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Win the work · an office job you can pick
Turn every enquiry into a job you can quote
Answer the enquiry in your words, ask for the details that are missing, and prepare the job card in ServiceM8 or Simpro.
Choose this office job and we build it around your process, systems, permissions and approval steps.
What it costs you now
An enquiry lands at 9pm on the quote form or in the office inbox, and it sits there until someone is back behind a computer. In the morning the office reads it, finds half the detail missing, sends the questions, and the answers come back that evening when the office has shut again. Every round of questions costs a day, and the customer who wanted three quotes has already had one from whoever answered first.
What it does
Your agent watches the inbox the enquiries arrive in. When one comes in it checks whether the customer is already on your books, works out what kind of job it is, and pulls up the checklist you gave it for that job type. It writes back in your words, in one email, asking only for what is actually missing, and it keeps the thread going when the customer replies days later. Once the detail is complete it prepares the job card in ServiceM8 or Simpro with the contact, the address, the photos and the whole email thread attached, then tells your office it is ready to price.
- Enquiry arrives A new email hits the inbox we watch, or you forward one in WhatsApp.
- Checks before it writes It looks for an existing customer or a duplicate enquiry, and matches the job to your checklist for that kind of work.
- Asks for what is missing One reply in your tone, with the outstanding questions only, and the thread stays open until the answers come back.
- Prepares the job card With the details complete it builds the job in ServiceM8 or Simpro, attaches the thread and photos, and hands it to the office.
You forward it. It comes back ready to work.
You ask in WhatsApp
Today
It hands back
JOB CARD · #4917
Quote-ready job #4917
- ✓Checked for an existing customer or duplicate enquiry
- ✓Matched the request to the electrical-fault checklist
- ✓Kept the email thread and attachments with the work
Kitchen power keeps tripping
CustomerMia Williams
SiteSouth Yarra VIC
Contact04•• ••• 218
Job typeElectrical fault
- Switchboard photo attached
- Fault started after oven install
- Customer available Friday morning
A quote-ready job card with the customer thread, contact details and switchboard photo attached.
Illustrative example. Names, numbers and records are made up.
What changes for the business
Every enquiry gets answered the same hour it lands, and arrives on your desk as a job you can price.
- No enquiry sits overnight
Leads that arrive after knock-off get a reply while the customer is still on their phone, instead of waiting for someone to be back at a computer.
- The back and forth stops costing days
The questions go out with the first reply rather than the next morning, so the job can be quote-ready before the office opens.
- The retyping goes away
Nobody sits in the ute copying an email into ServiceM8 before they can start the day.
What it is connected to
Built around whichever of these you run.
These are the systems this office job usually touches, not a required stack. We connect only what your version of it needs, using your own accounts and the smallest set of permissions that does the job.
- Your email Microsoft 365 or Google, for the enquiries and the replies. Website form leads arrive here too.
- ServiceM8 or Simpro The customer lookup and the finished job card.
- WhatsApp Forwarding an enquiry in, and getting told when a job is ready.
- Your calendar Where the office offers a site visit instead of a written quote.
- Photos and attachments Kept with the job rather than left buried in the thread.
The boundaries come with the office job
Nothing reaches a customer without your yes.
What starts it, what it may read, what it may write, who approves, and where it stops. Written down before the office job runs.
What it will not doIt does not price the job and it does not book anyone in unless you switch that on. A duplicate enquiry, a safety concern or a scope nobody can read goes back to the office instead of being guessed at, and everything starts in drafts until you decide it has earned more room.
- Trigger
- A new enquiry arrives in the monitored inbox or is forwarded in WhatsApp.
- Reads
-
- Email thread and attachments
- Job-type checklist
- Existing customer and job records
- Writes
-
- Draft customer reply
- Quote-ready job card
- WhatsApp hand-off
- Approval
- It starts in drafts; the office decides when replies or records may proceed without review.
- Stops when
- Required details are complete and the quote-ready record has been prepared.
- Exception path
- A duplicate, safety concern or unclear scope returns to the office instead of being guessed through.
- Audit evidence
- The action log keeps the source thread, captured fields, attachments, timestamps and record ID together.