01 / 05More revenue
Lead-to-CRM automation
Capture enquiries from every channel, enrich the information, create CRM records and assign follow-up automatically.
- A WhatsApp message, a web form and a voicemail all land in the same list, with the details already typed up.
- The postcode, job type and best time to call are filled in before anyone opens it.
- Each new enquiry is handed to the right person with a reminder to reply by lunchtime.
02 / 05Time back
Quote, proposal and invoice automation
Generate documents from approved templates, send them for approval and update the relevant systems.
- A quote built from the job notes in your usual format, ready to check on a phone between visits.
- One tap to approve and it goes out, with the accounts package updated at the same time.
- When the job is signed off, the invoice raises itself and the reminder goes out on day 30.
03 / 05Happier customers
Customer onboarding automation
Collect details, request documents, send agreements, create folders, schedule tasks and keep customers informed.
- A new client gets one friendly email asking for the three things you need, and a nudge if they forget.
- The agreement goes out for signature, and the folder and job checklist appear the moment it comes back.
- The customer sees where things are up to without ringing the office to ask.
04 / 05Lower costs
Document and email processing
Extract information from inboxes, forms, invoices and PDFs, then validate and enter it into business systems.
- Supplier invoices in the inbox are read, matched to the purchase order and queued for approval.
- A scanned site form becomes tidy rows in the job system, with the messy bits flagged for a human.
- The Friday afternoon of typing in receipts stops being a thing.
05 / 05Lower costs
Automated reporting and alerts
Combine information from different platforms into live reports and flag overdue work, risks or unusual activity.
- A short Monday morning summary of jobs booked, quotes waiting and money owed, pulled from four different systems.
- A quiet alert when a quote has sat unanswered for a week or an invoice slips past due.
- Odd patterns, like a supplier bill twice the usual size, get a second look before they are paid.
Questions
Questions we get
asked about this.
- Can enquiries reach my CRM without being typed in by hand?
- Yes. We capture enquiries from every channel, enrich the information, create CRM records and assign follow-up automatically. A WhatsApp message, a web form and a voicemail all land in the same list, with the details already typed up.
- Can quotes, proposals and invoices be produced automatically?
- Yes. We generate documents from approved templates, send them for approval and update the relevant systems. A quote built from the job notes in your usual format, ready to check on a phone between visits.
- Can new customer onboarding run itself?
- Yes. We collect details, request documents, send agreements, create folders, schedule tasks and keep customers informed. A new client gets one friendly email asking for the three things you need, and a nudge if they forget.
- Can AI read invoices, forms and emails for me?
- Yes. We extract information from inboxes, forms, invoices and PDFs, then validate and enter it into business systems. Supplier invoices in the inbox are read, matched to the purchase order and queued for approval.
- Can I get a weekly report without building it by hand?
- Yes. We combine information from different platforms into live reports and flag overdue work, risks or unusual activity. A short Monday morning summary of jobs booked, quotes waiting and money owed, pulled from four different systems.
Sound familiar?
Tell us which one
you would start with.
A friendly first chat is all it takes. We will say honestly whether it is worth doing, what it would cost and what it should give back.