Follow-ups and invoicing
Unpaid invoices, quiet quotes and unconfirmed appointments chase themselves — at the right moment, in the right tone.
- Staged invoice reminders
- Automatic quote follow-ups
- Appointment confirmations by email or SMS
Services
What we actually automate.
We start from the task, not from a platform. What can be automated, and how, depends on your environment: the analysis decides it, not a promise made in advance.
Data entry
What arrives as a PDF, a form or a photo is read, structured and filed where it belongs, with no manual retyping. Where exactly is settled during the analysis.
- Reading supplier invoices
- Collecting web form entries
- Work orders filled in on site
Automated reporting
The report someone rebuilds by hand every Monday arrives finished in your inbox, with the same numbers and none of the copy-paste mistakes.
- Sales, inventory and hours
- Shared dashboards
- Alert when a number drifts off target
AI assistants and replies
Recurring requests get an answer written from your real information — never invented, and reviewed by you before sending if you prefer.
- Answers to frequent requests
- Inbox triage and prioritisation
- Call and email summaries
Alerts and notifications
You hear about it when something moves: stock running low, a lead coming in, a deadline approaching. No more checking.
- Low stock and supplier orders
- New leads assigned in real time
- Deadlines and contract renewals
Custom integrations
It depends on the automation requested: some tools open up easily and we work directly inside them, others don't. We check what's possible in your environment before proposing anything.
- Feasibility reviewed tool by tool
- Another route when direct access is closed
- What is feasible is confirmed before any commitment
Our method
One task at a time, starting with the most expensive one.
A project that tries to change everything at once never reaches production. We validate feasibility first, ship one useful automation, let it run, then move to the next.
01
You describe the task
By form or by phone. We note the tools involved, the volume, the rules to respect and who does what today.
02
We study the feasibility
On our side, we check what is technically feasible: access to the data, constraints of the systems in place, how to proceed. Nothing is announced before that step is done.
03
Written proposal
You receive what we can automate, how, in what timeframe and at what cost. If the analysis says it isn't feasible or isn't worth it, we tell you and charge nothing.
04
Build and follow-up
We build it, test with your real data and document everything. Then we monitor and adjust for as long as the system runs.
Industries
Where repetitive work shows up most.
Construction and renovation
Quotes to chase, paper work orders, site updates sent by hand.
Plumbing, electrical, HVAC
Technician dispatch, post-visit invoicing and maintenance reminders: predictable steps.
Clinics and health services
Appointment confirmations and reminders, pre-visit forms, missed follow-ups.
Landscaping and maintenance
Seasonal contract renewals, job photos to send, invoicing after every visit.
Transport and logistics
Delivery reports, customer updates and invoicing from route sheets.
Professional services
Client document collection, repetitive file onboarding, deadline reminders.
Frequent questions
What people ask us most.
Can every task be automated?
No. A task that needs judgement, whose rules change every time, or whose data lives in no system at all stays manual. That's exactly what our analysis determines before any proposal.
Do I need to buy new software?
We can't know before studying your situation. Where possible we avoid adding another tool; if a paid one is necessary in your case, it appears in the proposal with its cost, before any commitment.
Do you work directly inside our tools?
It depends on the automation and the tool. Some systems are open to integration, others aren't — then we take another route, or explain why it can't be done.
How long before it works?
The timeline is stated in the written proposal, once the analysis is done. It depends on how many tools we connect and how quickly we get access.
Is my data safe?
We ask for the minimum access required, every access is documented, and you can revoke it at any time. The accesses needed are listed in the proposal before they are requested.
What happens after launch?
A monthly follow-up covers monitoring, adjustments and support. If you end it, you keep the system and its documentation.
Tell us about a task that's costing you time.
We collect the details, study the feasibility on our side, then come back with a clear answer: what can be automated, what can't, and why.