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4 templates · Quotes, invoices and delivery updates handled the moment they arrive, not the next morning.

Turn quote requests into invoices Reads the inbound request, prices it from the contract, and files the invoice. Reorder anything below par Watches stock levels and raises the purchase order before you run out. Keep customers posted on every load Pushes status changes to the customer without anyone chasing the carrier. Assemble customs paperwork Collects the documents each shipment needs and flags what is missing.

4 templates · Client reporting, campaign briefs and follow-ups delivered without another junior hire.

Run your ad accounts from a conversation Ask questions, get pacing checks and approve changes across Meta and Google Ads. The MCP connection is built in, and the AI agent comes with it. Send every client their report Pulls spend and results from each platform, writes the summary, sends it. Turn a call into a campaign brief Takes the transcript and produces the brief the team actually works from. Follow up with every inbound lead Answers the first question, qualifies, and books the call.

4 templates · Intake, scheduling and document chasing off the desk of people you bill by the hour.

Chase the documents you are missing Diffs each engagement against its checklist and asks the client for the gap. Never miss a filing deadline Tracks every statutory date and starts the work before it is late. Onboard a new client without the back and forth Collects the details, opens the matter, and files the engagement letter. Create an invoice and get it paid Tell it the client and the work, or mark the job done, and the invoice drafts itself from the timesheet or the quote, with a PDF and one way to pay. It goes out after your yes, then gets chased on schedule and marked paid when the money arrives.

3 templates · Client documents chased, deadlines tracked and onboarding handled, so billable hours go to advice instead of admin.

Chase the records you are still missing Knows what each return still needs, asks the client for exactly that, and files it when it arrives. Start the work before it is late Tracks every statutory date across the client book and opens the job in time to do it properly. Onboard a client without the back and forth Collects details, runs the checks, sends the engagement letter and sets up the client record.

3 templates · Deal flow triaged against your thesis, diligence documents assembled and every portfolio update collected on time.

Read every deck so you do not have to Scores inbound decks against your thesis and cheque size, and surfaces the few worth a first call. Assemble the data room Builds the checklist for the deal, chases what is outstanding and flags the gaps before the call. Collect the numbers without the nagging Asks each portfolio company for its monthly numbers, chases the late ones and assembles the pack.

4 templates · Order questions, returns and supplier chasing answered around the clock.

Fight chargebacks with proof you already have Your order, payment, delivery scan and policy already exist in five systems. The agent gathers them the day a dispute lands and holds the response for your yes. Answer overnight order questions Looks up the order, answers what it can, escalates what it cannot. Triage returns against policy Checks each return against the policy and issues the refund or asks for more. Chase suppliers on late stock Watches inbound POs and chases anything that slips past its date.

3 templates · Property enquiries answered, viewings booked and listings kept current without the admin.

Turn enquiries into booked viewings Qualifies the enquiry against live listings and books the slot. Keep every listing current Rewrites stale descriptions and flags listings that need new photos. Follow up after every viewing Asks for feedback, logs it against the property, and nudges the offer.

3 templates · Maintenance, tenant communication and renewals handled as one connected operation.

Triage every maintenance request Reads the tenant request, checks the urgency, assigns the right contractor and keeps everyone updated. Keep tenants informed without chasing Answers routine tenant questions from the lease and building knowledge, and escalates the ones that need a person. Start every renewal before it becomes urgent Finds leases approaching renewal, prepares the offer and follows up until the next step is clear.

3 templates · Bookings, suppliers and reviews handled while the floor stays busy.

Prep tonight's service Counts covers, checks par levels, and orders what the kitchen is short on. Confirm tomorrow's bookings Messages every table, captures changes, and updates the floor plan. Reply to every review Drafts a reply in your voice and flags anything that needs the owner.

4 templates · Ten accounts that are ready to buy, on your desk before you start. Not a list of ten thousand.

Ten accounts ready to buy, every morning Scans your market overnight, ranks by fit and intent, and hands you ten with the reason each one is timely. Map the whole buying committee Finds every person who touches the decision, not just the one name on the website. Watch for the moment they start looking Reads job posts, funding news, pricing-page visits and Reddit threads where people ask what to buy. You hear about the accounts that fit your ICP, and why. Draft the opener that references why now Writes the first line from the signal that made the account timely, so it does not read like a template.

3 templates · Recalls, reminders and intake forms handled so the front desk can look after the person in front of them.

Bring patients back on schedule Finds who is due, messages them on their preferred channel, and books straight into the diary. Collect intake before they arrive Sends the right form on booking, chases the ones not returned, and files answers to the record. Rebook the no-shows automatically Notices the missed appointment, reaches out the same day, and offers the next open slots.

3 templates · Jobs scheduled, engineers routed and quotes out the same day, without anyone stuck on the phone.

Assign every job to the right engineer Matches the job to skills, van stock and travel time, then tells the customer when to expect someone. Send the quote before you leave the driveway Turns the engineer's notes and photos into a priced quote and sends it while the job is fresh. Keep every van stocked Tracks what came off each van and reorders before an engineer arrives without the part.

3 templates · Callouts booked, quotes out the same day and every unconverted quote chased, without anyone tied to the phone.

Answer the callout before a competitor does Picks up web and phone enquiries the moment they land, qualifies the fault, and offers the first free slot. Chase the quote that never came back Tracks every quote sent, follows up on the ones going cold, and tells you which are worth a call. Bring every service contract back round Knows when each unit is due, books the visit, and renews the plan before it lapses.

3 templates · Jobs dispatched to the right engineer, certificates filed and quotes followed up while the van is still moving.

Send the right sparks to the right job Matches each job to qualifications, travel time and van stock, then tells the customer the window. File the certificate before you leave site Turns the engineer's readings into the right certificate and files it against the job and the client. Turn enquiries into booked jobs Answers the first question, prices the common jobs from your rate card, and puts it in the diary.

3 templates · Emergency calls triaged, jobs assigned by travel time and parts reordered before an engineer arrives without one.

Sort the emergency from the can-wait Asks the questions that separate a burst pipe from a dripping tap, and routes each one accordingly. Know what happened on every job Collects notes, photos and parts used from each visit, then keeps the customer record straight. Quote it before the kettle boils Prices the job from photos and your rate card, and sends it while you are still on the drive.

3 templates · See who’s visiting each site and what they need to know before they arrive. Start with the Field service app, then set up reminders and repeat bookings around your team’s rules.

Plan the round before you confirm the visits Put booked visits and callbacks in the same weekly calendar. Before you promise a time, check who can attend and whether they can get into the site. See which contracts need a renewal decision A renewal needs more than a date on a calendar. Set up an agent to bring the contract details and a draft message to the person who can approve the next step. Write up the visit while it’s still fresh Put the findings, checklist and materials used on the job record. With those details in place, you can prepare a customer report in your own format and have the technician check it.

3 templates · Callouts answered around the clock, priced from the job type and dispatched to whoever is nearest.

Answer the 2am lockout Picks up out-of-hours calls, confirms the address and lock type, and tells the customer who is coming. Price it from the job, not from memory Applies your price list to the lock type, time of day and travel, so the number is right every time. Send whoever is actually nearest Checks who is free and closest, offers the job, and confirms the arrival window with the customer.

3 templates · Bookings taken, model and part identified before the visit, and the follow-up sent without a reminder.

Know the part before you knock Reads the model plate from a customer photo, finds the likely fault and checks the part is on the van. Take the booking at any hour Answers availability questions, books the visit and tells the customer what the callout covers. Check it is still working a week later Follows up after each repair, catches anything that came back, and asks for the review when it went well.

3 templates · Chairs filled, no-shows rebooked and clients brought back on their own rhythm rather than when someone remembers.

Fill the chair before they leave it Knows each client's rhythm and offers the next slot at the right moment, not six weeks too late. Rebook the ones who never turned up Notices the empty chair, messages the client the same day, and offers the next open slots. Remember the formula, not just the name Keeps colour formulas, preferences and allergies against each client so any stylist can pick it up.

3 templates · Consultations booked, consent and aftercare sent on schedule, and every enquiry answered before it goes cold.

Turn the enquiry into a consultation Answers treatment questions honestly, qualifies suitability and books the consult into the right diary. Send consent before, aftercare after Sends the right consent form ahead of the appointment and the aftercare instructions once it is done. Answer before they book elsewhere Replies to Instagram and web enquiries in minutes, with pricing and honest suitability guidance.

3 templates · Programmes written, check-ins sent and renewals asked for, so coaching time goes to coaching.

Write every client's week Reads last week's logged sessions and writes the next block, adjusted per client. Check in with everyone, personally Drafts a message that references what they actually did this week, for the coach to send or edit. Ask for the renewal at the right moment Flags who is coming up for renewal while their results are fresh, and drafts the ask.

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