What we automate
More time for customers. Less catching up.
Get the routine work prepared: replies to check, enquiries you can follow up and paperwork ready for the books. We build around your working day so less of it is spent copying, searching and starting again.
Choose the job that takes your time
Less time writing the same email replies.
Get a draft ready to check, instead of starting again after a busy day.
An email arrives
Someone asks about work you offer.
A reply is drafted
Approved information supplies the answer.
You review and send
Check the wording and the latest message.
Missing prices or dates need review. Check the draft before sending.
Illustrative example · No customer information.
What comes in
Can you help with a job next month?
Draft awaiting review
Please tell us what work you need done so we can advise on the next step.
See who needs a reply without relying on memory.
Bring the request and next action together, without copying the details by hand.
A request comes in
The original message stays available.
A record is prepared
Details are captured or added to an existing enquiry.
Someone takes it forward
A named person handles the next action.
Unmatched messages and possible duplicates are held for review. A draft reply is not a sent reply.
Illustrative example · No customer information.
What comes in
A new request, followed by another message with more information.
Proposed enquiry update
Update the existing enquiry. Next action: review the added information.
Less hunting for receipts. Less typing the figures again.
Organise the paperwork for the books, with unclear items ready for someone to check.
A document arrives
Keep the original file and every page.
Details are organised
Extract fields and link them to the source.
A person checks the handoff
Review held items and the export.
Missing figures and suspected duplicates go to review. Payment approval stays separate.
Illustrative example · No customer information.
What comes in
A supplier document with a value that cannot be read confidently.
Document held for review
Keep the original. Hold the unclear value for someone to check.
Spend less of your evening putting quotes together.
Prepare the document from checked figures. You decide the price and approve the offer.
The scope is agreed
Checked quantities and rates supply the cost.
The quotation is prepared
The document uses the approved figures.
You approve the exact version
Check the offer and the exported file.
A missing measurement holds the draft. New work, dates or promises need approval.
Illustrative example · No customer information.
What comes in
A defined scope and a checked pricing record.
Quotation draft awaiting approval
Prepare the description. Keep the approved totals and exclusions fixed.
Start with the help you need.
Built around the way you work.
We investigate your working day and confirm it with you before designing the system. That means understanding your people, current tools and where information gets stuck.
We can connect what is useful, rebuild what causes repeated work or bring several jobs into one platform for your business. That can include focused smartphone apps that send notes and documents into your local systems.
The work is familiar to us.
We built our tools around the enquiries, quotes and purchase paperwork in our own business. That working experience shapes the systems we design for others.
Built for the working day.
See the systems, the testing process and the thinking behind the interface.