Your tools finally talk to each other
Process automation for trades and service providers: no copy-paste, no double entry, no forgetting. We connect your existing tools so that quotes, invoices, appointments and customer data flow to where they belong on their own – and you get your evenings back.
Process automation – in brief
Process automation means replacing recurring office tasks with connected workflows, so your software takes over the work you do by hand between programs today. Instead of copying data from one application into the next, your systems talk to each other directly: CRM, calendar, email and accounting. For trade businesses and service providers without an IT department, this is the difference between two hours of paperwork in the evening and finishing on time – without a single job, invoice or follow-up ever slipping through.
Automation is the second digital employee: while our AI phone assistant answers the call and captures the lead, automation processes it further. The matching visibility comes from your website & SEO.
The problem
Shuffling data by hand costs you hours every day
There are gaps between CRM, calendar, email and accounting – and you and your team fill them by hand. Each step on its own is small; together they eat your evenings.
The same data, over and over
Customer name, address, job details – you type the same information into the quote, then the calendar, then the invoice. Three times the same thing, three chances for a transposed digit.
Something always gets lost
The quote nobody followed up on. The maintenance that's been due for months. The lead that fizzled out in the inbox. Without a system, everything hangs on your memory – and it's full.
Office work after hours
During the day you're with customers; in the evening you catch up on the office: writing invoices, entering appointments, working through emails. The real work starts when everyone else has clocked off.
What we automate
From quote to follow-up – without lifting a finger
We connect your existing tools so the work between them runs on its own. We combine these building blocks exactly as your business needs them.
Quotes & invoices
Quotes and invoices are created automatically from recorded job data – with your line items, your prices, your letterhead. The PDF is ready before you'd otherwise have started it.
Appointment workflows
Appointments land in the calendar automatically, customers get a confirmation and reminder, and reschedules are tracked cleanly. No double-booked slot, no no-show out of forgetfulness.
Lead capture → CRM
Every new enquiry – by phone, form or email – is automatically created as a contact in your CRM, with all details and the right status. No more leads vanishing in the inbox.
Reminders & follow-ups
Quote without a reply? Maintenance due again? Review request after the job? The follow-up goes out automatically – friendly, at the right moment, without you having to remember it.
Data transfer without copy-paste
Master data, job details and contacts flow automatically from one system to the next. What you laboriously retype today, your tools transfer directly – error-free and in seconds.
Status & overview
Open, in progress, done – every case is visible at any time. No more "where is this stuck?" follow-ups that slow down the whole team.
Today (by hand)
- ·Enquiry into the email inbox, then typed into the CRM by hand
- ·Quote drafted manually, line items copied one by one
- ·Appointment entered separately into the calendar
- ·Remember to follow up – or forget it
With automation
- Enquiry is automatically created as a contact in the CRM
- Quote is generated from the captured data – ready to approve
- Appointment lands in the calendar, customer gets a confirmation
- Follow-up message goes out automatically at the right time
How we work
Done-for-you: we map your process and build it
No builder to assemble, no technology to learn. You show us how your business works – we set up the automation and look after it.
Map your process
We sit down with you and look at your actual workflow – not the theory, but what you really do every day. Where is data retyped, where do things get lost, where does the same repetitive step cost you time?
Design the flow
We rebuild your process and define what may run automatically and where you continue to approve or decide. Clear escalation paths for special cases are part of it from day one.
Connect tools & build
We connect your existing programs to each other and build the workflow – without you switching software or learning technology. You see progress instead of waiting in the dark for months.
Go live & expand
The first workflow goes into production, we watch it in real operation and refine it. Once it runs reliably, we tackle the next process. Step by step, individual tasks become a system.
Important: you stay in control. Routine runs automatically; anything that needs your judgement comes to you via clear escalation paths. Nothing runs blind.
Who we build for
Built for trades and service providers
From the plumbing business to the hair salon: everywhere the repetitive steps disappear, and data flows automatically to where it's needed. We tailor the building blocks to your business.
Plumbing & trades
Plumbing, heating, HVAC, electrical, painting, roofing: quotes and invoices straight from the job, maintenance and appointment reminders, clean job processing – so the office doesn't become the bottleneck of the job site.
Hair & beauty salons
Appointment confirmations and reminders against no-shows, automatic post-visit follow-ups, well-kept customer data – the chair doesn't stay empty, and nobody spends the evening over the appointment list.
Service providers & B2B
Property management, cleaning, consulting: capture enquiries automatically, track jobs, invoice on time, send reminders without dunning stress – recurring processes just run, without anyone having to trigger them.
The assistant captures the lead – automation processes it
Automation only becomes truly powerful in concert with the first digital employee. Our AI phone assistant answers every call around the clock and captures the request in a structured way. Automation then creates the CRM contact, schedules the appointment, generates the quote and triggers the follow-up – from the ring to the finished invoice, without you having to step in.
See the AI phone assistantFirst get found, then process automatically
Automation processes enquiries – but they have to come in first. A website with local SEO ensures your customers find you on Google and delivers exactly the stream of enquiries that automation then processes further without any typing.
See website & SEOFAQ
Frequently asked questions about automation
What exactly can be automated in my business?▼
Do I have to switch my existing software?▼
How much time will I realistically save?▼
What happens with special cases or errors?▼
How does implementation work and how long does it take?▼
Does this also work for hairdressers and other service providers?▼
Which process costs you the most time today?
Tell us what frustrates you most – quotes, invoices, appointments, the endless retyping. We look at your workflow and show you concretely what can be automated. Done-for-you, with your existing tools.
Get your process automated