Automate by Digital Suite

    Everything between the enquiry and the invoice.

    One system for requests, jobs, visits, conversations and your local profile. Your team runs it; we help you set it up and keep it working.

    Book a personal demo Watch how the day works
    Illustrative example · fictional records

    A working day

    See the day, one step at a time.

    A request arrives with its details.

    A customer messages from your website. The service, area and preferred time land in one shared inbox, next to their customer record.

    Your office turns it into a request and decides what happens next.

    Illustrative example · fictional records, not a live account
    Base1A2B3C · fixed 11:304D

    Shared inbox · Website chat

    Hi, our kitchen tap is leaking under the sink. Could someone come Thursday morning?

    N. Dlamini (fictional customer)

    Service
    Tap repair
    Area
    Sample Street
    Preferred
    Thursday morning
    Status
    New request

    Request to invoice

    One job, start to finish.

    Each step builds on the last, so the office and the people on site see the same job.

    Illustrative example · N. Dlamini is a fictional customer

    1. Request

      Tap leaking, Thursday morning

      Arrives in the shared inbox and is saved as a request on the customer's record.

    2. Estimate

      Estimate approved

      Sent from the request. The customer's approval stays with the job.

    3. Visit

      Thursday, visit 2 of 4

      Scheduled into one technician's day, with access notes on their phone.

    4. Invoice

      Invoice ready to send

      Built from the approved estimate. The office checks it and sends it.

    Included in every plan

    Five connected jobs, one system.

    Fewer apps to check. You create and schedule your own posts and emails; usage such as email and messaging is extra, and what is available depends on the channels you connect.

    1. Organise the workAutomate OnSite keeps quotes, jobs, schedules, routes and invoices on the same customer record.
    2. Keep conversations togetherCustomer history and messages from your connected channels in one shared inbox, plus calendars and forms.
    3. Stay visibleCreate and schedule social and Google Business Profile posts yourself, from one place.
    4. Stay in touchEmail campaigns, newsletters and standard reminders and follow-ups (no AI) that you write and schedule.
    5. Bring customers backAsk for and manage reviews, send reminders, and see the basics in simple reports.

    Your team in control

    AI only where you want it.

    Automate works fully without AI. If an assistant would genuinely help with enquiries, Pro adds one, and you decide what it handles.

    • Team-run

      Your people answer messages, plan the day and send estimates. Standard automations handle reminders and routine follow-up.

    • With a chat agent

      One configured agent on one supported channel answers from knowledge you approve and hands over to a person when it should.

    • What stays with you

      Pricing, technical judgement and commercial decisions. AI usage is metered and explained before you start.

    Included with every plan

    Software you run. People who help you run it.

    The Automate Learning Hub teaches your team to use the system, and to do more of your own local marketing well.

    • Courses and short lessons built around real tasks
    • Checklists and templates you can edit for your business
    • A weekly group help session to ask questions and fix things together
    • Product use, plus Google Business Profile, SEO, AEO and social publishing basics
    • Private support for anything about your own account

    Would rather have it done for you? Digital Suite services and the Partner plan cover that, with the scope agreed first.

    Illustrative example · a weekly help session agenda
    1. Part 1Your questions from the week
    2. Part 2Lesson: turning a request into an estimate
    3. Part 3Google Business Profile: posting and replying to reviews
    4. Part 4Working session: tidy one checklist template

    Pricing

    Pick the level of help you want.

    The software is the same in every plan. What changes is AI and how much Digital Suite does for you.

    Core

    Everything you need to run the day, set up with you.

    R1,490 / month

    • Standard account setup and guided onboarding
    • Automate OnSite: quotes, jobs, schedules, routes and invoices
    • Customer history and a shared inbox for supported channels
    • Calendars and forms
    • Social and Google Business Profile publishing
    • Email campaigns and newsletters you create and schedule
    • Reviews, plus standard reminders and follow-ups (no AI)
    • Basic reporting
    • Support, Learning Hub and the weekly group help session
    Talk about Core in a demo

    Pro

    Core, plus one chat agent for enquiries you choose to hand to AI.

    R2,490 / month

    • Everything in Core, plus
    • One configured chat agent on one supported primary channel
    • Answers from knowledge you approve
    • Hand-over to a person when the agent should stop
    • Monthly check of AI conversation samples and usage

    Recommended when AI enquiry handling genuinely helps your team.

    Talk about Pro in a demo

    Partner

    Pro, with Digital Suite caring for the account every month.

    R7,990 / month

    • Everything in Pro, plus
    • Priority help when something needs attention
    • Weekly account checks
    • A monthly 30-minute account review
    • Two standard improvements a month, up to an hour each
    • Up to four hours of Digital Suite work a month in total, including checks, review and improvements

    You still run the business. Daily dispatch, full SEO, social content production and advertising are not included.

    Talk about Partner in a demo

    Setup and onboarding included.

    We prepare your account around your business and guide your team through getting started, so you're ready to use Automate after onboarding.

    You supply your business details, access and approvals. Setup is standard configuration with guided onboarding, not instant provisioning or unlimited custom work. Complex migration, integrations and custom workflows are quoted separately.

    Good to know

    • Setup and onboarding included with every plan.
    • Prices are monthly and exclude applicable taxes.
    • Metered AI, phone, messaging and email usage, and any chargeable channel subscriptions, are extra and explained before you sign up.
    • A standard account covers one business, one location and one process, with up to 10 active users. Larger, multi-branch or complex set-ups are scoped separately.
    • Complex migration, integrations and custom workflows are quoted separately.

    Digital Suite services, when you want work done for you

    Available on their own or alongside Automate, one-off or ongoing. Quoted around your needs before anything starts.

    Straight answers

    What it does, and what it doesn't yet.

    What does Automate OnSite cover?

    Enquiries, quotes, jobs, scheduled visits, route planning for one person's day, job details and notes on the phone, and invoices, all on the same customer record. In your demo we walk through your own jobs to check the fit before you sign up.

    How does route planning work?

    It suggests an order for one person's visits in a day. Fixed appointments stay where they are, and visits that need more than one person are left out. A person reviews the order and applies it. There is no live GPS tracking or automatic dispatch across a team.

    Can I connect my customer messages?

    Bring conversations from the channels you connect into one inbox. We check your existing WhatsApp number and the other channels you use before setup, so you know what can connect.

    What about Google Business Profile and social media?

    Every plan includes social, Google Business Profile and email tools. Your team creates, approves and schedules its own posts and newsletters, and manages reviews, from one place. Email and messaging usage is extra. During onboarding we check which channels can connect and set up your sending domain, so you know what is available before you start.

    Can my customers pay through Automate?

    Your customers pay you through your own payment provider. Your Automate subscription is billed to you separately by Digital Suite. Payment provider options for your customers are confirmed during the demo.

    Is setup included?

    Yes. Every plan includes standard account setup and guided onboarding, so you're ready to use Automate after onboarding. You supply your business details, access and approvals. Complex migration, integrations and custom workflows are quoted separately.

    What is not included in the monthly price?

    Applicable taxes, metered AI, phone, messaging and email usage, and any chargeable channel subscriptions. We explain these before you sign up.

    Does Partner include our marketing?

    No. Partner adds ongoing care: weekly checks, priority help, a monthly 30-minute review and two standard improvements, within up to four hours of Digital Suite work a month. Marketing work such as SEO, websites or ads is a separate, quoted service. Daily dispatch, full SEO, social content production and advertising are not included.

    How do I sign up?

    Book a personal demo. We'll walk through how you work, help you choose a plan, explain the full costs and agree the next steps for setup and onboarding.

    See it with your own work in mind.

    A personal demo with Brad. We show Automate using example records and talk honestly about fit.

    Book a personal demo See pricing
    Call 069 511 8513WhatsApp