GenBromley Plumbing Co. — fictional example. 18 staff. Commercial and domestic plumbing across South-East London.
- Quote follow-ups slip when office manager is out on visits — roughly 30% of quotes never get chased
- Engineers WhatsApp job updates that never make it into the job system — visibility lost
- Supplier price changes spotted at invoice stage, not quote stage — margin leaks before the job is even priced
- Compliance certificate renewals chased manually from a shared spreadsheet — close to lapse twice in the past year
- A routine that reads across Outlook, the job system and the quote tracker, and drafts follow-ups when quotes go quiet
- A simple inbound triage that summarises WhatsApp engineer updates into job-system notes overnight, ready for the morning review
- A supplier-price watcher that flags any quote where the supplier price has moved more than 5% since the quote was issued
- Customer-facing chatbot — your enquiries are too varied, the volume is too low, and the risk of a wrong answer outweighs the time saved
- Predictive maintenance modelling — too little structured historical data to be useful, revisit in 12 months
Start with the quote follow-up routine. Smallest scope, highest visible return, runs on top of the tools you already use. Indicative build: 2–3 weeks. Indicative cost: £750–£1,500. After 30 days of running, we review whether to extend the layer into the WhatsApp triage or the supplier-price watch.