Small tasks.
A big part of your day.
Build your pilot around the work that keeps interrupting the work you actually want to do.
Keep the conversation going.
Prepare quote follow-ups, organise incoming enquiries and keep the next step visible.
- Prepare customer follow-ups
- Capture enquiries as tasks
- Keep quote next steps visible
“Can you follow up on that proposal?”
Illustrative workflow. Scope and connections agreed during setup.
Keep the work moving.
Bring supplier questions, job updates and outstanding tasks into one place.
- Organise supplier questions
- Record job updates
- Track outstanding requests
“What’s still waiting on the supplier?”
Illustrative workflow. Scope and connections agreed during setup.
Get ahead of the week.
Bring reminders, meeting preparation and scheduling requests into your working day.
- Capture reminders and deadlines
- Prepare meeting notes
- Scope calendar and scheduling connections
“Help me get ready for next week.”
Illustrative workflow. Scope and connections agreed during setup.
Find it. File it. Move on.
Scope a workflow for contracts, certificates, invoices and the paperwork that follows every job.
- Organise records by company or job
- Find the right contract or certificate
- Scope email and invoice capture
“Where’s the latest agreement?”
Illustrative workflow. Scope and connections agreed during setup.
From an incoming invoice
to a clearer to-pay list.
For an agreed invoice workflow: capture the document, file it under the correct company, record the amount and due date, and keep payment status separate. Saving a file must never mean marking it paid.
What would you
hand over first?
Tell us about the work that keeps coming back.
Let’s find a better way to handle it.