Energy Assessors Builders Case Studies About Contact

You didn't get into building to run a paperwork business.

Custom AI workflows for Australian builders and building companies — 5 to 50 staff. Quote follow-up, client intake, subcontractor distribution, scheduling. Built around the tools you already use. We don't replace your software — we make the gaps quieter.

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Sound familiar?

"Quotes go out. Nobody follows them up. We're leaving money on the table every month."
A five-day-old quote is a 60% lower close rate than a 24-hour follow-up. Most builders have no system.
"We've got an admin person and she's drowning."
Hiring another admin doesn't fix the workflow. It just moves the friction.
"Client intake form's a mess. JotForm doesn't do what we need. Half the info comes in wrong."
The form was never designed for your business. So you patched it. Then you patched the patches.
"WeTransfer link expired. Now I'm re-uploading the same plans for the third time this week."
Distribution to subcontractors and assessors costs real hours and real attention.
"Appointment no-shows. Confirmation emails get forgotten. 15% of bookings ghost us."
Reminder sequences solve it — if anyone has time to set them up. Nobody ever does.

The workflows that pay for themselves.

These aren't theoretical. They're built, shipped, and saving hours in client offices right now. Pick the ones that hurt most. Skip the rest.

Quote Follow-Up Sequences

Quote sent → automated nudge at 48 hours → check-in at 5 days → "still interested?" at 14 days. Personalised, on your letterhead, sent at the times that actually convert. Stops quotes dying in inboxes.

Client Intake Forms

Replace the JotForm you've outgrown with conditional logic that adapts to the job type. Form submitted → folder created → checklist generated → assessor (or you) notified. One click goes from enquiry to ready-to-quote.

Subcontractor Distribution

Plans, specs and updates synced to your subbies' folders. Persistent access — no 3-day-expiry WeTransfer pain. Notifications when changes drop. Audit trail for who saw what, when.

Appointment Confirmation

Booking confirmed → confirmation email → 48-hour reminder → morning-of nudge. One-tap confirm. No-show rates typically drop from 15% to 4% within a month.

Email Triage

Incoming email read by AI → categorised (quote request / variation / supplier / spam) → tagged and sorted → urgent items forwarded with a summary. Stops you opening 200 emails to find the three that matter.

Variation & Quote Generation

Standard-format variations and quotes drafted in your template, ready for your sign-off. Cuts the document-prep step that everyone hates from 30 minutes to two.

Three steps. No mysteries.

1. Listen

30-minute discovery call. We ask what's eating your time. You tell us in plain English. No tech jargon, no AI sales pitch.

2. Build

We build the workflow on your existing tools — your email, your CRM, your calendar, your cloud drive. Live in 2–4 weeks. You see it working before you sign off.

3. Maintain

Optional monthly retainer keeps it running, improving, and adapting to the way your team actually uses it. Or take it as a one-off — your call.

Pick what fits.

Audit

$500–$750

Half-day deep dive into your business. We map what's eating time and write you an implementation roadmap — yours to keep whether you work with us or not.

Single Workflow

$2,000–$3,500

One fully implemented workflow — built, tested, handed over. Quote follow-up, intake form, distribution, or appointment sequence. 2–4 weeks.

Full Integration

$5,000–$8,000

3–5 workflows integrated into one operating rhythm. 6–8 weeks. For builders ready to stop running on spreadsheets and email.

Monthly Retainer (optional)

$1,500–$2,500 / month

Ongoing maintenance and improvements. Priority support. Up to 10 hours per month. Quarterly review of what's working and what to build next.

Every engagement has a written hour cap. You will never get a surprise invoice.

Worth a 30-minute conversation?

No pitch deck. We ask what's slowing you down, you ask whatever you want about how this works, and you walk out with a clear read on whether automation makes sense for your business.

Book a discovery call