Enquiries need chasing
Requests arrive in different places and it is hard to see who needs a reply or what happens next.
BUSINESS TOOLS & AUTOMATION
Less chasing.
More doing.
Give enquiries, quotes and job details a clearer route through your business. Start with one process that keeps getting in the way, then build the tool that fits it.
With Brodie Brittain
Sault Ste. Marie, Ontario · Projects across Canada
TATE WORKSPACE / TRAINING EXAMPLE
Job details. Line items.
A quote ready to review.
A GOOD STARTING POINT
When the work is clear.
The admin isn’t.
A useful starting point is a repeated handoff: the moment information moves from a message into the next task.
Details get entered twice
The same customer or job information moves between a spreadsheet, a quote and another system.
Updates depend on memory
Someone has to search messages or ask around to work out the latest stage of a job.
WHAT WE COULD BUILD
One useful connection.
Then the next.
These are possible parts of a project. Your quote sets out the work we agree to include.
Capture & organise
Give requests a place to land.
A scoped tool can bring enquiry details, status, notes and an owner into one view, with a clear way to find the next action.
Prepare & review
Turn job details into useful documents.
Quote builders, checklists and draft updates can use agreed records. We define calculations, review steps and what happens when information is missing.
Share & connect
Put the right information in reach.
A client portal or software connection can share selected project details. We check available integrations, access permissions and subscription requirements first.
Assist a specific task
Add AI where there is a clear purpose.
Optional AI can help summarise enquiries, draft from job notes or find information in approved documents. We agree its sources, access and review boundaries.
A CONNECTED PROJECT
From the first enquiry
to the job record.
Tate Will Do It brings a contractor website and a private workspace into one project: enquiries, job files, quotes, invoices and recorded payments.
The screenshot above comes from an isolated training copy. It contains sample data, and does not expose the live workspace.
Read the Tate case study Visit the public website (opens in a new tab)THE WORK, CONNECTED
- 01
Keep the request
Start with the enquiry and the details of the work.
- 02
Prepare the quote
Build line items and review the figures in the job workspace.
- 03
Keep the record
Bring job files, invoices and recorded payments into the same project.
A payment record documents a payment; it is not a payment processor.
TRY AN IDEA
Different tasks.
Practical possibilities.
Fictional concepts with sample data. Explore the interactions before we talk about your own workflow.
HOW WE GET THERE
Start with the process.
Build what earns its place.
- 01
Walk through one real workflow
We map where the information comes from, who uses it and where the handoff gets difficult.
- 02
Check the connections and scope
We agree access, integrations, subscription or usage costs, what can run automatically and what needs your review.
- 03
Try it with realistic examples
Use a working preview with sample records. Test normal work as well as missing details, duplicates and failed connections relevant to the scope.
- 04
Put it into use with a handover
We check the agreed workflow, hand over access and instructions, and agree how changes and support will be handled.
CLEAR BEFORE WE START
Agree the work.
Know the cost.
You approve the scope and price before work starts. The quote sets out the design, build, testing and handover, along with any agreed running costs.
- A first conversation
- Up to 20 minutes, free
- Fixed project
- A quote for the agreed work
- Hourly work
- CAD $95 / hour
One-hour initial minimum per new engagement, then 15-minute increments. Technical investigation starts only after you approve an estimate and spending cap.
Payment and ongoing costs
Fixed projects start with a 50% deposit. The remaining 50% is invoiced at the agreed completion and due within 14 days. Hourly work is invoiced at completion or monthly, also due within 14 days. Additional scope, third-party costs, travel and purchases need your written approval. Hosting, AI usage and maintenance may have agreed ongoing costs; there are no automatic rush, late or renewal fees.
BEFORE WE TALK
A few useful
answers.
Can you work with the software I already use?
Yes, where the software supports it. I offer IT consulting, setup and integrations for tools such as Microsoft 365, Jira, Freshservice and ManageEngine. We check the available connections, permissions and subscription requirements before agreeing the work.
Does this need a new website?
No. A small tool, a software setup or an automation can be the whole project. If a website also needs to feed information into it, we can agree that connection as part of the scope.
Do I need AI?
Only if it helps with a specific task. Predictable steps may be better handled with fixed rules. We agree what can run automatically and what needs your review, especially customer messages and business decisions.
Who can see the business information?
We agree which accounts and people need access, what information is used and what may be shared before the build. Start the first conversation with a made-up or anonymised example.
What if a connection or automation fails?
The scope should define how relevant failures are surfaced, what can be retried and when a person takes over. I test the agreed features with realistic examples, including what happens when something goes wrong.
YOUR NEXT STEP
Bring one recurring task.
Let’s work it through.
Tell me what you do by hand, which tools you use, and what you wish happened next.
Talk about your workflow
A first conversation is free,
up to 20 minutes.