This page lists the jobs inside a UK home services business that AI can take on, broken down by the function that does them. It is written for owners and directors of plumbing and heating, electrical, building and recurring service firms, and for the investors who buy and build groups of them.
[WHERE THE TIME GOES]
Where the time goes
A heating engineer's week looks nothing like a builder's, and neither looks like a window cleaning round or a group finance team. Pick the one closest to yours and the rest of the page follows it, from where the time goes to the calculator.
These are the tasks that come round every week in a plumbing and heating business, grouped by the kind of work they are.
01
Winning the work
5 tasksClose
The breakdown call that rings while you are in a loft and goes to voicemail
The boiler quote with three options, typed at ten at night from photos of the data plate
The heat pump quote that waits on the heat loss, the design and the grant deduction
The quote for the extra work you spotted on the last job, still not written up
Chasing the quotes nobody answered, which mostly does not happen
02
Running the day
4 tasksClose
Booking engineers and checking the parts are in before the appointment
Three attempts at tenant access before a landlord gas check can happen
Reshuffling the day when an engineer is off sick or an emergency comes in
Re-keying work orders from agents and housing associations, order number and all
03
Paperwork the job creates
4 tasksClose
The Benchmark checklist, the Gas Safe notification and the manufacturer guarantee, all with the same serial number
The landlord gas safety record to the landlord, and a copy to the tenant within 28 days
On a heat pump, the grant voucher, the MCS certificate, the network operator's notification and the handover pack
Warning notices, with the customer's signature or their refusal
04
Getting paid and getting the next job
5 tasksClose
Invoices typed up from job sheets in the evening
Landlords and agents who pay on 30, 45 or 60 days
Gas safety renewals booked up to two months early so the anniversary holds
Annual service reminders and service plan renewals
Merchant invoices matched to jobs, and the fittings nobody charged for
These are the tasks that come round every week in an electrical contracting business, grouped by the kind of work they are.
01
Winning the work
4 tasksClose
Small works, EICR and EV charger enquiries arriving by phone, WhatsApp and lead sites
The solar or EV enquiry that needs the MPAN, the main fuse and a G99 check before a price
Remedial quotes from C1, C2 and FI observations, sent to a landlord or agent
Landlord EICRs coming round every five years, and social housing programmes
02
Running the day
4 tasksClose
An EICR that takes a day on a house, with the write-up squeezed in
Booking social housing inspections at volume, with access letters to tenants
Network operator lead times holding up solar, battery and EV installs
Parts, cable and consumer units ordered from the wholesaler for tomorrow
03
Paperwork the job creates
5 tasksClose
The EIC or Minor Works with its schedules, or an EICR with every observation coded
Building regulations notification through NICEIC, NAPIT or Stroma within 30 days
New Amendment 4 forms from 15 October 2026, and every template that changes with them
Written confirmation of remedial work to the tenant and the council
The G98 within 28 days of commissioning, and the MCS certificate for solar and batteries
04
Getting paid
4 tasksClose
Deciding whether the certificate goes before or after payment
Landlords and agents who authorise the work, then ask for the invoice to go elsewhere
Applications for payment, retentions and CIS on subcontract work
The JIB pay rise every January, and the prices that have to follow it
These are the tasks that come round on every job in a building and renovation business, grouped by the kind of work they are.
01
Winning the work
5 tasksClose
The take-off from the architect's drawings, measured by hand over several evenings
Sending drawings to two or three subbies per trade and to the merchant, then chasing prices
Writing the quote with prelims, PC sums, provisional sums, exclusions and stage payments
The cancellation notice for contracts agreed in the customer's home
Following up the quotes that went quiet
02
Running the job
5 tasksClose
Booking the scaffold, roofer, first fix trades and plasterer in order, and rebooking when one slips
Ordering steels, bifolds and kitchens early enough for their lead times
Booking building control inspections at each stage
The weekly update to the homeowner with photos, next week's trades and decisions due
RAMS and a construction phase plan for every job
03
Paperwork the job creates
4 tasksClose
Variations agreed on WhatsApp that need writing up and pricing before the work is done
Chasing the electrician, plumber and window fitter for their certificates
The snag list that arrives by text in instalments
The handover pack a solicitor will ask for when the house is sold
04
Getting paid
4 tasksClose
Stage invoices with a running statement of the contract sum, variations and payments
The final account, reconciled and explained
The CIS return by the 19th of every month, and deduction statements to every subbie
Retentions on subcontract work, chased at the end of the defects period
These are the tasks that come round every week in a cleaning, window cleaning, gardening or pest control business, grouped by the kind of work they are.
01
Winning and keeping customers
4 tasksClose
Commercial tenders where areas and frequencies become hours, a price and method statements
The price rise after the April living wage increase, to every customer and every Direct Debit
Monthly client reports with audit scores, missed cleans and complaints
Buying a round and moving its customers across, mandates and all
02
Running the round
4 tasksClose
Rain on a Tuesday that moves the whole week, and the texts to every customer affected
The reminder texts and emails that did not send
The 4pm message saying someone cannot make it tonight, and the search for cover
Keys, fobs and alarm codes for client sites and customers' homes
03
Proving the visit
4 tasksClose
Site audits written up into corrective actions
The pest service report after every visit, with every bait station, product and quantity
Twelve month trend reports for food clients audited to BRCGS
Clock-ins that failed and have to be squared with the rota before payroll
04
Getting paid and staying legal
4 tasksClose
Direct Debit collections, failures, cash and bank transfers matched to the round
Extra work and periodic cleans that were done but never invoiced
Making Tax Digital quarterly updates, over £50,000 turnover now and over £30,000 from April 2027
Right to work checks, holiday pay for irregular hours, and TUPE when a contract changes hands
These are the tasks that come round with every acquisition and every month end in a buy and build group, grouped by the kind of work they are.
01
Finding and buying
3 tasksClose
Long lists built from Companies House, where most small targets file no profit and loss account
Approach letters to owners who have spent thirty years building the business
NDAs and first information requests tracked across several live deals
02
Diligence
5 tasksClose
Re-keying accounts and trial balances into the group model
Splitting install from maintenance revenue and rebuilding the recurring revenue
The contract book, with renewal dates, prices, visits per year and concentration
Thousands of gas, electrical, fire and pest certificates checked against schedules
The engineer qualifications matrix, with every expiry date
03
Integration
5 tasksClose
Change of control notices to Gas Safe, NICEIC, BAFE, NSI, BPCA and MCS
The 100 day plan, drafted again for every acquisition
Legacy job system data mapped into the group system
The price book harmonised and increase letters sent at each contract anniversary
Customer letters that keep the local brand, and staff FAQs
04
Group reporting
4 tasksClose
Monthly management accounts collected from Xero, Sage and QuickBooks and consolidated
A KPI pack where each acquired firm defines first time fix differently
The board pack, the covenant certificate, the earn-out calculations and the synergy tracker
A certificate ledger per company showing jobs, certificates and notifications agree
[THE POINT]
What a heating engineer does brilliantly, and what sits around it
This is the point of the whole page. The work in the left column is why a customer calls you. The work in the right column is what has grown up around it, and it is eating the evenings and weekends.
What a human does brilliantly
Finding the fault a customer has lived with for three winters
Deciding a boiler is immediately dangerous, and capping it off
Judging whether a house will ever suit a heat pump
Sizing radiators against walls nobody knows the make-up of
Setting the price, and knowing when to walk away from a job
The conversation in the kitchen that wins the install
Signing the gas safety record and standing behind it
Training the apprentice who will run a van in three years
What sits around it
Typing up the job sheet in the evening
Turning photos of the data plate into a written quote
Chasing the quote nobody answered
Keying the survey into the heat loss software
Registering the guarantee and lodging the notification
Sending the gas record to the landlord, agent and tenant
Booking next year's gas check
Matching merchant invoices to jobs
What an electrician does brilliantly, and what sits around it
This is the point of the whole page. The work in the left column is why a customer calls you. The work in the right column is what has grown up around it, and it is eating the evenings and weekends.
What a human does brilliantly
Tracing the fault that trips the circuit twice a week
Coding an observation C1, C2, C3 or FI
Holding that code when an agent pushes for a downgrade
Design choices on cable sizes, protective devices and whether to apply to connect
The Qualified Supervisor's sign-off
Setting the price, and deciding whether a certificate follows payment
Winning the landlord or housing association contract
Bringing an apprentice through to approved electrician
What sits around it
Writing up the observations on the EICR
Typing the test results into the certificate software
Lodging the building regulations notification
Filling in the G98 and finding the MPAN
Turning remedials into a quote for the landlord
Chasing the landlord to approve it
Changing every template for Amendment 4
Chasing the invoice
What a builder does brilliantly, and what sits around it
This is the point of the whole page. The work in the left column is why a customer calls you. The work in the right column is what has grown up around it, and it is eating the evenings and weekends.
What a human does brilliantly
Reading the drawings for what the architect has not shown
Sizing the provisional sum on work nobody can see yet
Deciding when a change is a variation, and having the money conversation
Judging quality, sequence and safety on site
Dealing with the structural surprise under the floor
Choosing subbies and keeping the good ones loyal
The conversation with the building control inspector
Negotiating the final account
What sits around it
Measuring the take-off by hand
Chasing subbies and merchants for prices
Typing up the quote and the stage payments
Writing up the variation and getting it signed
The weekly update to the homeowner
Booking inspections and chasing certificates
The CIS return and deduction statements
Reconciling the numbers into the final account
What a good operator does brilliantly, and what sits around it
This is the point of the whole page. The work in the left column is why a customer calls you. The work in the right column is what has grown up around it, and it is eating the evenings and weekends.
What a human does brilliantly
Pricing a contract against the real floors and the client's real expectations
Choosing who covers a site, when it matters who the client trusts
Walking the site on audit and coaching the cleaner
Diagnosing an infestation, and choosing proofing over baiting
Deciding whether to work in marginal weather
Knowing which customers you cannot let down twice
Valuing a round and judging whether its customers will stay
The conversations with staff transferring under TUPE
What sits around it
Turning the specification into hours
Finding relief and updating the rota
Writing up the audit
Writing the service report after every visit
Re-sequencing the round after rain
Texting every customer affected
Matching Direct Debits to the round
The TUPE spreadsheet and right to work checks
What an operator does brilliantly, and what sits around it
This is the point of the whole page. The work in the left column is where the value in a buy and build is created. The work in the right column is what has grown up around it, and it is taking the deal team and group finance away from the left.
What a human does brilliantly
Choosing targets, and saying no
Judging culture and geographic fit
The conversation with a founder about selling the business
Valuation, structure and earn-out design
Deciding whether a compliance gap is a safety issue, a price chip or a deal breaker
Setting the pace of integration, and what not to change
Choosing the KPI definitions and which systems to standardise on
Board, lender and investor relationships
What sits around it
Building the long list and estimating sizes
Tracking NDAs and information requests
Re-keying accounts into the model
Tabulating thousands of certificates
Drafting the 100 day plan again
Mapping legacy job data into the group system
Consolidating the monthly accounts
Assembling the board pack
The use case for AI is taking away the time that gets spent on the work sitting around the job, and freeing your people up to do the work only a human can do. The work that grows the business, and the work they enjoy the most.
[THE USE CASES]
125 things you could hand over, by function.
The times are our own estimates for a typical job. Where a trade body, a supplier or a firm has published a figure, we have used it to check ours.
Enquiries and follow-up
The owner between jobs. At twenty people, an office administrator.
9 use cases
Start here
Working through missed calls and voicemails
Turns the voicemails and missed calls from a day on the tools into a list of who rang, what they want and how urgent it is, with a reply drafted for each.
You give itYour voicemail transcripts or call recordings, and your diary.
You get backA callback list ranked by urgency and likely value, a text to each caller offering your next free slots, and a note of anyone outside your area or your kind of work.
You stillMake the calls that matter. A customer with no heating wants to hear a person.
Logging leads from every platform in one place
Reads each new enquiry from lead sites, your website form, Facebook and WhatsApp, and creates one customer and job record for it in your job management system.
ConnectorCoworkEmailMessagingJob management
By hand6 min
With Claude1 min
ConnectorCoworkEmailMessagingJob management
You give itAccess to the inboxes and apps the leads arrive in.
You get backOne record per enquiry with the name, address, job type and photos attached, duplicates merged, and the source recorded so you can see which lead site is paying for itself.
You stillDecide which leads are worth a visit.
Replying to a new enquiry
Drafts the first reply to each enquiry with your next available slots and the photos you need before you go, such as the boiler data plate or the consumer unit.
SkillMessagingEmail
By hand5 min
With Claude1 min
SkillMessagingEmail
You give itThe enquiry and your diary.
You get backA reply in your own tone, asking for the right photos for that kind of job, and a note of what to ask when you speak to them.
You stillSend it, and pick up the phone when the job is worth more than a text.
Start here
Chasing quotes that have gone quiet
Drafts a follow-up to every quote that has not been answered, at the intervals you set, written about that customer's job rather than from a template.
Scheduled taskConnectorEmailJob management
By hand5 min
With Claude1 min
Scheduled taskConnectorEmailJob management
You give itYour list of open quotes.
You get backA chase for each one at day three, day ten and day twenty, a little firmer each time, and the outcome logged against the quote when they reply.
You stillDecide when to stop chasing, and ring the ones worth a conversation.
Quoting the extra work you spotted on a job
Turns the photos and voice note from a job into a quote for the work you noticed while you were there, so it goes out that day instead of never.
SkillPhotosJob management
By hand30 min
With Claude4 min
SkillPhotosJob management
You give itYour photos, a voice note and your price list.
You get backA short quote with the work described in plain words, your price, and a line explaining why it matters, such as a corroded valve or a circuit with no RCD protection.
You stillSet the price, and decide whether it is worth mentioning at all.
Turning work orders into jobs
Turns work orders from letting agents, housing associations, insurers and facilities helpdesks into job records, with the order number carried through so the invoice is not rejected later.
ConnectorCoworkEmailOnline portalJob management
By hand5 min
With Claude1 min
ConnectorCoworkEmailOnline portalJob management
You give itThe emails and portal tickets.
You get backA job record with the address, the tenant's contact details, access notes, the order number, any schedule of rates code and the deadline the contract sets.
You stillAccept or decline the work.
Checking grant eligibility before the survey
Checks an enquiry against the current Boiler Upgrade Scheme rules before a surveyor drives out, so the visit is not wasted on a house that cannot qualify.
ChatProjectBrowser
By hand15 min
With Claude3 min
ChatProjectBrowser
You give itThe enquiry, the address and what the customer has told you about the house.
You get backWhether the job looks eligible, what the customer needs to have ready, and anything likely to stop the grant, set out for the surveyor.
You stillConfirm it on the survey. The scheme decides eligibility, not this.
Checking the connection before you quote
Works out the network operator from the MPAN and checks the main fuse and the notification route before you price a solar, battery, EV charger or heat pump job.
ChatClaude in ChromeBrowserPhotos
By hand20 min
With Claude4 min
ChatClaude in ChromeBrowserPhotos
You give itA photo of the customer's meter and electricity bill, and the kit you plan to fit.
You get backThe network operator, whether it is a G98, a G99 or connect and notify, the forms needed, and anything likely to hold up the install.
You stillMake the design decision.
Checking which lead sites pay for themselves
Matches what you spend on each lead site and on advertising against the jobs each one actually produced.
You give itYour lead site invoices and your job records.
You get backCost per won job for each source, month by month, and the sources where you are paying for enquiries that never turn into work.
You stillDecide where the money goes next month.
Surveys, design and quoting
The owner at the kitchen table, or a surveyor, designer or estimator.
9 use cases
Start here
Turning survey notes into a quote
Turns your survey notes, photos and measurements into a written quote with good, better and best options, exclusions and payment terms, in your own template.
SkillConnectorPhotosJob management
By hand40 min
With Claude6 min
SkillConnectorPhotosJob management
You give itYour notes or a voice memo from the survey, the photos and your price list.
You get backThe quote ready to check, with each option explained in words the customer understands, and anything you did not measure flagged rather than guessed.
You stillSet the price. Your margin, and how much you want the job, are not in the notes.
Assembling a heat pump quote
Builds the heat pump quote from your heat loss results. Payaca, who sell quoting software to installers, put this at three to four hours a quote without templates.
SkillProjectFile storage
By hand3 hr 30
With Claude40 min
SkillProjectFile storage
You give itThe heat loss output, your design choices and your kit prices.
You get backThe kit list, the emitter schedule, the performance estimate and the grant shown as an upfront discount, with the assumptions listed for the customer.
You stillMake the design calls. Whether the house suits a heat pump at all is your judgement.
Start here
Measuring a take-off from the drawings
Takes the architect's drawings and produces a first pass take-off of areas, lengths and volumes in your estimating template.
SkillProjectFile storageSpreadsheet
By hand6 hrs
With Claude1 hr
SkillProjectFile storageSpreadsheet
You give itThe drawing PDFs, the structural engineer's calculations and your template.
You get backQuantities by trade, each linked to the drawing it came from, and a list of what the drawings do not show, such as drainage runs or the make-up of an existing wall.
You stillCheck it against the drawings and walk the site. What the architect did not draw is where the risk is.
Start here
Getting prices from subbies and merchants
Sends the drawings and the scope to your subbies and the merchant, chases the ones who have not replied, and puts every price into one comparison.
ConnectorScheduled taskEmailMessagingSpreadsheet
By hand3 hrs
With Claude30 min
ConnectorScheduled taskEmailMessagingSpreadsheet
You give itThe drawings, your scope for each trade and who you want prices from.
You get backA comparison by trade with each price, what it includes, what it excludes and when it was given, and a flag where two prices are not for the same scope.
You stillChoose who you use. The cheapest subbie is not always the one you want on your job.
Writing the quote for a renovation
Writes the quote from your priced estimate, with preliminaries, trade sections, PC and provisional sums, exclusions, assumptions and a stage payment schedule.
SkillFile storageSpreadsheet
By hand2 hrs
With Claude20 min
SkillFile storageSpreadsheet
You give itYour estimate and your terms.
You get backA quote the customer can follow, with every provisional sum explained and each payment stage tied to a point on site they can see.
You stillSize the contingency and the provisional sums. That is where you are carrying the risk.
Writing a schedule of works
Writes the schedule of works for a job with no architect, from your site notes, photos and measurements.
SkillPhotosFile storage
By hand4 hrs
With Claude40 min
SkillPhotosFile storage
You give itYour site notes, photos and measurements.
You get backA schedule in the order the job will run, with each item described well enough for a subbie to price it.
You stillDecide the method. How the job is built is your call.
Producing the paperwork for a contract agreed at home
Produces the pre-contract information and cancellation notice the Consumer Contracts Regulations require when a job is agreed in the customer's home.
SkillE-signatureEmail
By hand20 min
With Claude2 min
SkillE-signatureEmail
You give itThe quote and your terms.
You get backThe information pack, the cancellation form and the customer's request to start inside the fourteen days if they want to. Leaving the notice out extends the cancellation period by up to twelve months.
You stillHave your terms checked by a solicitor once. This produces the paperwork. It does not advise.
Start here
Answering a commercial contract tender
Turns a cleaning, grounds or pest control tender specification into hours and cost, and drafts the method statements and mobilisation plan from answers you have written before.
ProjectSkillFile storageSpreadsheet
By hand16 hrs
With Claude3 hrs
ProjectSkillFile storageSpreadsheet
You give itThe tender pack, your productivity rates and your past bids.
You get backHours by area and frequency, a draft price build-up, a draft answer to each question, and a list of the questions where you do not hold the evidence yet.
You stillSet the rates and the margin, and sign the declarations.
Pricing a new customer for the round
Prices a new domestic customer from the address, photos and the frequency they want, using your own price list.
SkillMessagingJob management
By hand10 min
With Claude2 min
SkillMessagingJob management
You give itThe enquiry, the photos and your price list.
You get backA price per visit, the first date that fits the round, and a reply ready to send.
You stillCheck the price. You know which streets are worth more.
Service plans and renewals
The office. Annual services, landlord certificates and service plans.
8 use cases
Running landlord certificate renewals
Builds the list of gas safety records and EICRs coming due, sends the reminders early, and books the visits.
Scheduled taskConnectorJob managementEmail
By hand2 hrs
With Claude15 min
Scheduled taskConnectorJob managementEmail
You give itYour certificate records and your landlord and agent contacts.
You get backA reminder to each landlord or agent eight weeks ahead, gas checks booked inside the two month early window so the anniversary holds, and next year's date set on the day.
You stillRing the landlords who never answer. They are usually the ones with the problem property.
Sending service reminders and plan renewals
Sends each customer their annual service reminder or service plan renewal at the right time, and books the visit when they reply.
You give itYour customer list with install and last service dates.
You get backThe month's reminders sent, the replies logged, visits booked into the diary, and a list of customers who have gone quiet for a second year.
You stillDecide what to offer the ones who have gone quiet.
Writing the monthly report for a commercial contract
Builds the monthly report a facilities client expects: planned maintenance completed, response times on reactive work, outstanding remedials and certificates in date.
ConnectorSkillJob managementSpreadsheet
By hand5 hrs
With Claude45 min
ConnectorSkillJob managementSpreadsheet
You give itExports from your job system and the client's own system.
You get backThe report in the client's format, with the numbers that moved explained and every overdue item listed with its reason.
You stillDecide what to say about the misses before the review meeting.
Start here
Writing the monthly client report
Pulls the month's audit scores, photos, clock-ins, missed cleans and complaints into the report each contract client receives.
ConnectorSkillSpreadsheetPhotos
By hand1 hr 30
With Claude15 min
ConnectorSkillSpreadsheetPhotos
You give itYour audit app, clock-in records and complaints log.
You get backThe report in the same format every month, with the actions taken on each complaint and anything that needs the client's decision.
You stillAdd what the client needs to hear from you. The report keeps the contract, and the relationship renews it.
Working out the price rise after the living wage increase
Models the April National Living Wage rise against each commercial contract and drafts the price review letter, quoting the clause in that contract.
SkillProjectSpreadsheetFile storage
By hand1 hr 30
With Claude15 min
SkillProjectSpreadsheetFile storage
You give itYour contracts, the payroll hours for each site and the new rates.
You get backThe cost increase per contract, the new price and a letter for each client citing the relevant clause.
You stillDecide how much to pass on, and to whom. Some clients are worth keeping at a thinner margin.
Sending the annual price rise to the round
Writes the price rise letter to every customer on the round, updates their new price and gives Direct Debit customers the notice they are owed.
ConnectorScheduled taskPaymentsMessaging
By hand10 hrs
With Claude1 hr
ConnectorScheduled taskPaymentsMessaging
You give itYour customer list and the new prices.
You get backA letter or text per customer with their new price and the date it starts, and a log of replies and cancellations as they come in.
You stillRing the long-standing customers yourself.
Building a pest trend report for an audit
Turns a year of service reports into the trend report a food client needs for a BRCGS audit, by bait station and by month.
SkillConnectorFile storageSpreadsheet
By hand2 hr 30
With Claude20 min
SkillConnectorFile storageSpreadsheet
You give itTwelve months of service reports and the site plan.
You get backActivity by station and month, the recommendations made and whether they were acted on, and the gaps an auditor is likely to ask about.
You stillExplain the trend to the client, and decide what changes on site.
Taking over a round you have bought
Cleans the customer list from the round you are buying against its payment history, and drafts the letters introducing you.
CoworkSkillSpreadsheetPayments
By hand16 hrs
With Claude2 hrs
CoworkSkillSpreadsheetPayments
You give itThe seller's customer list and payment records.
You get backA customer list showing who actually pays and how often, a letter to each customer, and a tracker for the Direct Debit mandates that need signing again.
You stillJudge whether the customers will stay. That is what you paid for.
Reviews and marketing
Whoever has a spare minute, which usually means nobody.
4 use cases
Asking for a review after every job
Sends a review request to every customer when the job is marked complete, to the platform that matters most for your business.
You give itYour completed jobs and your review links.
You get backThe request sent at the right moment and a reminder if they do not respond. Every customer is asked, not only the happy ones, which keeps you inside the review rules in force since April 2025.
You stillReply to the bad ones yourself.
Replying to reviews
Drafts a reply to each new review in your own voice, thanking the customer for the specific job they mention.
SkillBrowser
By hand5 min
With Claude1 min
SkillBrowser
You give itThe review.
You get backA reply ready to post, and for a complaint, a note of what the job record says happened.
You stillRewrite the reply to any complaint before it goes up. That one is read by every future customer.
Writing posts from job photos
Turns before and after photos from the week's jobs into posts for Facebook, Instagram and local community groups.
SkillClaude DesignPhotos
By hand1 hr
With Claude10 min
SkillClaude DesignPhotos
You give itThe week's job photos and a line about each job.
You get backA week of posts describing each job and the area it was in, with nothing that identifies a customer's house unless they have agreed.
You stillChoose which jobs to show.
Explaining a rule change to customers
Turns a rule change, such as a new grant level or a change to electrical certificates, into a page for your website, an email to customers and a briefing for your engineers.
ChatSkillBrowser
By hand3 hrs
With Claude25 min
ChatSkillBrowser
You give itThe official guidance and your customer list.
You get backThe three pieces written for their audience, with the date the change applies and a link to the source.
You stillCheck it against the source. Rules change, and you are the one telling customers.
Remedials, callbacks and aftercare
The planner, a service coordinator, or the owner chasing it himself.
4 use cases
Start here
Turning a failed inspection into a remedial quote
Turns the items on an unsatisfactory EICR or an at risk gas check into a quote for the landlord or agent, and chases it until they answer.
SkillScheduled taskCertificate softwareEmail
By hand45 min
With Claude6 min
SkillScheduled taskCertificate softwareEmail
You give itThe report and your price list.
You get backA quote listing each item in plain words, what the code means for the landlord and the deadline they are working to, with the chase scheduled.
You stillCode the observations. The report is yours, and nobody else can change it.
Finding the remedials nobody quoted
Searches service reports and job notes for defects that were found but never quoted, and builds a list to chase.
ConnectorCoworkJob management
By hand4 hrs
With Claude30 min
ConnectorCoworkJob management
You give itYour service reports and job records.
You get backEach defect with the customer, the date it was found, what the engineer said and a rough value, oldest first.
You stillDecide which ones to quote. Some customers were told it was fine for now.
Pulling the snag list into one place
Collects the snags the homeowner sent by text, WhatsApp and email into one list with photos, who is fixing each one and by when.
ConnectorSkillMessagingPhotos
By hand1 hr 30
With Claude10 min
ConnectorSkillMessagingPhotos
You give itThe messages and photos from the homeowner.
You get backOne list, duplicates removed, each snag with the trade responsible and a date, and a copy for the homeowner.
You stillWalk the job with the customer and agree what is a snag and what is a new request.
Logging callbacks and warranty claims
Logs each callback against the original job, checks it against the manufacturer's warranty terms, and books the return visit.
ConnectorJob managementOnline portal
By hand15 min
With Claude3 min
ConnectorJob managementOnline portal
You give itThe customer's message and the original job record.
You get backThe callback linked to the job, whether it falls under warranty and what the manufacturer needs, and the visit booked.
You stillWork out why it failed. A pattern of callbacks is a training conversation.
Scheduling and dispatch
The owner every evening. At twenty people, a planner or dispatcher.
10 use cases
Building tomorrow's schedule
Drafts tomorrow's schedule from the jobs waiting, grouped by area and by who can do what, and writes the confirmation to each customer.
ConnectorSkillCalendarJob managementMessaging
By hand30 min
With Claude5 min
ConnectorSkillCalendarJob managementMessaging
You give itThe jobs waiting, your engineers and what each is qualified for, and the diary.
You get backA draft day for each engineer with travel between jobs, parts needed flagged, and a confirmation text to each customer with their arrival window.
You stillDecide what goes first when a breakdown comes in, and who can handle it.
Reshuffling the day when it breaks
Rebuilds the day when an engineer is off sick, a van fails or an emergency comes in, and tells every customer affected.
ConnectorChatCalendarMessaging
By hand45 min
With Claude8 min
ConnectorChatCalendarMessaging
You give itWhat has changed, and the day as it stood.
You get backA revised day for each engineer and a message to each customer whose visit moves, with a new slot offered.
You stillChoose which customer gets let down. That call is yours.
Arranging tenant access
Sends the access letters and texts for landlord and housing association work, and keeps the record of three attempts when nobody answers.
You get backA list of failures with the reason, each one resent, and the customers who still have not been told.
You stillRing anyone who was not told.
Keeping the trades in order
Rebooks the subbies when the programme slips, and sends each trade a confirmation the day before they are due.
ConnectorScheduled taskMessagingCalendar
By hand1 hr
With Claude10 min
ConnectorScheduled taskMessagingCalendar
You give itYour programme and the subbies' contact details.
You get backA revised programme, a message to every trade whose date moves, and a list of who has not confirmed.
You stillSequence the job. You know which trades cannot overlap.
Booking building control inspections
Books the inspection at each stage with the council or the registered building control approver, and records the result against the job.
Claude in ChromeScheduled taskBrowserCalendar
By hand15 min
With Claude3 min
Claude in ChromeScheduled taskBrowserCalendar
You give itThe programme and the building control reference.
You get backEach inspection booked in time for the stage, the outcome logged, and the completion certificate chased at the end.
You stillMeet the inspector.
Start here
Writing the weekly update to the homeowner
Writes the Friday update for each job from the week's photos and messages: what was done, who is on site next week, and the decisions and money due.
SkillConnectorPhotosMessaging
By hand40 min
With Claude6 min
SkillConnectorPhotosMessaging
You give itThe week's photos, messages and the programme.
You get backAn update with photos, next week's trades, the choices the homeowner has to make and by when, and the next stage payment.
You stillHave the difficult conversations in person.
Raising work orders from the maintenance schedule
Raises the month's planned maintenance work orders from the asset register and the service schedule for each commercial site.
ConnectorScheduled taskJob managementSpreadsheet
By hand2 hrs
With Claude15 min
ConnectorScheduled taskJob managementSpreadsheet
You give itThe asset register and the maintenance schedule.
You get backA work order per task with the site, asset, frequency and access notes, grouped so engineers are not crossing the county.
You stillDecide what can move when the client asks.
Job records on site
The engineer, fitter or technician, usually at the end of the day.
9 use cases
Start here
Typing up job sheets
Turns the notes, voice memo and photos from a job into the job record: work done, parts used, time on site and follow-up needed.
ConnectorSkillJob managementPhotos
By hand10 min
With Claude1 min
ConnectorSkillJob managementPhotos
You give itVoice notes, photos and the paper job sheet if there is one.
You get backThe job record filled in, parts listed for invoicing, photos filed against the job, and anything mentioned but not quoted flagged for follow-up.
You stillCheck it before it is invoiced. You were there.
Filing photos to the right job
Takes the photos from WhatsApp and the camera roll and files them to the right job with captions, including serial plates and the evidence MCS asks for.
ConnectorCoworkPhotosJob management
By hand15 min
With Claude2 min
ConnectorCoworkPhotosJob management
You give itThe day's photos.
You get backEach photo filed against its job and captioned before and after, with a note of any job missing the photos it needs.
You stillTake the photos. It cannot file what nobody took.
Writing RAMS and a construction phase plan
Writes the risk assessment, method statement and construction phase plan for a job from your own template library and the survey notes.
SkillProjectFile storage
By hand1 hr 30
With Claude15 min
SkillProjectFile storage
You give itYour templates and the survey notes.
You get backDocuments specific to the job, covering the hazards at that address rather than every hazard in the library. HSE says a simple plan before the work starts is usually enough.
You stillRead it, brief the team, and change it when the site changes.
Start here
Writing up a variation
Writes up a change agreed on site, with its price and its effect on the programme, and sends it for the customer to approve before the work is done.
SkillConnectorE-signatureMessaging
By hand25 min
With Claude3 min
SkillConnectorE-signatureMessaging
You give itA voice note or message describing the change, and your rates.
You get backA variation notice with the price, the extra days and a link to sign, logged against the job for the final account.
You stillDecide it is a variation, and have the money conversation. This only writes it down.
Keeping the site diary
Keeps the site diary from the voice notes, texts and photos sent during the day.
ConnectorScheduled taskMessagingPhotos
By hand15 min
With Claude2 min
ConnectorScheduled taskMessagingPhotos
You give itThe day's messages and photos.
You get backA dated entry for each day with who was on site, what was done, deliveries, the weather, and any delay with its cause.
You stillSay what caused a delay. That record matters later.
Completing a gas warning notice
Completes the warning notice paperwork from the engineer's notes, with the customer's signature or their refusal recorded.
SkillCertificate software
By hand12 min
With Claude3 min
SkillCertificate software
You give itThe engineer's notes and photos.
You get backThe notice filled in, a copy for the customer, and the record filed against the job.
You stillClassify the installation. Immediately dangerous or at risk is the engineer's call, and so is capping it off.
Writing up a social housing repair for the landlord
Turns the engineer's notes and photos from a housing association repair into the written summary for the tenant and dated evidence for the landlord.
SkillConnectorOnline portalPhotos
By hand30 min
With Claude5 min
SkillConnectorOnline portalPhotos
You give itThe engineer's notes, photos and the landlord's job reference.
You get backA summary the tenant can understand, the evidence in the order the landlord's portal wants it, and the follow-up work listed.
You stillJudge the hazard. How serious it is decides the timescale.
Writing the pest service report
Turns the technician's notes into the service report: stations checked by number, activity, product, batch and quantity, proofing and hygiene advice, and the next visit.
SkillFile storagePhotos
By hand15 min
With Claude2 min
SkillFile storagePhotos
You give itThe technician's notes and photos.
You get backA report in your format for the client's file, with any station missed flagged.
You stillMake the recommendation. Whether to proof or bait is the technician's judgement.
Writing up a site audit
Turns the audit checklist and photos into corrective actions, each with an owner and a date.
SkillPhotosSpreadsheet
By hand30 min
With Claude5 min
SkillPhotosSpreadsheet
You give itThe completed checklist and photos.
You get backThe audit score, the actions in order of importance, and the actions still open from the last audit.
You stillWalk the site. The audit is the walk, not the write-up.
Certificates, notifications and handover
The engineer signs. The office lodges it, sends it and files it.
12 use cases
Registering a boiler install
Completes the Benchmark checklist, lodges the Gas Safe notification and registers the manufacturer guarantee from one set of job details, so the serial number is typed once.
CoworkClaude in ChromeOnline portalCertificate software
By hand30 min
With Claude4 min
CoworkClaude in ChromeOnline portalCertificate software
You give itThe commissioning details and the customer's address.
You get backAll three done inside their 30 day windows, with the confirmations filed against the job. Vaillant, for one, cuts its guarantee to twelve months if it is not registered in time.
You stillCommission the boiler and sign the checklist.
Start here
Doing the heat pump paperwork
Runs the paperwork on an MCS install: the grant voucher and its expiry, the MCS certificate, the network operator's notification, the handover pack and the grant redemption.
CoworkProjectOnline portalFile storage
By hand3 hrs
With Claude30 min
CoworkProjectOnline portalFile storage
You give itThe design, the commissioning records and the customer details.
You get backEach submission prepared in order with its deadline tracked, including the MCS certificate within 10 working days of commissioning. Payaca put this admin at two to four hours a job.
You stillSign off the design and the commissioning. Your MCS certification is on the line.
Sending the landlord gas safety record
Finishes the gas safety record from the engineer's readings and sends it to the landlord, the agent and the tenant, with proof it went within 28 days.
ConnectorSkillCertificate softwareEmail
By hand15 min
With Claude2 min
ConnectorSkillCertificate softwareEmail
You give itThe engineer's readings and the landlord's details.
You get backThe record sent to everyone who needs it, the sending logged, and next year's check diaried.
You stillCarry out the check and sign the record.
Start here
Writing up an EICR
Drafts the observations and their descriptions from the schedule of test results, the photos and your notes, for you to code and approve.
SkillConnectorCertificate softwarePhotos
By hand40 min
With Claude8 min
SkillConnectorCertificate softwarePhotos
You give itThe test results, photos and your notes.
You get backEach observation written clearly enough for a landlord to act on, the limitations recorded, and anything that looks inconsistent with the readings flagged.
You stillCode every observation. C1, C2, C3 and FI are your judgement and your signature.
Drafting an EIC or Minor Works certificate
Drafts the installation certificate or Minor Works and its schedules from your readings and the job details, so you are not typing the address and circuits in again.
SkillConnectorCertificate software
By hand40 min
With Claude8 min
SkillConnectorCertificate software
You give itYour readings and the job record.
You get backThe certificate filled in, ready for your checks and signature, with any missing reading flagged.
You stillTest the installation and sign it.
Lodging building regulations notifications
Lodges each notifiable job with your competent person scheme within 30 days, and checks every week that nothing completed has been missed.
CoworkScheduled taskOnline portalJob management
By hand10 min
With Claude1 min
CoworkScheduled taskOnline portalJob management
You give itYour completed jobs.
You get backEvery notification lodged with its confirmation filed, and a weekly list of jobs finished but not yet notified.
You stillMake sure the work complies. The notification says that it does.
Updating your certificates for Amendment 4
Works through your certificate templates, drop-downs and job system forms and lists every change BS 7671 Amendment 4 needs, since only the new forms can be started from 15 October 2026.
ProjectChatCertificate software
By hand8 hrs
With Claude1 hr 30
ProjectChatCertificate software
You give itYour templates and form settings.
You get backA list of each template and field to change with the new wording, and the forms opened on the old version that have to be finished by 15 April 2027.
You stillRead the amendment. Knowing the regulations is the qualification.
Notifying the network operator
Completes the G98, G99 or heat pump and EV notification from the kit datasheets and the install details, and tracks the 28 day deadline.
CoworkClaude in ChromeOnline portalFile storage
By hand30 min
With Claude5 min
CoworkClaude in ChromeOnline portalFile storage
You give itThe kit datasheets, the MPAN and the install details.
You get backThe form ready to submit to the right network operator, and a reminder before the deadline.
You stillCheck the design against what the network will accept.
Confirming remedial work to landlords
Writes the written confirmation the landlord has to give the tenant and the council once remedial work is done, with the certificate attached.
SkillEmailCertificate software
By hand15 min
With Claude2 min
SkillEmailCertificate software
You give itThe original report and the certificate for the remedial work.
You get backThe confirmation for the landlord to send, with the dates that show it was inside the 28 days.
You stillSign off the work.
Checking certificates before they go out
Checks each completed certificate for missing fields, codes that do not match the readings and unsigned sections before it is issued.
SkillCoworkCertificate software
By hand10 min
With Claude2 min
SkillCoworkCertificate software
You give itThe completed certificates.
You get backA list of certificates with problems, the field concerned and why it looks wrong.
You stillCorrect it. Only the person who did the test can.
Collecting certificates from every trade
Chases the electrician, the plumber, the window fitter and the roofer for their certificates and guarantees, and files each one for the completion pack.
Scheduled taskConnectorEmailFile storage
By hand2 hrs
With Claude15 min
Scheduled taskConnectorEmailFile storage
You give itThe trades on the job and what each owes you.
You get backA tracker showing what has arrived and what has not, the chases sent, and each certificate filed.
You stillRefuse to hand over without them.
Putting together the handover pack
Assembles the completion certificate, the electrical and gas certificates, window certificates, guarantees, structural calculations and manuals into one pack for the homeowner.
SkillConnectorFile storage
By hand3 hrs
With Claude20 min
SkillConnectorFile storage
You give itThe certificates and documents for the job.
You get backOne indexed pack, with a list of anything still missing. It is what a buyer's solicitor asks for when the house is sold.
You stillWalk the homeowner through it.
Invoicing and getting paid
The owner at night. At scale, a credit controller or bookkeeper.
9 use cases
Raising invoices from job sheets
Raises the invoice from the completed job record, with the parts, labour and any certificate attached.
ConnectorAccountingJob management
By hand15 min
With Claude2 min
ConnectorAccountingJob management
You give itThe job record and your price list.
You get backAn invoice in your accounting software ready to send, with anything that looks unbilled flagged, such as parts used but not charged.
You stillCheck the big ones before they go.
Chasing overdue invoices
Drafts the chase for every overdue invoice, firmer as it ages, with the job evidence attached, and prepares the letter before action when it comes to that.
Scheduled taskConnectorAccountingEmail
By hand10 min
With Claude2 min
Scheduled taskConnectorAccountingEmail
You give itYour aged debtors list.
You get backA chase for each invoice in the right tone for that customer, with photos and the certificate attached, and statutory late payment interest added on business invoices where you choose.
You stillDecide whether to pursue it. Some customers are worth more than the debt.
Invoicing through a client's portal
Uploads the invoice to an agent's, housing association's or facilities client's portal with the order number, job sheet, photos and certificate they require.
Claude in ChromeCoworkOnline portalAccounting
By hand15 min
With Claude2 min
Claude in ChromeCoworkOnline portalAccounting
You give itThe invoice and the job record.
You get backThe invoice submitted with everything the portal asks for, and a list of any rejections with the reason given.
You stillQuery the rejections.
Raising a stage payment invoice
Raises the stage invoice with a running statement of the contract sum, variations agreed, provisional sums adjusted and payments made so far.
SkillConnectorAccountingPhotos
By hand45 min
With Claude6 min
SkillConnectorAccountingPhotos
You give itThe quote, the variation log and photos of the stage reached.
You get backThe invoice and statement, with the photos that show the stage is done.
You stillAgree with the customer that the stage is reached.
Reconciling the final account
Reconciles the quote, the variations and the provisional and PC sums into a final invoice, with a written explanation of every change.
SkillAccountingSpreadsheet
By hand2 hrs
With Claude20 min
SkillAccountingSpreadsheet
You give itThe quote, the variation log and the invoices already raised.
You get backThe final account in a form the customer can follow line by line, and a list of anything not signed off.
You stillNegotiate it.
Preparing applications for payment
Prepares the monthly application for payment on subcontract work, with the valuation, variations and retention, and diaries the payment notice dates.
SkillScheduled taskSpreadsheetEmail
By hand1 hr 30
With Claude15 min
SkillScheduled taskSpreadsheetEmail
You give itThe subcontract, last month's application and progress on site.
You get backThe application ready to send, the dates by which a payment or pay less notice has to arrive, and retention due for release.
You stillAgree the valuation with the main contractor's QS.
Start here
Matching Direct Debits to the round
Matches the day's Direct Debit collections, failed payments, cash and bank transfers against the round, and drafts the chasers for anyone who has not paid.
ConnectorScheduled taskPaymentsAccounting
By hand20 min
With Claude3 min
ConnectorScheduled taskPaymentsAccounting
You give itYour payments provider, bank feed and round records.
You get backWho has paid, who has not and why, failed collections flagged the day they fail, and a chaser ready for each.
You stillDecide who gets another week.
Invoicing the extra work that got missed
Finds the deep cleans, periodic work and out of contract call-outs in the job records that were never invoiced, and matches them to the client's purchase orders.
ConnectorCoworkJob managementAccounting
By hand1 hr 30
With Claude15 min
ConnectorCoworkJob managementAccounting
You give itYour job records and the client's purchase orders.
You get backA list of unbilled work with its value and the order it belongs to, and the invoices drafted.
You stillRaise the ones without an order with the client first.
Reconciling the job system with the accounts
Finds invoices that are duplicated, missing, or paid in one lump across several jobs between your job management system and your accounts.
ConnectorAccountingJob management
By hand1 hr 30
With Claude15 min
ConnectorAccountingJob management
You give itAccess to both systems.
You get backA list of mismatches with the likely cause and the correction needed.
You stillPost the corrections.
Vans, stock and suppliers
The owner at the trade counter, or a buyer or storeman at scale.
6 use cases
Checking parts before booking
Checks tomorrow's jobs against van stock and what is already on order, and raises the orders for what is missing.
ConnectorSkillJob managementEmail
By hand30 min
With Claude5 min
ConnectorSkillJob managementEmail
You give itTomorrow's jobs, your van stock lists and open orders.
You get backA list of parts needed by job, orders drafted to the merchant, and any job that should not go ahead without its part.
You stillDecide whether to go without the part.
Start here
Matching merchant invoices to jobs
Matches every merchant invoice and receipt to the job it was for, and flags materials that were bought but never charged to the customer.
ConnectorCoworkEmailAccountingJob management
By hand3 hrs
With Claude20 min
ConnectorCoworkEmailAccountingJob management
You give itMerchant invoices and statements, and your job records.
You get backEach line allocated to a job, unallocated spend listed, and materials not yet invoiced flagged before that job's invoice goes out.
You stillDecide what goes on the invoice.
Ordering long lead items in time
Works out from the programme when steels, windows, bifolds and kitchens have to be ordered, and chases each supplier for confirmation and a delivery date.
Scheduled taskConnectorEmailCalendar
By hand1 hr
With Claude10 min
Scheduled taskConnectorEmailCalendar
You give itThe programme and the specification.
You get backAn order date for each long lead item, the orders drafted, and a weekly chase until each delivery is confirmed.
You stillApprove the order. Some of these cannot be cancelled.
Keeping the van records
Pulls fuel card statements, service dates, MOT and insurance renewals into one record per van, and flags what is coming due.
ConnectorScheduled taskSpreadsheetEmail
By hand20 min
With Claude3 min
ConnectorScheduled taskSpreadsheetEmail
You give itFuel card statements and your van documents.
You get backCost per van per month, and a list of services, MOTs and renewals due in the next sixty days.
You stillDecide when a van is costing more than it is worth.
Checking your prices against what materials cost now
Compares the materials in your price list and recent quotes with what your merchants are charging now, and flags the lines where a price rise has eaten the margin.
ConnectorSkillAccountingSpreadsheetEmail
By hand2 hrs
With Claude15 min
ConnectorSkillAccountingSpreadsheetEmail
You give itYour price list, recent quotes and merchant invoices.
You get backEvery line where the cost has moved, by how much, and the quotes still open that were priced on the old cost.
You stillDecide whether to put your prices up, and when to tell customers.
Keeping the tools and test equipment register
Keeps a register of tools and test equipment by engineer and van, with what each cost, when it was bought and when its calibration is due.
Scheduled taskProjectSpreadsheetCalendar
By hand1 hr
With Claude10 min
Scheduled taskProjectSpreadsheetCalendar
You give itYour purchase records and a list of what each van carries.
You get backWho has what, calibrations due in the next sixty days, missing kit, and what you will need to replace next year.
You stillGet the kit calibrated, and get it back when someone leaves.
People and credentials
The owner, then an office manager. Hiring, cards, pay and cover.
9 use cases
Keeping the competence register
Keeps every engineer's and technician's qualifications in one register with expiry dates, from Gas Safe categories and the 18th Edition to F-gas and rodenticide certificates.
Scheduled taskProjectSpreadsheetFile storage
By hand3 hrs
With Claude20 min
Scheduled taskProjectSpreadsheetFile storage
You give itYour training records and scheme registrations.
You get backA register showing who is qualified for what today, reminders ahead of each renewal, and the audit file ready when the scheme asks.
You stillDecide who needs training, and never send anyone to work they are not registered for.
Vetting a new subcontractor
Collects a new subbie's insurance certificates, CIS verification and cards, and diaries each expiry date.
ConnectorScheduled taskFile storageEmail
By hand30 min
With Claude5 min
ConnectorScheduled taskFile storageEmail
You give itThe subbie's details and documents.
You get backA file per subbie with everything in date, the CIS rate HMRC has confirmed, and reminders before anything runs out.
You stillDecide whether to trust them on your job.
Turning tracker and job times into payroll
Reconciles vehicle tracker times, job times and timesheets into the weekly payroll and overtime summary.
ConnectorSkillJob managementSpreadsheet
By hand2 hrs
With Claude20 min
ConnectorSkillJob managementSpreadsheet
You give itYour tracker report, job records and timesheets.
You get backHours and overtime per person, and every day where the three records disagree, listed for you to check.
You stillSettle the disagreements. Some of them are a conversation.
Squaring clock-ins with the rota before payroll
Checks the clock-ins that failed or look wrong against the rota and the site before payroll runs.
ConnectorSkillSpreadsheet
By hand2 hrs
With Claude20 min
ConnectorSkillSpreadsheet
You give itYour clock-in records and the rota.
You get backHours per person for payroll, and a list of shifts with a missing or doubtful clock-in, with the likely explanation.
You stillCheck with the supervisor before anyone is paid short.
Logging right to work checks and expiry dates
Logs each right to work check with its evidence, and diaries the date any time limited permission runs out.
Scheduled taskProjectFile storageCalendar
By hand25 min
With Claude5 min
Scheduled taskProjectFile storageCalendar
You give itThe check result and the documents seen.
You get backA record for each person that would satisfy the Home Office, and a reminder well before any permission expires.
You stillDo the check. The law puts it on you, and the penalty is per worker.
Taking on staff under TUPE
Loads the outgoing contractor's staff information, checks what is missing, and drafts the consultation letters and new contracts.
ProjectSkillSpreadsheetFile storage
By hand16 hrs
With Claude3 hrs
ProjectSkillSpreadsheetFile storage
You give itThe employee liability information and your contract templates.
You get backA staff list with gaps flagged, right to work checks outstanding, and the letters and contracts drafted.
You stillHave the conversations with the people transferring.
Working out holiday for irregular hours
Calculates holiday for irregular hours and part-year staff at 12.07% of hours worked, and keeps the record.
SkillScheduled taskSpreadsheet
By hand1 hr
With Claude10 min
SkillScheduled taskSpreadsheet
You give itHours worked for each pay period.
You get backHoliday accrued and taken per person, ready for payroll, with the record kept.
You stillCheck it before payroll runs.
Writing a job advert for an engineer
Writes the advert from what the job actually involves, with the salary benchmarked against published pay for that trade and area.
ChatClaude in ChromeBrowser
By hand2 hrs
With Claude15 min
ChatClaude in ChromeBrowser
You give itThe role, the area and what you can offer.
You get backAn advert, a shorter version for social media, and the pay range other employers nearby are advertising.
You stillDecide what to pay. Good engineers are the limit on how fast you grow.
Keeping the key register
Keeps the record of keys, fobs and alarm codes issued, and lists what needs changing when someone leaves.
ProjectScheduled taskSpreadsheet
By hand30 min
With Claude5 min
ProjectScheduled taskSpreadsheet
You give itYour key records and staff changes.
You get backWho holds what today, keys not returned, and the sites to tell when a key holder leaves.
You stillGet the keys back.
Tax, finance and reporting
The owner with an accountant. At scale, a bookkeeper or finance manager.
9 use cases
Keeping Making Tax Digital records
Categorises card transactions, receipts and cash jobs each week and prepares the quarterly update Making Tax Digital requires.
ConnectorScheduled taskAccountingPhotos
By hand1 hr 30
With Claude10 min
ConnectorScheduled taskAccountingPhotos
You give itYour bank feed, photos of receipts and your job records.
You get backTransactions categorised, missing receipts listed, and the update ready for the next deadline, whether that is 7 November, 7 February or 7 May.
You stillSubmit it, or have your accountant do it. It is your return.
Running the monthly CIS return
Checks the labour and materials split on every subbie invoice, calculates the deductions, drafts the deduction statements and prepares the return for the 19th.
ConnectorSkillAccountingSpreadsheet
By hand2 hrs
With Claude20 min
ConnectorSkillAccountingSpreadsheet
You give itThe month's subbie invoices and HMRC's verification results.
You get backDeductions calculated, a statement for every subbie, and the return ready to file, including nil returns. HMRC's penalty starts at £100 for a return one day late.
You stillSign the return. HMRC holds you responsible for it.
Building the monthly KPI pack
Builds the month's figures from your job system and accounts: jobs done, first time fix, callbacks, utilisation, average job value and debtors.
You give itYour job records, timesheets or tracker data, merchant invoices and your sales invoices.
You get backProfit and margin for every job, grouped by job type, engineer and customer, and the kinds of work where you are earning less than you think.
You stillDecide what to stop doing, and what to charge more for.
Finding where the margin leaks
Looks across a month of jobs for the places money is lost: materials bought but never charged, jobs that ran over the quote, callbacks, travel between jobs and discounts given on the doorstep.
You give itA month of job records, merchant invoices and your sales invoices.
You get backEach leak with what it cost you that month and the jobs behind it, and the three worth fixing first.
You stillFix them. Some are a price change and some are a conversation with an engineer.
Costing tools, equipment and overheads into your prices
Lists a year of spending on tools, test equipment, consumables, software, insurance and vans, and works out how much of it every billable hour has to carry.
ConnectorArtifactsAccountingSpreadsheet
By hand4 hrs
With Claude30 min
ConnectorArtifactsAccountingSpreadsheet
You give itYour accounts and a list of the tools and equipment you own.
You get backYour overheads by category, the cost each billable hour has to recover, and your price list checked against it line by line.
You stillSet the prices. Knowing the cost is where pricing starts, not where it ends.
Checking estimate against actual on a finished job
Compares what you estimated for each trade and material with what the job actually cost, once the final invoices are in.
ConnectorSkillAccountingSpreadsheet
By hand1 hr 30
With Claude15 min
ConnectorSkillAccountingSpreadsheet
You give itThe estimate and the job's costs.
You get backThe difference by trade and by material, and the items where your estimating is consistently out.
You stillChange how you price. The pattern is the lesson.
Start here
Working out what an engineer really costs
Builds the full cost of each engineer from salary, employer National Insurance, pension, van, tools and training, and checks your charge-out rate against it.
ChatArtifactsSpreadsheetAccounting
By hand4 hrs
With Claude30 min
ChatArtifactsSpreadsheetAccounting
You give itPayroll, your van costs and your current rates.
You get backThe cost of each engineer per paid hour and per billable hour, and the rate you need to charge to cover it and make the margin you want.
You stillSet the rate.
Getting the business ready to sell
Pulls together what a buyer will ask for: management accounts, a schedule of contracts and service plans, the certificate record and the engineer qualifications.
ProjectCoworkFile storageSpreadsheetAccounting
By hand30 hrs
With Claude5 hrs
ProjectCoworkFile storageSpreadsheetAccounting
You give itYour accounts, job system and records.
You get backA pack a buyer can read, with the recurring revenue shown separately, and a list of the gaps a buyer will find before they do.
You stillDecide whether to sell, to whom, and what you want for the people who built it with you.
Finding and approaching owners
Head of M&A, the platform CEO, or a search fund buyer on their own.
4 use cases
Start here
Building a target long list
Builds and refreshes the long list from Companies House and the accreditation registers by trade code, area, director age and single director status.
Claude CodeConnectorBrowserSpreadsheet
By hand24 hrs
With Claude3 hrs
Claude CodeConnectorBrowserSpreadsheet
You give itYour criteria: trades, geography and size.
You get backFirms with their directors, years trading, accreditations and reviews, and a flag where the filed accounts carry no profit and loss.
You stillChoose the targets, and say no to the ones that do not fit.
Estimating the size of a target
Estimates turnover and headcount for a firm that files abbreviated accounts, from engineers on the registers, vans, reviews, service area and the balance sheet.
ChatClaude in ChromeBrowser
By hand45 min
With Claude8 min
ChatClaude in ChromeBrowser
You give itThe company name.
You get backA range rather than a single number, with the working shown and the evidence behind each input.
You stillTest it in the first conversation with the owner.
Writing approach letters to owners
Drafts a first approach to each owner that refers to their accreditations, service area and years trading, and keeps the record of every touch over the years.
SkillConnectorEmailSpreadsheet
By hand25 min
With Claude4 min
SkillConnectorEmailSpreadsheet
You give itThe target and anything you know about the owner.
You get backA letter written to that owner about that business, and the date of the next touch.
You stillHave the conversation. Owners sell to people, and most deals start years before they happen.
Tracking NDAs and information requests
Keeps track of NDAs and first information requests across every live deal, and drafts the chase for what has not arrived.
Scheduled taskConnectorEmailSpreadsheet
By hand2 hrs
With Claude15 min
Scheduled taskConnectorEmailSpreadsheet
You give itYour deal list and the requests sent.
You get backWhat has arrived and what has not for each deal, with a chase drafted for each gap.
You stillDecide which deals to push and which to let cool.
Diligence and quality of earnings
The deal team and group finance, with advisers on the larger deals.
6 use cases
Putting target accounts into the group model
Takes filed accounts, management accounts and trial balance exports and maps them into your standard model and chart of accounts.
SkillCoworkSpreadsheetAccounting
By hand8 hrs
With Claude1 hr
SkillCoworkSpreadsheetAccounting
You give itThe target's accounts and your model template.
You get backThe model populated, the mapping used for each line, and the lines that would not map cleanly.
You stillChallenge the numbers.
Drafting the normalisation schedule
Drafts the add-backs from the ledger and payroll, such as owner pay, family on the payroll, vehicles and one-off costs, each with its evidence.
ProjectSkillSpreadsheetAccounting
By hand6 hrs
With Claude1 hr
ProjectSkillSpreadsheetAccounting
You give itThe nominal ledger, payroll and bank statements.
You get backA schedule of proposed adjustments, the evidence for each, and the ones the evidence does not support.
You stillDecide which add-backs are real. The adviser and the seller will test every one.
Rebuilding the recurring revenue
Splits install from service and maintenance revenue in the invoice exports and rebuilds a monthly recurring revenue series.
Claude CodeProjectSpreadsheetAccounting
By hand12 hrs
With Claude1 hr 30
Claude CodeProjectSpreadsheetAccounting
You give itInvoice exports and the contract list.
You get backRecurring revenue by month and by customer, churn and customer concentration, and the invoices that could not be classified.
You stillDecide what counts as recurring. The multiple depends on it.
Analysing the contract book
Reads every service contract and lists renewal dates, prices, visits a year, notice periods and change of control clauses.
CoworkProjectFile storageSpreadsheet
By hand16 hrs
With Claude2 hrs
CoworkProjectFile storageSpreadsheet
You give itThe contracts.
You get backOne table of the contract book, the contracts renewing in the next twelve months, and every clause a buyer should worry about.
You stillJudge which customers will stay after the sale.
Start here
Checking the certificate history in diligence
Extracts thousands of gas, electrical, fire and pest certificates into one table, and checks each visit against the schedule and the engineer's qualification on the day.
CoworkClaude CodeFile storageSpreadsheet
By hand40 hrs
With Claude4 hrs
CoworkClaude CodeFile storageSpreadsheet
You give itThe certificate files, the job history and the qualification records.
You get backEvery certificate as a row, visits late or missing, work signed by someone not qualified at the time, remedials raised but never quoted, and jobs with no notification lodged.
You stillDecide whether each gap is a safety issue, a price chip or a deal breaker.
Reading the target's supplier and software contracts
Reads the target's software and supplier contracts and lists notice periods, minimum terms, user commitments and anything that stops you moving them onto group systems.
ProjectSkillFile storage
By hand3 hrs
With Claude30 min
ProjectSkillFile storage
You give itThe contracts.
You get backA table by supplier with the earliest date each one can end and what it costs to leave early.
You stillDecide the migration timing around it.
Growth across the portfolio
The platform CEO, group operations director and opco MDs.
5 use cases
Harmonising the price book
Compares each acquired firm's contract prices with the group schedule and drafts the increase letters, timed to each contract anniversary.
ProjectSkillSpreadsheetFile storage
By hand16 hrs
With Claude2 hr 30
ProjectSkillSpreadsheetFile storage
You give itThe contract list, current prices and the group price book.
You get backEvery contract priced against the group schedule, the gap in money, and a letter for each one due for review.
You stillDecide how far to push. Price is where acquired customers leave.
Passing leads between companies in the group
Finds customers of one company who need a service another company in the group sells, such as a gas customer with an EICR due, and passes each lead across.
Scheduled taskConnectorJob managementSpreadsheet
By hand1 hr
With Claude10 min
Scheduled taskConnectorJob managementSpreadsheet
You give itCustomer lists and service records from each company.
You get backA weekly list of leads for each company, with the customer, the service and why now.
You stillDecide who owns the customer.
Finding unquoted remedials across the portfolio
Searches every company's service reports for defects found but never quoted, and totals what they are worth by company.
CoworkConnectorJob managementSpreadsheet
By hand8 hrs
With Claude1 hr
CoworkConnectorJob managementSpreadsheet
You give itService reports and job records from each company.
You get backThe backlog per company, the oldest items, and a list for each opco manager to work through.
You stillHold the opco managers to converting it.
Start here
Comparing job margins across the group
Calculates margin by job type, company and engineer across the group on one definition, and shows where one company makes money on work another loses on.
You give itJob, cost and invoice data from each company.
You get backMargin by company and job type side by side, the gaps in money, and the practices behind the best margins.
You stillTake the practice to the companies that need it. That is where buy and build earns its return.
Preparing the evidence for exit
Builds the recurring revenue analysis, customer retention by cohort, KPI history and data room index that a buyer of the group will ask for.
ProjectClaude CodeFile storageSpreadsheet
By hand80 hrs
With Claude12 hrs
ProjectClaude CodeFile storageSpreadsheet
You give itGroup accounts, job data and the KPI history.
You get backThe analyses and a data room index, with the gaps a buyer will find listed first.
You stillTell the story of the group. The evidence supports it, it does not tell it.
Integration and systems
The integration director or operating partner, over the first 100 days.
5 use cases
Drafting the 100 day plan
Drafts the plan for a new acquisition from your integration playbook, adjusted for its systems, accreditations, people and what diligence found.
ProjectSkillFile storage
By hand12 hrs
With Claude2 hrs
ProjectSkillFile storage
You give itYour playbook and the diligence findings.
You get backA plan by week with owners, the systems and accreditations to change in order, and the risks to watch.
You stillSet the pace, and decide what not to change. The founders' goodwill is part of what you bought.
Notifying the accreditation bodies
Lists every registration and accreditation the acquired firm holds, what each body requires on a change of control, and drafts the notifications.
ProjectClaude in ChromeBrowserFile storage
By hand6 hrs
With Claude1 hr
ProjectClaude in ChromeBrowserFile storage
You give itThe acquired firm's registrations and the deal structure.
You get backA checklist by body with its deadline, and each notification drafted, from Gas Safe and NICEIC to BAFE, NSI, BPCA and MCS.
You stillCheck the scheme rules. A lapsed registration stops the engineers working.
Start here
Mapping legacy job data into the group system
Maps and cleans customers, sites, assets, service due dates, contract prices and certificate history from the acquired firm's job system, ready to load into yours.
Claude CodeCoworkJob managementSpreadsheet
By hand80 hrs
With Claude12 hrs
Claude CodeCoworkJob managementSpreadsheet
You give itExports from the old system and your group data model.
You get backA mapped file, the records that would not map with the reason, and a check that every service due date and contract price has come across.
You stillDecide the cut-over date, and who checks the first month's schedule by hand.
Building software that fits your process
Builds the tools a group needs that no job management system sells, such as a certificate ledger, a price book checker or a KPI feed, written around your own process.
Claude CodeFile storage
By hand80 hrs
With Claude16 hrs
Claude CodeFile storage
You give itThe process, the data it runs on and the person who owns it.
You get backWorking software your team can use, with the code held by you. Franchise Brands built its own works management system and bought its finance and CRM.
You stillDecide what to build and what to buy.
Writing the letters that follow an acquisition
Drafts the customer letters that keep the local brand, the staff FAQs, and the TUPE letters where the deal needs them.
SkillProjectFile storageEmail
By hand6 hrs
With Claude1 hr
SkillProjectFile storageEmail
You give itThe deal, the brand plan and your templates.
You get backEach letter written for its audience, and a list of who receives what and when.
You stillTell the staff yourself before any letter goes.
Portfolio compliance
The group operations director and a QHSE or compliance lead.
3 use cases
Keeping the portfolio certificate ledger
Reconciles jobs invoiced, certificates issued and notifications lodged for every company in the group, every month.
You give itJob, certificate and scheme records from each company.
You get backA ledger per company showing where the three agree and every job where they do not.
You stillAct on the exceptions. Each one is either paperwork or a safety question.
Keeping the qualifications matrix across the group
Keeps one qualifications matrix for every engineer in the group, with expiry dates and the work each person is allowed to sign.
Scheduled taskProjectSpreadsheet
By hand4 hrs
With Claude30 min
Scheduled taskProjectSpreadsheet
You give itTraining and registration records from each company.
You get backOne matrix, renewals due in the next ninety days, and engineers booked on work they are not yet registered for.
You stillFund the training.
Running the accreditation and audit calendar
Keeps every company's scheme assessments, audits and renewals in one calendar, and prepares the evidence each assessor asks for.
Scheduled taskProjectCalendarFile storage
By hand2 hrs
With Claude15 min
Scheduled taskProjectCalendarFile storage
You give itEach company's accreditations and audit history.
You get backA calendar for the group, the evidence pack for each assessment, and the findings from the last one still open.
You stillMeet the assessor.
Group reporting, lenders and earn-outs
The group CFO or financial controller, every month.
4 use cases
Start here
Consolidating the monthly accounts
Collects each company's management accounts from Xero, Sage or QuickBooks, maps them to the group chart of accounts and consolidates them, with intercompany removed.
ConnectorCoworkAccountingSpreadsheet
By hand32 hrs
With Claude4 hrs
ConnectorCoworkAccountingSpreadsheet
You give itAccess to each company's accounts and your group mapping.
You get backThe consolidated pack, the mappings that changed since last month, and the variances large enough to need an explanation.
You stillExplain the variances to the board.
Start here
Building one KPI pack for the group
Calculates revenue per engineer, utilisation, recurring revenue, first time fix, remedial conversion and debtor days the same way for every company, from the source data.
