EXAMPLE PROJECT

Job Management & Enquiry Handling System
for Trades Business

£3,800 investment | 4–6 week implementation

Industry

Trades

Timeline

4–6 Weeks

Business Size

1–10 Engineers

The Challenge

A growing trades business handling 30–80 enquiries per week was finding that as demand increased, things were starting to slip through the cracks.

✗ Missed calls and messages during busy periods
✗ Quotes not being sent or followed up properly
✗ Jobs being tracked across WhatsApp, notes, and memory
✗ Double bookings or gaps in the schedule
✗ No consistent follow-up with past customers

The work was there. The problem was keeping on top of it all without things getting missed.

The Solution

📞 Enquiry & Call Handling

✓ Instant response to missed calls and messages
✓ Centralised capture of all enquiries
✓ Fewer leads slipping through the cracks

🧾 Quote & Follow-Up System

✓ Automated quote follow-ups
✓ Reminders for outstanding jobs
✓ Improved conversion without extra chasing

📅 Job Tracking & Scheduling

✓ Clear job pipeline from enquiry to completion
✓ Better visibility for team and owner
✓ Reduced double bookings and missed jobs

Built for Real-World Use: This was designed to work alongside how trades businesses actually operate — on the go, on the phone, and under pressure — not sat behind a desk all day.

The Results

90%

Fewer missed enquiries

Better capture of calls and messages

+25%

Increase in quote conversion

From more consistent follow-up

2–3 hrs

Saved per day in admin

Less chasing, checking and re-entering

50%

Reduction in scheduling issues

Fewer clashes, gaps and missed jobs

More

Jobs completed per week

Because less time was lost in admin

Less

Stress and chasing

More control day to day

Too Many Jobs, Not Enough Time?

If enquiries are coming in but things are getting missed, delayed, or forgotten, it is not a workload problem. It is a systems problem.

Book Free Discovery Call