05 / 05
Stop doing the same admin three times.
Customer details go in the quote. Then the invoice. Then the job sheet. Then the calendar. Four times, by hand, usually at night, and one of them has got a typo. Ask most small business owners how many enquiries they got last month and they will guess. Ask how many turned into jobs and they will guess worse.
2 services in this category
What sits under Run the Business
How it works
The workflow, step by step
A quote is accepted. The invoice and the job are created from it — no retyping.
Reminders go out automatically on unpaid invoices at 7, 14 and 30 days.
Every Monday at 7am, a summary lands in your inbox: enquiries, quotes, bookings, reviews, revenue.
The numbers come from your CRM, phone system and review platforms — not from you building a spreadsheet on a Sunday.
Made-up example. The real one gets built around your business.
Where you step in
Disputes, payment plans, write-offs — those are yours. The dashboard tells you that something changed; you decide what to do about it.
What it connects to
Software it works with
Stated honestly: native means the software exposes a proper connection we use directly. Via Make or Zapier means we build the connection through an automation layer. Via API means a custom connection. Via link means we point at it.
What this does NOT do
- Some older trade software has no way to connect to anything. If yours is one of them, we will tell you before quoting.
- It does not remove the need for someone to own the process. Automating a mess gives you a faster mess.
- A dashboard is only as good as the data going in. If the pipeline is not updated, the dashboard lies.
- It does not tell you why something changed. It tells you that it did.
Is this the right starting point?
If the work is fine but the admin is eating your evenings, start here.
If that does not sound like you, here is where might:
Hardly anyone finding you? Get Found