Turn enquiries into complete job requests
Collect site details, the problem and the required work in a consistent record. Route incomplete or urgent requests to a coordinator.
Sales automationTrades & field services
Industry 01 / 04Keep the job moving. Lose the chasing.
Connect enquiries, scheduling, field updates and invoicing so the office and the team on site work from the same picture.
Discuss your workflowA workflow in focus
From a new request to a job ready to invoice.
A completed job should arrive back in the office with the information needed to close it. Design the handoffs around the work your field team can realistically record.
- 01Capture the request
- 02Assign and schedule
- 03Record the work
- 04Review and invoice
01 / Opportunities
Where the work
can work better.
When work changes during the day, phone calls and messages become the unofficial job record. The opportunity is to make the next action visible without adding another layer of administration for the field team.
Coordinate people, time and changes
Keep assignment, availability and customer updates connected. Let dispatchers resolve conflicts and make decisions about unusual work.
Operations automationPrepare quotes with the right context
Bring approved rates, job information and scope into a draft quote. Keep pricing changes and customer commitments with an authorised person.
Sales automationClose the loop after the visit
Bring completion notes, materials and supporting records into the job. Flag missing information before an approved handoff to finance.
Finance automation02 / Decisions & controls
Make the exceptions
part of the design.
- Field conditions
- Account for unreliable connectivity, rushed updates and changes made on site. Test with the people who actually complete the records.
- Safety and scope
- Keep safety decisions, additional work and changes to customer commitments with the responsible people.
- Incomplete close-out
- Give missing notes or materials an owner. A job should not silently disappear between completion and invoicing.
03 / Measures of success
Know what changed.
Agree a baseline before implementation. These are useful measures to investigate, rather than promised results.
- Coordination time
- Time spent allocating jobs, chasing updates and confirming completion.
- Time to invoice
- Elapsed time between completed work and an invoice-ready record.
- Completion quality
- Jobs closed with the required notes, materials and approvals.
04 / Your starting point
Choose one repeatable job type.
Bring an example request, the steps the office and field team follow, and the information finance needs at the end. We can use that path to identify the handoff worth improving first.
Find your opportunitiesAn initial conversation to understand the work and agree a practical next step.