Everything it does, and what each bit gets you
Grouped by when it happens rather than by what it is called, with a real example under each one. The messages below are the ones the product actually sends, not samples written for this page.
When the phone goes
The part you cannot be in two places for.
Call answering
The 7am emergency and the Sunday enquiry get a proper answer instead of voicemail.
“Good morning, DW Plumbing, this is Dean's assistant. How can I help?” It answers in your business's name, and if a caller asks whether they are talking to a person it tells them the truth.
Hear a whole callEnquiry qualifying
You find out what the job is before you ring back, so you are not playing phone tag to learn it is a tap washer.
Water through a kitchen ceiling gets “can you get to your stopcock and turn the water off?” before anything else. A quote for next spring gets a different set of questions entirely.
Emergency handling
A gas leak or a flood never sits in a queue waiting for you to tap approve.
Genuine emergencies are the one thing that overrides your sign-off and your quiet hours. The caller is told what to do, you are told immediately, and it is never booked in as an ordinary job.
Sales call screening
The people ringing to sell you leads get dealt with, and never count towards your fair use.
You do not hear about them and you do not pay for them. They show up on your calls list if you ever want to check what was said.
Instant replies
You are the one who got back first, which is usually the one who gets the job.
Seconds, not the evening. The customer who rang three of you hears back from you while the other two are still on a roof.
Diary booking
The work is in the book before they ring the next name on the list.
It only offers hours you have actually opened, and two customers cannot end up in the same slot even if they accept at the same moment. If you would rather it took the details and left the booking to you, say so and it will.
When the job is done
The paperwork that used to start after your dinner.
Quotes from your rate card
Drafted off your real prices while you drive home, ready to send with one tap.
Your day rate, your hourly rate, your job prices, your materials. If it cannot price something from what you gave it, it says so on the draft rather than inventing a number.
Invoicing
Raised when the job is done, with VAT, CIS and the reverse charge right, and the deposit already netted off.
Tell it the job is done and the invoice is drafted from the accepted quote, numbered in sequence, with the deposit taken off and the tax treatment correct for the job.
What it costsInvoice chasing
Chased politely without you having to be the one who asks. Stops the second they pay or reply.
The first nudge reads: “Hello Sarah, a gentle reminder the £340 invoice is due. You can pay in one tap here.” Three attempts at most, never on a Sunday, and it never lets on whether they opened it.
Deposits
Taken up front on the jobs where you would want one, then netted off the final bill automatically.
The customer accepts the quote and pays the deposit on the same page. The invoice at the end already knows about it.
Payments spotted
Money landing in your bank gets matched to the invoice it belongs to.
“A HENDERSON, £340, looks like invoice 241 for £342.” It suggests, you confirm. It will never mark something paid off its own bat, and confirming it stops the chase.
Your morning summary
One message tells you what happened and what needs you. No dashboard to go and check.
On a quiet day it says so rather than padding: “Morning Dean. Here's yesterday and today.” then “Nothing new in, nothing overdue” and “Nothing booked in.” A summary you can trust to be short is one you keep reading.
When it needs you
The bit that decides whether you can live with an assistant at all.
The sign-off model
Nothing that commits your money, your diary or your word goes out without your say-so.
Prices, customer messages and chases wait in one list. You approve, or you type “make it £900 and say we can start Monday” and it re-prices the quote, redoes the VAT and adds the sentence before sending.
Exactly what waits and what does notAutomated or waiting on you, per step
Every single thing it can do has its own switch, and every one of them starts out asking.
Let it book straight into open hours but keep every price for yourself. Let it chase invoices but not quotes. Change your mind at any point in your settings. Nothing switches itself on.
It earns more rope
When it has been right about something twenty times, it asks whether it can stop asking.
The offer is made once, for that one kind of thing, and you can say no. Edit something it drafted and it goes straight back to asking you.
Your admin cockpit
One list of what is waiting on you, biggest thing first. The app is there when you want to look.
You can run the whole business from the messages if you would rather never open it.
Team and allocation
On Team: a diary each, work put on the right person, and one view of who is where.
Three of you, three diaries, one picture. “Who is where today?” gets an answer without ringing anyone.
Team pricingYour data leaves with you
Customers, jobs, quotes, invoices and recordings export in one tap, whenever you want.
Held in the UK, never sold. Cancel and you can still download the lot for ninety days.
Somewhere to start
You do not have to want all of it. Most people start because of the missed calls and find the invoice chasing is the bit they would not give back.
£99 a month. Cancel any time.
Ready to stop missing work?
Meet the employee you can finally afford.
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