Trades and field services
8-12 hrs / wk Enquiries arrive by phone, email, and a web form. Someone re-types each one into the quoting tool, sends the quote, and remembers to chase it. Won jobs get re-typed again onto a job sheet, then a third time into the invoice.
What gets built
- Every enquiry lands in one place, already formatted
- Quote drafted from the enquiry, sent on approval
- Two automatic follow-ups, stopped the moment they reply
- Won job flows to the job sheet and the invoice untouched
Stays human Pricing the job, and deciding which work to take.
Wholesale and distribution
10-15 hrs / wk Orders come in as PDFs and emails in a dozen formats. They are keyed into the system by hand, stock is checked in a second place, and the customer is updated in a third.
What gets built
- Order documents read and turned into system orders
- Stock checked as the order lands, shortfalls flagged early
- Customer updated automatically at each stage
- Exceptions routed to a person instead of failing silently
Stays human Anything with a shortfall, a credit issue, or a special price.
Professional services
6-10 hrs / wk New clients trigger the same twelve steps every time: engagement letter, folder setup, system access, kickoff scheduling, and a monthly report someone assembles by hand.
What gets built
- Onboarding steps fire in sequence from one form
- Documents generated and sent for signature
- Monthly report assembled from source systems
- Anything overdue surfaces before the client notices
Stays human The advice, the relationship, and what goes in the report.