Solutions

Four Managers

Enquiries, jobs, follow-ups and staff. Use one on its own, or run all four together. Everything they do waits in one queue for your tick.

How it fits together

One queue. Four managers feeding it.

Work arrives on the left, the right manager handles it, and nothing leaves the queue until you tick. Tap a manager to see just its path.

Work arrives · the manager that handles it

One approval queue

Waiting for you

01

Boiler service booking for Thursday

Reply drafted in your words, price and slot in it.

02

Call logged from a voice note

Lead created two minutes after the job.

03

Invoice 2291 is 14 days overdue

A gentle nudge, written the way you would.

04

Holiday request from Dan

Checked against the rota, answer ready.

Nothing goes until you tick.

Approve, edit or reject. One tap.

What goes out

01

Reply sent

In your words, minutes after it arrived.

02

Job booked and logged

In the diary, on the record.

03

Invoice chased

Stops the moment they pay.

04

Rota sorted

Holiday and sickness handled.

Each one works on its own. Run two or more and they share the same queue and the same customer record.

01Enquiry Manager

Every enquiry answered in minutes, written in your voice.

Answered in your voice while you work. You tap approve.

What it writes

A real enquiry, and the reply it drafted. Every detail in it came out of the message and your own records. Nothing sends until you press approve.

Boiler service booking for Thursday

Marion Delaney, Email

Incoming message

Hello, our boiler is due its annual service. Would Thursday morning suit? We are at 14 Cobden Terrace and someone is home until noon.

Reply, drafted for you

Hi Marion, thanks for coming back to me. Thursday morning is no problem, we can be with you between 8:30 and 10:00 at 14 Cobden Terrace. The annual service is £96 and that includes the safety check. Just say yes and I will get you in the book.

Context

Existing customer, serviced in August last year. Slot is free on Thursday.

The queue it sits in

Email, WhatsApp, phone and Xero in one queue, each with a reply already written.

What you get

01

Your inbox is answered before you open it.

02

Customers get your tone, not a robot's.

03

Nothing goes out that you have not read.

04

Every email lands in one queue with a reply already written.

05

The wording follows how you already write to customers.

06

Nothing sends until you approve it.

How it works

AI learns how you already write to customers and drafts every reply in that voice. You read it and tick.

What comes with it

Includes the inbox queue, the drafted replies and the approve step. Needs your Gmail or Outlook account connected.

02Job Manager CRM

Every lead logged and every conversation recorded, with no typing.

Every job tracked from first call to money in.

You tick the replies, and the board moves itself.

What you get

01

Nothing gets quoted and then forgotten.

02

You can see what is owed and what is coming.

03

The next step sets itself up when you move a job.

04

Every job sits on a board from first call to paid.

05

Drag a job forward and the next step is set up for you.

06

Nothing is quoted and then forgotten.

How it works

AI files every enquiry, quote and invoice onto one board and sets up the next action as the job moves forward.

What comes with it

Includes the five column board and the next step on every move. Works on its own. Connect email or Xero to fill it automatically.

03Follow Up Manager

Nothing you are owed gets forgotten, nothing sends without you.

Polite, automatic, and it stops the moment they pay.

Due tomorrow£480.00

Ruth Kestrel · Invoice 2295 due tomorrow

Hi Ruth, just a heads up that invoice 2295 is due tomorrow. Nothing to do if it is already in your run, I only mention it so it does not get missed.

14 days over£1,240.00

Steve Fenwick · Invoice 2291 is 14 days overdue

Hi Steve, hope you are well. Just picking up on invoice 2291, which is fourteen days past due now. Could you let me know when you are planning to pay it? If there is a hold-up at your end tell me and we can work something out.

Hold for you: chasing a managing agent is best coming from you directly.

30 days over£2,150.00

Halewood Builders · Invoice 2278 is 30 days overdue

Hello, invoice 2278 for £2,150.00 is now 30 days past due. Could you let us know when it is scheduled for payment?

Hold for you: a long standing account and a large balance, better from you.

Polite reminderDirect request

What you get

01

You stop being the one who has to ask for money.

02

Chasing happens on time, every time, politely.

03

It stops the moment they pay, so nobody is chased twice.

04

Overdue invoices are chased on a schedule you set.

05

The wording stays polite and stays yours.

06

The moment the invoice is paid the chasing stops.

How it works

AI watches Xero for what is overdue and writes the chase in your wording, on the schedule you set.

What comes with it

Includes the chase schedule, the wording and the paid check. Needs your Xero account connected.

04Staff Manager

Leave, sickness, rotas and paperwork, run by email.

Holidays, sickness and records, logged and answered.

This week

Everything your team has asked for, read and sorted, in one list.

Staff

Sam Okoro

Holiday request, 2 to 6 September

Holiday

Danny Rowe

Off sick today, back tomorrow

Sickness

Leah Whitlock

Van MOT booked, off road Thursday morning

Other

Martin Cauley

Half day, Friday afternoon

Done

What it read, and what it suggests

Sam sent an ordinary email. This is what came back for you to decide on.

Sam Okoro

Email request

What it read out of the email

TypeHoliday
RequestHoliday request, 2 to 6 September
NotesFive working days, second request this year.

Suggested action

Approve and block the diary for that week.

You tick, and the diary, the record and the reply all follow.

What you get

01

Holiday and sickness stop living in your texts.

02

The record is there when you need it.

03

You approve in one tap instead of writing it up.

04

Holiday and sickness messages are picked out of your inbox.

05

The diary note is written for you to check.

06

The record is kept so you can look it up later.

How it works

AI picks staff messages out of your inbox, drafts the reply and writes the diary note. You approve it.

What comes with it

Includes the diary note, the reply and the kept record. Needs your email account connected.

How setup works

Three steps, then it runs.

Setting it up is my job, not yours. The only parts that need you are the half hour at the start and the tick at the end.

We talk

Free, no obligation, half an hour on where your week actually goes. No pitch on the end of it.

I set it up with you

Your email, your accounts, your diary, and your own past replies so it writes the way you write.

You approve

Nothing sends until you tick it. Once you trust it, you choose what goes out on its own.

Not sure which one first?

Start with one. Add the rest when it has paid for itself.

Each manager works on its own. Run more than one and they share the same queue and the same record, so nothing gets logged twice and nothing falls between them.

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