Our services

We can automate anything, all our automations are custom built for your business. Here are some examples of automations we've built for our clients
Automated weekly reports

Get automated reports in your inbox so you always know how your business is performing.

Weekly KPI report for Jones Carpentry showing sales, gross profit, and net profit metrics for March 20th.
Weekly KPI report for Jones Carpentry showing sales, gross profit, and net profit metrics for March 20th.
Effortless contract creation

Create contracts in seconds and reduce errors with a workflow that automatically pre-fills customer information from your CRM.

Digital building contract form showing customer details, job value, and project date selectors.
Digital building contract form showing customer details, job value, and project date selectors.
Sync data across platforms

Sync data across your platforms automatically, save time and eliminate data entry errors.

Examples

  • New accepted quote in CRM > Create contact & deposit invoice in accounting software

  • New emailed bill from supplier > Create bill in accounting software

  • Inspection form completed > Create compliance certificate & send to client

Diagram showing CRM integration with Xero and QuickBooks accounting software.
Diagram showing CRM integration with Xero and QuickBooks accounting software.
Ready to find out more?