The problem
Like many small businesses, we had a choice between several separate apps (customers, quotes, accounting) or one big system designed for someone else. Both meant retyping and scattered information.
The solution
We built a console to our own measure, hosted on Cloudflare, usable on a phone.
| Step | What the console does |
|---|---|
| Request | Website requests arrive with a reply ready to review |
| Quote | Proposals tracked through to acceptance |
| Project | Phases, budget against actuals, a status link for the client |
| Approval | The client approves a deliverable through a link, no account needed |
| Billing | Invoices, credit notes, expenses and reports |
| Receipts | AI reads receipts and prepares the entry, for review |
| Morning brief | At 7 a.m., what needs attention today |
TransparencyThis case study describes our own tool. It shows no client results and no real data.