What custom software can take off your plate.
Every business has a few jobs nobody looks forward to: copying details from one place to another, tidying a spreadsheet before anyone can use it, reading the same kind of document line by line. The examples below are only a starting point. Look for the tasks in your own business that feel repetitive, tedious or easy to get wrong, and picture the software that could handle them for you.
Wondering what a task costs you? Estimate it
Inbox sorting
Inbox sorting
If your inbox is where requests, invoices and complaints all land together, someone probably spends part of every day sorting it. Software can read each message and send it to the right person.
If your inbox is where requests, invoices and complaints all land together, someone probably spends part of every day sorting it. Software can read each message and send it to the right person.
Document and invoice data extraction
Document and invoice data extraction
If invoices and forms reach you as scans or PDFs, someone is likely typing every field into your system. Software can read them and fill in the details for you.
Sensitive data redaction
Sensitive data redaction
If you share documents that contain personal details, someone probably has to find and black out every name, date of birth and record number by hand. Software can find and label each one for you.
Ms. Vance-RuizName[NAME] reports pain that worsens after long shifts on her feet, with mild stiffness in the mornings. No prior injury. Advised a daily stretching routine and a follow-up visit in two weeks. Call the patient at (555) 010-4827Phone[PHONE] once imaging is approved.
Overdue invoice follow-ups
Overdue invoice follow-ups
If clients pay late, someone likely keeps track of who owes what and writes each reminder by hand. Software can watch the due dates and draft the right reminder at the right time.
If clients pay late, someone likely keeps track of who owes what and writes each reminder by hand. Software can watch the due dates and draft the right reminder at the right time.
Duplicate record cleanup
Duplicate record cleanup
Over the years, your customer list will likely collect near-duplicates: the same client entered three different ways. Software can find them, group them and merge them into one list you can trust.
Appointment reminders
Appointment reminders
If your day runs on appointments, someone probably calls or texts every client the day before. Software can send the reminders, collect the replies and flag only the ones that need a person.
If your day runs on appointments, someone probably calls or texts every client the day before. Software can send the reminders, collect the replies and flag only the ones that need a person.
Timesheets to invoices
Timesheets to invoices
If you bill by the hour, turning a month of scattered time entries into invoices is likely an afternoon of copying and checking. Software can do the totals for you, client by client.
If you bill by the hour, turning a month of scattered time entries into invoices is likely an afternoon of copying and checking. Software can do the totals for you, client by client.
Letters and contracts from a template
Letters and contracts from a template
If you send the same kind of letter or contract again and again, someone is probably retyping names, dates and fees into a template. Software can fill it in from a short form.
If you send the same kind of letter or contract again and again, someone is probably retyping names, dates and fees into a template. Software can fill it in from a short form.
Dear [Contact],
Thank you for asking us to act on your [Matter]. This letter sets out the scope of our work and how we will charge for it.
We will begin on [Start date] and expect the work to take [Term]. Our fee is [Fee], payable in two installments.
If you are happy with these terms, please sign and return a copy. We look forward to working with you.
Daily route order
Daily route order
If your team spends the day on the road, the order of the stops might be costing hours of driving. Software can plan each day’s route so less of it is spent behind the wheel.
If your team spends the day on the road, the order of the stops might be costing hours of driving. Software can plan each day’s route so less of it is spent behind the wheel.
Low-stock reordering
Low-stock reordering
If you keep stock, someone likely checks shelves or spreadsheets to see what is running low before writing up orders. Software can spot it and draft the orders for you.
If you keep stock, someone likely checks shelves or spreadsheets to see what is running low before writing up orders. Software can spot it and draft the orders for you.
None of these quite fit? That is the point.
Every build starts with the work that slows your business down, whatever form it takes. Tell us about it in a free consultation and we will tell you plainly what software could do about it.