Get your business off paper, spreadsheets and group chats.
Spreadsheets are a great way to start a business. They're a rough way to run one. Somewhere along the way, the important stuff ends up split between a shared sheet, a notebook, a WhatsApp group and one person's memory.
We turn that into one system your team actually uses. Orders, jobs, scheduling, approvals and invoicing live in one place, and the steps that don't need a person happen on their own.
Process automation
What we usually replace
Order and job tracking
Every order or job in one list with its status, who's on it and what happened so far, instead of scattered across messages and sheets.
Scheduling
Staff calendars, appointments and equipment that stay up to date, with reminders that go out without anyone remembering to send them.
Approvals
Requests that reach the right person, get approved or declined in one tap, and leave a record of who decided what.
Quotes and invoicing
Quotes turn into orders and orders turn into invoices, without anyone typing the same details twice.
Paper forms and checklists
Intake forms, inspection sheets and checklists filled in on a phone or tablet, with photos and signatures attached.
Weekly reporting
The numbers you check every week on a dashboard that's always current, instead of an afternoon of copy-paste.
Our approach
Five signs you've outgrown spreadsheets
If two or more of these sound familiar, it's worth a conversation:
- Nobody is sure which version is the right one
- The same data gets typed into three places
- Only one person understands how it all works
- Customers spot mistakes before you do
- Reports take a whole afternoon
The fix isn't a bigger spreadsheet. It's simple software built around how your business already works, brought in one process at a time so nobody has to stop working while it happens.
FAQ
Questions we get asked
Will my team actually use it?
That's the part we plan for most. We build around how your team already works, use the words they already use, and keep screens simple enough for the least technical person on the team. Fewer features that everyone uses beat a long list nobody touches.
Can we switch over gradually?
Yes, and we recommend it. We start with the process that causes the most trouble, run it next to the old way for a short while, and move the rest over once it's working.
What happens to the data we already have?
We bring it over. Spreadsheets, exports from old tools and even photos of paper records can be cleaned up and imported, so you don't start from zero.
Does it work on phones?
Yes. Everything we build works in the browser on phones, tablets and computers. If your team works out in the field, we can also build native iOS and Android apps.
Other things we do
Tell us how work moves through your business today.
Even a rough outline helps: what comes in, who handles it and where it gets stuck. We'll suggest where to start.
The first consultation is free.