Tenant enquiries, referencing chases, viewing bookings, landlord reporting
Leaseholder enquiries, works orders, service charge demands, Section 20
Records chasing, client onboarding, deadline reminders, routine reporting
Bookkeepers
Receipt collection, reconciliation prep, supplier queries, month-end packs
Matter onboarding, document drafting, client updates, deadline tracking
Enquiry packs, searches, chain updates, completion date chasing
CV screening, interview scheduling, candidate updates, client reporting
Briefs, status reports, repurposing content, chasing scope and approvals
Plumbers and heating engineers
Quote follow-ups, job scheduling, service reminders, certificate renewals
Electricians
Quoting, job dispatch, certification paperwork, invoice chasing
Client updates, subcontractor coordination, variations, snag lists
Rota gaps, carer recruitment, training renewals, CQC evidence
Fact-finds, annual review packs, suitability letters, compliance trails
Document collection, application chasing, lender updates, case tracking
Renewal reminders, quote comparison, claims updates, policy paperwork
Fee proposals, stage tracking, planning correspondence, drawing issue
Report write-up, fee quoting, site notes, inspection diaries
Ticket triage, onboarding and offboarding, asset records, monthly reports
Recalls, missed calls, cancellations, treatment plan follow-ups
Vaccination reminders, missed calls, no-shows, insurance paperwork
Referral intake, insurer billing, clinic letters, bookings and recalls
Consultancies and trainers
Proposals, scheduling, session notes, follow-up materials, reporting
Cleaning and facilities
Rota changes, site checklists, incident reports, contract renewals
Not on the list? We work from your workflows, not your sector. What matters is whether the work repeats, follows rules, and happens often enough to be worth automating. That’s true of plenty of businesses we had never come across before.