Quotes were built in Excel, jobs were tracked on a whiteboard, and invoices were raised in Xero by hand at month end. We connected quoting to job creation, put site updates on a WhatsApp bot, and had supplier invoices read automatically on arrival. The first workflow was live in 19 days; the other two followed inside the quarter.
“The foremen did not notice anything had changed, which was the point. The office noticed immediately.”
- 16 → 3 hrs
- Weekly admin, office of two
- 23 → 4 days
- Job complete to invoice sent
- 19 days
- First workflow live
Client named on request. Figures measured over the first 90 days.