Automation at Kerbside

Automation & integrations

Connect your website, customer records, quotes and day-to-day tools. Stop entering the same details twice.

Where we begin

Start with the job that needs to work better.

A website enquiry should not need copying into a spreadsheet before it becomes a quote. We connect websites, CRMs, job tools and finance systems so the details get where they need to go. For trades, that can mean a custom customer and job system built around the way you work.

We can start with one connection and build from there. Straightforward rules often do the job without AI. Where AI is useful, such as sorting a free-text enquiry, we keep the checks and the person responsible clear.

Repeated data entry between business systems
Slow handoffs that depend on someone noticing an email
Reports assembled manually from several sources
An integration that works until an unusual case appears

The work

From the problem to something you can use.

Trace the process

Follow the work from trigger to outcome, including delays, duplicate data and the cases that need judgement.

Set the boundary

Automate consistent rules and keep ambiguous decisions with the people who understand the context.

Connect and test

Build the integration, test ordinary and awkward cases, and make failures visible instead of silently losing work.

Run and refine

Document ownership, monitor the important points and improve the flow as the underlying process changes.

In practice

Where this helps.

An enquiry that reaches the right person

A website form lands in a shared inbox, someone copies it into the CRM, and a colleague forwards it to the right team. An enquiry can sit untouched simply because everyone assumes someone else has picked it up.

We connect the form to your customer records, check for an existing contact and assign the enquiry using rules such as service or location. Missing details are flagged for follow-up. If a transfer fails, it stays visible for retry or review, rather than quietly disappearing between systems.

A weekly picture without the spreadsheet round-up

An owner or operations team pulls sales, job progress and outstanding invoices from different tools before a weekly meeting. The report takes time to assemble, and the figures may cover different dates.

We bring the agreed measures into one scheduled report, using consistent definitions and reporting periods. Each source shows when it last updated, and missing data is flagged. You can review the underlying records when something looks unusual, rather than treating an incomplete total as the full picture.

Ready for everyday use.

What you can expect:

A shared view of the process and its exceptions
Less repeated entry and fewer manual handoffs
Visible ownership when an automation needs attention

Source code, accounts, hosting, maintenance and intellectual property are agreed for the project, with access and responsibilities made clear before handover.

Have a problem in mind?

Bring us the awkward version.

Tell us what is happening now, who it affects and what a better working day would look like.

Start a conversation