Features That Excel Businesses!
Simple All in One Solution
From Enquiry to Payment
All in One Enquiry Engine
Centralize your world of communication with our one-stop hub that seamlessly integrates Facebook, Instagram, Google, WhatsApp, Email, SMS, and phone calls. Say goodbye to app-switching chaos and hello to laser-focused customer interactions!
Missed Call Text Back
Miss a customer call? No panic necessary! Our innovative 'Missed Call Text Back' service keeps the conversation going, ensuring your customers never stray to the competition. Stay connected, effortlessly!
Quotes Easier with AI
Leveraging our industry focussed Artificial Intelligence, we take the guess work out of your enquiries and enable you to quote easier. "Customer wants an extension building" turns into a complete project managed design document to align both you and your Customer.
Scheduling with Ease
Are you a one-person show or leading a growing crew? Effortlessly assign tasks and shifts to your squad. Every member gets full visibility of customer histories, erasing double bookings from your future. Elevate your game—let customers pick their preferred service dates with absolute simplicity.
Estimates > Invoicing
Easily convert Estimates and Quotes into ready made invoices, completely branded to your business. Accept Cash, Credit or Debit Cards, and even allow customers to pay by ApplePay and Google Wallet.
Invoices and Payments are all integrated with Quickbooks for ease of accounting.
Brand Recognition
Boost your customer engagement effortlessly—get those shining reviews on autopilot! Your exceptional service deserves recognition, and our tools ensure just that. Snap up glowing testimonials with ease and seamlessly showcase them on Facebook and Google, catapulting your brand's stature and pulling in fresh client(Experian/Nucleus Research)ele.
More Solutions Built for You
Embrace Automation
Automatically Capture Contact Details
When a customer first contacts you, our customer automation tools kick in, asking customers for their appropriate contact details. Email and Telephone Number will be tracked and captured.
Automatically Ask for Scope of Work
Our system will automatically ask for scope of work required, and store this information for future reference with your customer. Go one step further and have Artificial Intelligence create engaging conversations and help to qualify those leads for you. All whilst you are on with your current job.
Instant Website Leads
Your plan comes with Web hosting and domain activations. So you can create beautiful branded websites where you can showcase your current projects and reviews and reputation are all brought in from Google to help visitors contact you for work to be completed.
Accounting Integration
With our current integration with QuickBooks you can take the hassle out of your accounting and have everything tracked within the one solution. This will make you very happy, and your accountant even happier.
Pre Appointment Reminders
Ever turn up at an address and the customer is no where to be seen? - We will automatically send out email and SMS reminders to your customer advising them of any prep work required and keeping them excited and prepared for your arrival.
Post Appointment Follow Up
Automatically follow up with your customers and ask for their feedback and reviews via Google or Facebook. These reviews help you to rank higher on both platforms, and boost repeat custom.
Seamless Integration with Stripe Payments
Integration with the worlds leading payment provider, Stripe, enables you to generate tax invoices, take payments via credit and debit card and much more. You can also text your customer via SMS a secure payment link for any adhoc extras as your job progresses.
Still Got Questions?
Frequently Asked Questions
How much does AutomateAgency cost?
We don't have complicated per user pricing plans - just one simple monthly charge - £98 per month.
With this, your can ditch many other subscriptions and move to the all in one tool -saving even more money!
Is AutomateAgency available on all devices?
Yes - as our solution is hosted online, you can access this via any web browser whereever you are in the world.
We also throw in an app for you to use on the go - available via AppStore and Google Play.
Does AutomateAgency offer Support & Training?
Yes, our team are always on standby to assist in your onboarding, daily use and leveraging our multiple automation tools and practices. We are constantly evolving the platform and host Monthly Webinars for you to see first hand how these will operate in your business.
Does it cost extra for integrations?
No - our integrations with Stripe and Quickbooks are what set us apart from the competition. We realise that every business should be leveraging these technologies in their business and as such - we don't charge any extra for them.
Can I send quotes electronically?
We offer powerful quoting tools to ensure you’re winning more work and outlining what you can do for potential customers. Easily create quotes from templates, email these to customers, customise the appearance of your documents and send automated reminders.
Your customers can accept quotes online straight from the email you send them. They will have the ability to accept and comment on the quote online. Once accepted you will receive an email to inform you that the quote has been accepted.
Can I create "set" pricing lists?
How you charge your customers is down to you - we just give you the tools to make that happen. Whether you charge per hour, per day, custom quotes or even set service fees. All of these can be catered for in the solution.
Can I schedule Jobs ahead of time.
Our unique scheduling features gives you the flexibility to schedule in jobs ahead of time, 6 months, 1 year .. you choose.
Alternatively, give the choice to your customer - let them pick a suitable date for the work to commences and give them that added customer service. - We've seen hundreds of 5 star reviews mentioning this service alone !
Am I Locked into a Contract?
Nope, we keep things simple by following a month-to-month subscription model. No contracts, no commitments, cancel anytime. The only ask is that you give us 30 days notice to pause, or end your membership.
Can I see this before I commit to buying?
Of course ! We offer all new members a 14 days trial period to get up and running in the software. We also deliver walkthroughs of the platform twice a week. (on an evening so you dont miss out on any work!)
Where are the hidden costs?
Whilst we bundle as much as we can into the monthly subscription. We do have extras that will need to be paid for. These are:
Website Domain registration fees.
SMS costs (outside of your allowance)
Phone Line rentals for incoming and outgoing calls
.. and thats it !
How do I send Invoices from AutomateAgency?
AutomateAgency offers invoicing designed to make running your trade business so much smoother. Link invoices to your customers and jobs to keep everything organised and in one place.
Our invoices can be sent to both your customers and your accounting software, making financial tracking a breeze.
Turn on online payments through Stripe to get paid faster.
Automated reminders mean your invoices chase themselves up for payment.
Does AutomateAgency offer Safety Forms?
Yes... and NO!... We are working on this new feature currently, so whilst you can upload and send any document you require to your customers. the completion and sending of safety documents and forms is currently "in Progress"
Call 07888 870191
Email: [email protected]