AI workflow integration for multi-location service businesses

Run every location the same way — without adding an ops team

Boltworks audits how your locations actually run today, then builds and manages the automations that keep lead follow-up, scheduling, and reporting consistent across every site — whether you've got 2 locations or 20.

See how it works ↓
A defined scope of work, not a handshake deal. No in-house hire required. Rolls out across every location the same way.
Not ready for a call? Get the free multi-location workflow checklist →
1

New inquiry comes in

Website form, phone, or email
AI

AI triages and replies in seconds

Answers questions, checks availability
2

CRM and calendar update automatically

No manual data entry
3

Follow-up and reminders sent on schedule

Nothing falls through the cracks
2–6 wks
to standardize across every location
30+ hrs
saved per week, across the portfolio
0
ops hires needed to run it

Works inside the systems you already run at every location

Practice management (Dentrix, Weave) ServiceTitan & field service tools AppFolio / Buildium Most multi-location CRMs Google Calendar Your phone system

Every location runs it a little differently. That's the problem, not the personality.

Most multi-location operators we talk to don't need another location to worry about — they need the ones they already have to run the same way, without a manager babysitting each site.

!

Leads go cold at some locations, not others

Response time depends entirely on which front desk picks up — and whoever's slowest is losing the booking.

!

You're the one holding it all together

Every new location adds another inbox, another spreadsheet, another thing only you know how to check.

!

Reporting means chasing five managers

By the time you've compiled the numbers across every site, the month's already over.

!

Scaling means an ops hire you can't find

The person who could standardize this across locations is hard to hire, harder to retain, and expensive either way.

What we build

One connected system, standardized across every location instead of reinvented at each one.

01

Workflow audit, across every location

We map how each location actually runs today, find where they're inconsistent, and prioritize the fixes with the biggest return.

02

Automations, standardized and rolled out

One system connecting every location's CRM, calendar, inbox, and phone — so location 5 handles a lead exactly like location 1 does.

03

AI-powered content and visibility, per location

Local SEO and AI-visibility content for every location's market, not just the flagship, so each site shows up in local search and AI answers.

04

Always-on optimization, portfolio-wide

Monthly tuning across every location, plus one consolidated report — not five different ones to reconcile yourself.

How it works

A phased rollout built for multi-location complexity — not everything switched on at once.

1

Free workflow audit call

A 30-minute conversation where we map how your locations currently run and flag the biggest inconsistencies between them.

2

We pilot at one location

We build and prove out the workflow at a single site first, inside the tools that location already uses — so nothing goes live untested.

3

We roll out to the rest of the portfolio

Once the pilot's working, we standardize it across every remaining location on a set schedule, typically 2-6 weeks depending on portfolio size.

4

We manage and optimize

Monthly tuning across the portfolio, plus one consolidated report — not five different ones to compare yourself.

Is this a fit for your business?

We'd rather tell you now than waste your time on a call.

Good fit if

  • You run 2+ locations, or multiple partners/practitioners under one brand
  • Every location handles leads, scheduling, or admin a little differently
  • You're the one who ends up standardizing things because nobody else can
  • You'd rather have this handled properly than build and manage it yourself

Probably not yet if

  • You're a single location with no plans to add more
  • Nobody on your team is doing repetitive manual work at each site
  • You'd rather build and manage the automations yourself
  • You're looking for a one-time project, not an ongoing service

Built for regulated, multi-location operations

If we're going to touch patient, tenant, or customer data across multiple sites, here's how we handle it.

Signed BAA for healthcare clients

We execute a Business Associate Agreement wherever PHI is involved, in line with HIPAA requirements — before any patient data is touched.

Data stays in your systems

We connect to the CRM, scheduling, and phone systems you already run at each location — we don't create a separate copy of your patient or tenant data.

Role-based access

Our team only has access to what each workflow actually requires, scoped per client — nothing broader, and nothing shared across accounts.

Encrypted in transit and at rest

Standard encryption on any data that passes through the systems we build, across every location in the portfolio.

Security and compliance practices above are illustrative for this mockup — confirm actual certifications, signed BAAs, and legal review before handling real client or patient data.

What it adds up to

Illustrative results and reviews from engagements with multi-location service businesses — Boltworks is onboarding its first subscribers.

30+ hrs
given back across the portfolio, weekly
2x
faster lead response time, every location
0
ops hires needed to run it
★★★★★

"Response time used to depend entirely on which location picked up the phone. Now every location replies in under two minutes, and I'm not chasing five office managers to make sure it's actually happening."

DK
Dana K.
Regional Operations Director, Bayview Dental Group
★★★★★

"Maintenance requests used to sit in whichever property manager's inbox happened to be quiet that day. Now every property gets the same fast response, and I get one report instead of chasing five different spreadsheets."

MT
Marcus T.
Owner, Northshore Property Group
★★★★★

"In the first two months, every location started replying to new patients in under two minutes — not just the flagship. Booked consultations went up 22% across the group, and I finally trust one number instead of reconciling five."

SL
Sarah L.
COO, Coastal Dental Group · 7 locations
22%more booked consultations, across all locations
6 wksto standardize across all 7 locations
30+ hrsgiven back to front-desk staff, weekly, portfolio-wide

Built by people who've done this before

Boltworks is a small, senior team — not a call center. You work directly with the people building and running your systems.

Who you'll work with

  • One senior point of contact for your whole account — no rotating ticket queue
  • A small team by design, so every client gets direct access, not a support tier

Want to hear from a current client?

  • We'll connect you with a current subscriber in a similar business during your audit
  • Ask about uptime, response times, and how rollout actually went for their portfolio
  • No pressure — it's there for groups doing real diligence before signing
Limited onboarding — 4 new groups this month

Pricing

Every engagement starts with a free workflow audit. From there, you're on one of three plans — priced by how many locations we're standardizing and running for you.

Foundation

$2,500 /month
  • Up to 2 locations, 1-2 core automations each
  • Monthly tuning and reporting
  • Priority email support, next-business-day response

Enterprise

$8,500 /month
  • Unlimited locations across the portfolio
  • Dedicated workflow strategist, priority build queue, 4-hour response SLA
  • Content/visibility and paid ads management, per location, both included

Illustrative pricing for this mockup — confirm real numbers before launch.

Our guarantee

If we don't get a workflow live and saving you real time in the first 30 days, you don't pay for that month. No fine print, no lock-in.

For active subscribers

Once the busywork is handled, we can help you grow too

Included starting on the Growth plan — available as a stand-alone add-on for Foundation clients who want it sooner.

Growth & up

SEO & content

Ongoing SEO and AI-visibility content for every location's local market — blog posts, location pages, structured data — so each site shows up in Google and gets cited by ChatGPT and other AI answer engines.

Ask about this during your audit →
Enterprise

Paid advertising management

Landing pages and campaign management for Google and Meta ads, market by market, wired directly into the automations already handling your leads — so paid traffic converts instead of piling up in one inbox.

Ask about this during your audit →

Foundation clients: available as a stand-alone add-on, scoped and priced separately.

Frequently asked questions

No — this is a done-for-you service, not software you use. We build, run, and manage everything from our side; you don't need to learn a new tool or log into a dashboard unless you want to.

No. We handle the setup and the tooling. You get plain-English explanations and a system your team can actually use.

No — it takes the repetitive, low-judgment work off their plate so they can spend time on customers and the parts of the job that actually need a person.

Yes — that's the point. We standardize the workflow once against your systems, then roll it out location by location so every site runs it identically instead of each manager doing their own thing.

Whatever you already use across your locations — most multi-location CRMs, practice/field-service management software, calendars, and phone systems. The audit tells us exactly what's in place at each site and what we'd connect.

The audit call is usually booked within a few days. Most first locations go live in 2-6 weeks after that, depending on how many sites we're standardizing.

Yes — every engagement starts with a signed scope of work covering what's included, response-time commitments, and pricing. It's month-to-month after the initial rollout period, not a multi-year lock-in, and it's what our 30-day guarantee is built on.

Monthly invoicing with standard net-15 terms. If your finance team prefers annual billing for procurement reasons, that's available too — ask during your audit.

Ready to see what running the same way at every location looks like?

Book a free, no-pressure audit call. If there's nothing worth standardizing yet, we'll tell you that too.

Or just grab the free workflow checklist →