What do you want AI to do?

Answer and route phone calls

Takes inbound calls, qualifies the caller and books or transfers to the right person.

Cover the phone after hours

Triage emergency vs routine when the office is closed and only wakes you for real emergencies.

Read my inbox and draft replies

Sorts email, files attachments, drafts routine replies and leaves sensitive ones for your approval.

Send appointment reminders

Texts or calls clients before bookings so nobody forgets.

Handle cancellations and reschedules

Rebooks dropped slots and offers them to your waitlist in order.

Collect client or patient intake details

Gathers forms, consent and what-to-bring before the appointment.

Log service and warranty calls

Captures fault details, checks warranty and books the return visit.

Do bookkeeping and receipt coding

Reads bills and receipts, codes them and files drafts in your ledger for approval.

Chase overdue invoices

Sends polite reminders by email and SMS and records promises to pay.

Collect payments and receipt them

Issues invoices, sends secure payment links and records the receipt.

Follow up bad debts

Escalates older unpaid invoices with a structured chase plan and never goes further than you allow.

Reconcile supplier statements

Matches statements to bills, finds missing invoices and drafts query emails.

Prepare timesheets for payroll

Chases missing hours, flags anomalies and hands payroll a clean file.

Track which jobs made money

Attributes costs to jobs and reports margin by client, job type and week.

Send me a morning report

Pulls cash, invoices, debtors and jobs into one page with the three decisions you need to make.

Turn enquiries into quotes

Reads site or email enquiries and drafts line-item quotes in your format.

Follow up quotes that went quiet

Calls or messages clients whose quotes have gone cold and books you when they want to talk.

Onboard new clients

Sends welcome packs, opens folders, sets up billing and chases missing paperwork.

Keep the CRM current

Updates contacts, logs notes, moves deal stages and flags duplicates.

Handle listing or property enquiries

Replies to portal enquiries, books inspections and records who attended.

Read tender and RFQ packs

Extracts scope, deadlines and compliance requirements and gives a bid/no-bid brief.

Build tomorrow's run sheet

Sequences jobs by travel time and notifies the crew when things change.

Order stock before it runs out

Predicts run-out dates, drafts purchase orders and flags price rises.

Report stock levels weekly

Reconciles usage, reports shortfalls and lists exactly what to order.

Capture shift handovers

Collects crew notes and writes a structured handover for the next shift.

Answer staff questions from our docs

Staff ask how things are done and it answers with a citation to your documents.

Handle 'where is my order' and returns

Takes order enquiries, checks status and routes returns to the right person.

Process enrolments

Collects enrolment details, verifies identity and books orientation.

Watch how I work and learn to do it

Observes a repetitive job, learns the steps and exceptions, then rehearses against real cases before taking over.

Track licences, insurances and certs

Reads expiry dates, chases renewals and blocks expired crew from the run sheet.

Run conflict checks

Checks new matters against existing clients and interests before you open a file.

Screen job applicants

Scores applications, calls shortlisted candidates and books interviews.

Chase missing timesheets

Reminds staff to submit hours and flags anything unusual.

Ask customers for reviews

Requests feedback at the right moment and routes unhappy responses to you first.

Turn finished jobs into posts and newsletters

Drafts case studies, social posts and newsletters from job notes and photos.

Win back lapsed members or clients

Spots churn signals, sends a personal check-in and reports save rate.