
Service business · Window cleaning specialists
Before
Quoting depended on information gathered manually, and often on getting someone to the property. Assessment, quoting, booking and the work that followed operated as separate steps.
Information gathered
Property assessment
Quote
Booking / service
Lead / call
Assessment
Images + requirements
AI job evaluation
AI assistedQuote review
Customer approval
Customer decisionBooking
Service
Payment / follow-up
Built into the operation
01Capture
Turn customer enquiries into structured job data.
Property type, service requirements, scope, condition, access and timing are captured consistently — giving the business the information it needs without reconstructing the job manually.

02AI assess
AI evaluates the job before the quote is reviewed.
The information and images collected from the customer are assessed before the business reviews the quote. Relevant property conditions, access considerations, notes and findings are surfaced so the team has useful context before pricing is approved.
- Customer information
- Service requirements
- Property photos
AI job assessment
- Scope
- Risks
- Findings
- Estimate


03Review + act
Automation prepares the work. The business keeps control.
The assessment reaches the team ready for review. Pricing can be confirmed or adjusted before the quote is sent, keeping a human decision point where it matters.

Actual system interface shown with representative customer information for privacy.
Assess remotely
Customers provide structured property information and visual evidence before an onsite visit is required.
Quote with greater consistency
Job information, conditions and findings reach the team in a repeatable review process.
Move customers through one journey
Assessment, quote approval, booking, service and follow-up operate as connected stages rather than isolated tasks.
Operational change
Assessment, quoting and service progression became a repeatable digital journey — with an explicit customer decision point at quote approval before work is booked — giving the business a more consistent way to move a customer from enquiry to completed service.
The Assessment Is One Part of the System.
- Calls & leads
- Customer assessment
- AI evaluation
- Quote
- Approval
- Booking
- Service
- Follow-up
- Measurement
Built·Connected·Automated·Managed
We don't just automate tasks. We connect and automate how work moves through the business.
