Job quote preparation
Site-visit details become a quote ready to send.
Quotes sent sooner.
See the exampleConstruction & field services
Automation for construction and field services
Handle enquiries faster. Organise jobs. Collect field information with fewer calls.
Job request
Qualified and quote prepared
Human approval
Job scheduled and dispatched
Report and invoicing
What we can automate
Handle requests
Centralising and qualifying job requests. Quote preparation from your rate cards.
Organise crews
Scheduling and crew assignment. Dispatch with job details.
Document jobs
Collecting site reports and photos. Document generation and filing.
Explore the examples
Appointment reminders and confirmations
Appointments are confirmed and reminded automatically.
Fewer no-shows and front-desk calls.
See the exampleCollecting site reports
Site reports are collected from the field and filed.
Invoicing started sooner.
See the exampleSupplier invoice capture and reading
Incoming supplier invoices are read, checked and filed.
Less manual re-typing to do.
See the example
What you gain
Quotes sent faster
Less time on the phone
Complete site reports
Invoicing triggered without delay
You stay in control
- Pricing and lead-time commitments stay under human approval
- Site safety requirements cannot be automated
- Field data must remain usable offline
Works with your tools
- Gmail
- Google Sheets
- Airtable
- Notion
- Stripe
- QuickBooks
- Make
What's possible depends on your tools and the access available.
Going further
More possibilities for your business (4)
- Follow-ups on pending quotes
- Parts and equipment tracking
- Invoice preparation after each job
- Customer review requests
Common problems
- Job requests come in by phone and get lost
- Quotes take several days to go out
- Scheduling changes constantly
- Site reports come back late and incomplete
- Invoicing waits on information from the field
How to measure progress
To measure for your business, not guaranteed results.
- Quote turnaround time
- Share of quotes followed up
- Share of complete reports
- Time from job to invoice
Frequently asked questions
Do field crews need to learn a new tool?
Usually not: we favour what they already use, whether that is messaging or a simple form.
A process you'd like to move forward?
Tell us about it: we'll look at what can be automated for you.