Our Work

The problem

An open invoice rarely stays open without a reason: a question about the amount, a repair still to be done, a payment arrangement. That context was scattered across phone calls, finance and customer-service mailboxes and the CRM, so people chased payments without the full picture and issues fell through the cracks.

What we built

A custom accounts-receivable dashboard: one overview of all open invoices, with everything behind each invoice one click away.

How it works

• Every phone call with the customer is automatically transcribed and summarised by AI.
• The full email history, finance and customer service, merged live.
• The installation status from the CRM shown alongside.
• Built on Google Cloud, fully GDPR-compliant.

Outcome

One click shows why an invoice is still open, so nobody calls a customer without context and nothing falls through the cracks. [TO CONFIRM] add a measurable result (e.g. change in days sales outstanding or time spent per follow-up), if the client agrees.

The problem

Customer data was spread across systems that didn't talk to each other. Telephony, email, CRM and accounting ran completely separately, so no one had the complete picture of a customer.

What we built

A single AI-driven data platform that brings those systems together.

How it works

• Every phone call is transcribed and summarised by AI.
• Every incoming email is analysed and routed by AI.
• Customer, quote, invoice and contact history on one timeline.
• An AI chatbot answers customer questions 24/7.

Outcome

No more duplicate work, no retyping, no fragmented information. Delivered in weeks, fully GDPR-compliant. [TO CONFIRM] add a measurable result (e.g. hours saved per week, share of emails routed automatically).

The problem

A valuation runs from the first on-site inspection to the final report. The valuer needed one tool that follows their own way of working, on location, from data entry to a report ready to send to the client.

What we built

A native iPad app built with SwiftUI, covering the whole valuation from first inspection to final report.

How it works

• Clients, valuations and objects organised in one place.
• Each object with make, type, year of manufacture and serial number, plus photos taken straight from the iPad.
• Liquidation, market and insurance values calculated automatically.
• One tap produces a professional PDF valuation report, with photos and house style.

Outcome

A complete valuation, from input to finished report ready to send to the client, done on the iPad, fast and usable offline on location. [TO CONFIRM] add a measurable result (e.g. time per valuation before/after).