Bespoke systems & automation for trades and construction
Quotes out the same day, job packs that assemble themselves, and invoices raised the moment the job closes — without hiring more office staff.
Sound familiar?
Quotes take days to go out
Job details live in emails, phone notes and paper forms — by the time the quote is ready, a faster competitor has won the work.
See the fixJobs are hard to track
Who's on site where, what's been done, what's waiting on materials — the answer lives in someone's head or a whiteboard.
See the fixPaperwork typed up twice
Job sheets and certificates get filled in on site, then re-typed back at the office before anyone can invoice.
See the fixInvoicing lags behind the work
Finished jobs sit un-invoiced for days or weeks because the paperwork hasn't caught up — and cashflow feels it.
See the fixWhat we can automate for a trades business
A few of the workflows we can build — each one is a pattern we'd tailor to how your business actually runs, scoped together on a free discovery call.
Web enquiry to qualified CRM lead in seconds
Established patternA website form is validated, matched against existing contacts, scored for fit and turned into a CRM lead with an instant acknowledgement — before anyone has opened the inbox.
Catalogue-driven quote builder with pricing rules
Established patternA quote is assembled from a catalogue with pricing, discount and margin rules applied automatically and the document generated, turning a manual back-and-forth into a few clicks.
Persistent follow-up until booked or closed
Established patternOpen quotes are worked through a defined sequence of nudges, prioritised by value and age, with tasks raised for the owner until each is either booked or formally closed out.
Job requests turned into scheduled work
Established patternAn incoming job request is read, opened as a job record and scheduled to an owner by the relevant rules, replacing the manual step of retyping requests into a planning board.
Job packs generated automatically
Established patternBefore a job starts, the pack — method statements, permits, drawings and site notes — is assembled from templates and the record, so crews arrive with the right paperwork every time.
Engineer mobile app with offline job packs
Established patternField engineers work from job packs on a mobile device, capturing completion, photos and notes offline; the data syncs back to the job record when a connection returns.
Certificate issued straight from the job
Established patternOn completion of a compliance job, the certificate is generated from the captured readings, checked for completeness and sent to the customer, with a copy filed against the record.
Auto-close jobs and trigger invoicing
Established patternWhen a job meets its completion criteria, it is closed, the customer is notified and an invoice is prepared automatically, so finished work does not sit un-billed.
Case study
Trades business speeds up quoting by 3×
The challenge
A growing trades business with 25 staff was losing work because their quoting process took 3–5 days, with information scattered across emails and paper forms.
What changed
A standardised quoting workflow with digital forms and automated follow-ups. Quote turnaround dropped from days to hours.
How it works
Discovery call
Where does your team's time actually go? We find the tasks worth automating.
Free · no obligationScope & plan
A fixed proposal: what gets automated, how your systems connect, what it costs, what it returns.
Build & go live
Staged delivery with quick wins first — your team keeps working while the system takes shape.
Run & improve
We host, support and keep improving it. As your business changes, the system changes with it.
Common questions from trades and construction businesses
Can this work when engineers are on site with no signal?
Yes — we can build mobile job packs that work offline: photos, forms and signatures are captured on site and sync back automatically when the signal returns. The exact setup depends on your devices and workflows, which is what we'd scope on a discovery call.
We run everything on paper and a diary. Is that a problem?
No — that's the most common starting point. We'd typically begin with one high-value workflow (usually quoting or job sheets), prove it works, and grow from there. Your team keeps working the way they know while the admin moves into the system underneath them.
Can it produce our compliance certificates?
Certificates and completion documents can be generated straight from the job record — filled from data already captured on site, issued to the customer automatically, and archived with a full audit trail. We'd confirm the exact certificate types and formats during scoping.
More questions? See all FAQs or ask the assistant in the corner.
See what automation could do for your trades & construction business
Book a free discovery call — 30 minutes on where your team's time goes, and what it would take to get it back.
Book my free discovery callIf the call doesn't find meaningful automatable work in your business, we'll tell you straight — and it will have cost you nothing.
Reply within one working day · UK-wide · no obligation