Monthly care: monitoring, fixes, and steady improvements, with a direct line to the person who built it.
One real system, not a wall of logos.
A recent client needed enrollment, billing, customer submissions, product sales, and fulfillment to work as one system, without anyone retyping anything. Here's what we built and now support:
- Online enrollment with recurring subscription billing
- A passwordless customer portal where customers submit results with photos
- An online store with sales tax, shipping, and coupons
- Automated fulfillment that reads incoming test-result emails and builds the shipment lists
- An owner admin where a price change syncs to the payment system automatically
- A help center, guided product tour, and built-in feedback tools
Your business is different. The pattern is the same.
You work with the person who builds it.
I'm Chase Kelly, Business Systems Architect at Automate South in Waycross, Georgia. I design and build these systems myself, and I stay on to support them. You won't be handed off to a team you've never met. Before I build anything, I learn how your business actually runs: who touches what, where the handoffs break, and where the money slips.
Automate South serves businesses of all sizes. Custom Systems is where we take on the larger, more involved builds.
FAQ
Find out where your systems are costing you.
Start with a conversation. If there's a fit, we'll scope an Operations Diagnostic. If there isn't, we'll tell you, and point you somewhere better if we can.