Run the Business
Enter it once. Let it go where it needs to.
Quotes, invoices, job sheets and forms connected so the same details aren’t typed three times.
The problem, in your words
“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’s got a typo.”
If that sounds familiar, this is the system that fixes it. Here is exactly how it works.
What is included
What you get
How it works
The workflow, step by step
An enquiry comes in from form, email or AI receptionist
Quote generated from the enquiry record - no retyping
Accepted quote automatically creates the invoice and the job
Completion triggers final invoice and review request
Reminders on unpaid invoices sent automatically
Made-up example. The real one gets built around your business.
Example in practice
What this does NOT do
- Some older trade software has no way to connect to anything. If yours is one of them, we’ll tell you during the audit rather than after you’ve paid.
- It doesn’t remove the need for someone to own the process.
- It won’t fix a process that’s a mess before we automate it. Automating a mess gives you a faster mess.
Pricing
Priced by workflow, not by hour. "Quote goes out, follow-up runs, accepted quote creates an invoice and a job" is one workflow, quoted as one thing.
Scoped build from $850 one-off. Ongoing support $99/month. Complex multi-system builds quoted after audit. Priced by workflow, not by hour. “Quote goes out, follow-up runs, accepted quote creates an invoice and a job” is one workflow, quoted as one thing.
What changes the quote
- Number of workflows
- Number of tools to connect
- Custom templates vs standard
- Ongoing support and changes
All prices are in AUD and exclude GST. Telephony, SMS, advertising spend and third-party software are charged at cost and confirmed in writing before any work begins.
FAQ
Questions about Quote, Invoice, Form & Admin Automation
What’s worth automating first?
What if my software doesn’t connect?
What happens when a step fails?
Does this replace Xero or ServiceM8?
What goes with this
What usually goes with this
Pairs with the CRM. One holds the customer, the other turns them into an invoice.
Ready to fix this?
Book a free audit. We look at your setup and confirm whether Quote, Invoice, Form & Admin Automation is the right first move, or if something else is leaking more.