ADMIN AUTOMATION FOR UK TRADES
Connect customer enquiries, acknowledgements, CRM records, follow-up and booking support through one clearly defined workflow.
New enquiry
Alex MorganBoiler repair - ChelmsfordThe boiler keeps losing pressure and the heating has stopped.For trades businesses that need a clearer route from new enquiry to the next action.
Interactive enquiry journey
Basic Automation organises the initial response. Advanced Automation continues into agreed follow-up, booking, review and reporting routes.
Basic route · stage 1
Customer details arrive from the agreed source.
Choose the right depth
Basic Automation organises the first response: acknowledgement, CRM creation or update, owner alert and the initial task. Advanced Automation continues with agreed follow-up, booking support, reminders, reporting, escalation and human-review routes.
Two automation routes
Both packages organise the first response. Advanced Automation continues into more detailed ongoing routes.
Basic Automation
A clear first-response system that acknowledges the customer, creates the CRM record and tells the business what needs attention.
Suitable for: Businesses adopting automation for the first time or needing a reliable first-response process.
Get StartedAdvanced Automation
For businesses that need follow-up, booking support, reporting and more detailed workflow routes after the initial enquiry has been organised.
Upgrade from Basic Automation for +50 setup and +70/month.
Suitable for: Businesses needing structured ongoing handling after the first response.
Get StartedDetailed package comparison
Review the included first-response essentials and the ongoing workflow layer after you have seen the package pricing.
| Feature | Basic AutomationInitial enquiry handling£149 + £129/monthReview route | Advanced AutomationOngoing enquiry management£199 + £199/monthReview route |
|---|---|---|
| First-response essentials | ||
| Customer acknowledgement | INCLUDED | INCLUDED |
| CRM record creation | INCLUDED | INCLUDED |
| Owner alert and task | INCLUDED | INCLUDED |
| Error alert | INCLUDED | INCLUDED |
| Ongoing workflow layer | ||
| Follow-up workflows | NOT INCLUDED | INCLUDED |
| Quote, payment and booking reminders | NOT INCLUDED | INCLUDED |
| Booking support | NOT INCLUDED | INCLUDED |
| Human-review route | AGREED SCOPE | INCLUDED |
| Reporting and monitoring | NOT INCLUDED | INCLUDED |
Initial enquiry handling
Upgrade difference: +50 setup and +70/month.
Independent research
Research benchmarks for response speed, supported productivity and digital operating costs.
Businesses attempting contact within one hour were nearly seven times more likely to qualify the lead than those waiting even one hour longer.
Harvard Business Review (opens in a new tab)The MIT / InsideSales study found that the odds of qualifying a lead decrease by more than sixfold during the first hour.
MIT / InsideSales Lead Response Management Study (opens in a new tab)The same study found a 34% productivity improvement among novice and lower-skilled support agents.
NBER — Generative AI at Work (opens in a new tab)The MIT / InsideSales study found that the odds of qualifying a lead were 21 times higher when contacted in 5 minutes rather than 30.
MIT / InsideSales Lead Response Management Study (opens in a new tab)External research provides context; results depend on the business, market and implementation.
What the workflow actually does
Open a feature to see the problem it addresses, what the system does and where a person remains in control.
When a valid enquiry arrives, the customer can receive an agreed acknowledgement confirming that their details were received and explaining what happens next.
Example“Thanks for your enquiry. We’ve received your details and will review the job shortly.”
This is not necessarily a quote and does not promise the job has been accepted. The wording is agreed with the business.
New customer details can be added to the agreed CRM instead of remaining scattered across forms, inboxes or notes. HubSpot is one possible connection where confirmed in scope.
ExampleName: Sarah · Service: Boiler repair · Area: CO15 · Priority: Urgent · Stage: New enquiry · Next action: Review.
The exact fields and CRM are confirmed during planning; a business does not have to already use HubSpot unless the proposal says so.
The system can review the information provided and apply agreed rules so different enquiries take different routes. People remain responsible for important judgement.
Example“Water coming through ceiling” → urgent review. “Bathroom renovation quote” → standard enquiry. “Outside service area” → not serviceable or manual review.
AI may assist with sorting, but it does not make safety-critical decisions independently.
When a valid enquiry arrives, the owner or agreed team member can receive a notification containing the job details needed for the next action.
ExampleCustomer, service required, location, urgency, contact details and a short enquiry summary.
The channel is agreed in scope; this does not assume SMS or WhatsApp.
When an enquiry needs another response, an advanced workflow can track the next agreed action and send an approved follow-up or create a task for the business.
ExampleExample workflow: Monday enquiry → acknowledgement → Wednesday no response, first follow-up → Friday final follow-up or owner task → customer replies, sequence stops.
The timing and message wording are agreed; the example days are not mandatory.
Where booking is included, an appointment can be linked to the customer’s enquiry record so the owner can see what was agreed and what happens next.
This does not claim automatic online booking unless the confirmed scope provides it.
Once a future appointment is recorded, agreed reminders can be sent to the customer, the owner or both, depending on the configured workflow.
Reminders support visibility; they do not prevent every missed appointment.
Unclear, unusual, sensitive or incomplete enquiries can be routed to a person instead of forcing the workflow to make a decision it cannot safely make.
This is a control and a benefit: the business keeps judgement where it matters.
Where reporting is included, an agreed summary can show what happened and what still requires attention. The exact report depends on the configured workflow.
ExampleIllustrative overview: 8 new enquiries · 2 urgent · 3 follow-ups due · 2 bookings · 1 needs human review.
The example is not a SiteToWork customer result and not every package includes every report.
Agreed workflow failures can be detected and recorded so they can be investigated rather than being mistaken for a completed action.
Monitoring covers the agreed workflow and connected tools; it is not a promise to detect every possible software error.
Control remains visible
The exact route depends on the selected package, the enquiry source and the systems agreed during planning.
Uncertain enquiries can pause and move to an agreed review route.
Failed actions can create a clear alert rather than disappearing silently.
Suitable forms on an existing website may connect into the agreed workflow.
Automation questions
Final routes, systems, monitoring and human-review points are agreed before implementation.
Basic Automation organises the initial acknowledgement, CRM record and owner alert. Advanced Automation adds agreed follow-up, booking support, human-review routes and reporting.
Potentially. SiteToWork first reviews the existing form, hosting and access before confirming a suitable connection.
No. It supports repeatable administration and keeps human decisions visible where judgement is required.
Yes, agreed information may be used to flag urgency for the business to review. It does not replace an emergency service or professional judgement.
The route can pause, create a review task or alert the appropriate person, depending on the agreed scope.
Yes. The packages include the agreed HubSpot contact and deal creation described in the confirmed scope.
Booking support is part of Advanced Automation where the required calendar and workflow are suitable.
It covers the monitoring, maintenance and ongoing allowance defined for the selected package and written proposal.
A better route for new work
See what a clearer website and enquiry system could look like for your business.
No obligation. Final recommendations depend on your current workflow and existing tools.
