Enquiries answered while your people are on site.
Your people work on site, while enquiries, quotes, renewals and invoices keep arriving at the office. We take on the repetitive part, so requests are answered quickly and contracts don't lapse unnoticed.
From scattered to in order.
A note, an email, a file, each in its own place.
Website enquiry · Halbrook EstatesCould someone quote for 12 boiler services before winter?
Enquiries wait until someone is back from site.
Contracts › MaintenanceEllerbay-maintenance-2024.pdf
Renewal dates sit in signed PDFs, easy to miss.
Corran House · Re: This month's visitWhy did nobody come this month?
A lapsed contract is noticed late.
A note in the van
Chase invoices when back in the office
Chasing payments falls to whoever has time.
Jobs we handle
- Renewals and expiry datesMaintenance contracts renewed in time, certificates kept valid.SharePoint
Dropbox
Salesforce
Asana - New leadsNew enquiries answered while your people are on site.
HubSpot
Gmail
Microsoft Teams
Google Calendar - Quote requestsQuote requests priced from your rates and drafted.Outlook
Excel
Business CentralSalesforce - Late paymentsOverdue invoices chased from the first day late.
QuickBooks
Xero
StripeOutlook - Supplier invoicesSubcontractor and supplier invoices matched before payment.OutlookSharePointXeroQuickBooks
How it comes together
- Your documents become knowledge
- Maintenance contracts, certificates and site reports, so renewals, inspections and questions about scope are answered from the document that applies.
- Your spreadsheets become tables
- Rates, asset lists and service schedules, so quotes and renewals draw on the same figures.
- AI agents read, decide and act
- They answer enquiries while your people are on site, price standard jobs from your rates, and raise each renewal and inspection in time.
Start with a free 30-minute call.
Tell us which job you would hand over first. We'll tell you whether it's a fit and what it would take.