Websites and automation · Builders

A better handover from enquiry to site visit.

I build websites and admin workflows that organise job details, quotes and follow-ups. You decide which work to take on.

North Wales · Serving UK businesses · Scope agreed before building

The starting point

The gap between an enquiry and a useful site visit.

A customer asks about an extension. Photos arrive in one message, the address in another, and the quote sits in your inbox waiting for a drawing. Before adding software, we map that actual sequence and identify where work waits for a reply.

The first useful change might be a better enquiry form and one follow-up queue. It might be a connection to your current job system. We agree the smallest piece that removes repeat work without making your team maintain another diary.

What we can work on

Practical workflows we can scope.

Choose the part of your process that needs attention. These are possible approaches, not a fixed bundle.

Enquiries ready to review

Collect the type of work, postcode, approximate timing and a short description. Route a complete enquiry to your existing inbox or agreed job list, with a visible owner and next action.

Quotes with a next step

Record when a quote was sent and whether it needs information, a follow-up or a decision. Reminders stop when the customer replies, declines or asks you to leave it.

Site-visit preparation

Send the agreed appointment details and checklist before a visit. A request stays a request until someone confirms the diary and whether the job is within your scope.

Job updates without retyping

Use an approved milestone change to prepare a customer update or invoice reminder. Variations, dates and payment disputes stay with the person responsible for the job.

A useful first conversation

What to bring to the first conversation

  • An anonymised example from first enquiry to accepted quote.
  • Your current diary, quoting tools and who updates each one.
  • Service area, jobs you accept, and the information needed before a visit.

You stay in control

The decisions you keep

  • You approve quotes, variations, schedules and commitments to customers.
  • A form cannot assess structural work, site conditions or permissions.
  • Customer photos and documents need an agreed storage and access route.

If your current job software already handles these steps, we use that capability first. A connection is only included once access, supported features and ongoing costs have been checked.

Scope and support

Agree the work before it starts.

I confirm the scope, price, supplier charges and timeline in writing before you commit.

How projects are scoped

The monthly service has a six-month minimum, then 30 days’ notice. The agreement sets out the licence, support and ongoing responsibilities.

Explore bespoke websites, business automation and AI systems, or inspect named client work.

The fictional demonstration shows a design approach. It is separate from completed client work and does not show measured client results.

Before you enquire

Questions worth asking.

Do I need a new website?

Only if the current one prevents a useful enquiry or cannot support the agreed changes. An improved form and follow-up process may be enough.

Can the system price building work?

A calculator can explain an indicative range using rules you approve. A binding quote still needs your assessment and any drawings, measurements or site visit the job requires.

Talk it through with Taylor

Start with one thing you want to improve.

Bring one enquiry that became hard to manage. We can work through what happened, what needs your judgement and which repeated steps are worth changing.