Approved work nobody invoiced. A lead nobody owns. The gap between your systems is costing you.

Between the field and the office. A crew does extra work, the ticket gets signed, and then it sits in a truck or an inbox until nobody can price it. Or Jobber says a payment came in and QuickBooks never hears about it.

Automated invoicing. Extra work your client signed for that never makes it onto an invoice. We connect the field or project software to QuickBooks, so a signed ticket or change order becomes a draft invoice line, and a named person approves it before it bills.

Between the CRM and the people who deliver. A lead fills in the form and nobody's name is on it. A deal is marked won and the job never gets opened.

Automated CRM management. A new enquiry nobody calls back hires whoever answered first. We set up or repair your CRM so every enquiry lands with a named owner and a follow-up date, and a deal marked won opens the job.

Automated ad campaigns. You paid for the click, and nobody called the lead back. Whoever runs your ads keeps running them. We build what happens after the click: each enquiry routed to an owner, tracking tested until it fires and a weekly report of spend against enquiries. Budget changes wait for your approval.

Between a request and a decision. Approvals live in email threads, and three months later nobody can find who said yes.

Between a hire and a leaver. HR approves a new starter and someone builds the accounts by hand from a long checklist. When someone leaves, ask who shut off every account and you'll get three different answers.

And sometimes no product covers it at all. That's when we write a small internal app or a scheduled job, built to be checked and owned by your team.

It's for the person who can point at one of these and say: that one. Fix that.

Every record someone copies from one system into another can go in wrong, or not at all. A signed change order sits in the field app and never reaches QuickBooks. A web inquiry never becomes a matter in Clio, so nobody calls back.

We connect the two through their APIs, once we've checked that no connector you already pay for does the job. Anything the integration can't place cleanly goes to a named person, and anything that bills waits for their approval. Awkward older systems are often workable. We check before quoting. For a worked example, see our restore-testing pipeline, which runs entirely against the Cohesity REST API. You get the documentation at handover, and our access comes out.

1. We start by timing the process as it runs today and agreeing the target. Then the acceptance test gets written. It covers the normal cases and the ugly ones, like a duplicate request or a system that times out halfway through. So the finish line exists before any building does.
2. Native features come first. Your HR platform or directory may already handle half the job, and switching that on beats paying for something new.
3. Then we build the rest so it can be checked. Every change it makes lands in an audit trail your team can read. Anything it can't handle cleanly lands with a named person on your team instead of failing quietly, and your team gets a manual fallback for the day something upstream is down.

On Microsoft 365: Power Automate, SharePoint and Entra ID, in your own tenant

Automated onboarding/offboarding. A login from someone who left in the spring still works. It's the clearest case for building on Microsoft 365: accounts ready on day one and access closed the day someone leaves, with a named person approving every change.

On Microsoft 365, it's the same Workflow Fix, built where your admins already work. That's usually a Power Automate flow running off a SharePoint list or a form, with the Entra ID account, group and license steps handled through Microsoft Graph or PowerShell where a flow can't reach. We check licenses before we quote. Microsoft's built-in Lifecycle Workflows need Entra ID Governance, which Business Premium doesn't include, so we build on what you already pay for wherever we can. Everything stays in your tenant, under accounts you own. At handover our access comes out and a runbook stays with your team. Enrolling laptops in Intune is a separate job, scoped on its own under Infrastructure. Switch it off and your manual process still works, because nothing is deleted or moved. Already on Microsoft 365? See Microsoft 365 workflows.

On Google Workspace: n8n or Make, in accounts you own

Running Google Workspace instead? The misses look the same: an inquiry sitting in a shared Gmail inbox with nobody's name on it, or a leaver whose account still opens. We build the same Workflow Fix with n8n or Make, after checking what Workspace and your other software already do on their own. It runs in accounts you own. Anything it can't handle goes to a named person, and the manual way keeps working. Same fixed price, same acceptance test.

Here's the kind of target we might set: a case that takes 45 minutes by hand gets done in under 10. At 20 cases a month, that's over 11 hours of your team's time back. It's an example. Your real numbers come from timing your process.

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