Diagnosis Case 01 / 06 Your systems do not talk to each other
Accounting in Xero. Jobs in ServiceM8. Bookings on a spreadsheet. Customers in Outlook. Each tool does its bit, but the same information gets re-entered three or four times a week.
The cost is the admin time you do not see. Every reconciliation. Every double-entered invoice. Every spreadsheet someone forgot to update.
We build the connections that let data enter one system and flow to the rest — accounting, jobs, payments, customer records and reporting all on one workflow.
Diagnosis Case 02 / 06 A spreadsheet is doing too much of the work
Pricing, stock, bookings, member lists, technician schedules, customer histories — somewhere in the business there is a spreadsheet that runs more than it should. Usually emailed around. Often broken on someone’s phone.
When the spreadsheet author leaves, the workflow goes with them.
We replace the spreadsheet with the right purpose-built tool — sometimes a small web app, sometimes a connection between tools you already pay for, sometimes a portal your customers can use directly. Lighter than ERP, designed around the real work.
Diagnosis Case 03 / 06 Invoices, quotes and payments are weeks apart
The job is done on Tuesday. The invoice goes out on the following Monday. Payment arrives three weeks later. By the time you reconcile, you have lost track of who paid for what.
Cash flow shouldn’t be hostage to admin scheduling.
We wire the field-or-counter event (job completed, booking confirmed, order placed) directly to the invoice and the payment link. Same-day invoicing. Real-time payment status. Bank reconciliation that takes minutes, not afternoons.
Diagnosis Case 04 / 06 Customer information lives in five different places
Phone notes here. Email history there. Quote in a Word doc. Job notes in ServiceM8. Invoice in Xero. When a customer rings asking about last year’s install, three staff members have to triangulate the answer.
The data is there — just nowhere coherent.
We build the connection layer (or a thin CRM if you want one) so every customer interaction is captured against one record. The next person who picks up the phone has the full history in front of them.
Diagnosis Case 05 / 06 Reporting is a Friday afternoon spreadsheet exercise
Owners need to know: revenue by week, margin by job type, team utilisation, which customers are profitable. Most SMBs cannot answer these questions without an afternoon of CSV exports and manual sums.
The data exists — it just isn’t packaged to the questions you ask.
We pull your operational data into a dashboard that answers the questions you actually have. Power BI, Looker, or a bespoke dashboard. Updated continuously, not at month-end.
Diagnosis Case 06 / 06 Old software is holding the business hostage
An Access database from 2008. A DOS app no one wants to touch. A Bubble prototype that worked for three customers but breaks at scale. A Replit experiment that almost shipped.
The business depends on it. The team is afraid to change it.
We extract the data, rebuild only the parts that matter, and wrap the old system in an API so the new tools can read from it. You modernise incrementally instead of ripping out a critical system in one move.
