Automations
Every business has jobs that eat time without adding much: copying figures between systems, building the same report every week, chasing the same updates. Those are the first things worth automating.
What this looks like
- Data entry that happens on its own instead of by hand
- Reports that build and send themselves on a schedule
- Follow-ups and reminders chased automatically
- Information moved between your systems without copy and paste
Further reading
- What an out of hours callout log needs to hold, and what makes engineers use it
The five fields Ultra Vision's out of hours callout log holds, which of them fill themselves in, and why adding one more field made it quicker to fill in at night.
- How to get van drivers to do vehicle checks: follow the van, not the driver
How Ultra Vision's weekly van checks work: a web form with no login, a record for each van, and the chasing sent to the fleet manager, not the engineers.
Not sure what to automate first?
That is usually the best place to start. Tell us where the friction is, and we will tell you honestly what is worth building.
- A reply usually the same day
- An honest view before any work starts
- No sales pitch, no obligation