Services / Systems, automation and AI
Systems your team will actually use, with AI where it earns its place
We're not an AI agency. We're people who've built and sold a business, using cutting-edge tools to get there faster. We build it with you and your team, step by step, and stay until it's simply how the business runs.
Busy, growing, and still running on you
None of this means you're doing it wrong. It means the business has outgrown the way it runs.
Enquiries everywhere
Phone, text, WhatsApp, email and Instagram, and some get lost.
Quotes go out late
And nobody chases them.
Billing is a nightmare
Pulling together messages, timesheets and job sheets.
Software nobody uses
You've paid for tools that never got set up properly.
Curious about AI
You know it could help, but not where to start or what's worth it.
From the first enquiry to the final invoice
We map how work really flows, then build the simplest set of tools that fixes it. Often that's software you already pay for, set up properly.
CRMs and pipelines
With follow-ups that chase themselves at day 3 and day 7.
Job and quoting systems
From quote to invoice in one place, with margin on every job.
AI quoting tools
Send job details from site and a priced estimate is ready for you to approve.
Payments and bookings
Card payments, automatic charges and simple booking flows.
Dashboards and rhythms
Task boards, KPIs and a daily rhythm for your team.
Written procedures
So anyone can run the system, not just you.
Owners we've done it with
PPS South
From the owner on the tools by day and quoting at night, to a team with a daily rhythm, clear authority and quotes that chase themselves.
Read the case study Electrical contractorKeeda Services
Billing pulled from WhatsApps and timesheets, prices in the owner's head. Now one job system, margin on every job and a sales engine.
Read the case study Equipment hireFast Dry
A word-of-mouth hire business that ran entirely on its owner, rebuilt around pricing that reflects its value and an automated hire system.
Read the case study AI technology · United StatesAn AI technology company
A brilliant technical team with no business around the product. A Health Check, a commercial sprint and a clear plan to sell it.
Read the case studyThings owners usually ask
Which software do you use?
Whatever fits your business. We're not tied to any one product, and we often start with tools you already pay for. We regularly work with Monday.com, Xero, job management systems and AI tools.
Do I need to be technical?
No. We build it with you and your team, write the procedures, and train everyone who uses it.
Is AI safe for my business?
We use it where it saves real time and keep a person in control. For example, an AI quoting tool drafts the price, and you approve it before anything is sent.
How quickly will we see a difference?
Usually within the first few weeks. Quotes that chase themselves and enquiries in one place tend to pay back quickly.
Not sure where to start?
The free scorecard shows which area to fix first. Or get in touch. Pop us a call on 07534 814147 or email taylor@praxisbusinessadvisory.co.uk.