What we automate.
Six primary automation workflows — each one targets a specific place where your team is losing hours to manual repetition.
Lead & Enquiry Capture
A WhatsApp lands. Right now someone has to read it, copy the details somewhere, and remember to follow up. We automate all of that.
- Enquiries from WhatsApp, email, or web forms captured and structured automatically
- Routed to the right person with no manual reading or copying
- Follow-up reminders triggered so nothing falls through the cracks
WhatsApp enquiry received → details extracted and saved → team member notified instantly → 24-hour follow-up reminder set.
Quotation Automation
Quotes that go out in minutes, not the next morning. With automatic follow-up if the client doesn't respond.
- Structured quotes generated from your existing price lists or job specs
- Delivered to the client via WhatsApp and email automatically
- Polite follow-ups sent at 3 and 7 days if there's no response
Job scope confirmed → quote generated → sent to client via WhatsApp and PDF → follow-up reminder scheduled.
Job & Field-Service Workflows
From booking to sign-off. Technicians get their job details on their phone. Proof of work is captured on site. No paper job cards.
- Job details and site address sent to the technician's WhatsApp the moment a booking is confirmed
- Photo evidence and client sign-off captured on site via mobile
- Job is marked complete and handed to billing automatically
Booking confirmed → technician receives WhatsApp with details → on-site photo and signature captured → job moved to billing.
Document & POD Processing
Supplier invoices and delivery notes sitting in an email inbox, waiting for someone to type the numbers out by hand. We extract and file them automatically.
- Key fields extracted from PDFs: supplier, amounts, dates, references
- Matched to the correct job or purchase order automatically
- Filed to the right cloud folder with no manual intervention
Supplier invoice received by email → fields extracted → matched to PO → accounting draft created → filed.
Invoicing & Payment Follow-Up
Invoices out the moment a job is done. Automatic reminders so you're not chasing payments with phone calls.
- Invoice created in Xero or Sage the second a job is marked complete
- Client receives the invoice with a payment link via WhatsApp
- Reminders sent on day 7, 14, and 30 if payment hasn't come in
Job completed → invoice drafted in accounting system → client notified with payment link → follow-up cycle begins automatically.
Reporting & Operations
No more compiling the weekend spreadsheet. Live visibility across jobs, quotes, and invoices — delivered to your inbox every morning.
- Daily summary compiled automatically from your accounting and operations tools
- Real-time view of pending quotes, active jobs, and outstanding invoices
- Bottlenecks visible before they become customer complaints
Each morning: data pulled from accounting, job cards, and WhatsApp → management summary sent to your email or WhatsApp.
Get started
Book 30 minutes. We'll map exactly where your workflow breaks.
We trace every manual step, identify the gaps, and come back with a clear picture of what automation can fix — and what it would cost.
30-minute session · No commitment · Honest ROI assessment