Between the customer’s request and the invoice there are a dozen hand-offs. Each one costs a day.
Sound familiar?
- Bookings taken by phone and copied into the schedule
- Job sheets and proof of delivery on paper or photos in WhatsApp
- Invoices raised days after the job
- Customers phoning to ask ‘where is the driver’
- Compliance documents expiring unnoticed
What we build for logistics and field services
Booking and dispatch assistant
Takes requests on web, WhatsApp and email, checks capacity and zones, books the slot, and dispatches with confirmations to the customer and crew.
On-site capture to invoice
Mobile forms with photos, signatures and parts used; the job closes, the invoice is generated and sent, and the record is filed.
Fleet, scheduling and accounting integration
Scheduling, telematics, stock and accounting connected with queues, retries and alerts.
Operations brief and compliance agent
Daily view of jobs, delays and margin; an agent that watches licences, insurance and vehicle documents and chases renewals.
An example workflow
Job completion to cash
The crew photographs the signed job sheet; the office types it into the system a few days later and raises the invoice at month end.
The crew completes a mobile form with photos and signature; the invoice is generated, sent and reconciled automatically, and the customer receives the report the same day.
Typical result: invoices out the same day; fewer disputes because the evidence is attached.
What it costs
Booking, dispatch or job-to-invoice mapped end to end with a fixed price.
A booking assistant or job-to-invoice flow, live in three to six weeks.
Monitoring, changes to scheduling or accounting tools handled, monthly improvements.
All prices in USD. Every engagement starts with a free audit and a written, fixed-price scope; the first stage ships a working slice on your data in week one, and anything that does not run as scoped is fixed free for 30 days after launch.
Questions
Which scheduling and fleet systems?
ServiceM8, Jobber, Simpro, Tradify, Fergus, Workiz, Samsara, Geotab, Onfleet; Xero, QuickBooks, MYOB; and anything with an API.
Do crews need new apps?
Usually a mobile form link or your existing job app; no logins to learn. Photos and signatures are captured in the flow.
Can customers track the job?
Yes — status messages by SMS or WhatsApp at booking, en route, complete, and a report with photos at the end.
What about paper we cannot avoid?
Photograph it; the document pipeline reads and files it, and anything unclear goes to a person.
Do you need access to our systems?
Only what the workflow touches, granted by you, documented, and removable at any time. Credentials stay in your accounts; we never keep copies.
What if AI is not the right answer for us?
Then we say so in the audit. Many problems are solved better by a form, a rule or a direct integration than by a model — and those cost less.
Where is data processed?
In your own accounts and the tools you already use. AI models are called through business-tier APIs that do not train on your data; personal data is minimised or redacted before it leaves your systems. See our security and data page.
Next step
Send a short description of the process that takes the most time, or map it in the Process X-ray and attach the result. You will hear back within one business day with questions, a workflow sketch and an honest view on whether it is worth automating.