Business Automation
Get your evenings back.
For owners drowning in admin. We map your repetitive flows — quotes, invoices, onboarding, follow-ups — and wire them to run on their own. AI where it earns its keep, never as a gimmick.
Properly built · Properly looked after
You're drowning in admin
Quotes typed by hand, invoices chased manually, the same customer details entered into three different tools. Hours of your evenings gone every week — on work a computer should be doing.
What's included
Everything below is scoped, built and signed off — then kept looked after if you take the monthly.
- Process discovery + workflow mapping
- Workflow automation (n8n / Make / Zapier)
- Customer onboarding sequence + journey
- Quote + invoice + task automation
- Reporting dashboards (Looker / Metabase)
- Optional: AI receptionist, chatbot, email assistant
Built once, looked after monthly
Map
We sit with your actual workflow and find the repetitive tasks eating your week.
Automate
Quotes, invoices, onboarding and follow-ups get wired to run on their own.
Look after
We keep the automations healthy and add new ones as your business grows.
The admin that runs itself.
Pick a job you do by hand every week. Here’s the same thing wired to run on its own — you just check it and get on with the day.
- Quotes & estimates
- Invoices & payment chasing
- New-customer onboarding
- Follow-ups & reminders
- Reporting & data entry
We map your actual workflow first — these are the usual suspects, not a fixed menu.
- Enquiry comes in Trigger
A lead books a call-back or fills the form.
- Quote drafted Auto Template
Pulled from your template with the right rates.
- Sent + filed Auto Email
Emailed to the customer, saved against their job.
- Chased if quiet Auto
No reply in a few days? A polite nudge goes out.
- You just approve and sendNo retyping, nothing forgotten.
- Job marked done Trigger
You tick it off on your phone.
- Invoice raised Auto Xero
Created from the job details, ready to go.
- Sent to customer Auto Email
Emailed with your payment terms attached.
- Reminder chased Auto
Overdue? A friendly reminder goes on its own.
- Paid fasterWithout you doing the chasing.
- Deal won Trigger
You mark the lead as booked.
- Welcome + intake Auto Email
A welcome email and a short form go out.
- Details synced Auto CRM
Their info lands in your system — no double entry.
- First job booked Auto
A scheduling link locks in the time.
- OnboardedWhile you're out on the tools.
Just an example of a wired-up workflow — the steps, tools and timing are all built around how you actually work.
Real WA businesses. Real results.
"As a small firm, the last thing I needed was more software to learn. They sorted everything, gave me one short walkthrough, and that was it. Monthly check-in is genuine — not a sales pitch. Feels like having a partner, not a vendor."
"I was sceptical at first — figured it'd be another agency that builds the thing and disappears. But these guys actually show up every month, tweak what needs tweaking, and answer when I text. Booked 3 extra jobs the first week. Solid."
Representative stories while we onboard our first WA partners. Verified named testimonials will replace them as results come in.
Questions, answered
Is this AI stuff?
Only where it genuinely helps — an AI receptionist or email assistant if it fits. Most of the wins are plain, reliable automation, no buzzwords.
Will it work with my tools?
We build around what you already use — Xero, your CRM, your booking tool. We connect them, we don’t replace them.
How much time will I actually save?
We measure it. The Health Check estimates the hours up front, and the monthly review tracks what you’re actually getting back.
Let's see if Business Automation is your fix.
A free 15-minute chat, or start with a $400 Health Check. No pitch, no pressure — just a straight read on whether we can help.