Email you a weekly money snapshot
- When
- Once a week, so you know where things stand.
- It does
- Emails you what's been paid and what's still owed on your slabs and driveways.
- You see
- The email in your inbox, with the details in Money.
Trades and home services
Concreters, calls handled while the truck is pouring
Concreting has big material bills up front and pour days that move with the weather. We set up a receptionist for the calls you can't take mid pour, and a weekly email that shows who has paid and who hasn't.
What a day can look like.
- Driveway and slab quotes from people planning a reno.
- Rain on the forecast and a week of pours to move.
- Customers who need the car off the driveway before the truck arrives.
- Concrete and steel bills landing before the customer has paid.
One automation, written for you.
An automation card like the ones in the app. When it runs, what it does, and where you'll see it.
Questions that matter most.
From the questions you answer in the app. A Yes tells us what to set up.
- AI Virtual Assistant
Do you want a text after every call with a short summary of what the caller needed?
After each call, you get a text saying who rang and what they need.
- AI Virtual Assistant
Do you want customers sent a reminder and a confirmation for their booking?
Customers get a confirmation when they book and a reminder text the day before.
- AI Automation
Do you want a weekly email with your money and jobs at a glance?
Once a week you get an email with what's been paid, what's owed and how the week went.
- AI Automation
Do you want customers reminded about unpaid invoices?
Customers get a polite reminder when an invoice is overdue, twice at most.
- AI Automation
Do you want your receipts and bills added to your bookkeeping?
Snap or forward receipts and bills, and the details are filled in and copied to your books.
- AI Automation
Do you want quotes followed up if the customer hasn't answered?
If a customer hasn't answered a quote in 5 days, they get one friendly email.
The services behind those questions
Questions.
Can customers be reminded about the pour day?
Yes. They get a text the day before with the day and time, and the booking confirmation can say what to have ready, like moving the car off the driveway.
If rain moves a pour, what happens?
Change the booking in the app and the reminder goes the day before the new date instead. You still decide when it's dry enough.
Does the weekly email need Xero?
No. It works from the invoices you send from the app or the web portal.
Want this set up for your business?
Tell us what's eating your week. We'll show you what we'd switch on, what it costs, and if we're not the right fit.