ChanAutomation

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Automation ConsultantCustom Web AppsServiceM8 Certified Partner

Automate your small business. Build systems that run smoother.

We help you remove repetitive admin with smart automations, better workflows, and custom web apps built around how you actually work.

We'll identify 1–2 quick wins to save hours each week.

Less copying and pasting
Fewer missed steps
Faster follow-ups

Built for busy small businesses

If your business runs on enquiries, bookings, quotes, jobs, invoices, follow-ups, or internal handoffs—we can help you streamline it.

Great fit for:

  • Service and trade businesses (including ServiceM8 users)
  • Agencies and consultancies
  • Local businesses with bookings and repeat work
  • Teams juggling multiple tools and inboxes

If this sounds familiar:

  • Information scattered across emails, messages, and tools
  • Doing the same admin work over and over
  • Follow-ups happen late (or not at all)
  • Tools don't connect, so you re-enter the same data
  • Need better systems, but keep them simple and practical

Services

Three ways we help you work smarter

Business automation consulting

We map your workflow, identify bottlenecks, and design a system your team can follow.

Typical outcomes:

  • Clear handoffs and fewer missed steps
  • Less admin and less context switching
  • Faster turnaround and better visibility

Automations that connect your tools

We automate repetitive work and keep your systems in sync.

Common automations:

  • Form → CRM → task → confirmation sent
  • New client → folder + docs → team notified
  • Invoice paid → receipt + project updated
  • Status changes → follow-up emails/SMS
  • Alerts for high-value leads or overdue items

Custom web apps built for your workflow

When your process doesn't fit neatly into off-the-shelf software, we build a lightweight web app that does.

Examples of custom apps:

  • Internal dashboards (sales, ops, delivery)
  • Simple client portals
  • Quote or intake tools
  • Approval flows and handover checklists
  • Replace messy spreadsheets

Goal: make the work easier, not more complex.

ServiceM8 setup and support

If ServiceM8 is part of your workflow, we can set it up properly and help you get the most out of it.

We help with:

  • Setup, templates, forms, and workflows
  • Team training and adoption
  • Connecting ServiceM8 with the rest of your tools

Note: We'll recommend ServiceM8 only if it fits your business.

How we work together

1

Quick Audit & Plan

We learn your current workflow and identify the biggest time-wasters. You get clear recommendations and quick wins.

2

Build & Implement

We set up automations, improve your workflow, and build a custom web app if that's the best solution.

3

Support & Improve

We document what we built, train your team, and refine the system as you grow.

After working together, you can expect:

Less manual admin and fewer errors
More consistent delivery and follow-up
Tools that stay in sync
Better visibility across work in progress
More time back each week

Example workflows we can implement

Lead → booked call → project kickoff

Lead form → CRM record → calendar booking link → confirmation email → kickoff tasks created

Result: no leads slipping through the cracks.

Job done → invoice sent → payment tracked

Completion trigger → invoice created/sent → payment status synced → receipt + internal update

Result: faster cash flow and cleaner admin.

Client updates without chasing

Project status changes → automatic client update → internal reminders if blocked

Result: fewer "just checking in" messages.

Replace a spreadsheet with a simple app

We build a small tool that matches your process and plugs into your existing stack.

Result: one source of truth your team actually uses.

Get a free 20-minute automation audit

You'll leave with at least 1–2 improvements you can implement quickly.

No obligation. If we're not a fit, you'll still get practical ideas.

About

I help small businesses automate operations with connected tools, practical workflows, and custom web apps. I'm also a ServiceM8 Certified Partner and can support ServiceM8 setups when it's the right fit.