Enquiry to quote
Capture website, phone and email enquiries, create a customer record, assign ownership and trigger an immediate acknowledgement.
AUTOMATION FOR TRADES & FIELD SERVICES
Spend less time chasing paperwork—and more time completing profitable work.
Connect enquiries, quoting, scheduling, job updates and invoicing so your office and field teams have the right information without repeated data entry.
Assess one workflow →
FASTER ENQUIRY RESPONSEFEWER MISSED FOLLOW-UPSLESS DOUBLE ENTRYCLEARER JOB UPDATES
COMMON WORKFLOWS
Start where administration is slowing the job down.
Quote follow-up
Track open quotes and send timely, personalised follow-ups while escalating high-value opportunities to a team member.
Job communication
Send booking confirmations, reminders and progress updates from changes in your job-management system.
Field-to-office handoff
Move job notes, photos, forms and completion details into the right systems without re-keying information.
Invoice workflow
Trigger draft invoices or finance handoffs when agreed completion conditions are met, with approvals where required.
Operational reporting
Combine enquiry, quote and job data into scheduled reports showing volume, conversion and bottlenecks.
HOW WE START
A contained first project with a measurable result.
Assess the workflow
Document the current steps, systems, volumes and baseline performance.
Design a controlled pilot
Define triggers, actions, human approvals, exception handling and success measures.
Prove the outcome
Measure time saved, response improvement, error reduction or additional work handled.
QUESTIONS
Before you automate your trade business
Do we need to replace our job-management software?
Usually not. The first option is to connect and improve the systems your team already uses.
Can staff approve messages or invoices before they are sent?
Yes. Sensitive actions can require review, permissions and a recorded approval.
What makes a good first workflow?
Choose a repeated process with clear inputs and outputs, meaningful volume and a visible cost from delay or manual effort.
Bring us one repetitive workflow.
In a complimentary 30-minute assessment, we’ll examine its automation potential, key dependencies and the most sensible next step.
Book a free assessment →