Use cases

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All 12 examples, starting with our favourite.

FeaturedField and teamsShort-term rental

Mobile property inspection solution that generates the documents automatically

Before: A paper form on site, then everything retyped and sorted at the office.
After: The visit is entered once on a phone and the documents are ready.

Read the full case

What runs, step by step

1Field app
2Photos filed
3PDF documents
4Company software

Orders and invoicesClient case

Tool that checks coaching sessions and calculates coach pay

Before: Coaches were paid on their own word, with no way to check.
After: Each session is matched to its video and pay is calculated.

Logged sessions
Videos
Check
Monthly pay

Customer follow-upClient case

Automatic analysis of prospecting calls, summarised in the client file

Before: Calls recorded but never replayed, and an almost empty client file.
After: Every week, useful calls become a prospect summary.

Phone system
Transcript
Prospect summary
Client file

Field and teamsClient case

Analysis of recorded coaching sessions: each coach's method and clips for the training

Before: Hours of recorded sessions nobody had time to watch.
After: Each session yields the coach’s method and timed clips.

Recordings
Analysis grid
Clips
Coach profile

Customer follow-upClient case

Search engine for the client testimonials suited to each prospect

Before: Video testimonials lost in one huge spreadsheet.
After: Sales describes a prospect and gets the matching testimonials.

Prospect profile
Search
Testimonials
Ready message

Customer follow-upClient case

Client satisfaction tracking, with a dashboard for each team member

Before: Answers copied by hand, with no link to the client record.
After: Every answer lands on the right record and in a dashboard.

Survey
Client record
Dashboard

Emails and documentsUse case

Job orders received by email, entered only once

Before: Every job order received by email is retyped into three tools.
After: The order would be read, approved once, then sent everywhere.

Email
Record to approve
Schedule
Invoicing

Orders and invoicesUse case

Customer orders checked before the ERP, without retyping

Before: PDF purchase orders typed into the ERP line by line.
After: The order would arrive prepared and checked, ready to approve.

Purchase order
Checks
ERP
Confirmation

Orders and invoicesUse case

Supplier price lists in Excel, checked before the ERP import

Before: Every Excel price list is reshaped by hand before import.
After: Abnormal increases and errors would be flagged before the ERP.

Excel file
Checks
Buyer review
ERP

Emails and documentsUse case

Supporting documents read, filed and chased when they are missing

Before: Documents opened, renamed and tracked one by one.
After: Each document would be filed, and missing ones chased.

Email
Filing
File tracker
Reminder

Orders and invoicesUse case

Quotes, contracts, scheduling and invoices connected across branches

Before: Quotes, contracts, schedules and invoices spread across four tools.
After: One shared reference would follow each job to the invoice.

Signed quote
Schedule
Job
Invoice

Emails and documentsUse case

PDF data sheets turned into a structured product database

Before: Specifications copied by hand from every PDF.
After: Each product record would be prepared, then reviewed before publishing.

PDF data sheet
Extraction
Review
Product database

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