Services

Pick the leak you want fixed

Start with one service. We set it up inside your tools, then improve it over time. Works for service businesses and commerce/retail.

If your website is the front door, we make sure forms land in the right place.

Talk to a specialist

Services

Jump to a service

Use this list to scan services quickly, then choose one to ship first.

  1. Lead capture & fast response
  2. Customer records & pipelines
  3. Scheduling & job dispatch
  4. Quoting → job delivery workflow
  5. Invoicing, payments & cashflow
  6. Inventory, POS & orders in sync
  7. Visibility, reporting & reliability

Services

Seven services you can start with

Lead capture & fast response

When this is happening…

Incoming enquiries arrive but follow-up is slow or inconsistent.

What we set up

  • Form and inbox intake mapping
  • Clear responsibility with a backup
  • Daily response checklist

What you’ll see day-to-day

  • Enquiries land in one queue
  • Responsible people pick up tasks quickly
  • Follow-up timing is visible

How you’ll know it’s working: Responsible people can scan the queue and respond without handoff confusion.

Typical tools: Website forms, CRM, shared inbox, calendar.

Lead response setup

Customer records & pipelines

When this is happening…

Customer details are scattered, and your pipeline (where leads sit and what happens next) is hard to trust.

What we set up

  • Field mapping across tools
  • Duplicate detection controls
  • Responsibility notes for updates

What you’ll see day-to-day

  • Teams see one customer profile
  • Updates stay consistent across stages
  • Duplicate records are detected early

How you’ll know it’s working: Teams reference the same customer record and updates stay aligned.

Typical tools: CRM, forms, spreadsheets, team inbox.

Customer records setup

Scheduling & job dispatch

When this is happening…

Bookings are confirmed but handover between booking and dispatch still breaks.

What we set up

  • Booking and calendar sync
  • Dispatch responsibility mapping
  • Status update checkpoints

What you’ll see day-to-day

  • Bookings match available capacity
  • Responsible people for dispatch are clear
  • Status changes stay up to date

How you’ll know it’s working: Handover between booking and dispatch stays clear and schedule updates remain predictable.

Typical tools: Scheduler, dispatch board, calendar, mobile updates.

Scheduling and dispatch setup

Quoting → job delivery workflow

When this is happening…

Quotes get approved but delivery steps still stall.

What we set up

  • Quote approval trigger rules
  • Delivery task handoff map
  • Completion check reminders

What you’ll see day-to-day

  • Approved quotes trigger next actions
  • Teams see clear handoff notes
  • Delivery completion is easier to track

How you’ll know it’s working: Approved work moves into delivery with fewer manual follow-ups.

Typical tools: Quoting tool, job board, task tracker, invoicing.

Quote to delivery setup

Invoicing, payments & cashflow

When this is happening…

Invoices are sent, but payment visibility is patchy.

What we set up

  • Invoice state tracking
  • Reminder schedule automation
  • Collection responsibility dashboard

What you’ll see day-to-day

  • Invoice status is visible daily
  • Reminder timing stays consistent
  • Overdue follow-ups have clear responsible people

How you’ll know it’s working: Invoice follow-up stays steady and collection responsibility is always visible.

Typical tools: Accounting platform, payment gateway, reminder workflows.

Cashflow setup

Inventory, POS & orders in sync

When this is happening…

Stock, POS, and online orders stop matching during busy periods, causing delays and rework.

What we set up

  • Stock and POS field mapping
  • Order mismatch exception queue
  • Responsibility for reconciliation steps

What you’ll see day-to-day

  • Stock views stay more aligned
  • Exceptions are grouped for action
  • Reconciliation steps have one responsible person

How you’ll know it’s working: Stock and order exceptions are easier to spot and resolve each day.

Typical tools: POS, inventory app, ecommerce platform, order board.

Inventory sync setup

Visibility, reporting & reliability

When this is happening…

Work is moving, but it is hard to see what is stuck, overdue, or waiting on someone.

What we set up

  • Daily summary board
  • Priority exception thresholds
  • Weekly reliability checklist

What you’ll see day-to-day

  • Priorities are easier to scan
  • Exceptions appear before escalation
  • Weekly review decisions are faster

How you’ll know it’s working: Daily priorities remain visible and weekly reviews stay focused.

Typical tools: Dashboard, CRM, operations board, team alerts.

Visibility setup

FAQ

We deliver working workflow setups with clear responsible people, rules, a handover pack, and run notes so your team can run them day-to-day.

No. We start with what you already use and only recommend a change when the current setup blocks the workflow.

You do. Everything is set up under your logins and billing so your team stays in control.

Most first setups are shipped in days. If multiple tools are involved, we ship the first workflow first.

You get a handover pack and run notes with what changed, who runs each step, and how to run it reliably.

We provide a clear checklist of what was configured and where each part lives in your tools.

Talk to a specialist, choose the first service to ship, and we confirm responsible people, access, and rollout plan.

A short kickoff call and access to the tools involved. If you have forms, templates, or sheets, we use those as the starting point.

No. We configure and connect tools you choose, and you pay providers directly.

Tell us what’s slipping

We’ll recommend the first fix and confirm what it takes to ship.

Talk to a specialistSee services