Automate OnSite · jobs, teams and routes in one place

    Plan the day. Do the job. Send the invoice.

    For businesses that send people to customers: plumbers, electricians, installers, cleaners, pool and pest teams, and more.

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

    Sound familiar?

    Most of the chasing happens between jobs.

    • The job is in someone's WhatsApp

      Requests arrive in different places, and details live in whoever took the call.

    • Tomorrow's order is a guess

      Visits get booked in the order they came in, not the order that makes sense on the road.

    • The technician phones the office

      For the address, the gate code, what was quoted, or whether parts were ordered.

    • Invoices wait until Friday

      Someone has to piece the job back together before the invoice can go out.

    Schedule and route

    A sensible order for each person's day.

    Compare the booked order with a suggested one. The fixed appointment does not move, and nothing changes until someone applies it.

    Visits in a sensible order.

    Route suggestions put one person's visits in a practical order. Fixed bookings stay where they are.

    A person reviews the suggested order, then applies it. Nothing moves until they do.

    Illustrative example · fictional records, not a live account
    Base1A2B3C · fixed 11:304D
    1. 1Geyser inspectionExample Road · flexible
    2. 2Leaking kitchen tap12 Sample Street · flexible
    3. 3Bathroom quote visitDemo Avenue · booked for 11:30
    4. 4Pipe repair follow-upPlaceholder Lane · flexible

    Suggested for one person's day. Review it, then apply it.

    How a job moves

    Five steps, one record.

    The office and the field see the same job, so fewer calls go back and forth.

    • 1 · Request

      Capture the service, area and preferred time from a form, chat or call.

    • 2 · Estimate

      Send an estimate from the request. Approval stays on the job.

    • 3 · Visit

      Schedule visits and get a suggested order for each person's day.

    • 4 · On site

      Job details, checklists and notes on the technician's phone.

    • 5 · Invoice

      Create the invoice from the approved estimate, then check and send.

    One customer

    Follow one job through.

    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.

    Before you decide

    How it works in practice.

    Clear answers on routes, channels and payments, so you know what to expect.

    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.

    See Automate OnSite with your own jobs in mind.

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

    Book a personal demo See pricing
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