Connect your existing tools
Where suitable integrations are available, bring information across from the software you already use.
Built around your business
Your business, running
with everything connected.
Customers. Jobs. Vehicles. People. We build practical business systems that bring your operations together and take the friction out of everyday work.
Bespoke systems · Workflow automation · Clear reporting
WHAT COULD YOUR SYSTEM DO?
Start with what slows you down.
Explore a few possibilities below. Each system is tailored to your processes: start with one area, or connect several in one workspace.
01 CRM & customer management
Keep every enquiry moving.
Give your team one place to manage customers, quotes and conversations, with a clear next step for every opportunity.
- Customer and contact records with shared notes
- Enquiry pipelines, quote tracking and follow-up reminders
- A complete history from first contact to ongoing work
Less chasing. More consistent follow-up.
Discuss your crm needsGDS / example workspace
Your customer pipeline
Every opportunity, with its next step.
Open enquiries12
Quotes to follow up4
Won this month6
New enquiry 5
Oakfield Homes
Electrical installation
Site visit neededQuote sent 4
Westbrook Estates
Planned maintenance
Follow up todayWon 3
Harbour Property
Lighting upgrade
Ready to schedule02 Job & site management
From the office to the people on site.
Plan work, coordinate your team and keep job information together, whether you manage one-off visits or projects across multiple sites.
- Job scheduling, team allocation and progress tracking
- Mobile job sheets, site photos and completion records
- Materials, variations and aftercare linked to the job
A clearer plan. Fewer calls for updates.
Discuss your job needsGDS / example workspace
Jobs & scheduling
The right team, in the right place.
Weekly job planner12–16 October
| Team | Monday | Tuesday | Wednesday |
|---|---|---|---|
| Team A | OakfieldFirst fix · Plots 4–6 | OakfieldFirst fix · Plots 7–9 | Available |
| Team B | HarbourLighting installation | WestbrookMaintenance visit | WestbrookTesting & handover |
Site update Job #1042 completed
Photos and signed completion sheet received.
Photos and signed completion sheet received.
03 Fleet & asset management
Know what’s ready. See what needs attention.
Bring vehicle and equipment records, inspections and maintenance into one place so your team can act on issues sooner.
- Vehicle and equipment registers with document history
- Mobile inspections, defect reporting and repair tracking
- Servicing, MOT and renewal reminders
Better visibility of the assets your business relies on.
Discuss your fleet needsGDS / example workspace
Fleet overview
Inspections, availability and maintenance.
Vehicles24
Available21
Need attention3
| Vehicle | Latest inspection | Maintenance |
|---|---|---|
| Van 01 · Ford Transit | Passed | Due in 18 days |
| Van 02 · Peugeot Expert | Defect reported | Review required |
| Van 03 · Ford Transit | Passed | Due in 32 days |
Defect assigned to workshop
Van 02 · Rear light · Awaiting repair
Van 02 · Rear light · Awaiting repair
04 Staff & HR operations
Keep the people side organised.
Make everyday staff administration easier with records and workflows built around how your business manages its team.
- Staff records, documents and role-based permissions
- Holiday requests, availability and approval workflows
- Training, qualifications and expiry reminders
Less scattered admin. Clearer responsibilities.
Discuss your staff needsGDS / example workspace
Your team
Availability and records at a glance.
Team members18
On leave today2
Training due1
| Team member | Availability | Records |
|---|---|---|
| Alex Morgan | On site | Up to date |
| Sam Davies | Annual leave | Up to date |
| Jamie Lewis | On site | Training due |
Leave request2 days requested · 22–23 October
Awaiting manager approval
Awaiting manager approval
05 Workflow automation
Let the next step happen naturally.
Connect the stages of your process so information moves with the work and your team spends less time copying, chasing and reminding.
- Form submissions that create records and tasks
- Approval steps, reminders and status notifications
- Connections between existing tools, where supported
Fewer repetitive steps. Smoother handovers.
Discuss your workflow needsGDS / example workspace
Enquiry → completed job
An example of a connected workflow.
- 1Enquiry receivedCaptured
Website form creates a customer record
- 2Quote acceptedApproved
Confirmation triggers the next step
- 3Job createdAssigned
Office team receives a scheduling task
- 4Work completedNext step
Completion record starts invoice preparation
06 KPI dashboards & reporting
See the numbers that help you act.
Turn day-to-day records into useful visibility of workload, performance and the areas that need your attention.
- KPIs tailored to your priorities and available data
- Job costs, margins, workload and performance trends
- Filtered views and reports for different roles
Useful answers without rebuilding a spreadsheet.
Discuss your reporting needsGDS / example workspace
Business overview
Your priorities, brought into focus.
Jobs completed42
Quote conversion68%
Open actions7
Jobs completedLast 6 months
Example figures to illustrate a tailored reporting view.
ONE CONNECTED WAY OF WORKING
Useful on their own. Stronger together.
A customer enquiry can become a quote, an accepted quote can become a scheduled job, and site updates can feed your dashboard. We map the process with you and build the connections that make sense for your team.
Bring your data with you
Plan and validate imports from spreadsheets and existing systems as part of your rollout.
Support as you grow
Keep improving your system with practical support and changes based on real feedback.
LET’S START WITH YOUR DAY-TO-DAY
What’s taking more effort than it should?
Tell us where the spreadsheets, paperwork or chasing are holding you back. We’ll explore what a practical first version could look like.