monday.com Setup
The whole process in one system, from the first enquiry to the final report, with every job, client and invoice connected.
Read MoreSystems, Automation & AI For Professional Services
Every job from enquiry to invoice in one place, instead of run by hand from a spreadsheet.
5.0 From 25 Google Reviews
monday.com Bronze Partner
What We Usually See
Sound Familiar?
- Every job run by hand from a spreadsheet.
- Quotes sent and never followed up.
- Bookings juggled across calendars and emails.
- Invoices that wait on someone remembering to send them.
- Reports typed up from scratch every time.
- No numbers on enquiries, conversion or margin.
How We Help
What We Build For Professional Services
Sometimes that's a full system in monday.com. Other times it's one workflow automated, or AI taking over a job that's done by hand today. We start with how your business runs, then build only what it needs.
Client Story
Surveying Practice
Client case studies on how we have helped.
The Challenge
A small RICS surveying practice running every job from a spreadsheet: enquiries, quotes, bookings, surveys, invoices and reports, all by hand, with some surveys outsourced and no way to see what each one made.
What We Built
The whole process automated, from enquiry to review request. A website enquiry triggers the right pricing email for the survey type; the client confirms by form, which creates the job and sends them a link to book the inspection; the survey is scheduled to a surveyor, the invoice raises itself, and once it's paid the report goes out and a review request follows.
The Result
A two-person practice with the admin of a much bigger one taken off their hands. Every job moves through the same steps automatically, and nothing waits on someone remembering to send an email.
Numbers they'd never had: enquiries per month, enquiry-to-job conversion, revenue per month and per enquiry, and the margin on every outsourced survey.