Business automation services
Business automation for service firms: connect enquiries, documents and job records, reduce repeat entry and keep approvals with your team. Start with one workflow.
Fixed-fee first step
The Automation Opportunity Review establishes what is happening now, where the friction sits and what—if anything—is worth changing before money is committed to a build.
Check fit for the reviewYou receive
Who it is for
Problems addressed
Included
Not included
In practice
These are examples of focused implementation scopes, not a bundle of features included in the review. Start where repeated work is costing your team attention.
Capture the service requested, check required details and create a record with an owner, status and next action.
Your team decides whether the work is a fit and what to offer.
Extract agreed fields, link the source document and flag incomplete or uncertain information for review.
Uncertain extraction stops for a person; it does not silently become approved data.
Keep hours, photos, notes and changes with the job, then prepare a completion summary or billing basis.
Commercial approval and invoice sending remain separate controlled steps.
Delivery process
Trace a real enquiry, document or job through the current tools. Find the copying, waiting and missing information.
Choose one workflow, a responsible person and a measurable finish. Check whether an existing tool already solves it.
Test the agreed route with representative data, duplicates, missing fields and failed connections before live use.
Explain who owns it, what an error looks like and how to recover. Compare the trial with the original baseline.
Starting prices
The review is a defined first step, not an implementation deposit. A build is quoted after its inputs, rules and integrations are clear. Platform subscriptions, AI usage and hosting are separate.
See the complete price listOne process and immediate opportunities
Process map, waste analysis, risks and roadmap
One bounded, low-risk process
Evidence and limits
Questions
The Automation Opportunity Review is £495 for one defined workflow. Small Single-Task Automation starts at £1,500; a connected multi-step system is quoted separately. The review and build are different scopes, and third-party charges are separate.
Often, yes. We first check the tools you already use, their APIs or export options, permissions and data quality. Keeping a working system and joining up one missing handoff can be more useful than replacing everything.
No. Forms, agreed rules and ordinary integrations are often enough. AI can help with variable text or documents when there is a representative test set and a person reviews uncertain results.
We can scope data collection, draft preparation and handoff to your quoting or accounting system. Pricing approval, customer commitments and invoice sending need explicit permissions and checks; they are not enabled simply because the data can be moved.
Describe one repeated task, the tools involved, who does it and what a successful finish looks like. A redacted example can help once we agree a safe way to share it. Do not send passwords or customer records through the public enquiry form.
The agreed implementation should make failure visible, preserve enough context to retry safely and name the person responsible. Monitoring and ongoing support are defined in the scope, not assumed to be unlimited.
Start with evidence
Tell us about one repeated task, the tools involved and where it gets stuck. You do not need a technical specification. We will confirm whether the review is a useful first step.
Tell us about the workflow