Requests and orders
Website enquiries appear in a list showing who replied, what was quoted and when the work is due.
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Automation and reporting
Software to manage orders, jobs and reports.
We build applications to manage customers, jobs and documents. We can also automate a single task, such as a report you rebuild in Excel every week.
Tell us what you do manually
Examples of applications we can build.
Documents and approvals
Quotes, documents and approvals stay in the job record instead of separate conversations.
Job scheduling
See each team's jobs, deadlines and overdue work.
What the application can include.
Agree on the functions needed for the first version. Others can be added later.
01
Requests and jobs
Each record has a customer, owner, due date, status, and history.
02
Documents
Files, notes, and approved versions stay attached to the correct job.
03
Approvals
See who needs to decide, what they approved, and when they did it.
04
Reports and connections to other tools
See late jobs, completed work and amounts ready to invoice. Data can update between applications where they allow connections.
Walk us through how you do it now.
For example: an order arrives by email, you enter it in Excel, then send the details to a field team. Describe the steps without sharing customer data.
We can install local AI to prepare document data or search approved files. We agree which data you need and how you will check it. Further model training is optional and evaluated separately. A person reviews the results.
- A recent job
- The steps, people, and documents involved.
- Current tools
- The spreadsheet, form, or application the team uses today.
- The change you need
- What the team should be able to do more easily after the first release.
What do you update by hand each week?
It might be a report, a document or copying data between two programs. Tell us how you handle it now.