Know how yesterday went before your first coffee
Every morning you get one short message: enquiries, bookings, quotes, payments and the chats that need you. A monthly report shows how the business is doing.
Sound familiar?
“I only find out how the month went when I do the books.”
“I don't know how many enquiries I get, or how many turn into jobs.”
“Things slip through because I can't read every chat.”
How it works
Everything is logged
Every enquiry, quote, booking and payment the automations handle.
Your daily summary arrives
One message at 07:00, on WhatsApp or email.
It flags what needs you
Chats handed over to you, overdue invoices and quotes with no reply.
A monthly report
The totals for the month, so you can see what is growing and what is not.
See it happen
One customer, from start to finish.
Daily summary, 07:00
Yesterday
- Enquiries answered
- 14
- Bookings made
- 5
- Deposits paid
- R1,350
What needs you
Needs you
- Chats to answer
- 1
- Invoices overdue
- 2
Monthly report
March report
- Enquiries
- 212
- Bookings
- 84
- Invoices paid
- R48,600
A made-up example.
Where it works
Where it helps most
Owner reports suits these kinds of business especially well.
Available in Full Ops, or on its own
Owner reports is part of the Full Ops plan (R5,499 a month). You can also start with just this one.
Want this running in your business?
Tell us how you do it today. We'll show you what we would automate first.