The same work, before and after.

Exterior cleaning

Two locations. First went live in 2025.

A customer journey built onto ServiceM8, not instead of it.

Was Every enquiry had to be written down by hand, checked against ServiceM8, and matched to a customer or entered as a new one before it could become a quote.

Now The agent takes the call and creates the quote request in ServiceM8 against the matched customer, routed by type. When somebody rings to accept a quote it goes into the calendar for the team to schedule, and a caller asking about their job is told whether it has been booked.

1,800+ calls handled. 258+ quote requests captured that would otherwise have gone to voicemail, worth $135,000+ in job value.

Both locations of an exterior-cleaning client combined, pulled from the client’s own job records on 9 August 2026.

See how the voice agent works →

Multi-service trade

Custom pricing backend.

When the software couldn’t do it, we built around the software.

Was Quoting needed a person to interpret the request, look up the property and the pricing, then work out the charge before anything could go out.

Now The request is read, priced against the client’s own pricing engine, and sent. Anything the rules do not cover stops there and is drafted for a person to approve. Returning customers are recognised by their phone number, so past properties, services and prices load before the agent answers.

See the quoting workflow →

Self storage

Holds, agreements and payment, end to end.

A unit held, paid for and locked in without anybody stepping in.

Was Somebody had to check what was actually free before anything could be held, then write up the agreement and send it out. The payment was taken by hand, so nothing was settled until somebody got round to it.

Now A customer places a hold on the phone or through the form, and the agent checks the live availability first, so a unit that is already gone is never held twice. The agreement goes out automatically with the hold time on it, and the payment is taken on the same form, so the customer can pay and lock in the unit without anybody stepping in. The only thing left for a person is handing over the keys.

See how the hold runs end to end →

Insurance advice

Third-party quoting API.

Three trips through the same form, down to one.

Was Comparing cover meant entering the client into the quoting platform, re-typing the same details for every variation, changing one figure and doing the whole thing again, then going back to the provider’s own portal to produce the official document.

Now The scenarios are entered once and quoted straight against the platform’s API. Change one detail and only the affected scenario re-runs. Every quote keeps its history, so an earlier version is still there after the client changes their mind.

Quote set · 3 scenarios Rev 4

Rev 1–3 kept and reopenable. Illustration, not a screenshot.

See how the systems connect →

Locksmith and emergency trades

After-hours cover.

The call at two in the morning stops going to voicemail.

Was After-hours calls became a voicemail somebody listened to the next morning, by which time the caller had rung the next locksmith on the list.

Now The call is answered, the details are taken and written up, and the team has them while the caller still needs a locksmith.

See how after-hours calls are handled →

E-commerce operations

Four systems, one sequence.

Four jobs handed between people, run as one.

Was Order, supplier, logistics and customer communication were four separate jobs, each one waiting on whoever picked it up next.

Now As soon as the order is paid they run as one sequence, so nothing sits in a queue waiting for the next person to be free.

See the sequence →

Show us the job you keep redoing.

Bring the work that goes through your hands twice. We will show you which part of it can run without you.

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What these businesses stopped handling manually.