Xoptra builds custom automation systems that bring past customers back and eliminate phone tag. Most setups go live in about a week. Running on autopilot from there.
No commitment.
Choose your path
We build different systems for service businesses and healthcare practices — because the pain is different. Pick the one that sounds like you.
For Service Pros
Best for
HVAC · Plumbing · Landscaping · Pest Control · Roofers · Cleaners
What it does
Automatically brings past customers back for repeat work and 5-star reviews. Catches missed calls before the lead disappears.
Ask about our founding-client Houston terms.
For Healthcare
Best for
Clinics · Pharmacies · Telehealth · Mental Health · Med-Spas · Wellness
What it does
Kills the refill phone tag. An automation layer designed to work alongside your EHR — patients get reminders, fill a smart form, your team approves in one click. Your EHR stays the source of truth.
Ask how a pilot would work for your practice.
The Xoptra philosophy
We don't give you a login and wish you luck. We configure your timing, your voice, and your triggers — and stay with you while it goes live.
You stay in your email or your CRM. Xoptra runs in the background and texts you a summary of the wins. No app to learn.
We win every month by making you money — not by locking you into a legal document. Month-to-month, cancel by text.
What gets sent
A peek at what your customers — or patients — actually receive when Xoptra is running.
Service Business
Sparkle Kleen
Job complete
Job complete! Review request sent to John Doe.
2:14 PM
Customer reply
⭐⭐⭐⭐⭐ thanks!
2:18 PM
Healthcare Practice
Rivermark Family Care
Refill approved
Refill request approved for Jane Smith. Notification sent.
10:08 AM
Patient confirmed
Got it — picking up at CVS today. Thanks!
10:11 AM
How it works
From first call to a system running on its own. No contracts, no software to learn, no change to how you operate.
A free call to understand your business — and a live walkthrough of the real product, no slides.
Built around your business — your phone, your calendar, your voice. You keep doing what you do.
Customers get followed up. Reviews come in. Reminders fire. You get your time back.
Pricing
Every business is different. Whether you're a solo contractor or a multi-location clinic, we size your system so the ROI makes sense on day one.
Service Pros
Founding Houston Clients
We're onboarding our first Houston service businesses now. Get your Repeat Client System built, watch the rebooks and reviews come in, and stay month-to-month only if it's working. One-time setup, flat monthly — quoted on the call.
Healthcare
CareFlow Pilot Program
We'll scope a CareFlow pilot for your practice — mapped to your refill workflow, with the staff-hour savings modeled up front. Built for healthcare-grade security; BAA executed at onboarding. Designed to work alongside your EHR, not replace it.
One-time setup. Flat monthly. Quoted on the call.
We'd rather size it to your actual volume than slap a generic number on a page. Month-to-month. No contracts.
Common questions
Can't find your question here? Just bring it to the call.
No. We handle the whole setup and it runs automatically in the background. You'll get a weekly or daily text summary so you know it's working — nothing to check or log into. If you want a visual view, there's an optional dashboard.
No. Xoptra is the automation layer designed to work alongside what you already use — tools like Jobber and Housecall Pro for service, or your EHR for healthcare. Your existing system stays the source of truth; we automate the follow-up around it, we don't replace it.
Fair concern. That's why everything is written in your voice, not a generic template — thank-yous sound like you, refill reminders feel like the front desk, rebook nudges read like a friendly text. People appreciate the follow-through.
One-time setup, flat monthly fee. We size it to your volume so the ROI makes sense from the start — that's why we quote it on the call instead of a static number on a page. Service businesses can ask about our founding-client Houston terms; clinics can ask how a pilot would work for their practice.
For service businesses, most setups go live in about a week. Healthcare timelines depend on your practice and the onboarding steps involved — we walk you through a realistic timeline before any commitment.
Yes. Month-to-month, no contract. Cancel with a text — no exit fee, no recovery, no lock-in.
Fast Track
Pick a time for a walkthrough. We'll walk you through the real product live and map it to your business — no slides, just the working system.
Book a walkthroughNo commitment.
Soft Track
Not ready for a call? Tell us what you're looking for, and we'll send over a custom 2-page playbook for your specific industry.
We'll reply with the relevant playbook — "The Clinic Automation Playbook: Solving the Refill Crisis" for clinics or "The Service Business Automation Playbook: Turning Past Customers Into Repeat Revenue" for service businesses.