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Website orders arrive in your accounting software, ready to invoice
An order comes in on the website, the customer is created in your accounting software if they are new, and the sale is raised against them. Nobody re-types it.
Trigger Every order
Time saved: 12 hrs a month, saved
Orders and accounts
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A bad review reaches you the same day, and the customer hears back
A review of three stars or under comes in. You are told that day, and the customer gets a reply asking them to email you with the details, which moves the conversation off the public listing.
Trigger Every review of three stars or under
Time saved: 1 hr a week, saved
Reviews and reputation
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Overdue invoices come back as a chase, ready to send
Once a week the unpaid invoices are read against the work they cover, and each one comes back as a drafted email naming the job and the amount. You read it and press send.
Trigger Weekly
Time saved: 2 hrs a week, saved
Quotes and invoices
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The same shipping and returns questions get answered without you
An enquiry lands and is checked against your own shipping and returns policy. Where the policy answers it, the reply is drafted from that policy and waits for you to approve.
Trigger When an enquiry lands
Time saved: 2 hrs a week, saved
Enquiries and inbox
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Trade customers order online at their own prices
A trade customer logs in and sees their account pricing and everything they have bought before. They reorder themselves, and it lands priced correctly instead of as a phone message somebody has to key in.
Trigger Every wholesale order
Time saved: 1.5 hrs a week, saved
Orders and accounts
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A stalled parcel reaches you before the customer does
Every parcel in transit is checked daily. If the carrier goes quiet for longer than that run normally takes, you are told which order it is, and the order closes itself once the parcel is delivered.
Trigger Daily, and on every delivery update
Time saved: 1.5 hrs a week, saved
Scheduling and jobs
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The store and the sales report get squared off
Every order in the store is matched against the sales report, line by line, and you get back only the ones that disagree and what is different about them.
Trigger After a reporting change
Time saved: 17 hrs a full reconciliation, saved
Reporting
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Buyers see what is on backorder before they order it
Your stock system flags an item as on backorder and the product page says so, with the expected date. The order does not arrive and then need a phone call to unwind it.
Trigger Every backorder flag from the ERP
Time saved: 1.5 hrs a week, saved
Stock and suppliers
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Every part shows the other parts that fit it
Your system already knows which parts go together. The website reads that and lists them on the product page, so a customer finds the right fitting instead of ringing to ask.
Trigger Every cross-sell link from the ERP
Time saved: 1.5 hrs a week, saved
Stock and suppliers
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New trade accounts get their login without ringing you
Someone applies for an account and you approve it. They get an email that lets them set their own password and go straight in, so nobody on your side is sending logins by hand.
Trigger Every new account
Time saved: 1 hr a week, saved
Orders and accounts
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Product photos too small to sell from get swapped for better ones
Every image in the catalogue is checked against what the manufacturer publishes. Where a bigger, cleaner version exists it is fetched, matched to the right product and swapped in.
Trigger Every image the manufacturer has a better version of
Time saved: 22 hrs a catalogue sweep, saved
Stock and suppliers
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The emails only you can answer sit at the top of the inbox
Each email is read as it arrives, matched to an order where there is one, and sorted. Anything a stock reply or somebody else can handle moves out of your way.
Trigger Each email as it lands
Time saved: 1.5 hrs a week, saved
Enquiries and inbox
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Where is my order emails answer themselves
The email arrives, the order and its tracking are looked up, and the reply goes back with the carrier scan and the date to expect it.
Trigger Every where is my order email
Time saved: 1 hr a week, saved
Enquiries and inbox
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Long customer emails arrive as a summary and a draft reply
A long message lands, is read against what that customer has ordered, and comes back as a few lines of what they actually want plus a reply you can edit and send.
Trigger When a long message lands
Time saved: 1 hr a week, saved
Enquiries and inbox
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Orders that arrive by phone or email get typed in for you
The order is read out of the email or the call notes, matched to the right customer and the right products, and entered into your order system for you to check.
Trigger Every order that arrives by phone or email
Time saved: 2 hrs a week, saved
Orders and accounts
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The day’s orders reach your accounting software overnight
At the end of each day every order goes across as a sale against the right customer, so the accounts are current when you open them rather than a week behind.
Trigger Daily
Time saved: 13 hrs a month, saved
Orders and accounts
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Payments get matched to orders, and the odd ones flagged
Each day the money that came in is matched against the orders it belongs to. Anything that does not line up is listed for you now instead of found weeks later.
Trigger Daily
Time saved: 3.5 hrs a month, saved
Orders and accounts
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Unpaid invoices chase themselves, politely, on a schedule
Seven days past due the customer gets a reminder with the invoice attached. If it stays unpaid the next one follows, and you are told when somebody has stopped replying.
Trigger Seven days past the due date
Time saved: 2 hrs a month, saved
Quotes and invoices
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Quotes that go quiet get followed up instead of forgotten
Three days after a quote goes out with no answer, the customer gets a short follow-up with the quote attached, and you get a list of who is still deciding.
Trigger Three days after the quote goes out
Time saved: 2 hrs a month, saved
Quotes and invoices
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An accepted quote becomes an invoice without being retyped
The customer accepts, and the same lines, prices and job details come across into an invoice in your accounting software, ready for you to send.
Trigger When a quote is accepted
Time saved: 2 hrs a month, saved
Quotes and invoices
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The supplier’s stock file gets checked against your store
The file is compared line by line with what your store lists, and you get the differences: prices that moved, items that are gone, and items you do not sell yet.
Trigger Every supplier file
Time saved: 1.5 hrs a week, saved
Stock and suppliers
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The purchase order is drafted before you run out
Stock is checked daily against what is selling and how long that supplier takes. When a line is heading for zero the order is drafted to the right supplier for you to approve.
Trigger Daily
Time saved: 1 hr a week, saved
Stock and suppliers
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Returned items go back into the stock count on arrival
A return is booked in, the item is put back as sellable or as damaged, and the store’s stock number moves with it, so the website stops selling what you do not have.
Trigger When a return arrives
Time saved: 2.5 hrs a month, saved
Stock and suppliers
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Every finished job asks for a review by itself
A day or two after the job or the delivery, the customer gets a message with a direct link to your Google listing. Nobody has to remember which customers to ask.
Trigger After each job or delivery
Time saved: 2 hrs a month, saved
Reviews and reputation
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Every review comes back with a reply already written
A review lands and a reply is drafted in your words, answering what the customer actually mentioned. You read it, change what you want, and post it.
Trigger When a review lands
Time saved: 1 hr a month, saved
Reviews and reputation
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Monday morning starts with last week’s numbers in your inbox
At 7am each Monday the week’s sales, orders and average order value are pulled from the store and sent to you beside the week before.
Trigger Each Monday 7am
Time saved: 45 min a week, saved
Reporting
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Ad spend and sales sit on the same page, updated daily
What you spent on Meta and Google and what the store took are pulled together each day, so you can see what the advertising returned without opening three dashboards.
Trigger Daily
Time saved: 2 hrs a week, saved
Reporting
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Ask how last month went and get a straight answer
You ask in plain words. The store and the accounts are read, and the answer comes back as a few sentences with the numbers they came from.
Trigger When you ask
Time saved: 2 hrs a month, saved
Reporting
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Products missing a photo or a description get flagged weekly
Once a week the catalogue is checked for listings with no image, no description or no price, and the list arrives with the quickest fixes first.
Trigger Weekly
Time saved: Counted on the call
Reporting
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New products arrive with the description already drafted
The supplier’s spec sheet is read when a product is added, and a description is written from it in your own words, with the specifications kept as they are.
Trigger When a product is added
Time saved: 5 hrs a month, saved
Writing and content
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The monthly newsletter turns up as a first draft
What sold, what is new and what is nearly gone are pulled from the store each month and written up as a draft in your email platform for you to edit.
Trigger Monthly
Time saved: 3 hrs a month, saved
Writing and content
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The specs and photos are gathered before you list anything
Before a new product goes live the supplier’s page is read for specifications, images and documents, and it all lands in one place ready to build the listing from.
Trigger Before a new product goes live
Time saved: 3 hrs a month, saved
Writing and content
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Booking a job tells the customer when you are coming
The job goes in the calendar and the customer gets the date, the arrival window and who is turning up, then a reminder the day before.
Trigger When a job is booked
Time saved: 1.5 hrs a week, saved
Scheduling and jobs
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The job notes and photos land on the invoice by themselves
When the job is marked finished, the notes, the hours and the photos taken on site come across into the invoice draft, so nothing is written out twice.
Trigger When a job is finished
Time saved: 2 hrs a week, saved
Scheduling and jobs