CUSTOM SOFTWARE & WORKFLOW AUTOMATION

Let the repeatable work take less of your day.

Connect the steps your team repeats: preparing quotes, moving records, finding approved answers and keeping follow-up organized.

Discuss my business See how it works

WHY IT MATTERS

A useful improvement.
A clear business purpose.

Small manual steps become expensive when they repeat throughout the week. The useful starting point is a process with clear rules, reliable inputs and a measurable amount of staff effort.

Quotes and documents from approved rules

Prepare drafts using your price book, required fields and approval process. Keep staff review for exceptions and final commitments.

Information that moves between tools

Map agreed fields from forms, inboxes, spreadsheets or business applications. Add validation, duplicate handling and a visible place for failures.

Software that fits the process

Build focused dashboards, internal tools or approved-source assistants around a defined task. Preserve permissions and show where answers come from.

THE BUSINESS CASE

Small tasks can take a big part of the day.

REPORTED TIME SAVED

3–4 hoursper day

Across quoting and everyday admin.

Kennett Electrics’ owner reported this saving using Tradify for customer details, quotes, scheduling and invoices. It covers the combined workflow, not quoting alone.

Read the customer case

THE MANUAL WORKLOAD

25 hoursper week

Entering and reconciling data across apps.

That is the business-wide workload reported in Intuit’s 2024 survey of 630 U.S. owners and executives at firms with 10–99 employees. It measures time spent, not guaranteed savings.

Read the survey

We start with the task taking up your time, then compare the new workflow against your baseline, including review and corrections.

HOW IT WORKS

From your current process
to a tested setup.

Map one real task

Watch how the work happens today and collect representative sample records, exceptions and timing.

Set the operating rules

Agree on the trigger, input fields, source of truth, allowed changes, approvals and error owner.

Build and rehearse

Connect supported tools, test repeated and incomplete events, and compare outputs with work reviewed by your team.

Launch with visibility

Train the operator, document recovery steps and measure time including review, corrections and maintenance.

WHAT WE NEED

Bring the business details.

A repeatable task and representative examples
Access to the source and destination applications
Approved rules, fields, prices or knowledge sources
An approval owner and a baseline for time or errors

HOW WE MEASURE IT

Track the outcome.

Time per task including review
Error rate and exception handling
Completed work and tool reliability

We agree on the baseline, reporting sources and review cadence in your scope.

BEFORE YOU START

Your questions, answered.

Can you connect any application?

It depends on the application’s supported integrations and access. We confirm feasibility before including a connection in your scope.

Does everything need AI?

No. Clear rules and direct integrations are often the best fit. AI is useful where language, classification or drafting is part of the task.

Can we start with one workflow?

Yes. A focused process is easier to test and measure. Additional workflows can follow once the first one is useful.

Let’s look at your business.

Talk to Gavin

Sources & context

Tradify · Fitted Joinery Installation, June 5, 2025

The owner described quote preparation falling from 90 to 10 minutes after configuring reusable kits and delegating preparation. This is a vendor-published customer report about a software workflow.

Tradify · Kennett Electrics, July 1, 2026

Owner-reported daily saving across job administration. The article does not isolate quoting savings or establish an AI-specific effect.

Intuit QuickBooks · Business Solutions Survey 2024

August 2024 paid online survey; 630 U.S. owners and executives at businesses with 10–99 employees. Intuit calculated its reported averages using a weighted median. The figure describes business-wide manual work, not recoverable time per employee.

These are external examples and research, not Schurr client results. Results depend on the starting process and implementation.