Automation for trades businesses.
Enquiries, quotes, appointments, measurements and invoices: we automate the paperwork in your business, so you are no longer at your desk in the evening but enjoying your time off.
Where time is lost in day-to-day work.
Most businesses know exactly which tasks are a nuisance. What is missing is the time to solve them differently. That is exactly where we come in: with workflows that run in the background and noticeably relieve your team.
- Enquiries come in by phone, e-mail and WhatsApp and get lost in the daily routine.
- Writing quotes takes time, and follow-up rarely happens.
- Appointments and jobs are scheduled on the fly and across several calendars.
- Measurements and reports on paper have to be typed up in the office.
- Invoices are written late, and payment reminders go out late.
Typical workflows for trades businesses
Examples from practice. Which of them pay off first for you, we clarify in the free check.
- Enquiry
- n8n
- List
Enquiries in one place
Enquiries from the website, e-mail and form are collected in one list or in your trades software, with an acknowledgement sent to the customer.
- Quote
- Waiting time
- Follow-up
Follow up on quotes
If a quote is unanswered after a few days, the workflow reminds you or politely asks the customer.
- Phone
- Form
Report from the phone as PDF
Measurements, acceptance or service visits are captured on site in a form, with photos and signature. The PDF goes automatically to the customer and the office.
- Calendar
- n8n
- SMS / e-mail
Confirm and remind about appointments
Customers receive an appointment confirmation and a reminder the day before. This saves wasted trips.
- Order
- Accounting
- Approval
Invoice straight after the job
Once the job is done, the draft invoice is created in your accounting software, and you only need to approve it.
- Invoice
- Due date
- Reminder
Payment reminders, automatically
Open invoices receive friendly, staged reminders, and the workflow stops as soon as payment arrives.
We work with your systems.
We connect website, mailbox, calendar, your accounting, such as lexoffice or sevDesk, and your trades software, provided it offers an interface. A smartphone is all you need on site.
The technical foundation is usually n8n on servers in Germany. This keeps your data under control, and there are no per-execution fees.
Matching workflows from the library
- Phone
- n8n
- Storage
Reports from your phone straight to PDF
Fill in a handover or service report on site, filed when you’re done.
- Schedule
- Pipedrive
- AI
- Sales
Follow up automatically when a deal stalls
No enquiry gets forgotten any more.
- Pipedrive
- n8n
- Accounting
Invoice as soon as the order is won
Deal won, invoice created, accounting informed.
- Schedule
- Accounting
- n8n
Friendly payment reminder, automatically
Open invoices are chased before it gets awkward.
Matching guides
Automation in SMEs: where do you start?
The typical first three workflows, the most common early mistakes and a plan for the first 90 days.
ReadGuide · 7 minE-invoice: what companies can automate now
The deadlines of the e-invoice obligation, and how receiving, checking and sending run automatically.
ReadFAQ
Is automation worthwhile for small businesses too?
Especially for them. In small businesses the owner often does the paperwork themselves, in the evenings. Even two or three workflows can save several hours per week.
Do we need new software for this?
No. We connect what you already use. Where nothing is in place yet, simple, inexpensive tools are often enough.
Where should trades businesses start?
With the site report from a phone or automatic follow-up of quotes. Both save time immediately and bring in more orders.
Automation for other industries
Manufacturing & engineering
Service, spare parts, trade fair contacts, maintenance and documentation.
Tax firms
Receipts, documents, client enquiries and deadlines.
Property management
Damage reports, tradespeople, enquiries and meetings.
Car dealerships
Leads from vehicle marketplaces, test drives, workshop and reviews.
Public administration & education
Citizen enquiries, applications, committee support and e-invoice.
