What we build.
AI assistants and agents, automation and custom software, built around the tools you already use, plus ongoing support to keep them working.
AI, automation and software.
You might need one or a mix. A Fit check works out which, and in what order.
- AI assistants and agentsAI that drafts, sorts and summarises routine work, and agents that carry a task through several steps.
- Workflow automationThe routine steps between your tools happen on their own, so details are entered once.
- Custom AI softwareDashboards, planners and internal tools built around how you work, with AI where it helps.
- Ongoing supportWe monitor, fix and improve what we’ve built, and train your team, so it keeps working.
Where AI earns its place.
Jobs AI and automation can help with, and what a person still does. Choose your kind of business to see which fit best.
Showing all twelve examples.
Illustrative examples. A Fit check finds what fits your business.
New enquiries
- What it does
- Drafts a reply to each new enquiry from your website, inbox or call notes, and logs the details where you keep your jobs.
- What a person does
- Checks the reply and sends it.
AI assistant
Order changes
- What it does
- Carries a changed quantity or date from the order through to the production plan and materials list.
- What a person does
- Confirms the new plan.
Custom AI software
Rotas and cover
- What it does
- Shows who’s free and qualified when someone’s off, and suggests cover for the day.
- What a person does
- Decides who goes.
Custom AI software
Tender paperwork
- What it does
- Pulls together the standard documents and first-draft answers for a tender from what you’ve written before.
- What a person does
- Edits, checks and submits it.
AI assistant
Quotes
- What it does
- Builds a first-draft quote from the survey notes, photos and your own price list.
- What a person does
- Checks the figures and sends it.
AI assistant
Services and renewals
- What it does
- Tracks what’s coming due, such as annual services, inspections and certificates, and drafts the reminder.
- What a person does
- Approves each reminder before it’s sent.
Workflow automation
Bookings and reminders
- What it does
- Offers times from your calendar, then drafts the booking confirmation and a reminder for the day before.
- What a person does
- Approves each one before it’s sent, and handles anything unusual.
Workflow automation
Job paperwork
- What it does
- Turns site notes, photos and voice memos into the job sheet or report, filed with the job.
- What a person does
- Reads it and signs it off.
AI assistant
Customer updates
- What it does
- Drafts an update for the customer when a job changes status: booked, on the way, ready to collect.
- What a person does
- Sets the status and approves each update before it’s sent.
Workflow automation
Invoices and chasing
- What it does
- Raises the invoice in your accounts software when a job is signed off, and drafts a polite reminder when it’s overdue.
- What a person does
- Approves the reminders and deals with any dispute.
Workflow automation
Handovers
- What it does
- Summarises a job’s history, notes and messages for whoever picks it up next.
- What a person does
- Checks the summary before relying on it.
AI assistant
The weekly numbers
- What it does
- Pulls jobs, invoices and hours into one dashboard that keeps itself up to date.
- What a person does
- Reads it and decides what to do.
Custom AI software
How we work.
Three stages. You decide after each one whether to go on.
- FindA Fit checkA paid look at how your business runs, ending in a written plan with a price for anything worth building.How the Fit check works
- BuildBuilt around your toolsAssistants, automation and software that fit the way you already work.How we build
- RunOngoing supportWe monitor, fix and improve what we’ve built, and train your team.How ongoing support works
Book a free 30-minute call.
On Google Meet, with Jacob. Tell us about one job that takes more effort than it should, or how a normal week goes.
Pick a timeOr email jacob@propelai.co.uk