Website form7:42 pmExample
SM
Sarah MitchellBrunswick VIC
New enquirySingle-storey extension
We want to add a family room at the back. Hoping to start before winter. Could someone call me this week?
Budget$150k to $200k
Best timeAfter 5 pm
Invoice INV-0142Paid 8:06 amExample
Billed toSarah Mitchell
PaidDesign and permit deposit
Total paid$4,860.00
Card payment, reconciled automaticallyFollow-up sequenceRunningExample
Thank-you email with project guideSent 7:43 pm
EmailSite visit booking linkTomorrow 9:00 am
SMSCall task for Sam if no replyFriday 2:00 pm
TaskAfter-hours line9:14 pmExample
Answered by AI receptionistCall length 1:48
Hi, I filled in your form earlier. Can someone come and look at the site?
Of course. I can book a free site visit. Does Thursday at 10 am suit?
Site visit, Thursday 10:00 am
CRM pipelineUpdated just nowExample
New2
Extension, Brunswick$186,000Added automatically
Deck, Coburg$24,500
Quoted1
Knockdown rebuild, Reservoir$612,000
Won1
Bathroom, Thornbury$38,900
Industries
Built for businesses like yours.
Different industries, the same problems: enquiries that go unanswered, follow-up that depends on memory, and admin that eats the week.
(06)Industries
Pick your industry. See how it could work.
Builders and renovators
Construction
- Every enquiry answered straight away
- Your work and reviews shown properly
- Homeowners followed up until they decide
Trades
- Missed calls texted back
- Jobs booked online
- Invoices paid on the spot
Property
- Buyers explore an interactive map
- Enquiries tagged by lot
- Agents see live availability
Early learning
- Tours booked online
- After-hours chat answers
- Enrolments tracked to the waitlist
Health and fitness
- First sessions booked online
- Reminders before every visit
- Memberships billed online
Professional services
- Intake done before the meeting
- Proposals in one place
- Clients share documents in a portal
Agriculture
- Orders through a simple web app
- Delivery reminders by text
- Invoices sent automatically
Local services
- Customers book online
- Reviews asked for after a visit
- Payment taken online
CRM pipelineUpdated just nowExample
New2
Extension, Brunswick$186,000Added automatically
Deck, Coburg$24,500
Quoted1
Knockdown rebuild, Reservoir$612,000
Won1
Bathroom, Thornbury$38,900
Follow-up sequenceRunningExample
Thank-you email with project guideSent 7:43 pm
EmailSite visit booking linkTomorrow 9:00 am
SMSCall task for Sam if no replyFriday 2:00 pm
TaskCRM pipelineUpdated just nowExample
New2
Hot water, Mt Gravatt$2,340Added automatically
Blocked drain, Carina$420
Quoted1
Bathroom rough-in, Holland Park$6,800
Won1
Gas fit-off, Annerley$1,150
Follow-up sequenceRunningExample
Booking confirmationSent 7:43 pm
SMSTechnician on the wayTomorrow 7:10 am
SMSReview request after the jobTomorrow 4:00 pm
EmailCRM pipelineUpdated just nowExample
New2
New patient, J. OkaforInitial consultAdded automatically
GP referral, A. PatelPlan of 6
Quoted1
Return visit, L. ChenReview
Won1
Rehab block, M. Ruiz8 sessions
Follow-up sequenceRunningExample
Welcome email with intake formSent 7:43 pm
EmailReminder 24 hours beforeFriday 8:30 am
SMSRebooking prompt after visitSaturday 11:00 am
SMSCRM pipelineUpdated just nowExample
New2
Cafe bookkeeping, P. Raman$650 a monthAdded automatically
Sole trader return$480
Quoted1
Year end, Northside Dental$5,200
Won1
Payroll setup, Bay Joinery$1,100
Follow-up sequenceRunningExample
Engagement letter for e-signatureSent 7:43 pm
EmailDocument checklistTomorrow 9:00 am
EmailReminder if nothing uploadedMonday 10:00 am
SMS(03)How it works
Here's how it could work for a construction business.
- A homeowner sends an enquiry from your websiteWebsite
- They get a reply straight away, in your nameAutomation
- They hear from you after the site visit until they decideCRM
- Clients follow their build in a portalSoftware
- Progress claims go out as invoicesPayments
Map this for my businessWe'll sketch it on a call.
Other industries
Not on the list? We probably still fit.
Most service businesses run on the same few things: enquiries, quotes or bookings, follow-up and getting paid. If yours does, we can help. Tell us how it works today and we will be straight with you about whether we are the right fit.
Tell us how your business runs. We'll show you what connects.
What happens next
- Book a 30 minute callPick a time that suits you.
- We map how the business runsWhat you use today, and where time goes.
- You get a planWhat we'd build first, and what it involves.
A 30 minute call with JeraldNo preparation neededAustralia, New Zealand, United States, Canada