Services

Tools that take work off your team’s plate.

Start with a review, build what it shows is worth doing, and keep it running with a Care Plan. Every price is fixed before work starts.

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The AI Opportunity Review

A clear, costed answer to the question every owner is asking: where would AI actually help in my business, and what would it cost?

$3,500+ GST, fixed. Credited against your first build.

What’s included

  • Half a day on site with you and your team
  • A walk through your process, from first enquiry to final invoice
  • A written report within five working days
  • Your top opportunities ranked by hours and dollars saved
  • A fixed price for every recommended build
  • No obligation: the report is yours to act on with or without us
Builds

What we build

Each build is scoped in your review and quoted at a fixed price, with the hours it saves and how quickly it pays for itself.

Quoting & pricing tools

Quote builders, calculators and proposals your team can run in minutes, priced the same way every time.

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What you get

  • Your rates, rules and options built in
  • Branded quotes and proposals in minutes
  • Follow-up reminders so quotes don’t go cold
  • Works in the office or on site

Paperwork automation

Emailed orders, invoices and PDFs read automatically and turned into clean data, ready for your ERP or accounts.

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What you get

  • Orders and supplier invoices read from email or PDF
  • Checked against your products, prices and customers
  • Ready to load into your ERP or accounting system
  • Fewer keying errors and faster turnaround

AI phone agent

An agent that answers calls, handles common questions and takes bookings, including after hours and when the office is flat out.

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What you get

  • Answers in your business’s name
  • Works from your own information: products, hours, prices
  • Takes messages, books call-backs and logs every enquiry
  • Passes real issues straight to your team

Reporting & dashboards

Sales, budget-vs-actual and commission figures pulled straight from your systems. No more spreadsheet wrangling at month end.

What you get

  • One dashboard with the numbers you actually check
  • Updated from your systems, not retyped
  • Budget vs actual, sales by rep, margins and commissions
  • Month end in minutes instead of days

Scheduling & job allocation

Jobs batched and allocated to your crews automatically, by location, skills and capacity.

What you get

  • Jobs grouped by area to cut travel
  • Matched to crew skills and availability
  • Reschedules handled without the phone tag
  • Works with your job management system

Systems integration

Your ERP, job management and accounting talking to each other, so a completed job triggers the invoice on its own.

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What you get

  • Completed jobs raise invoices automatically
  • Job and order status kept in step across systems
  • No more copying data from one screen to another
  • Built on the connections your software already provides

Team workshops

Half a day teaching your staff to use AI safely in the jobs they actually do: quoting, emails, reports. No generic prompt tips.

AI usage policy

A plain-English policy covering what staff can put into AI tools and what they can’t, written for your business.

AI & integrations

The right AI, connected to the systems you already run.

We’re not tied to one AI company. We choose the model that suits the job, your budget and your data rules, then connect it to the software your business depends on.

The AI we work with

Each one has different strengths. If your team already lives in Microsoft 365, Copilot is often the natural fit. For other jobs, another model will do it better or for less.

Your data stays yours. We use business plans and settings that keep it out of AI training, and confirm that in writing before any tool touches it.

  • ClaudeAnthropic
  • Microsoft CopilotMicrosoft
  • GeminiGoogle
  • GrokxAI

Software we connect to

ERP & accounting

  • Pronto Xi
  • MYOB
  • Xero
  • QuickBooks
  • Dynamics 365 Business Central
  • NetSuite

Job management & field service

  • ServiceM8
  • Simpro
  • AroFlo
  • Tradify
  • Fergus
  • Jobber

CRM & sales

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zoho CRM

Email, files & teamwork

  • Microsoft 365
  • Google Workspace
  • Slack
  • Dropbox

Ecommerce & payments

  • Shopify
  • WooCommerce
  • Commerce Vision
  • Stripe
  • Square

Phones & messaging

  • Twilio
  • Aircall
  • 3CX
  • RingCentral

Rostering & HR

  • Deputy
  • Employment Hero

Automation platforms

  • Zapier
  • Make
  • Power Automate
  • n8n

Don’t see yours? If it has an API or a data export, we can usually connect it. Ask us

Product names are trademarks of their respective owners.

Care Plans

We don’t build it and disappear.

Software changes. Your business changes. A Care Plan keeps your tools working and keeps finding the next improvement. Month to month, no lock-in.

Essentials

$495/ month + GST

  • Monitoring and fixes
  • Checks after software updates
  • Email support

Growth

Most popular
$1,250/ month + GST

  • Everything in Essentials
  • Up to 4 hours of changes each month
  • Quarterly review to find the next win
  • Phone support

Partner

$2,950/ month + GST

  • Everything in Growth
  • Up to 12 hours of new builds and changes each month
  • Monthly planning session
  • Priority response
Questions

Common questions

What does a build cost?

Every build is quoted at a fixed price in your review, along with the time it saves and how quickly it pays for itself. You choose which builds to go ahead with.

Do we have to change our software?

No. We build around the systems you already run. If something genuinely needs replacing, we’ll explain why before you spend anything.

What if we don’t go ahead after the review?

You keep the written report and can act on it yourself or with anyone else. If you do go ahead with us, the $3,500 review fee is credited against your first build.

Which AI do you use?

Claude, Microsoft Copilot, Gemini and Grok. We choose for each job based on your existing systems, your budget and your data rules, and we’ll explain the choice in your review.

How is our data handled?

We use business plans and settings that keep your data out of AI training. We agree in writing how your data is handled before any work starts, and each tool only gets access to what it needs to do its job.

Are we locked in to a Care Plan?

No. Care Plans are month to month, and the tools we build for you stay yours.

Who will we deal with?

You work directly with Tom, who runs your review and oversees every build.

Start with a review.

Half a day on site, a written report within five working days, and a fixed price for every recommendation.