1. Invoice reminders
Courteous, step-by-step reminders triggered automatically at 7, 15 and 30 days.
2. Quotes
A voice note turned into a clean quote, in your template, ready to review.
3. Email sorting
Messages sorted by priority, draft replies for common requests.
4. Appointment confirmations
Instant confirmation, reminder the day before, link to move or cancel.
5. Accounting receipts
Picked up from your emails, renamed, filed and sent to your accountant.
6. Onboarding a new client
Record created, contract and documents sent, file opened in one click.
7. Meeting minutes
Transcript, summary and action list sent to participants.
8. Customer reviews
A review request sent automatically after each successful job.
9. The dashboard
Revenue, unpaid invoices and this week's appointments, updated on their own.
10. Backups
Automatic, verified copies of your important files, with an alert if anything fails.
Where to start? With the task that annoys you most every week. It is often the one that pays off fastest.
Our “Save time” diagnostic ranks your tasks by time saved and effort. See our Small business automation.