The whole operation in one dashboard
Dispatch, invoicing, automated texts and emails, payment collection and review requests, running at three field-service companies.
- Dispatch
- Invoicing
- Auto texts & email
- Payments
- Review drip
Case studies
Automation case studies: systems we’ve built
Eleven projects for service businesses, agencies and studios, most with a 40-second demo. Client names are withheld for confidentiality; demos use sample data.
Every lead routed, every channel measured
Call queue, lead routing, booking and VIN lookup for the sales team, with live reporting on ROAS and team performance.
- Call queue
- Lead routing
- Booking
- VIN lookup
- ROAS reporting
Bookings, deposits and guide briefs on autopilot
WhatsApp enquiries answered in a minute, seats held, deposits collected, and every departure’s guests, payments and medical notes on one board.
- WhatsApp auto-reply
- Deposits
- Seat holds
- Departure board
- Guide brief
Monthly partner invoices that chase themselves
Creates and sends every partner’s invoice each month with a Stripe link, tracks payment, and says thank you once it’s paid.
- Monthly invoices
- Stripe links
- Payment status
- Auto thank-you
Upload from the site, live on the website
A private dashboard where the team uploads blueprints, construction and finished-project photos from phone or desktop, and the website updates itself in the right place.
- Phone & desktop
- Blueprints
- Construction
- Final project
- Auto-published
Seven tools, one job record
We connected the tools the team already used so every job lives in one place, from first call to recalibration.
- Podium
- Quo
- Supplier portals
- Google Ads
- Google Sheets
Follow-up that runs itself
Automatic reminders and review requests for a field-service team, so no customer falls through the cracks.
12→35% review rate
−20% cancellations
+40% efficiency
The company playbook, in one place
Every SOP organised by area of the business, a complete operating guide, and an onboarding assessment for new team members.
- SOPs
- Operating guide
- Onboarding
- Assessment
An AI that finds jobs and applies for you
Scans Upwork every few minutes, scores each job against the profile, writes a tailored proposal with a personal video link, and submits it.
5–10 min between scans
0–100 AI match score
$25–40 a month to run
Email copy from one checkbox
Tick a box on a Trello card and on-brand email copy lands in a Google Doc, reviewed and approved in Slack, for any of 30 client brands.
- Trello
- Zapier
- Claude
- Google Docs
- Slack
Monthly campaign plans, generated
Each client’s campaign calendar is planned from their own results and lands on their Trello board as ready-to-review cards.
30 calendars a month
90 days of results read
10+ h of manual work replaced
Results are reported by clients and not independently audited. Photos are illustrative.
Have a problem like these?
Every project here started with a short conversation about what wasn’t working.