New website enquiryReceived
“Could you quote for our
office deep clean?”
Alder House Offices
180 m²Office deep clean
90 m²Carpet cleaning
12Internal windows
2Washrooms
Job details kept together
Automation for small businesses
Less manual work.
More time
to grow.
We connect your everyday tools to take care of follow-ups, quotes and routine paperwork.
Start with one task. Keep control of every decision.
A little less work. A clear next step.Illustrative preview
01 Enquiry received
“Could you quote for our
The request arrives once. The details are ready for the next step.
02 Draft quote prepared
Alder House OfficesDraft
Draft cleaning quote.
Office deep clean 180 m² × £2.50£450.00
Carpet cleaning 90 m² × £1.20£108.00
Internal windows 12 × £4.00£48.00
Washrooms 2 × £35.00£70.00
Example tax (20%)£135.20
Draft total£811.20
Built from the request and your agreed price list. Ready to check.
03 A person has the final say
Ready for your reviewAction needed
The preparation is done.
You make the decision.
Check the work, quantities, prices and tax before anything goes to the customer.
Alder House Offices£811.20
4 items · example pricesWaiting for a personThe sample quote is not sent automatically.
Less copying and typing. The important decision stays with your team.
Customer request and quantities collectedExample only
Sample cleaning business. Example prices. No emails are sent. Try it yourself
Fewer missed enquiriesKeep customer details and follow-ups together.
Faster quote preparationTurn job details into a draft for your review.
Less chasing paperworkConnect invoices, reminders and routine tasks.
What we automate
What could run more smoothly?
We connect the tools you already use, so repeated jobs take less of your attention.
Customer follow-ups
Collect enquiries, keep the details together and prepare a reply for the right person to check.
See an exampleQuotes & approvals
Turn the customer’s requirements into an itemised draft, with prices and quantities ready for your approval.
Try the quote demoInvoices & reminders
Use finished job details to prepare invoices, track the next step and flag reminders that need a personal response.
Explore the tasksYour tools, working together
Keep your tools.
Lose the back-and-forth.
Move the right details between the software you use, so the next job is ready without copying everything again.
More moving things forward.
Choose a tool to see what could happen next.
A practical exampleFind your starting point
A website enquiry becomes a job to follow up.
Keep the customer’s request and contact details together, then give the right person a clear next action.
Available connections depend on your software’s features, subscription plans and the access you allow.
Practical examples
Pick a task. See what could change.
Explore practical ways to reduce repetitive work in your business.
Task / 001Example setup
Every enquiry has an owner.
Capture the details once, check the fit, and give the right person a clear next action.
If something needs checking
Ready to simulate
Before
After
What your team decides
What we build
Example tools
The tools we can connect depend on their features, subscription plans and the access you allow. These are examples, not partnership claims.
How it works
Clear steps.
You stay in control.
You should understand what the automation does, who checks it and how to change it. We agree those details before we start.
Choose the help you needStart with one repeated task.
Agree what starts the task, what a good result looks like and how long it takes today. Start with one process so you can judge whether the change helps.
Plan for missing details and errors.
Decide who gets told if details are missing, a connection fails or a duplicate appears. Document what they need to do to put it right.
Keep important decisions with your team.
Agree where a person must approve a customer promise, payment or unusual request. The software can prepare the information without making every decision for you.
Keep your accounts and a clear guide.
The setup uses your accounts, with access agreed in advance. You receive a guide and a walkthrough. Any help after the work is finished is agreed separately.
Find your first automation
Find a useful place to start.
Tell us about a task you repeat. Get a practical next step and an estimate of the time it could free up.
No email required. Runs in your browser.Your suggested starting point Ready
Your results are available without submitting contact details.
05 / Choose the help you need
A clear starting point.
The right level of help.
Find out what to automate, build one agreed process or get help with an existing setup. We agree the work, fees and any software costs before starting.
S / 01
Find the right starting point
For businesses deciding which task to automate first.
What you get
A map of the current steps, a shortlist of useful improvements, checks on your software and access, and a recommended first task.
S / 02
Build one automation
For teams ready to improve one agreed process.
What you get
The working automation, tests for normal and unusual cases, agreed approval points, error alerts, a written guide and a walkthrough.
S / 03
Keep it working
For businesses that need help maintaining or improving an existing setup.
What you get
An agreed list of improvements, checks on whether the automation is running, updates to the setup and an up-to-date guide.
Every proposal explains what is included, which software subscriptions you need, who owns the accounts and what help is available after the work is finished.
06 / Before we begin
Practical questions.
Direct answers.
How do you decide what the work will cost?
We look at the task, the software involved, any unusual cases and the testing and support you need. Our proposal sets out exactly what we will build, how you will check it, the fee and any separate software costs before work begins.
Can you use the software we already have?
That is where we start. We check whether your software can connect, whether your subscription supports it and whether the information is consistent enough. If a tool cannot do what is needed, we explain the limitation and alternatives before agreeing the work.
What happens if something goes wrong?
We agree how a problem will be spotted, who is told and what they should do next. Those checks and responsibilities are included in the written plan. Connections between software can be interrupted, so the setup needs a clear way to handle that.
Who can access our accounts and information?
Before connecting real information, we agree which accounts are involved, what information will move and who needs access. The setup uses your accounts and only the permissions the task needs. We also agree how sensitive information and approvals will be handled.
Who looks after it once the work is finished?
We agree that before building. You receive a written guide and a walkthrough so your team understands the setup. If you want continued help, we agree the checks, changes and support separately. Software features can change, so the setup needs occasional review.
Which tasks should still be done by a person?
Unusual customer requests, important promises and decisions based on incomplete information often need a person. Automation can organize the details and prepare the next step while your team decides what to do.
Start with one task that takes too much time.
Less manual work.
More time for
your business.
Choose a repeated task. Get a useful plan for improving it, with clear steps and an honest estimate of the time involved.
Find your first automation