What we take over
Every one of these runs on someone remembering to do it. That's the part we replace — the remembering, the chasing, the re-typing. Not the judgment.
Quoting and estimating
Now: A request comes in by phone, email, or form. Someone writes it down. Someone else prices it, usually from a spreadsheet only two people understand. It waits for approval. Somebody remembers to send it. Somebody maybe remembers to follow up.
After: Requests land in one place regardless of how they arrive. Pricing applies your rules automatically. Approval is a single click on a phone. It goes out the same day and follows up on its own schedule.
Most companies this size lose more revenue to slow quotes than to lost quotes. Speed wins jobs that price wouldn't have.
Scheduling and dispatch
Now: A whiteboard, a shared calendar, or someone's head. Changes get communicated by phone call. Somebody always doesn't get told.
After: Jobs are scheduled against real availability. Everyone affected is notified automatically. Changes propagate everywhere at once. The schedule is current without anyone maintaining it.
Purchasing and vendors
Now: Requests by email. Approvals by reply. Orders re-typed into a portal. Nobody knows what's on order until it shows up or doesn't.
After: Requests route by your approval rules. Orders go out and confirmations come back automatically. What's ordered, what's late, what's landed — visible without asking.
Invoicing and collections
Now: Invoices go out when someone has time. Follow-up happens when someone notices. Aging is a report somebody runs.
After: Invoices go out when the work is marked done. Reminders send on their own schedule. What's owed and how late is current at all times.
This one usually pays for itself first. Cash comes in earlier without anyone chasing it.
Reporting and month-end
Now: Five people export five things and someone assembles them. It takes a week. By the time it's ready, it's describing the past.
After: The numbers assemble themselves continuously. Close is a review, not a build. You see this month while you can still change it.
Onboarding and compliance
Now: A checklist someone owns. Documents chased over email. You find out something's missing at the audit.
After: Each step triggers the next. Documents are collected and filed automatically. What's missing is visible now instead of later.
What we build toward
These are the targets we design to and commit to contractually. They're not averages from a case study — we publish those under Results once clients agree to be named.
Not all of it at once
Nobody starts with all six. You start with the one costing the most, prove it, then take the next one. That's what Department Automation is.