How it works
Set up for you. No learning curve.
You don’t learn new software. We learn your business, connect what you already use, and you stay in charge.
The path
Three steps. We do the setup.
- 01
Free audit
We look at how your week actually runs: where calls go unanswered, where invoices sit and where hours slip away.
Sample audit · Harper Plumbing
Inquiries answered after an hour9 a weekInvoices overdue$3,120Admin that could run on its own8 hrs - 02
We set it up
We connect your email, calendar and invoicing, and build the automations around how you like things done.
Connecting
GmailConnectedQuickBooksConnectedGoogle CalendarConnected - 03
It runs, you approve
Routine work happens on its own. Anything new, unusual or important waits for your OK.
Needs your OK
Quote · Bathroom refit$2,400ApproveEdit
You stay in charge
Routine runs on its own. Important waits for you.
Runs on its own
- Replies to routine inquiries and website chat
- Booking confirmations and day-before reminders
- Polite payment reminders until invoices are paid
- Review requests after every finished job, which you can pause
- Records, job sheets and your Monday summary
Waits for your OK
- Anything new, unusual or important
- New quotes and price changes
- Refunds and credits
- Any message you ask to see first
You can see everything it does, and edit any message before it goes out.
Works with your tools
Works with the tools you already use.
Email, calendars, invoicing, payments and your customer list, through each tool’s own secure sign-in. Nothing new for you to learn.
- Calendars
- Invoicing
- Payments
- CRM
- Reviews
- Scheduling
- + many more
Use something else? We’ll connect it during your audit.
Questions
Questions, answered.
Do I need to be good with technology?
No. We do the setup for you, and everything runs inside the email, calendar and invoicing you already use. You can approve things from your phone in a tap.
Will the system send things without asking me?
Only the routine messages you approve in advance, like booking confirmations and polite payment reminders. Anything new, unusual or important waits for your OK.
Will the messages sound like a robot?
It’s set up to match your tone, based on how you already talk to customers, and you can edit any message before it goes out.
What does it cost?
It depends on how much you want taken off your plate. After the free audit you get a clear price and an estimate of the time and money it should save, before you decide anything.
What if the system gets something wrong?
You can see everything it does, and it asks when it is unsure. If something isn't right, tell us and we adjust it.
Which tools does it work with?
Gmail, Outlook, Google Calendar, QuickBooks, Xero, Square, Stripe, HubSpot and many others. If you use something else, ask us during the audit.
Can you build us a website too?
Yes. We build fast, simple websites that turn visitors into inquiries, and connect them straight to your automations.
Still unsure? Book a free audit and ask us anything.
Ready to hand off the busywork?
- Free auditNo obligation
- You stay in chargeYou approve the big stuff
- Done for youNo tech skills needed

