Example solutions

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These are example solutions. We’ll tailor the approach to your business.

12 results

• Trades & field services — quotes to invoices

  Problem

  Quotes slip, double entry, missed invoices.

  Solution

  One enquiry flow creates quotes, approvals, invoices, and payment reminders.

  Value

  Less admin, faster approvals, better cash flow.

• Clinics & allied health — bookings & reminders

  Problem

  Phone-heavy bookings and missed follow-ups.

  Solution

  Online booking with intake forms and automated SMS or email reminders.

  Value

  Fewer no-shows and hours saved weekly.

• Property & facilities — inspections to work orders

  Problem

  Photos and notes scattered across email threads.

  Solution

  Mobile inspections create trackable work orders and contractor schedules.

  Value

  Faster turnaround and clearer accountability.

• Hospitality & events — group bookings & events

  Problem

  Enquiries and deposits tracked in too many places.

  Solution

  Central intake captures details, deposits, and follow-up tasks.

  Value

  Higher conversion and smoother handoffs.

• E-commerce — returns & support

  Problem

  Manual returns and scattered support email.

  Solution

  Self-serve returns with a simple helpdesk and order lookups.

  Value

  Faster resolutions and lower support load.

• Professional services — website refresh that earns trust

  Problem

  Outdated pages and enquiries landing in the wrong inbox.

  Solution

  Modern site structure with mobile forms routed to the right owners.

  Value

  More qualified enquiries with less follow-up.

• Professional services — proposal to e-signature

  Problem

  Proposals stall in inboxes.

  Solution

  One flow moves estimates to e-signature with status always visible.

  Value

  Faster approvals and fewer follow-ups.

• Retail — daily sales and inventory snapshot

  Problem

  Owners can’t see yesterday’s sales and stock in one place.

  Solution

  Dashboard highlights sales, margin, and low-stock alerts by product.

  Value

  Fewer stockouts and quicker reorders.

• Professional services — client onboarding

  Problem

  Chasing IDs, documents, and signatures.

  Solution

  Secure intake collects details, signatures, and a shared checklist.

  Value

  Onboarding in days, not weeks.

• Property & facilities — tenant maintenance to contractor dispatch

  Problem

  Maintenance requests go missing in email.

  Solution

  Intake creates a trackable job and schedules preferred contractors.

  Value

  Fewer delays and clearer tenant updates.

• Hospitality & events — gift cards and vouchers tracking

  Problem

  Spreadsheets for balances and redemptions.

  Solution

  Lightweight tracker with daily settlement view.

  Value

  Fewer disputes and cleaner books.

• Clinics & allied health — recall and follow-up reminders

  Problem

  Overdue recalls and missed follow-ups.

  Solution

  Recall lists trigger automated reminders and staff prompts.

  Value

  Steadier bookings with less manual chasing.