The admin that eats your evenings, automated.

Quoting, invoicing, following up and reporting, set up to run in the background instead of piling up until the weekend.

What gets automated

Built around how the job already runs, not a system you have to change your workflow to fit.

A quote that's any good carries the job scope, the materials, a price broken down enough to explain, and terms the customer can actually read, sent while the walk-through is still fresh rather than rebuilt from memory that evening. Once it's accepted, the same numbers carry through to the invoice instead of being typed out a second time. That's the part that actually buys back the evening: not re-entering a price you already worked out once.

Gone quiet doesn't always mean gone cold. A follow-up message a few days after a quote lands catches the customer who was just flat out, without anyone having to keep a mental list of who still owes an answer. A report earns the word useful by being short enough to read on a phone between jobs: what came in this week, what's still outstanding, what's now overdue. Not a login. Plain English, on a schedule.

What has to come from you first

Setting this up starts with what already exists, not a blank page. We need to see how quotes and invoices are currently put together, the numbers, the wording, whatever template or software is already in use, and what should actually trigger a follow-up rather than what shouldn't. A job that's been knocked back on purpose doesn't need chasing, and telling the system that up front saves an awkward message later.

Anything that needs a judgement call stays with you. A customer disputing a price, a job that needs re-quoting because the scope changed, whether to take a job on at all, none of that gets automated, and it shouldn't be. What runs on its own is the paperwork sitting around those decisions, not the decisions themselves.

Where this isn't worth setting up

Automated follow-up earns its keep once there's more than a handful of quotes out at any one time and it's genuinely hard to remember who's owed what. A one or two person outfit doing a dozen jobs a month, where the owner already knows every customer by name, might get more out of a diary reminder than a system built to chase people they'd have rung anyway. Setting it up for volume that doesn't exist yet is a bit of effort spent on a problem you don't have.

It's also worth being honest about what automated follow-up can't fix. If quotes are going quiet because the price is out, or the job's being lost to someone cheaper or faster, chasing harder doesn't change the outcome. That's a pricing or a process problem, and it needs fixing at the source, not a better reminder.

It's yours if you go

Everything here runs under your own accounts and logins, the same way the rest of what we build does. The arrangement is month to month. If you ever stop working with us, whatever's set up keeps running under your name. Nothing gets switched off or handed back.

It's also where the end of financial year gets easier. Instead of pulling outstanding invoices and months of numbers together under time pressure in June, the report you'd normally have to build from scratch is already sitting there, current, because it's been running the whole time.

Works alongside