From website inquiry to your office, without retyping.

  1. 01

    Capture the request

    The form asks for the service, job location, timing and project details, so the first call starts with the basics.

  2. 02

    Route it to the office

    The request is added to the tools you already use, such as a CRM, job list or shared spreadsheet, and assigned to the right person.

  3. 03

    Prepare the reply

    The customer gets a confirmation, and your team gets a draft reply to review. We agree on the rules and wording in advance.

  4. 04

    Follow up personally

    Your team reviews the request and handles the call, site visit or estimate. Decisions about customers stay with you.

Illustrative workflow. Which steps make sense depends on your business and the tools you already use.

Planning your project

Is automation useful for a small trade business?

It can be, when the same task repeats every week: copying form entries into a job list, chasing missing details or sending a confirmation. We look at frequency, effort and mistakes before deciding what is worth automating.