Show your work properly online, get enquiry details in one place and connect quoting, scheduling and invoicing. Start with the part that is taking up your evenings, whether it is the website, repeat admin or the gaps between your apps.
The measure-up happened at nine in the morning. The quote gets typed at the kitchen table after a ten-hour day, priced from memory because the merchant's price list is in the van. It goes out two days later, by which time the job may already have been priced by whoever answered first.
Hands inside a consumer unit, up a ladder or halfway through a boiler swap. The phone rings out. A leak that needs fixing today rarely gets a voicemail; the next name on the list gets a ring instead. The call you could not take is the job you never got to price.
Parts fitted, hours on site, the photo of the finished work, the gas safety record the letting agent is chasing, the electrical certificate an insurer will want, the RAMS the main contractor asked for. All of it on paper or on an engineer's camera roll, and all of it wanted the day someone asks, months later.
The wall planner says who is where. The customer numbers live in a phone. The invoicing lives in the accounts package, and nothing tells it a job finished. So the invoice can go out a fortnight late, the chasing starts later still and the cash lands long after the work did.
The phone gets answered when your hands are full, including the calls that come in at seven in the evening. Name, address, what has failed and how urgent it is, captured and passed to whoever is on cover, by text or straight into the diary. Answered phones powered by something we built in-house.
Response 02You talk the job through on the way back to the van and the notes come back as a priced draft, against your own rates and in your own wording, ready to check and send. The same mechanism works at the other end: sign-off on site is what raises the invoice.
Automation 03Job sheets, parts fitted, before-and-after photos and the certificates and method statements your customers and main contractors ask for, captured and stored against the job on site, still working with no signal in a plant room or a loft and findable by address or postcode years later. Issuing them and notifying your scheme stays where it already sits, with you.
Job records 04The diary, the customer record and the accounts package all holding the same job number, so a job finishing on site is the thing that tells the invoice to exist. We connect what you already pay for (Xero, QuickBooks, Commusoft, Tradify or the spreadsheet that genuinely works) rather than replacing it for the sake of it.
Connected systems
The first look is at three things you already have: a fortnight of call records with the answered and the rung-out separated, the last twenty quotes showing the date you visited against the date you sent and the gap in your accounts between job completion and invoice raised. Three numbers (calls rung out, days from measure-up to quote sent, days from job finished to invoice raised) say more than a morning spent describing how the diary works.
Your prices, your engineers' names, your certificate numbering and your wording stay yours, and your accounts package stays where it is unless you decide otherwise. A first piece of work is scoped to one gap, usually the phone or the quote-to-invoice lag, at a fixed price, with a named person you can ring. If the real problem turns out to be that too few calls arrive in the first place, because the directory listing is sending work to someone else or nobody rings from the site, that is a different piece of work and we will name it as such rather than automate a quiet phone. If your existing job software already does it and the setting was never switched on, we will say so and charge you for the hour it took to find out.
We would rather stop one leak properly, the phone that rings out or the quote still sitting on the kitchen table on Thursday, than survey every system in the van and the office. On a heating, electrical or field service round, a first piece of work usually lands on some of this.
What to consider when deciding whether this work is right for your business.
Yes, that is the standard job. The enquiry is captured once, becomes a job in Simpro, Commusoft, Tradify or whatever you already run, and the finished job raises the invoice in Xero. Where the job system publishes an API we use it. Where it does not, we use its own export and import files on a schedule. wiring systems together
Often, and only for one reason: the photo is the only record and it lives on one person's phone. We do not usually try to break the WhatsApp habit, because it is the thing that actually gets used. We give the photos somewhere to land against the job instead, so the office can find them without asking anybody.
An answering workflow can collect a name, location and description of the job, then send the details to the person following up. We agree the questions and routing with you, including what needs an immediate handover and what can wait for a callback. It is one option alongside better forms and simpler enquiry tracking. how the line works
Yes, and it is one of the quickest wins in the office. The certificate raised on the job gets a permanent link, sent to the customer by text when the engineer signs the job off, so landlords chasing a copy at renewal help themselves. The same link carries the invoice and a Stripe payment page.
Probably not. Most of the ones you will be on do the job perfectly well; what is missing is the wiring either side of them, and often a setting nobody switched on. We would rather connect what you have than sell you a migration. If the system genuinely cannot do it, we will show you exactly where it fails.
No, and it should not. Notification stays with the scheme portal or the certification software you already use for it, because those forms change when the scheme changes them and you should not pay us for that. What we do is make sure the signed certificate lands against the job and the customer record automatically, rather than sitting in an engineer's email.
Give customers a clearer view of your work and your team a better way to manage it.
EXPLORE → FOR ROADSIDE AND RECOVERY OPERATORSConnect enquiry handling, dispatch records and accounts around the way your recovery operation works.
EXPLORE → SCOPE · BUILD · REVIEW · HANDOVERWe agree the deliverables, price and responsibilities before building.
EXPLORE →Most people in this trade are not short of work to do. They are short of the evening it takes to write it up, price it and chase it. That evening is the part we build for.
Tell us what you use now, where the work slows down and what a better result would look like. We will explain the next step, with any paid work agreed before it starts.