Service 02 / 06
Workflow automation for Australian businesses
AI drafts quotes, raises invoices and enters orders to your rules, and flags anything unusual.
Free 15-minute call. No cost, no obligation.
01 / The problem
The quote that sits in drafts until Friday
- Last month’s quote copied and edited by hand.
- Invoices late because the job sheet is in the ute.
- Email orders re-typed line by line into the system.
- Prices updated in one spreadsheet, not the other.
02 / How we analyse it
We follow one real job from start to finish
- Note every step, system and hand-off.
- Write down the pricing, approval and coding rules.
- List the exceptions, so the automation knows when to ask.
03 / What we build
We automate quoting, invoicing, orders and data entry
- Quotes drafted from your price list, ready to review.
- Invoices raised from completed jobs with the right codes.
- Email and form orders entered into your system.
- Details entered once, passed to every system.
04 / Who does what
AI takes the admin. Your people keep the judgement.
AI handles
- Drafting quotes and invoices to your rules
- Entering orders and moving data between systems
- Flagging anything unusual for a person to check
Your people keep
- Pricing on unusual jobs
- Scope and terms conversations with customers
- Approving anything the automation flags
05 / Questions
Questions owners ask
Will it work with our existing systems?
We check during the audit. We aim to connect to the CRM, accounting and job systems you already use.
What if a job doesn’t fit the rules?
The automation stops and flags it for a person to check. It doesn’t guess.
How much does workflow automation cost?
Projects start from $799 AUD + GST for scoping and the first build. We quote before any work starts, and you own what we build.
Free 15-minute admin audit
See which workflows to automate first.
We map where your admin time goes and show you what to automate first. No cost, no obligation.
06 / Related