The job is on site. The leak is between the call and the invoice.
- 01Cost the enquiries
The enquiry lands in a personal mobile
If the call is not in a shared place the same day, the quote depends on one person being on site with signal. That is a support problem, not a CRM problem.
- 02Price the quoting
The quote is rebuilt from the last job
Copying last month's spreadsheet feels quick until three people keep their own version. Count the hours before you buy estimating software.
- 03Rank the chores
The job sheet, the photos and the invoice do not meet
Variations live in WhatsApp. The invoice is typed a week later from memory. Rank this against the other chores before you try to automate all three at once.
A front desk that answers "are you still coming Thursday?" from the diary is a different job from estimating. If that is the one that rings all evening, start with the AI front desk. Do not start with a full Microsoft 365 rebuild unless the tenant itself is the problem. That question has its own migration calculator.