Workflow & admin automation
Your business knows the answer.Your software doesn’t.
Most of what customers ask you is not stored in any system. It is a call you made once and kept in your head. Write those calls down, and software can answer the routine ones for you.
Your business brain
What can move
You already decided how to handle all of this.
Customer requests
- Reschedules and cancellations
- We check the live booking, make the change if your rules allow it, and confirm the new time back.
- New enquiries
- Answered from what the business already knows. If something is missing, it asks for that one thing first.
- Change requests
- Whatever changed gets carried through, so the job, the quote and the schedule all say the same thing.
- Status questions
- “Has my job been booked in yet?” answered from the record, without anyone needing to open the system.
Follow-through
- Quotes that went quiet
- Chased on the schedule you set, rather than whenever somebody happens to remember.
- Customer detail updates
- A new address lands in every connected record at once, instead of being re-typed into each one.
- Documents and notifications
- The confirmation, the invoice, the certificate. Each one goes out at the stage of the job that calls for it.
- Supplier and delivery admin
- The order goes to the supplier, the delivery gets tracked, and the customer hears where it has got to.
Anything outside your rules stops and comes to you, with everything you need in order to decide already on it.
Worked examples
Three enquiries, three replies.
All three landed in the same week, and none of them has an answer stored anywhere. Open one to see what its reply was built from.
Stop answering the same question.
Bring the questions you keep answering. We will show you which ones can be handled without you.