Quote Follow-up
5–10 days $1,490
+ GST · one-off
For tradies, accountants and service businesses with quotes sitting unanswered.
A polite day-3 and day-10 nudge, drafted for a person to approve, with the outcome logged back in your system.
- → Find quotes that have not received a response
- → Draft the follow-up using your tone and terms
- → Route replies and record won, lost or still pending
Connects
Xero Quotes, ServiceM8, Tradify or your existing job system
Human checkpoint: You approve every follow-up before it sends.
Choose Quote Follow-up →
Enquiry → Job
5–10 days $1,990
+ GST · one-off
For teams retyping website and email enquiries into a job-management system.
Turn each new enquiry into a structured job card, acknowledge the customer and notify the right person.
- → Capture the agreed website or inbox enquiry source
- → Extract the customer, job details and attachments
- → Create the job card and send an acknowledgement
Connects
Your website, Gmail or Microsoft 365, and ServiceM8, Tradify or simPRO
Human checkpoint: Unclear or incomplete enquiries go to a person for review.
Choose Enquiry → Job →
Invoice Chase
5–10 days $1,490
+ GST · one-off
For owners and office managers spending Friday afternoons chasing overdue invoices.
Stage overdue-invoice reminders, escalate exceptions and send a concise weekly debtors summary.
- → Identify invoices that match your reminder rules
- → Send the approved sequence and pause when payment arrives
- → Escalate exceptions and summarise what needs attention
Connects
Xero or MYOB, plus your email account
Human checkpoint: A person approves anything beyond the second reminder.
Choose Invoice Chase →
The connected bundle
Any 3 packs for $4,500 + GST
Combine Quote Follow-up, Enquiry → Job and Invoice Chase with one coordinated build and handover.
Ask about the bundle →
Need more systems, branches or custom rules? Multi-system workflow automation remains available from $4,500 + GST, typically live in 2–4 weeks. If your software already has a suitable built-in feature, we will point you to that first.