Quotes that never got chased and certificates that expired quietly. Both cost more than the admin would have.
What we automate first
- /01
Quote follow-up
Chased on a schedule with the job detail attached, so the follow-up is useful rather than a nudge.
- /02
Subcontractor onboarding
Insurance, qualifications and right-to-work collected, verified and re-chased before they expire.
- /03
Certification tracking
Every certificate with an expiry date monitored, with warnings at 60 and 30 days.
- /04
Job scheduling and updates
Appointment confirmations, day-before reminders and completion paperwork issued automatically.
An example automation
Building services firm example. An illustration, not a client result.
Questions from Trades & Construction firms
Our lads are not office people
Good. Everything we build for site is one screen, one job, on the phone they already carry.
Can it handle CIS and compliance paperwork?
The collection, verification and chasing, yes. The filing itself stays with your accountant, where it belongs.
We work off WhatsApp
Then we build into WhatsApp. Moving a team off the thing they actually use is how automation projects die.