Service firms

Proposals, quotes and reports for service firms in minutes, not afternoons

We automate the documents your team rebuilds by hand. That means proposals, quotes and monthly client reports. A person approves every draft before it reaches a client. Start with an Operations Review. The scope and the cost are in writing before your first payment. See a case: tour quotes moved out of spreadsheets.

Sound familiar?

  1. 01Proposals and quotes are rebuilt from old files every time, by hand.
  2. 02Hourly work is tracked in one place and invoiced from another, so hours slip through.
  3. 03Monthly client reports take days of copying from spreadsheets and email.
  4. 04Contracts, receipts and client documents sit in shared folders that nobody can search.

Sample deliverable

A typical Automation Pilot for a service firm

A format example, not a client result. Your real scope is written for you after the Operations Review.

Problem

Every proposal and quote is rebuilt from an old file. Prices and terms are copied by hand from spreadsheets.

In scope

A structured proposal template · prices and terms from one source · an automatic draft for the account owner to approve before sending · version history.

Out of scope

Replacing the accounting system · e-signature · anything sent to a client without a person approving it.

How we’ll know it’s done

Agreed in writing before work starts. Every draft traces back to the price list and terms template it used. Nothing reaches a client unapproved.

Handover

Source code in your repository, an admin guide, a 30-minute handover session and 90 days of free bug fixes.

Nearest project: a tour operator, also a service business, moved its tour quotes from spreadsheets into one tool. See the project See sample deliverables

Your clients’ data stays confidential

  • We sign an NDA before you share any document or access.
  • Data stays where you keep it today, or in a location we agree in writing.
  • Only the engineers named in the contract get access, with their own accounts, removed at handover.
  • At the end of the project we delete working copies and confirm it in writing.
  • Personal data is handled under Vietnam’s Personal Data Protection Law. See our privacy notice.

Start small, with the price agreed up front

Every starting offer has the scope, the timeline and the finish line in writing before your first payment.

Operations Review

5,000,000VND

1–2 weeks · US$375

A fixed quote for your next step after 1–2 weeks. If you sign a Pilot, Fix Package or Custom Software within 30 days, the fee comes off.

See a sample report

Automation Pilot

from18,000,000VND

3–4 weeks · US$1,350

Pick one repetitive task. We automate it and show you how much time it saves.

Prices exclude VAT and third-party software fees. See the Pricing page for every offer and its terms.

Selected work

  • Travel · private tours

    Tour quotes built in a quoting tool, not a spreadsheet

    A tour operator with local guides across Vietnam and Asia, quoting custom private tours in several currencies.

    Workflow Automation · Custom Software

    Read the case study

Questions

What do you automate for service firms?

The documents your team rebuilds by hand. That means proposals, quotes and monthly client reports. We write one template, take prices and terms from one source and make an automatic draft. The account owner approves it before it is sent.

Will anything reach a client without a person approving it?

No. Nothing goes to a client unapproved. Every draft traces back to the price list and the terms template it used.

Can you replace our accounting system?

No. Replacing the accounting system and e-signature are out of scope in a typical pilot. We work with the tools you already use.

Is our clients’ data confidential?

Yes. We sign an NDA before you share any document or access. Data stays where you keep it today, or in a location we agree in writing. Only the engineers named in the contract get access, with their own accounts, removed at handover. At the end we delete working copies and confirm it in writing.

How much does it cost to start?

An Operations Review is 5,000,000 VND and takes 1–2 weeks. An Automation Pilot starts from 18,000,000 VND and takes 3–4 weeks. Prices exclude VAT. The scope and the cost are in writing before your first payment.

Have you done similar work?

Yes. A tour operator moved its tour quotes from spreadsheets into one quoting tool. It is also a service business. You can read the project on our Work page.

What do we get at handover?

The source code in your repository, an admin guide and a 30-minute handover session. You also get 90 days of free bug fixes.

Tell us about one task that wastes time every week.

We reply within one business day. If it is not worth automating, we tell you.

On the call you speak with our Founder or Solution Architect.