DR

Admin

No-Code Automation Builder

Chain triggers, conditions and actions together to remove the admin nobody enjoys — built by your team, no developer needed.

Active automations

6

+3%7 built in total

Runs this month

2,757

+18.4%99.98% success rate

Admin hours saved

64 / mo

+12%≈ 1.6 FTE

Cash impact

£31k

+9.7%Faster billing & collection

Invoice & chase automation

Click Run test to watch it execute step by step

When a job is marked complete

Any job, any engineer

trigger

If job value is over £500

And customer is not on credit hold

condition

Generate invoice from rate card

Labour, parts and travel priced automatically

action

Email customer with evidence pack

Photos, signature and certificate attached

action

Wait 3 working days

Skips weekends and bank holidays

delay

If invoice still unpaid

Checks the sales ledger in real time

condition

Start chase ladder & notify finance

SMS, email and an owner task

action

Automation library

Toggle any rule on or off

Overdue invoice escalation

1,284 runs · 38 hrs/mo

Low stock auto-reorder

412 runs · 11 hrs/mo

SLA breach early warning

96 runs · £18k credits avoided

Certificate expiry reminders

74 runs · Audit-proof

New lead round-robin assignment

631 runs · 6 hrs/mo

Idle vehicle coaching prompt

208 runs · £1.1k fuel

Weekly board pack generation

52 runs · 9 hrs/mo

Recent runs

09:42SLA breach early warningSuccess
09:31Overdue invoice escalationSuccess
09:12Low stock auto-reorderSuccess
08:55New lead round-robinSuccess
08:40Certificate expiry remindersSuccess

AI insight

Your team manually re-books 14 jobs a week after engineer no-shows. A rule that reassigns to the nearest available engineer would save an estimated 7 hours a week.