Industry solution

Trades

Capture more quote requests and reduce time spent chasing information.

What could be improved

Examples are tailored during the Assess and Learn stages.

01

Quote requests

Collect job type, location, timing and photos.

02

Missed-call follow-up

Automatically acknowledge and capture details.

03

Scheduling

Coordinate appointments, confirmations and reminders.

04

Review requests

Prompt happy customers at the right time.

05

Reporting

See where leads come from and which services convert.

A sensible starting approach

1

Assess

Map the current customer journey, systems and repetitive work.

2

Prioritise

Select one or two improvements with clear value and manageable risk.

3

Implement and measure

Build, test, train staff and review the results before expanding.