Hand the busywork to software.
Most small businesses lose hours each week moving information between apps by hand. We connect your tools so data is entered once and the follow-ups happen on their own.
Set up once. Runs every day.
Three of the most common automations for small businesses — each one built around how you already work.
Enquiry follow-up
Starts when: a customer fills in your website form
Enquiry captured
Name, job details and photos saved in one place.
Added to your customer listAutomated
No copying from emails.
Instant, personal replyAutomated
Confirms receipt and offers next available times.
Follow-up if no replyAutomated
A friendly nudge after two days.
What you no longer do
- Copying details from emails
- Remembering who to call back
- Writing the same reply again
Booking reminders
Starts when: a customer books online
Booking confirmedAutomated
Added to your calendar with all the details.
Confirmation sentAutomated
Email with a calendar invite and directions.
SMS reminder the day beforeAutomated
Customers confirm or reschedule in one tap.
Review request afterwardsAutomated
Sent at the right moment, after the visit.
What you no longer do
- Reminder phone calls
- Chasing no-shows
- Asking for reviews by hand
Invoice to payment
Starts when: a job is marked as done
Invoice created from the jobAutomated
Line items and customer details filled in.
Sent with a pay-now linkAutomated
Customers pay by card in seconds.
Polite reminders until paidAutomated
No awkward chasing calls.
Payment matched in your accountsAutomated
Your books stay up to date.
What you no longer do
- Typing up invoices
- Chasing late payments
- Reconciling payments by hand
Approvals and hand-offs, without the chasing.
Workflows move work between people and steps — drafts, approvals, sending and booking — so everyone knows what's next and nothing sits in an inbox. Here's a quote approval workflow in action.
01Quote drafted
02Owner approval
03Sent to customer
04Accepted → job booked
Step 1: Created from the website enquiry — details already filled in.
Keep the tools you know.
We connect the software you already pay for, rather than replacing it. If something can't be connected, we'll tell you upfront.
- Gmail & Outlook
- Google Calendar
- Microsoft 365
- Xero
- MYOB
- QuickBooks
- Shopify
- Square
- Stripe
- SMS gateways
- Google Sheets
- Your own website & tools
Reliable automation, documented and monitored.
A good fit if…
- You copy the same details between email, spreadsheets and accounting
- Follow-ups and reminders slip through the cracks
- Admin eats into evenings and weekends
What you get
- Audit of where time is lost each week
- Integrations between your existing apps
- Automatic confirmations, reminders and follow-ups
- Error alerts so nothing fails silently
- Clear documentation of every automation
Typical builds
- New enquiry → customer list → welcome email
- Accepted quote → invoice → payment reminders
- Form submissions → organised records
Next layer
AI solutions
Useful AI that saves real hours — not a gimmick.
What would you stop doing first?
Book a free consultation. We'll find the repetitive jobs costing you the most time — and what it takes to automate them.