Examples

Flows that move work between your tools

Each example connects software you already run: ServiceM8, Fergus or Simpro with Xero for trades firms, and Cin7 or Unleashed with Xero and Shopify for product businesses. Each one shows how it works, where AI is used and where plain rules do the job, the number you would count, and what it costs.

Automation + AI Illustrative example

Every enquiry lands in your job system

Enquiries come in five ways and get typed into the job system by hand, when someone gets to it. This flow puts every one of them into ServiceM8, Fergus or Simpro as a job or lead, with the details already filled in.

What you count
Time to first reply
Where it fits
Enquiry to Quote · Flow Sprint$3,000 + GST, fixed
Works with
ServiceM8FergusSimproGmail or OutlookFacebook
Where AI is used
Reading free-text messages and pulling out the customer details, job type and urgency. People write enquiries every way imaginable, so this is where AI earns its place.

How it works

  1. An enquiry arrives from the website form, the shared inbox, a text or Facebook Messenger.
  2. AI reads the message and pulls out the name, address, job type and how urgent it sounds.
  3. A job or lead is created in your job system, checked against existing customers so it isn’t doubled up.
  4. The customer gets a short acknowledgement in your wording, and the office sees the new job straight away.

Best for: Trades firms that get enquiries from more than one place.

These examples are illustrative. They show the kind of flow we build, not a client’s results, and there are no hours-saved promises here. Each one names a number you can count yourself, so when a flow goes live you measure the before and after in your own figures.

Want to see one running?

Ask for a demo video and we’ll send a 90-second recording of the flow, set up with your business name and your enquiry form.

The demo is a free 90-second screen recording of the flow running, dressed with your business name. A Flow Sprint is $3,000 + GST, fixed.